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Investment Themes
While most M&A transactions destroy shareholder value, some companies led by brilliant leaders stand out by making accretive acquisitions.
These companies are particularly rare on the stock market, but once you've found them, it's usually in your interest to hold on to them for the long term. Executives who excel in capital allocation and accretive financial transactions are able to generate high returns on investment while boosting their company's growth.
This thematic list aims to identify the leading serial acquirers, those with a track record of successful acquisitions, mergers and integrations.
Our selection
| Healthcare | Home Healthcare Services | 2.03B | -10.95% | ||
| Technology | Technology Consulting & Outsourcing Services | 6.24B | -2.02% | ||
| Industrials | Other Construction & Engineering | 16.61B | +11.30% | ||
| Technology | Other IT Services & Consulting | 3.06B | +78.90% | ||
| Technology | Other Semiconductors | 1,075B | -1.39% | ||
| Industrials | Other Construction & Engineering | 5.56B | -6.11% | ||
| Technology | Application Software | 178B | -6.20% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 202B | +7.98% | ||
| Technology | Application Software | 30.47B | +2.76% | ||
| Healthcare | Home Healthcare Services | 3.11B | +4.22% | ||
| Industrials | Other Business Support Services | 385M | +14.20% | ||
| Technology | Other Software | 24.88B | +0.05% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 16.93B | +15.12% | ||
| Industrials | Other Electrical Components & Equipment | 1.57B | +20.29% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 8.99B | -1.38% | ||
| Industrials | Civil Engineers & Architects | 1.35B | +5.20% | ||
| Technology | Other Software | 491M | -21.88% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 5.14B | +17.63% | ||
| Industrials | Other Aircraft Parts Manufacturing | 33.84B | +17.25% | ||
| Technology | Other IT Services & Consulting | 13.3B | +4.20% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 47.63B | +15.46% | ||
| Technology | Other Electronic Equipment & Parts | 15.02B | +11.57% | ||
| Industrials | Human Resources Consulting Services | 46.05M | +22.97% | ||
| Basic Materials | Wood Products | 38.82M | -42.11% | ||
| Financials | Insurance Brokers | 32.03B | +9.56% | ||
| Technology | Enterprise Software | 9.72B | -2.83% | ||
| Technology | Enterprise Software | 76.76B | +13.99% | ||
| Healthcare | Medical Software & Technology Services | 407M | -9.49% | ||
| Industrials | Other Business Support Services | 4.24B | +26.43% | ||
| Industrials | Other Construction & Engineering | 1.95B | +16.60% | ||
| Technology | Integrated Hardware & Software | 1.38B | +28.84% | ||
| Consumer Cyclical | Other Auto Vehicles, Parts & Service Retailers | 4.62B | -3.28% | ||
| Industrials | Diversified Industrial Goods Wholesale | 57.9B | -11.17% | ||
| Energy | Other Oil Related Services and Equipment | 2.37B | +52.21% | ||
| Technology | Testing Services | 2.6B | +18.83% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 52.92B | +4.52% | ||
| Consumer Cyclical | Other Miscellaneous Specialty Retailers | 28.1B | -0.13% | ||
| Industrials | Other Environmental Services & Equipment | 25.21B | -0.15% | ||
| Technology | Other Electronic Equipment & Parts | 23.39B | +7.55% | ||
| Financials | Insurance Brokers | 87.65B | +20.57% | ||
| Real Estate | Residential Real Estate Development | 1.28B | -4.66% | ||
| Basic Materials | Other Precious Metals & Minerals | 528M | -21.79% | ||
| Industrials | Other Electrical Components & Equipment | 551M | -27.34% | ||
| Technology | Other Communications & Networking | 2.38B | +7.28% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 18.68B | +25.70% | ||
| Technology | Other Software | 961M | +47.64% | ||
| Industrials | Testing & Measuring Equipment | 5.3B | -11.94% | ||
| Industrials | Diversified Industrial Goods Wholesale | 31.82B | +17.45% | ||
| Industrials | Diversified Industrial Goods Wholesale | 30.77B | +8.28% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 6.31B | -6.46% | ||
| Industrials | Other Industrial Machinery & Equipment | 868M | -3.26% | ||
| Industrials | Other Industrial Machinery & Equipment | 737M | -1.07% | ||
| Basic Materials | Wood Products | 3.02B | +6.69% | ||
| Energy | Gasoline Stations | 46.79B | -13.40% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 7.48B | -1.08% | ||
| Industrials | Other Industrial Machinery & Equipment | 10.25B | +6.34% | ||
| Industrials | Electric Equipment Wholesale | 8.22B | +1.46% | ||
| Industrials | Other Aircraft Parts Manufacturing | 79.94B | +12.30% | ||
| Industrials | Industrial Parts & Components | 1.29B | +28.20% | ||
| - | - | 36.7B | - | ||
| Consumer Cyclical | Construction Supplies & Fixtures Wholesale | 36.7B | -1.37% | ||
| Industrials | Other Industrial Machinery & Equipment | 25.6B | -0.48% | ||
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 63.34B | +18.25% | ||
| Consumer Cyclical | Auto & Truck Parts Wholesale | 311M | +16.17% | ||
| Healthcare | Hospitals, Clinics & Primary Care Services | 1.21B | -10.00% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 365M | -35.74% | ||
| Industrials | Diversified Industrial Goods Wholesale | 9.81B | +18.19% | ||
| Industrials | Building Contractors | 723M | -19.90% | ||
| Consumer Non-Cyclical | Agriculture Support Services | 5.62B | -4.77% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 7.78B | -7.76% | ||
| Industrials | Other Business Support Services | 448M | +40.06% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 18.53B | +3.86% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 156B | -20.79% | ||
| Industrials | Other Electrical Components & Equipment | 42.19B | +1.38% | ||
| Healthcare | Veterinary Drugs | 72.59B | +0.07% | ||
| Technology | Application Software | 62.67B | +12.12% | ||
| Technology | Other Semiconductors | 171B | +0.53% | ||
| Consumer Cyclical | Other Construction Supplies & Fixtures | 35.49B | -4.22% | ||
| Industrials | Other Industrial Machinery & Equipment | 10.22B | -0.79% | ||
| Healthcare | Veterinary Drugs | 2.13B | +0.20% | ||
| Consumer Cyclical | Other Consumer Publishing | 7.39B | -0.62% | ||
| Industrials | Diversified Industrial Goods Wholesale | 73.97B | -2.83% | ||
| Industrials | Civil Engineers & Architects | 362M | -10.80% | ||
| Technology | Electronic Component | 815M | -10.49% | ||
| - | - | 7.22B | - | ||
| Technology | Other IT Services & Consulting | 164M | -14.89% | ||
| Industrials | Other Business Support Services | 2B | +12.75% | ||
| Consumer Cyclical | Leisure Products Wholesale | 12.06B | -5.90% | ||
| Consumer Non-Cyclical | Other Personal Services | 11.17B | -1.69% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.91B | -3.78% | ||
| Technology | Electronic Component | 4.72B | -14.14% | ||
| Industrials | Civil Engineers & Architects | 1.45B | +17.04% | ||
| Real Estate | Other Real Estate Services | 7.97B | -5.83% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 140B | -14.57% | ||
| Consumer Cyclical | Hotels & Motels | 6.02B | -7.95% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 73.73B | -0.88% | ||
| Industrials | Building Contractors | 8.64B | -2.38% | ||
| Technology | Integrated Circuits | 880M | -28.53% | ||
| Technology | Enterprise Software | 1.93B | -13.05% | ||
| Industrials | Air & Gas Compressors | 78.69B | -2.49% | ||
News of the components
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