Contributor
EMS Quarterly Review Q1 2026
In Q1 2026, the electronics manufacturing services (EMS) sector entered the year with a gradually improving, though still bifurcated, demand environment. Data center and AI-related infrastructure remained key areas of… Read More
Marketing & Information Services Market Report: Q1 2026 Recap
Mergers and acquisitions activity remained active in Q1 2026 across the marketing & information services sector, underscoring sustained buyer interest in assets tied to performance measurement, customer intelligence, data-enabled engagement… Read More
Packaging Quarterly Review Q1 2026
Geopolitical volatility and energy market disruption are reshaping global resin supply chains, but U.S. packaging manufacturers are proving to be structurally more resilient than many international peers.
FIBO 2026: Sports Nutrition Expands Beyond Performance into Everyday Health
FIBO 2026 highlighted the continued expansion of sports nutrition beyond its traditional performance roots. What was once a category centered on muscle building and athletic output is increasingly positioned around… Read More
Fashion & Apparel Market Update Q1 2026
In the first quarter of 2026, global fashion and apparel mergers and acquisitions (M&A) activity reflected a conservatively improving deal environment. Market sentiment strengthened following a more active 2025, though… Read More
MarshBerry | Déjà Vu All Over Again: Insurance Brokerage M&A In Q1 2026
As economic uncertainty, geopolitical shocks, and AI disruption collide, insurance brokerage M&A in the first quarter of 2026 feels strikingly familiar—raising a critical question: is this another pause before momentum… Read More
Hiten Mistry
Hiten provides mergers and acquisitions (M&A) advisory services to clients in the consumer sector. He advises founders, promoters and investors on a range of strategic transactions, including buy-side and sell-side… Read More
The Rise of Private Label – Volatility Accelerates Growth Across All Segments
After the COVID-19 pandemic and the start of the Ukraine war, consumer sentiment started to gradually improve worldwide through the start of 2026, driven by decreased energy prices, moderate inflation… Read More
Office of the CFO Software in the Age of AI
Artificial intelligence is not simply another product cycle in enterprise software; it represents a structural shift that is already being reflected in capital markets. Over the past 12-18 months, software… Read More
Specialty B2B Ingredients: Critical Partner to the Foodservice Industry
Specialty B2B ingredients remain one of the most attractive subsectors within the broader food and beverage ecosystem. Investors are drawn to the strong underlying fundamentals of these businesses, including formula… Read More
Strategic Partnerships Ensure Long-Term Viability in the Refrigeration and Air Conditioning Industry
Originally published by KKA (Kälte Klima Aktuell) on April 8, 2026. Across all sectors, there are several thousand small and medium-sized enterprises (SMEs) in Germany. For some time now, a… Read More
Navigating the SaaSpocalypse
Valuations across many listed software companies have come under pressure as investors reassess how AI will reshape product economics, pricing power and long-term competitive positioning. In Navigating the SaaSpocalypse, Harald… Read More
Transaction Takeaways: Lessons in Water, Filtration and Flow Control
In the current mergers and acquisitions (M&A) landscape, water, filtration and flow control companies continue to attract outsized buyer interest from both financial sponsors and strategic acquirers. This high degree… Read More
The Renaissance of Healthcare Logistics
Healthcare logistics at an inflection point Healthcare represents ~10% of global GDP, with spending growing at 5%+ annually in many markets.1 It has long attracted investment due to its structural… Read More
Lincoln International Adds Don Matz as Managing Director, Establishing Pharmaceutical Services M&A Coverage
Lincoln International, a global investment banking advisory firm, is pleased to announce the addition of Don Matz as a Managing Director in its Healthcare Group. Based in the firm’s New… Read More
PitchBook | PE Bet Big on Financial Advisors. AI is Making It Nervous
Originally published by PitchBook on March 6, 2026. After a record year of investments in 2025, private equity sponsors in the financial services sector are apprehensive of how AI is… Read More
Transport Topics | Iran Conflict Turns Fuel into Freight Market’s Wild Card
Originally published by Transport Topics on April 3, 2026. Rising fuel prices in Q1 2026 created new implications for the freight market, and in particular, for supply chains. Ryan McDermott,… Read More
Don Matz
Don provides mergers and acquisitions (M&A) advisory services as a Managing Director in Lincoln’s Healthcare Group. He leverages nearly 20 years of experience to advise private equity-backed businesses, private equity… Read More
Navigating Carve-Outs in Japan’s Growing PE Market
In 2025, Japan established its position as one of Asia’s most resilient transaction markets after private equity and venture capital deal value neared $30 billion for the year. The total… Read More
Global Pet Expo 2026: Positivity to Drive an M&A Increase
In March 2026, Charles Walder and Will Collins of Lincoln International’s Consumer Group attended the Global Pet Expo in Orlando, Florida, one of the largest gatherings of companies that operate… Read More
S&P Global | Software Debt Sell-off Signals Cyclical Turn for Private Equity and Credit
Originally published by S&P Global on March 24, 2026. Some buyers and lenders are facing losses as the post-pandemic software boom has fallen into a cyclical downturn. Rising interest rates… Read More
Real Deals | European Sponsors Eye Indian Buyers for Healthcare Assets
Originally published by Real Deals on March 23, 2026. India’s public and private healthcare sector is an increasingly common buyer of European private equity-backed healthcare assets, driving soaring valuation multiples.… Read More
Bloomberg TV | Don’t See A “Credit Crunch” – Lincoln International CEO
Originally aired on Bloomberg on March 10, 2026 Rob Brown, CEO of Lincoln International, recently spoke with Bloomberg TV to discuss what the data is actually saying about private credit. … Read More
Expo West 2026: Protein, Function and Simplicity Drive the Show
In early March, 11 members of Lincoln International’s food and beverage team made the annual trip to Expo West in Anaheim, California. Attendance in 2026 surged to ~80,000 attendees (up… Read More
VMS and Sports & Active Nutrition Industry Report
From the fast-growing performance nutrition segment to the expanding protein category, a host of trends and macro factors are shaping the vitamins, minerals & supplements (VMS) and sports & active nutrition sectors.