Hello Hubsters, It’s Irien Joseph bringing you the Europe edition of the Wire from the London newsroom. Today’s opening theme is eyecare, a sector that is creating appealing opportunities for private equity. PE Hub’s Sophie Rosehas rounded up six recent deals in the sector, along with insights from FTI Consulting’s Christopher DelGrosso on the key market drivers. Next, we turn to a sector where Houlihan Lokey expects a rise in M&A activity due to shifting consumer trends: nutrition and wellness. Lastly, I recap seven deals we covered in the consumer sector in this week’s deal highlights. Moderately fragmented The eyecare industry represents a highly attractive opportunity to private equity firms, with a number of deals already announced in 2024, Sophie Rose writes. Read the full story here to find out the the PE firms involved in the deals and the key drivers behind the sector’s growth. Stay tuned for more on the eyecare sector – I will be publishing a deep dive on Ardian’s acquisition of Vista Vision in the coming weeks. Proactive approach The nutrition and wellness industry will see more growth and M&A as private equity targets “high-growth” wellness brands, said Jorge Granados, a senior vice-president in Houlihan Lokey’s consumer group, in a statement. Read the premium version of the Wire to find out more on this and the recent deals announced in the sector. For more on the sector, check out this listicle on sport, health and wellness. Consumer takes spotlight Sticking with the consumer sector, I highlight seven deals we covered in Europe and the US this week. Check out the premium version of the Wire for more on this. For more on the consumer sector, check out Rafael Canton’s deep dive on how Quilvest helped grow Metro Franchising from 44 Dunkin’ units to 105. That’s it from me. John R Fischer will be with you in the New York morning with the US edition and Craig McGlashan will be on European Wire duty next week in London. Warmly, Irien Read the full Wire commentary on PE Hub ... |