Side M&a - Buy

: KPMG predicts 2026 will be defined by carve-outs, as 50% of respondents expect to use separations to simplify operating models and unlock capital for reinvestment. Sector Leaders :

The highlights a resurgent buy-side market, with global deal values reaching $4.7 trillion in late 2025, driven by an urgent need for business reinvention through AI and geographic expansion. Key Buy-Side Trends for 2026 buy side m&a

: A sharp divergence has emerged where large, well-capitalized buyers are driving megadeals (over $5B), while the mid-market remains constrained by valuation gaps and execution risks. : KPMG predicts 2026 will be defined by

: 66% of acquirers now prioritize recurring revenue as the top characteristic when evaluating targets, followed closely by strong margin profiles and defensible cashflow. : 66% of acquirers now prioritize recurring revenue

: While sentiment is at a six-year high, dealmakers remain cautious about trade/tariff policies and "regulatory volatility" as major obstacles to closing deals. Market Summary

: Seeing a surge in consolidation, particularly in the Middle East and the fragmented US banking market.