The Monitor

2025 Recap and Q1 2026: Navigating a Choppy Market

CIBC US Middle Market Investment Banking’s Ron Miller is joined by Alex Eskra and Jim Olson to discuss full-year 2025 M&A trends, including transaction volumes, private equity activity, valuations, and credit markets. Alex covers broader market signals, while Jim discusses trends within the consumer market. The outlook for 2026 is cautiously optimistic, but dealmakers are contending with a conflict in Iran, weaker jobs data, and rising oil prices. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

M&A Resilience & Rebound Ahead

CIBC US Middle Market Investment Banking’s Ron Miller is joined by Alex Eskra and Daniel Riley to discuss 2025 M&A trends, including transaction volumes, valuations, credit markets, and direct lending. Alex covers broader market signals, while Dan highlights software and technology sector momentum and the role of AI. The outlook for 2026 is optimistic, with strong deal pipelines and stable valuations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

H1 2025 market recap: Navigating continued uncertainty

CIBC US Middle Market Investment Banking’s Alex Eskra and Ryan Olsta join Ron Miller to discuss the current state of U.S. middle market M&A. They discuss M&A transaction volume, private equity activity, valuations, and the credit markets. Ryan also provides his insights on current trends within the business services sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

M&A market rattled by tariff policy uncertainty

CIBC US Middle Market Investment Banking’s Alex Eskra and Ryan Chimenti join Ron Miller to discuss the current state of U.S. middle market M&A. They discuss M&A transaction volume, private equity activity, valuations, and the credit markets. Ryan also provides his insights on current trends within the industrials sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Uncertainty is not M&A’s friend

CIBC US Middle Market Investment Banking’s Alex Eskra and Dylan Harkness join Ron Miller to discuss the current state of U.S. middle market M&A. They discuss M&A transaction volume, private equity activity, valuations, and the credit markets, as well as the outlook for 2025 and the uncertainty tariffs are creating in the market. Dylan also provides his insights on current trends within the consumer sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.