Global mergers and acquisitions (M&A) activity rebounded with an 11% increase in total deal value year-over-year (YoY) during the second quarter (Q2) of 2025, driven by three factors—falling interest rates, modest economic growth, and a renewed focus on supply chain resilience.
According to the consulting firm GlobalData, mega-deals reached $438 billion, while $61 billion was tied to supply chain-related transactions, highlighting a shift toward localized and technology-driven operations amid the growing global uncertainty.
The firm defines mega-deals as transactions valued at $1 billion or more, and said that category rose by 21% YoY during Q2 2025. The analysis came from a report titled “Global M&A Deals in Q2 2025 – Top Themes by Sector: Strategic Intelligence.”
Supply chain resilience emerged as the most crucial theme, with 28 deals spanning sectors across consumer, industrials, and healthcare sectors.
“Rising geopolitical tensions, changing demographics, increased ESG regulations, ongoing labor shortages, and rapid digital transformation have all intensified the focus on M&A related to supply chains,” Priya Toppo, strategic intelligence analyst at GlobalData, said in a release. “Companies are increasingly prioritizing resilient, localized, and technology-driven supply chains to mitigate risks and improve operational efficiency. This trend is particularly evident in the consumer, industrials, materials, and healthcare sectors.”
