Investology > Playbook > M&A Playbook

M&A Playbook

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2025–26 M&A Target Playbook: U.S. & Canadian Takeover Candidates

The most credible 2025–26 takeover candidates are Atkore, Cascades, Box, Brookdale Senior Living, Ardagh Metal Packaging, and GitLab - all trading below strategic value with clear synergy potential and active buyer universes. Atkore and Cascades lead on probability given strong cash flow and footprint synergies, while Box and GitLab fit cleanly into larger software platforms, and Brookdale offers REIT-backed roll-up economics.
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M&A Target Analysis: Tier 1 Acquisition Opportunities with Probability-Weighted Valuations

  • Posted byby Marko N.
  • 6 min
This report outlines four high-probability M&A archetypes - UK generics, AI-ready data centers, healthcare workflow platforms, and packaging carve-outs - each modeled with realistic valuation math, synergy capture, and regulatory adjustments. Together they show where strategic and private-equity buyers are most likely to hunt next, how much they can justify paying, and why public markets often underprice these assets before a bid.