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Insights

Deal Drivers: EMEA 2026 Outlook

December 17, 2025 | Report

Deal Drivers: EMEA 2026 Outlook

Highlights:

  • Growth across EMEA is increasingly uneven, with pressure in Northern Europe and stronger momentum in the South and the Gulf
  • Sovereignty agendas are reshaping M&A, driving consolidation across critical industrial and technology sectors
  • Rising distress, tech consolidation, and Africa’s digital build-out will shape deal flow in 2026

Europe and the wider EMEA region are heading into 2026 with sharp economic divergence, rising industrial stress in the North, and accelerating growth in the South. Sovereignty agendas, from semiconductor fabrication to localized EV supply chains, are reshaping strategic priorities, while software consolidation, domestic banking M&A, and energy-security investment gain momentum. At the same time, distressed deal flow is building and Africa’s digital infrastructure boom is creating new opportunities.

Our latest report looks at:

  • the 4 forces that will influence EMEA dealmaking in 2026
  • the latest heat chart showing the sectors and regions where activity is likely to dominate
  • the five trends that are expected to shape the year

Download the full report to get insight into what will shape tomorrow’s deals.

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