Highlights from our Industrials Report:
- Strategics and investors remain active, with strong acquisition momentum and major VC bets on robotics, AI, and next-gen energy. At the end of Q2, all three Industrial subsectors outperformed the S&P 500 over the past year.
- Across our three core sub-sectors, key trends emerged:
- Industrial Technology outperformed, with public company valuations climbing and deal flow rising to 187 transactions (up from 168 in Q1), demonstrating strong demand for automation, software, and digital infrastructure.
- Traditional Industrials show renewed strength, leading transaction volume as investors sought stability and resilience. Private buyers stayed active, targeting businesses with steady cash flows, contract visibility, and recession resilience.
- Industrial Services remained steady, with basically unchanged multiples, and 207 announced transactions in line with Q1.
- Tariff uncertainty is reshaping M&A, prompting deeper diligence, greater use of earnouts, and heightened interest in domestically sourcing businesses.
- However, investors are optimistic, with over $5.7B in Industrial financing in Q2, a 54% jump over last year and the second highest level since early 2022.
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DISCLAIMER This presentation is intended for information and discussion purposes only and does not constitute legal or professional investment advice. Statements of fact and opinions expressed are those of the participants individually and, unless expressly stated to the contrary, are not the opinion or position of Harbor View Advisors, LLC (“HVA”). The information in this presentation was compiled from sources believed to be reliable for informational purposes only. HVA does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented.
