Ep136: Agribusiness 2026 M&A Outlook with Scott Porter of Cascadia Capital
Update: 2025-10-15
Description
Show Highlights:
- Cascadia Capital's services, its ag practice and ag client profiles. [03:55 ]
 - The impact of net farm income on ag market dynamics. [08:04 ]
 - What are the drivers of supply–demand imbalance in ag? [09:50 ]
 - M&A as an exit in downturns, and qualities of winning companies. [14:17 ]
 - Crucial strategic considerations for opportunistic M&As. [20:21 ]
 - The paradox of market recovery and producer distress. [26:10 ]
 - Explore four distinct M&A "eras" identified in ag. [30:50 ]
 - Two co-op types and long-term sustainability explained. [37:40 ]
 - What attracts PE to ag and yet causes surging dry powder? [43:34 ]
 - Learn about the types of private investors in ag. [47:52 ]
 - Industry-wide implications of Bunge–Viterra scale mega-mergers. [51:47 ]
 
Explore Cascadia Capital's Food, Beverage, and Agribusiness group at https://www.cascadiacapital.com/industries/food-beverage-and-agribusiness/.
To contact Scott Porter, visit https://www.linkedin.com/in/scott-porter-93537026/ on LinkedIn, or email him at SPorter@cascadiacapital.com.
The WSJ article mentioned in the episode: Corn and Soybeans Rule the American Farm. Why That's a Growing Problem, in Charts
If you are interested in connecting with Joe, go to LinkedIn:
https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.
Comments 
In Channel




