42013526 - Horizons - Q4_v04c

HORIZONS | BDO'S GLOBAL VIEWOF MID-MARKET DEAL ACTIVITY 29

DACH HEAT CHART BY SECTOR

Industrials & Chemicals

99 29% 80 24% 48 14% 45 13%

TMT

Consumer

Pharma, Medical & Biotech

LOOKING AHEAD

Business Services

31 15

9% 4%

Energy, Mining & Utilities

We expect Mid-Market M&A activity to remain at the very least stable over the next quarter supported generally by the improved economic environment and driven by deals in multiples sectors (in particular, TMT, Industrials, Chemicals, Financial and Business Services), high levels of PE activity and strong inbound international investment. Corporates will continue to look to use M&A to reduce disruption caused by the pandemic and looking forward to optimise business models (including digitisation) and pick up strategic assets at the right price. The greatest risk is presented by an unforeseen set back in the recovery from Corona and/ or a possible acceleration in the slowing of momentum in 2021/2022 as a result of capacity/ supply chain constraints leading also to price increases. In manufacturing there is even concern this could lead to a ‘bottleneck recession’.

Financial Services

13 4%

Leisure

5 3

1% 1%

Real Estate

TOTAL

339

DACH MID-MARKET VOLUMES BY SECTOR

2020

2021

62

83

3

6

43

28

6

6

49

50

6 8

7 3 9

14

32

20

Technology & Media

Financial Services

Energy, Mining & Utilities

Pharma, Medical & Biotech Real Estate

Consumer

Business Services

Leisure

Industrials & Chemicals

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