Many State 2025 is the year of acquisitions and mergers - What are your picks that would fall in this category?

[Junior R]

Many State 2025 is the year of acquisitions  and mergers - What are your picks that would fall in this category

 

Happy New Years

 

My thoughts consolidation in Oil and Gas and maybe someone merges with HSY

[Spekulatius]

Community banks could see a merger boom. The reps want to deregulate banking. Community banks also would benefit from lower tax rates and they are one of the few business who pay the nominal state and federal tax rates . Most other business don’t. Those two factors could make bank merger more likely.

 

Merger were always happening in O&G - I don’t see that big of a change there.

Edited January 2 by Spekulatius

[Red Lion]

7 hours ago, Spekulatius said:

Community banks could see a merger boom. The reps want to deregulate banking. Community banks also would benefit from lower tax rates and they are one of the few business who pay the nominal state and federal tax rates . Most other business don’t. Those two factors could make bank merger more likely.

 

Merger were always happening in O&G - I don’t see that big of a change there.

 

Do you have any good ideas in the community bank space? This is not an area I've followed closely, but I'm looking for new sectors to follow. 

[Fly]

Airlines, SAVE and JBLU seem prime targets for someone to pick up. 

[Ross812]

DFIN - picks and shovels of mergers and acquisitions. 

[Saluki]

I mentioned several that I would bet get sold on another post.  To add to that list:

 

PETS :  It's a profitable sub scale pet medicine website with no debt and a lot of cash. It would make a nice bolt on for someone like Chewy or someone trying to get into the business (like Tractor Supply). 

 

McGrath Rentcorp is another.  They were supposed to merge with Wilscot but there were antitrust concerns raised by the relevant agency (FTC? DOJ?) and the merger was called off.  If the new administration becomes more hands off, they may revive the merger. 

[backtothebeach]

Cofounders trying to take MAPS private at $1.70, now trading at $1.49. No idea if it is an arb opportunity, just came across it by chance.