North East Merger and Acquisition Analysis and Forecast for 2025

intaining our commitment to long-term partnerships with businesses across various disciplines. The prevalence of shareholders selling to employee ownership trusts also emerged as a trend, aligning with our private client team’s expertise.

Employee ownership trusts offer a strategic succession plan for certain business owners, with added tax advantages. However, these trusts must align with the company’s ethos and the shareholders’ values to be effective. Sector-wise, technology and software saw increased activity, alongside consolidation in traditional areas like automotive and care homes. Looking regionally, our commercial teams foresee growth in the hospitality and leisure sectors.

As we delve into 2025, the year has kicked off with promising ongoing deals and investments, backed by a robust pipeline. The pending Capital Gains Tax (CGT) changes set for April pose an intriguing development to monitor. Business Asset Disposal Relief adjustments may impact transaction timelines, although not as drastically as the 2024 Budget amendments did.

Navigating the unpredictable deals market amidst broader economic shifts may present challenges, but the prevailing optimism in the North East remains palpable. There’s a palpable energy within the business community, reflected in the growing interest among business owners in expansion opportunities, attracting funders, investors, and pursuing trade sales or management buyouts.

Our consistent advice to clients is to prepare early for potential transactions, gathering insights to navigate the complexities of deal-making efficiently. Acting as trusted advisors, we prioritize understanding our clients’ strategic goals, adopting a holistic approach to ensure proactive support. With our full-service offerings, we are well-equipped to guide clients through every facet of their business and personal ventures.

As we look ahead, the dynamic landscape of mergers and acquisitions in 2025 promises continued growth and transformation in the business sector. Stay tuned as we work alongside our clients, innovating and strategizing for continued success.