As we navigate in the early months of 2024, emerging trends suggest a rebound in deal activity, driven by stabilized financial performance and renewed demand for specialty chemicals.

The environmental services sector is experiencing robust growth, fueled by technological innovations, regulatory backing, and strong investor interest in sustainability, offering optimism and opportunities for business owners.

Manufacturing & Industrial 2024 M&A Outlook
Optimism, Reshoring Trends, Innovative Strategies

The SOCMA Show's key takeaways underscored optimism for the chemical sector, offering valuable perspectives on growth and M&A for 2024.

Delve into the transformative role of corporate culture in mergers and acquisitions. Drawing on insights from Peter Drucker's pioneering management theories, we explore how family-owned businesses leverage their unique cultures as a key asset in negotiations, and how investors are placing unprecedented value on the qualitative aspects of potential acquisitions. Discover why a strong corporate culture is not just a part of a company's legacy, but a critical game-changer in today’s M&A market.

In 2023, Chemicals M&A was soft, missing a strong rebound. Deals were selective but of higher quality. For 2024, growth looks promising, driven by sustainability, integration, and transformative deals. Aging equity and decarbonization focus could boost M&A.

This past week, the Balmoral Advisors team attended the Association for Corporate Growth (ACG) Chicago 2024 Annual Market Trends event, a key yearly forum for professionals in the industry. We summarized the panel’s perspective on the changing dynamics of the market and the future of deals in the coming year.

The F&B industry's journey through the post-pandemic landscape is characterized by resilience, adaptation, and innovation. With shifting consumer preferences and evolving market dynamics, industry leaders are navigating a complex but promising terrain.

The chemical industry, an essential sector in the global economy, faced a complex macro- economic environment in 2023. A key indicator of this complexity is observed in the M&A trends. After a flurry of transactions, the sector has entered a quieter period with reduced activity.  In Q3 2023, globally the sector saw a decrease to 102 M&A deals, down from 119 in Q2. Despite this decrease, the transaction value (EV/EBITDA) is higher than the average of the previous four quarters suggests a nuanced market scenario.

What does this imply for the industry? Our analysis delves into this question, exploring the macro-economic outlook, public chemical company performance, investor sentiments, and the evolving M&A landscape. It is important to note that our review is based on disclosed information, which, while not exhaustive, offers valuable insights into industry trends.