Big M&A is Back and the Next Wave Should Hit Mid-Caps and Small-Caps

After a long pause, global dealmaking has snapped back to life. Boardrooms are leaning into acquisitions, carve-outs, and take-privates as equity markets sit near highs, financing re-opens, and regulators in key jurisdictions signal a more permissive stance.
PS
Paul Sanger
·3 min read
Big M&A is Back and the Next Wave Should Hit Mid-Caps and Small-Caps

After a long pause, global dealmaking has snapped back to life.

Boardrooms are leaning into acquisitions, carve-outs, and take-privates as equity markets sit near highs, financing re-opens, and regulators in key jurisdictions signal a more permissive stance.

Bankers describe one of the busiest stretches in years, with multi-billion transactions across tech, energy, utilities, and materials setting the tone.

What’s Powering the Resurgence?

  • Confidence + currency: Strong share prices give acquirers “paper” to transact and sellers the confidence to negotiate.
  • Financing windows: Credit markets have thawed; spreads are tighter and structures more flexible, reviving leveraged buyouts and larger strategic deals.
  • Policy tailwinds: A softer antitrust posture in some markets and faster national-interest approvals are pulling forward decisions that were shelved during the last bout of uncertainty.
  • Pent-up PE firepower: Private equity is sitting on trillions in dry powder and needs to deploy and recycle capital; that means more exits, more take-privates, and more sponsor-to-sponsor trades.
  • “Just-right” macro: Growth isn’t booming, but it isn’t collapsing either. That middle ground tempts sellers and emboldens buyers.

Why this Shouldn’t Stop at Mega-Caps

The first phase of every M&A cycle tends to feature headline mega-deals, because big companies can move first and absorb execution risk.

The second phase typically trickles down the risk curve:

  • Valuation gaps are wider lower down the market. Many quality mid-caps and small-caps have lagged the “top end of town,” leaving attractive entry points for strategics and sponsors.
  • Easier to integrate, faster to re-rate. Smaller targets can be simpler to diligence and integrate, with synergies (or a path to profitability) that move the needle quickly.
  • Roll-up logic returns. Where industry structures are fragmented—software, services, mining services, specialty materials, bolt-ons can compound returns and justify higher multiples.
  • Private equity’s sweet spot. Sponsors will increasingly pivot from mega-cap to mid-market deals as competition intensifies and credit committees prefer bite-size risk.

What this Means for Overlooked Names

  • Re-rating potential: If mega-cap deals set valuation benchmarks, undervalued mid-caps/small-caps can see multiples drift up as comps reset and bidders scan further down the list.
  • Strategic interest: Cash-rich corporates will chase capabilities (tech, IP, permits, offtakes, customer lists) they can’t build fast enough internally.
  • Take-private candidates: Thin liquidity and stubborn discounts to intrinsic value make fertile ground for sponsor bids, especially where there’s a clear self-help plan post-deal.

Signals to Watch Next

  • Financing quality: Look for tighter spreads, longer tenors, and disciplined covenants—if that holds, mid-market LBOs will accelerate.
  • Antitrust tone: If regulators continue to prioritise consumer outcomes over market-share arithmetic, more transactions clear, and faster.
  • Sector “leaders-then-followers” effect: After a few high-profile closes in one vertical, expect copy-cat dealmaking in the next two quarters.
  • Board behaviour: Share buybacks and special dividends often precede or accompany bid activity; they also harden the “floor” for negotiations.

Playbook for Boards and Investors

For boards/management (mid & small caps):

  • Run a readiness check (data room hygiene, KPI dashboards, customer concentration, regulatory status).
  • Update sum-of-the-parts and control vs stand-alone valuations; close the execution gaps that depress your multiple.
  • Consider bilateral conversations with logical partners now—don’t wait for a hostile approach.

For investors:

  • Hunt for quality lags: cash-generative, under-followed names trading at discounts to peers with identifiable catalysts (cost-out, contract wins, permitting, commissioning).
  • Map logical acquirers and synergy math; favour businesses that “slot in” to someone’s growth or cost agenda.
  • Watch sponsor behaviour (corner stakes, creeping control, board refreshes) as an early tell.

Bottom line

The M&A engine has restarted at the mega-cap end, but cycles rarely stop there. As financing stays open and confidence holds, the next legs should flow to mid-caps and small-caps, where valuations have lagged and strategic logic is often cleaner. That’s where the overlooked value, and the next set of headlines, are most likely to emerge.

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