In an economic and geopolitical environment marked by uncertainty—political tensions in France, international instability, and Washington’s protectionist measures—markets remain under pressure. M&A activity is declining, assets for sale are scarce, and financing is tightening in the mid and large-cap segments, reflecting this period of hesitation.
However, in the small-cap segment, the market is showing signs of recovery, with a renewed flow of quality opportunities and ongoing transactions. ARLANE’s portfolio companies exemplify this trend: led by agile, committed, and innovative managers, their outperformance forms a solid foundation for high value-creation operations.
More than ever, as great intermediated opportunities become rarer and attract many investors, direct sourcing takes on its full meaning. Identifying the right partners early, co-building strategies with management teams, and developing bespoke projects: this is the very essence of our craft.
However, in the small-cap segment, the market is showing signs of recovery, with a renewed flow of quality opportunities and ongoing transactions. ARLANE’s portfolio companies exemplify this trend: led by agile, committed, and innovative managers, their outperformance forms a solid foundation for high value-creation operations.
More than ever, as great intermediated opportunities become rarer and attract many investors, direct sourcing takes on its full meaning. Identifying the right partners early, co-building strategies with management teams, and developing bespoke projects: this is the very essence of our craft.