The activity of global integration and acquisitions (M&A) has recovered an increase of 11 % in the total value of the deal on an annual basis (YOY) during the second quarter (Q2) of 2025, driven by three factors-modest interest rates, modest economic growth, and renewed focus on the elasticity of the supply chain.
According to Globaldata Consulting, Mega-Deeals amounted to $ 438 billion, while $ 61 billion was linked to transactions related to the supply chain, highlighting the shift towards translated operations and technology amid growing global uncertainty.
The company determines huge confrontations as transactions worth one billion dollars or more, and said that the category increased by 21 % on an annual basis during the second quarter of 2025. The analysis came from a report entitled “Integration and global purchase deals in the second quarter of 2025-the best topics by sector: strategic intelligence.”
The elasticity of the supply chain has emerged as the most important topic, with 28 deals stretching in the consumer, industrial and health care sectors.
“The high geopolitical tensions, the change of the demographics, the increase of the ESG regulations, the constant work lack, and the rapid digital transformation have increased the focus on the integration and purchases related to supply chains,” said Berra Topo, a strategic intelligence analyst in Galata. “It gives companies increasingly priority to flexible, translated and technology supply chains to relieve risks and improve operational efficiency. This trend is especially clear in consumer, industrial, materials and health care sectors.”