Mid-Market M&A Snapshot: What You Need to Know

Welcome back to the Mid Market Insider!

Today, we’re switching things up. Instead of our usual deep dive on a single topic, many of you asked for more real-time insight into what’s actually happening in the M&A market today.

1. U.S. Deal Values Rise on Fewer But Larger Transactions

Global M&A volumes dropped ~9% this year, but total value is up 15%, driven by fewer, larger deals. In the U.S., deal value alone jumped 26%, with many deals exceeding $1 billion.

Why it matters: If your business can run without you and has predictable cash flows, you’re more attractive than ever.

2. Strategic Buyers Are Focusing on Service-Heavy Businesses

Sectors like IT services and business operations are seeing strong buyer interest because of their scalable, asset-light models.

Why it matters: If your business offers essential services and generates consistent cash flow, you’re in a prime position to command higher valuations and attract strategic buyers eager for service-heavy, scalable acquisitions.

3. Healthcare Consolidation Ramps Up

A new $70M+ roll-up in occupational health just created one of the largest independent providers in the space.

Why it matters: As strategic buyers get bigger in the healthcare industry, the market will shift. Standalone operators that exhibit clear differentiation and strong financials will be able to write their own check.

4. Financial Services Deals Heating Up Again

Major banking deals (like Capital One & Discover) are signaling broader confidence in financial services acquisitions, after years of regulatory hesitation.

Why it matters: If you’re in the financial services industry and you’ve been on the sidelines, now is the time to reassesss your exit strategy. Momentum is back, and proactive sellers will have the edge.

5. Baby-Boomer Sell-Off Wave Grows

A surge in owners (especially in business aviation and manufacturing) who are moving up exit timelines.

Why it matters: Building on the point in #1, this is further evidence that buyers have the flexibility to be more selective.

Takeaways:

• Buyers are paying premiums for scale, stability, and strong margins.

• Market appetite is strong now, but it won’t last forever.

What You Should Do Next

1. Assess your attractiveness: Would a buyer see you as turnkey or owner-dependent? Do you have clean financials? These are things important to buyers.

2. Strengthen your systems: Get SOPs and robust financial reporting capabilities in place now.

3. Time your move carefully: You don’t need to rush, but you do need to prepare.

That’s all for today’s newsletter! Thanks for reading!

📅 Next Week:

Next week we’re going tactical again… I’ll be sharing why every business (regardless of industry) should be experimenting with AI and looking for use cases in their business.

Keep building,
Nick

P.S. 

If you want to discuss your business goals in greater detail, book a discovery call: