1. M&A activity in the U.S. is recovering but uneven. 2. 2025 saw $2.4 trillion in deal value despite fewer transactions. 3. Tariff uncertainty and high interest rates hindered deal volume. 4. Mid-market deal activity is low, dominated by megadeals. 5. Expectations of a more active M&A market in 2026 persist.
FAQ
Why Bullish?
Increased deal values and large acquisitions suggest economic resilience. Historical examples, such as 2021's high activity, support this optimism.
How important is it?
The article discusses significant mergers and M&A activity trends that can directly influence S&P 500 companies.
Why Long Term?
As regulatory environments stabilize, M&A activity is likely to increase over time, contributing to long-term growth.