Corporate M&A and Restructuring

CFOs across multiple sectors project 9-11% revenue growth and EBITDA margins exceeding 23.5% for 2026 as major restructuring deals reshape capital structures. Keurig Dr Pepper's JDE Peet's acquisition and Siemens' two-company split anchor a wave of strategic realignments. Companies are authorizing aggressive capital returns including $500 million stock repurchases amid improved cash flow generation.

CFO transitions are accelerating across companies pursuing strategic separations and cross-border acquisitions, with Siemens leading restructuring efforts while Gartner and EXL target double-digit earnings growth. Constellation delivered its fourth consecutive year of above-guidance performance, while Keurig Dr Pepper and JDE Peet's explore merger opportunities. The wave signals leadership changes accompanying transformation initiatives valued at over $15 billion.