Subscribe Episode Description In this episode of Solomon Connects, Out of Home Advertising Association of America CEO Anna Bager joins Solomon Partners Head of Media & Entertainment Mark Boidman and Director Christian Bermel to discuss the powerful forces converging around out of home (OOH) media, from increased measurement to AI enhancement and new creative capabilities.…
US M&A Activity Accelerated Through H1 2026 US M&A activity gained momentum through the first half of 2026 despite renewed inflationary pressure, geopolitical uncertainty, and a more volatile interest rate outlook. Announced US M&A volume reached approximately $1.7 trillion, +72% year-over-year , putting activity on pace to exceed 2025 levels. M&A volumes were driven by…
Naval Defense Enters a Generational Growth Cycle Rising defense spending, fleet modernization requirements, growing electronic content, and insufficient shipbuilding capacity are driving increased activity in the naval supply chain. Our latest report examines the key trends driving activity and value creation across the sector, including: US Navy budget and shipbuilding priorities Key bottlenecks across the…
Improving Economic Fundamentals Support Continued Deal Activity Access our in-depth Q2 2026 report from our Industrials team, which provides an analysis of the Aerospace & Defense and Mission-Critical Industrials sectors, including: M&A market outlook Key themes across core sectors Deal activity highlights
Market Forces Shaping Space M&A Activity The space sector continues to experience strong momentum, driven by increasing government investment, growing commercial adoption, advances in connectivity and data infrastructure, and accelerating innovation across the ecosystem. Our Industrials team examines the trends, technologies, and market participants shaping the future of the sector, including: US and allied investment…
Market Momentum Holds Amid Geopolitical Volatility Access our in-depth Q1 2026 report from our Industrials team, which provides an analysis of the Aerospace & Defense and Mission-Critical Industrials sectors, including: M&A market outlook Key themes across core sectors Deal activity highlights
2026 Kicks Off With Upward Momentum Across Aerospace and Aviation, Defense and Space, and the Broader Mission-Critical Industrials Markets Access our in-depth Q4 2025 report from our Industrials team, which provides an analysis of the Aerospace & Defense and Mission-Critical Industrials sectors, including: M&A market outlook Key themes across core sectors Deal activity highlights
Trends Shaping Dealmaking Across the Defense Technology Sector Gain critical insights into the priorities shaping America’s defense strategy with our Industrials team’s report. This comprehensive analysis covers the projected $1 trillion U.S. defense budget for 2026 and highlights the technologies driving the M&A landscape across the sector. This report highlights: Market trends and industry overview…
Optimism as Industrials M&A Activity Defies Outlook Uncertainty Access our in-depth Q3 2025 report from our Industrials team, which provides an analysis of the Aerospace & Defense and Mission-Critical Industrials sectors, including: M&A market outlook Key themes across core sectors Deal activity highlights
Cautious Optimism as Industrials M&A Activity Defies Outlook Uncertainty Access our in-depth report from our Industrials team, which provides an analysis of the Aerospace & Defense and Mission-Critical Industrials sectors, including: M&A market outlook Key themes across core sectors Deal and activity highlights
Industrial Automation in Motion: Key Players, Themes and the Evolving M&A Landscape Access our Industrials team’s in-depth report which provides an overview of the automation ecosystem, as well as perspectives and themes for: Capital goods Software Integrators
Understanding the Impacts of Tariffs, Supply Chain Challenges, and Economic Shifts Across the Industrials Sector Access our in-depth report from our Industrials team which provides an analysis of the Aerospace & Defense and Mission-Critical Industrials sectors, including: M&A market outlook Key themes across core markets Q1 2025 activity highlights
Aviation Aftermarket Surpasses Pre-Pandemic Levels In 2024, the aviation aftermarket exceeded pre-pandemic levels, driven by strong fundamentals and original equipment manufacturer (OEM) constraints. Over the next decade, global market growth is expected to persist, buoyed by strong underlying demand and an aging fleet. Key trends shaping the market include: OEM challenges and production struggles Inflation,…
Electric Transmission & Distribution Infrastructure Perspectives Global Power Grid Investments Surge Amid Rising Energy Demands and Reliability Concerns As the need to modernize the electric grid accelerates to support the high-intensity electrification demands of AI, data centers, electric vehicles and more, significant investments are being made to enhance capacity and reliability. In this report, our…
