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Chemicals Quarterly Review Q1 2026

The first quarter of 2026 reflected a modest improvement in U.S. economic momentum, though continued inflationary pressure, tariff uncertainty and uneven industrial demand remained key headwinds for the chemicals sector.

Snow Peak Capital has sold Dalco-GFT to Arvind Ltd

Dalco-GFT Dalco-GFT Nonwovens (Dalco-GFT) is a leading manufacturer of needle-punched nonwoven specialty fabrics serving the automotive, furniture and bedding, geotextile and industrial end markets. With operations in Conover, North Carolina,… Read More about Snow Peak Capital has sold Dalco-GFT to Arvind Ltd

Advantage Partners has agreed to acquire LION SPECIALTY CHEMICALS CO., LTD. and its subsidiary PT. Ipposha Indonesia from Lion Corporation

LION SPECIALTY CHEMICALS CO., LTD. Lion Specialty Chemicals (LSC) is a functional chemicals manufacturer with a broad portfolio centered on surfactants, conductive carbon and polymer rubber additives, providing niche, high-value-added… Read More about Advantage Partners has agreed to acquire LION SPECIALTY CHEMICALS CO., LTD. and its subsidiary PT. Ipposha Indonesia from Lion Corporation

Lincoln International advises Delta Tecnic, a company held by an independently managed investment company affiliated with Investindustrial, on the acquisition of Polytechs

Polytechs Founded in 1980 and headquartered in Cany-Barville, France, Polytechs is recognized as a trusted partner to leading polymer specialists and compounders, offering both customized tolling and semi-tolling services alongside… Read More about Lincoln International advises Delta Tecnic, a company held by an independently managed investment company affiliated with Investindustrial, on the acquisition of Polytechs

Berlac Group has sold ISL-Chemie to Sioen Industries

ISL-Chemie GmbH ISL-Chemie, based in North Rhine-Westphalia, Germany, is a leading developer and manufacturer of customized color pastes and in-mold coatings for polyurethane applications and the CASE industries. Leveraging a… Read More about Berlac Group has sold ISL-Chemie to Sioen Industries

Max Holden

Max Holden

Max provides mergers and acquisitions (M&A) advisory services to private equity firms and private founders. With a decade of experience in the industry, he specializes in executing sell-side transactions for… Read More about Max Holden

Chemicals Quarterly Review Q3 2025

The third quarter of 2025 included continued macroeconomic uncertainty, driven by fluctuating U.S. tariff pronouncements and legal challenges to the authority of the current administration to issue them.

Palo Duro Capital has sold Smart Chemical Solutions to Gladstone Investment and Xyresic Capital

Smart Chemical Solutions Smart Chemical Solutions (Smart) is a leading provider of production chemicals for onshore oil & gas operators. Smart’s core focus is on oil & gas production chemicals… Read More about Palo Duro Capital has sold Smart Chemical Solutions to Gladstone Investment and Xyresic Capital

Chemicals Quarterly Review Q1 2025

The first quarter of 2025 saw increasing macroeconomic volatility, as heightened trade tensions under President Trump’s tariff policies shaped market sentiment. In February, the new U.S. administration proposed hefty tariffs… Read More about Chemicals Quarterly Review Q1 2025

Chemicals Quarterly Review Q4 2024

The adhesives sector remains a highly coveted sub-segment within the broader chemicals and materials spectrum. The North American market alone accounts for ~$20B of annual turnover and notably serves the… Read More about Chemicals Quarterly Review Q4 2024

Roman Products has been sold to Matrix Adhesives Group, a portfolio company of Goldner Hawn

Client: Roman Products Client Headquarters: United States Target: Roman Products Target Headquarters: United States Acquirer: Matrix Adhesives Group Acquirer Headquarters: United States Acquirer Sponsor: Goldner Hawn Acquirer Sponsor Headquarters: United States Target… Read More about Roman Products has been sold to Matrix Adhesives Group, a portfolio company of Goldner Hawn

Chemicals Quarterly Review Q3 2024

The need for continued innovation and macro tailwinds make the agrochemicals segment an attractive one for private capital. Continued shifts from the majors creates opportunities in terms of dislocation and… Read More about Chemicals Quarterly Review Q3 2024

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Lincoln’s Latest video series features experts from across industries, services and geographies, sharing perspectives on current trends, recent observations and future outlooks.

Chemicals Quarterly Review Q2 2024

The level of fragmentation in the Building & Infrastructure chemicals market and diverse sub-sub-sectors provides ample opportunity for value creation. By certain estimates, the top 30 players in the construction… Read More about Chemicals Quarterly Review Q2 2024

Chemicals Quarterly Review Q1 2024

Despite sticky interest rates and geopolitical tensions heating up in multiple arenas, last year’s rally showed no sign of slowing through Q1 2024. The S&P 500 registered the biggest gains,… Read More about Chemicals Quarterly Review Q1 2024

Meyer Lab has been sold to TruArc Partners

Meyer Lab Founded in 1978, Meyer Lab provides cleaning chemical solutions to customers who value high-touch customer service for their cleaning and disinfection needs across a wide variety of end-markets,… Read More about Meyer Lab has been sold to TruArc Partners

Chemicals Quarterly Review Q4 2023

Expectations were low heading into the final three months of the year as stubbornly high interest rates caused a late summer downturn in the S&P 500. Despite a continued decline… Read More about Chemicals Quarterly Review Q4 2023

Chemicals Quarterly Review Q3 2023

The economy exhibited modest growth over the summer, both fueling concerns about a potential recession and nurturing hopes that it might be averted. After two consecutive quarters of contraction, the… Read More about Chemicals Quarterly Review Q3 2023

Chemicals Quarterly Review Q2 2023

Equities rallied in Q2 2023, with the S&P 500 gaining 16.9% year-to-date through June, driven primarily by artificial intelligence (AI)-fueled enthusiasm for large-cap technology stocks. The chemicals sector has been… Read More about Chemicals Quarterly Review Q2 2023

Chemicals Quarterly Review Q1 2023

A growing push and pull demand for biobased chemical intermediate solutions will drive further mergers and acquisitions (M&A) activity. There is an ever increasing emphasis for more environmental, social and… Read More about Chemicals Quarterly Review Q1 2023

Canlak Coatings SK Capital Partners Ceram Traz Corporation 2023

Canlak Coatings, a portfolio company of SK Capital Partners, has acquired Ceramic Industrial Coatings

Client: SK Capital Partners Client Location: United States Target: Ceramic Industrial Coatings Target Location: United States Acquirer: Canlak Coatings Acquirer Location: United States Target Description: Ceramic Industrial Coatings is a market-leading independent wood coating manufacturer that primarily… Read More about Canlak Coatings, a portfolio company of SK Capital Partners, has acquired Ceramic Industrial Coatings

H.I.G. Capital has sold Elekeiroz to Oswaldo Cruz Química

Elekeiroz Elekeiroz is the market leader of chemical intermediates in Latin America, standing out as one the most recognized players in the Brazilian chemicals industry. The company is the sole… Read More about H.I.G. Capital has sold Elekeiroz to Oswaldo Cruz Química

Headshot of Grant Robertson

Grant Robertson

Grant provides mergers and acquisitions (M&A) advisory services within Lincoln’s Industrials Group to leading private equity groups, public companies and family-owned businesses. Grant has a deep understanding of the chemicals… Read More about Grant Robertson

Specialty Chemicals: The Story of the Specialty Transformation

The specialty chemicals equity story is becoming increasingly important as the historical diversification benefit of more traditional commodity chemicals players – or even the diversified chemical conglomerates of yore –… Read More about Specialty Chemicals: The Story of the Specialty Transformation

Chemicals Quarterly Review Q3 2022

During Q3 2022, the global financial markets were battered. Performance continued to trend downward as a result of market volatility and geopolitical uncertainty. We believe that continued uncertainty will weigh… Read More about Chemicals Quarterly Review Q3 2022