We have already seen the first deals being put on hold or postponed in the oil and transportation sectors and the increased uncertainty is likely to also impact other sectors.
There are also other, industry specific, trends that may impact the landscape of a sector. For those of you interested in the grocery retail sector, we recommend our ‘Grocery Retail Outlook 2026’, which zooms in on the ongoing shift from a pure scale-driven margin model to a precision-driven value model and the strategic levers that play a key role.
Deal activity in February involved 83 deals in total; that’s a decrease of 28 deals year on year. A couple of the notable ones are:
- The acquisition Depop Ltd by Ebay Inc
- Carrefour Romania SA being acquired by Pavăl Holding
- Travel Store being acquired by Pelikaan Reizen
The most active sector (in number of deals) in February was Accommodation with fourteen deals, as shown by
- Andaz Vienna Am Belvedere being acquired by Deka Immobilien Investment GmbH,
- Israel Canada TR Ltd acquiring Galilion Hotel and Kfar Giladi Hotel (50% stake), and
- an undisclosed acquirer acquiring Seaside Park Hotel.
Several potential acquisitions and exits are also being explored. To name a few:
- French company Pimente Investissement may acquire Grand’Italia, the pasta sauce brand of Netherlands based GranFood
- Storytel, the Swedish provider of streamed audiobooks and e-books, is looking to acquire
- Flying Tiger Copenhagen, the Danish retail chain, could be up for sale
Read more in the March edition of our newsletter
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