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Insights Spotlight

  • Navigating Exits, Capital, and Continued Volatility in 2026

    Subscribe Episode Description In this episode of Solomon Connects , Solomon Partners’ Head of Financial Sponsors Sash Rentala joins M&A Director Chris Moynihan to discuss the evolving M&A landscape amid elevated rates, macro uncertainty, and supply‑demand imbalance for assets. They explore why A‑quality assets continue to trade, what’s holding back broader exit activity, and how…

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  • From Gridlock to Green Shoots: 2026 M&A Healthcare Market

    Subscribe Episode Description In this episode of  Solomon Connects , Solomon Partners’ Head of Healthcare Jon Hammack joins M&A Director Chris Moynihan to unpack the current state of the healthcare M&A market and the key themes shaping a more constructive deal environment this year. Jon shares insights on sponsor and strategic dynamics, record pipelines, improving…

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  • Food Distribution Sector Update – Q4 2025 Earnings Review

    Food Distribution Quarterly Highlights Public food distributors continue to deliver steady earnings growth in a challenging macro environment Sales growth among public food distributors in Q4 was driven by consistent price growth, steady LSD case growth, and contributions from programmatic tuck-in acquisitions Investments in sales teams, increased service levels, loyalty programs, and expanded value and…

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  • M&A Today: Activism Accelerates – What Boards Need Now

    Subscribe Episode Description In this episode of Solomon Connects, Solomon Partners’ Head of M&A and COO of Investment Banking Jeff Jacobs joins M&A Director Chris Moynihan to discuss how shareholder activism is becoming more prevalent, faster-moving, and increasingly focused on strategic change rather than simply financial performance and governance. They explore how activists are positioning…

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  • Media Monthly: February 2026

    What’s Driving Media & Entertainment Dealmaking? Our latest issue of Media Monthly is now available, offering a look at the innovations reshaping the Media & Entertainment industry. Read our report for key sector updates and trends: Global events fueling a breakout year for advertising spend Convergence of retail media, out of home and on-premise networks…

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  • The Information Services Selloff: Why the Market Is Missing the Moat

    By James Butcher , Technology Managing Director The recent market selloff in information services stocks has sent investors scrambling for the exit, spooked by fears that artificial intelligence will disrupt their business models. But this reaction fundamentally misunderstands the unique structural advantages that distinguish information services companies from other software businesses. Rather than facing an…

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  • Healthcare Industry Perspectives Shaping the 2026 Outlook

    Last month, industry leaders convened in San Francisco for the 44 th annual J.P. Morgan Healthcare Conference. Jon Hammack , Head of Healthcare at Solomon Partners, shared his views on where momentum is building—as well as the challenges remaining—in healthcare M&A heading into 2026. Hammack’s top insights include: 1. M&A Momentum Is Improving—But the Real…

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  • M&A Outlook and Trends

    Deal Momentum Accelerating in 2026 After 2025 closed with the highest volume of M&A activity since 2021, we anticipate a fast start to US M&A in 2026. US M&A volumes surged +52% YoY in 2025 to ~$2.5T , with mega‑deals (>$5B) accounting for 55% of total value. Strategic acquirers and financial sponsors are capitalizing on…

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  • M&A Today: Deal Activity Expected to Accelerate in 2026

    Subscribe Episode Description Solomon Partners’ Head of M&A and COO of Investment Banking Jeff Jacobs joins M&A Director Chris Moynihan to discuss their M&A outlook for 2026. The conversation highlights key themes to watch for this year, including sponsor exit momentum, a renewed IPO market, increased in‑sector strategic consolidation, and a more accommodating regulatory environment.…

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  • Energy Transition Market Update – January 2026

    Solomon’s Energy Transition team is pleased to share their North America Energy Transition Market Update, providing a snapshot of key developments across the sector. Our monthly report includes: Recent clean energy and conventional power transactions Updates on the US M&A and debt markets Regional pricing trends for power and natural gas Current trading levels for…

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  • Automotive Market Update

    Optimistic Outlook for the Auto Aftermarket, Yet Headwinds Remain. Here’s What to Know. We enter 2026 with healthy optimism for the automotive aftermarket sector given the combination of resilient consumer health and easing interest rates, while new and used vehicle affordability challenges continue to push drivers to support their aging vehicles longer. Despite the generally…

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  • Aerospace & Defense and Mission-Critical Industrials M&A Update

    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

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