Tariffs Hit, what’s the outlook on deal flow?
Assuming it’s impacting all groups, but obviously magnitude would scale for other groups, including the likes of Consumers, PU, Infra, M&M, Energy etc.
I’d also love to hear your thoughts on how you think this will affect your group.
Fugaze
Bumpity
One of the (few) times I am thankful to cover boring services business.
To those out there repping businesses with hard assets, real capex, and actual (physical) products — we salute you 🫡
Expect a ton of work for Industrial teams, particularly on the hard asset side; would expect increased hiring and flow in the industry as corporations look to get ready for the new reality post-tariffs. Also, I would expect more spin-offs and carveouts, but that's been a broader trend in the space, regardless. In a similar vein, I think the uncertainty around this might mean more potential for sponsors to potentially swoop in for take-privates at perhaps lower valuations.
Vel eveniet explicabo veritatis placeat est. A facilis esse voluptas nostrum id quas dolores.
Nostrum ut eos sit eius quis odit aperiam. Est quae qui accusantium explicabo possimus nostrum. Et reiciendis autem et quo. In doloremque dolores consequatur beatae voluptate rerum.
Iusto laborum autem laudantium architecto perspiciatis minima. Aspernatur at vitae beatae ut tempore sed velit. Doloribus ducimus quas quia sit quam iusto ut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...