BDO Horizons 2024 - Issue 2

BDO Horizons 2024 - Issue 2

Original content provided by BDO Global Office

In this edition of BDO M&A Horizons, we focus on sectors: Manufacturing, TMT, Natural Resources and Real Estate.

On a global basis, volumes and values are down and the heat map shows a decline in overall transaction appetite for 2024. However, there are signs of stabilisation in the market, with a return of private equity buyers, lower inflation, and a sense that interest rates may actually start falling. In a recent event in Seoul with our M&A partners in the Asia Pacific region we discussed the expectations of a pick up in deal activity and are encouraged by the buying appetite of Asian conglomerates and trading houses.

GLOBAL VIEW

DEAL ACTIVITY DECLINED IN THE OPENING QUARTER OF 2024 BUT WAS STILL AHEAD OF PRE-COVID LEVELS

SECTOR VIEW - TMT

A POSITIVE OUTLOOK ON THE 'NEW NORMAL'

SECTOR VIEW - REAL ESTATE

IS THE COMMERCIAL REAL ESTATE MARKET ON THE BRINK OF COLLAPSE?


SECTOR VIEW - MANUFACTURING

WILL 2024 BE A BUMPER YEAR FOR MANUFACTURING M&A?

SECTOR VIEW - NATURAL RESOURCES

DEAL ACTIVITY DROPS BUT ENERGY TRANSITION POWERS POSITIVE OUTLOOK