< Key Hightlight >

If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&A). This report analyzes the disruptive themes that have driven M&A activity in Q1 2021 across 17 sectors including aerospace, defense, & security, apparel, automotive, banking & payments, construction, consumer, foodservice, healthcare, insurance, medical devices, oil & gas, packaging, pharma, power, retail, technology, media & telecoms, travel & tourism.

Scope

This report provides an overview of merger and acquisition activity globally in Q1 2021 across 17 sectors including aerospace, defense, & security, apparel, automotive, banking & payments, construction, consumer, foodservice, healthcare, insurance, medical devices, oil & gas, packaging, pharma, power, retail, technology, media & telecoms, travel & tourism. 

It identifies the themes driving most notable deals announced in Q1 2021 across all 17 sectors and provides the predictions around these themes. 

It also assesses the impact of COVID-19 on the M&A market.

Key Highlights

Despite the global pandemic, global M&A deals reached a total value of $2,838bn in 2020, just down by 6% as compared to 2019. The total number of deals in 2020 reached 32,285, with most activity in the second half of the year.

The M&A market recovered strongly in Q3 and Q4 2020. Q4 2020 saw the highest activity for the past five years, with 9,371 deals and total deal value of $1,056bn.

Q1 2021 saw 8,823 M&A deals with a combined transaction value of $878bn, which is 48% up on Q1 2020 by deal value.

Reasons to buy

Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. If you want to understand the themes that drive an industry, simply look at the list of recent mergers and acquisitions (M&A). 

In this report we have listed down the most notable deals across 17 sectors to make it easy for our clients to get a view of themes disrupting these sectors and prepare for the future.

Companies mentioned

Canadian Pacific Railway 

Rogers Communications 

OptumInsight 

ICON 

ironSource 

Apollo Global Management 

National Grid 

Hitachi 

American Tower 

Hapvida Health System 

Teledyne 

TPG Capital 

M&T Bank 

Jazz Pharmaceuticals 

Synnex 

Energy Transfer 

Peraton 

II-VI 

Davidson Kempner 

Okta 

Kansas City Southern 

Shaw Communications 

Change Healthcare 

PRA Health Sciences 

Thoma Bravo Advantage 

Athene 

Western Power Distribution 

GlobalLogic 

Telefonica 

Notre Dame Intermedica 

FLIR Systems 

AT&T 

People's United Financial 

GW Pharmaceuticals 

Tech Data 

Enable Midstream 

Perspecta 

Coherent 

Bradford & Bingley 

Auth0 

Amazon 

Primark 

Zalando 

Chanel 

Citibank 

BBVA 

HSBC 

Bank of America 

DBS 

USAA 

Revolut 

Ant Financial 

Alibaba 

Visa 

Mastercard 

Mercado Libre 

Shopify 

Klarna 

Square 

Walmart Health 

Kaiser Permanente 

Anthem 

Fresenius 

Walgreens 

Google 

Facebook 

Smith & Nephew 

Cisco 

Siemens Healthineers 

HCA 

Allscripts 

DaVita 

Synapse Group 

IBM Watson Health 

Best Buy 

3M