Trump, Draghi, and Brexit Predictions in A&O Shearman’s M&A Forecast for 2025

A&O Shearman recently published its latest M&A report, offering an in-depth look at global dealmaking trends in 2024 and predictions for 2025. With insights from the firm’s partners and associates, the report covers four key areas shaping the M&A landscape.

The report delves into the potential impact of the Trump administration on M&A activities in the U.S., as dealmakers view his election win with optimism. It also highlights a resurgence in transatlantic public M&A, with a significant increase in deal value in 2024, signaling U.K. public markets’ appeal to U.S. bidders.

In the private equity sector, which faced challenges in recent months, there are signs of recovery. The authors express optimism for the PE exit market in 2025, anticipating increased activity and valuations.

Mario Draghi’s proposed reforms to Europe’s merger control landscape are also explored in the report, aiming to enhance growth and competitiveness within the EU. Global co-head of M&A, David Broadley, offers insightful commentary on the report’s findings, emphasizing the impact of global elections and geopolitical uncertainties on M&A markets.

Looking ahead to 2025, the report indicates positive indicators for the M&A market, including a potential recovery in the PE exit market and continued interest from U.S. entities in U.K. listed companies. A&O Shearman’s team of M&A experts remains dedicated to providing valuable insights into the evolving dealmaking landscape, offering a valuable resource for navigating the opportunities and challenges in the year ahead.