Global CEOs Bullish on M&A Activity in 2025
A recent survey of global chief executives reveals a significant uptick in corporate dealmaking expectations for 2025. Following the re-election of U.S. President Donald Trump, a growing number of CEOs are planning to pursue mergers and acquisitions, driven by easing borrowing costs and anticipation of business-friendly policies.
Deal Appetite at Two-Year High
The EY-Parthenon CEO Outlook Survey, conducted in November and December, shows that 56% of CEOs expect to actively pursue M&A activity in 2025, a substantial increase from 37% in September. This surge in deal appetite is the largest in nearly two years, with 60% of global CEO respondents anticipating an increase in transactions worth over $10 billion.
Confidence in Growth on the Rise
The survey also reveals a boost in confidence in growth, with 73.5% of CEOs expecting steady growth, up from 70.5% in September. This optimism is fueled by expectations of a more favorable business environment under Trump’s leadership.
Investment Hotspots
According to the survey, real estate, technology, and consumer products are expected to be among the most active M&A sectors in 2025. Canada, the U.S., Mexico, the UK, and Germany are seen as the top countries attracting investments in the coming year.
Strategic Transactions on the Horizon
The survey highlights that 48% of CEOs are planning a divestment or carve-out, while a staggering 96% expect to pursue transactions or initial public offerings, joint ventures, or strategic alliances. This suggests that companies are gearing up for a busy year of dealmaking.
CEO Sentiment
Jad Shimaly, global managing partner for client service at EY, notes that many clients are upbeat about the future, expecting steady growth and a more favorable business environment. This optimism is driving companies to think longer-term, invest, and transact, which will likely drive momentum in the global economy.
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