Episode 137 - Midmarket Deal Flow: Down but Definitely Not Out
Update: 2025-06-19
Description
In this podcast, Karen Fisman of PwC joins Mario Nigro to discuss recent midmarket M&A trends – specifically the significant decline in deal flow caused by the trade wars. Karen explains that the deals that are proceeding tend to involve smaller, tariff-resistant services businesses selling to buyers that are highly familiar with the businesses’ market niches. Karen believes that we may start to see premium valuations for tariff-resistant businesses as PE firms compete for a reduced number of investment opportunities. While a market recovery is unlikely in the remainder of 2025, Karen remains optimistic about 2026, anticipating that stalled processes will resume as clarity improves and the need to deploy existing capital drives activity.
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Thank you for tuning in to Views from the Market.
🔗 To stay connected and receive the latest updates, subscribe to our podcast on SoundCloud, Spotify, and Apple Podcasts
🔗 Follow Stikeman Elliott on LinkedIn: linkedin.com/company/stikeman-elliott-llp
🔗 For more information and resources, visit: stikeman.com/viewsfromthemarket
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