42014429 - Horizons Q1 2022_v06

ISSUE 1 | 2022

52

AUSTRALASIA HEAT CHART BY SECTOR

TMT

96 20% 66 14% 59 12% 59 12% 52 11% 50 10% 47 10%

Energy, Mining & Utilities

Consumer

Industrials & Chemicals

LOOKING AHEAD

Pharma, Medical & Biotech

of Chinese investment into Australia unfolds following a tumultuous year of relations in 2021. Our analysis indicates that the most active sectors for M&A activity will be TMT and Energy, Mining, & Utilities, with 96 and 66 transactions under consideration respectively. These sectors are closely followed by Consumer and Industrials & Chemicals, each with 59 deals in the pipeline.

Business Services Financial Services

The year ahead looks set to be another strong year for M&A activity, with 479 deals under consideration, which continues the significant levels of activity seen in 2021. While interest rates appear likely to increase, commentators generally expect that these will be small increases and not sufficient to dampen deal-making activity. High levels of dry powder from private equity and corporates seeking acquisitive growth rather than organic growth is expected to drive activity as buyer confidence remains high given the buoyant economy. ESG is likely to continue to be a growing factor in M&A investments, with reducing or offsetting carbon emissions a major factor. An election year in Australia, while not expected to reduce M&A activity, may give cause for caution for overseas investors who must work through the FIRB approval process, wishing to avoid their acquisition to become politicised. It will be interesting to see how the level

Leisure

42

9%

Real Estate

8 2%

TOTAL

479

AUSTRALASIA MID-MARKET VOLUMES BY SECTOR

2020

2021

59

97

DANIEL MARTIN PARTNER

17 6

daniel.martin@bdo.co.nz

16

30

34

43

ANDREW BEAGLEY PARTNER

34

45

28

andrew.beagley@bdo.co.nz

47

48

47

33

35

57

55

Technology & Media

Financial Services

Energy, Mining & Utilities

Pharma, Medical & Biotech Real Estate

Consumer

Business Services

Leisure

Industrials & Chemicals

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