Operational rollups dominate M&A as acquirers target 27.5% cost savings over pure financial plays
Q4 2025 and Q1 2026 M&A deals prioritize operational integration and vertical consolidation over financial engineering. PROG Holdings' January 1 acquisition of Purchasing Power and ConnectM's dual November purchases of Amperics and Geo Impex demonstrate strategic buyers seeking revenue synergies in fintech, logistics, and consumer finance sectors where higher capital costs make pure financial arbitrage less attractive.
ViaNews Editorial Team (Finance)•