Investment Themes

Serial buyers

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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

Industrials
Other Construction & Engineering
3.52TCr +136.16%
Technology
Other IT Services & Consulting
396.76Cr +119.96%
Technology
Other Electronic Equipment & Parts
1.84TCr +36.04%
Technology
Technology Consulting & Outsourcing Services
510.43Cr -23.27%
Healthcare
Home Healthcare Services
206.45Cr -9.70%
Healthcare
Other Advanced Medical Equipment & Technology
20TCr +10.23%
Technology
Testing Services
162.16Cr -21.17%
Technology
Application Software
14TCr -22.13%
Technology
Other Semiconductors
1,84300Cr +68.32%
Technology
Integrated Hardware & Software
150.83Cr +35.74%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
464.43Cr -1.70%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
2.11TCr +43.11%
Industrials
Industrial Machinery & Equipment Wholesale
972.78Cr +7.70%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
2.86TCr +1.92%
Basic Materials
Wood Products
338.36Cr +20.00%
Industrials
Other Electrical Components & Equipment
183.1Cr +34.29%
Industrials
Other Electrical Components & Equipment
4.6TCr +10.84%
Technology
Other IT Services & Consulting
1.32TCr +3.66%
Healthcare
Hospitals, Clinics & Primary Care Services
114.08Cr -15.42%
Industrials
Other Environmental Services & Equipment
2.54TCr +0.30%
Technology
Other Electronic Equipment & Parts
2.45TCr +12.53%
Technology
Enterprise Software
795.54Cr -21.51%
Industrials
Industrial Machinery & Equipment Wholesale
4.76TCr +15.42%
Industrials
Other Aircraft Parts Manufacturing
3.77TCr +31.32%
Industrials
Industrial Machinery & Equipment Wholesale
979.95Cr +29.06%
Technology
Other Software
2.02TCr -18.61%
Healthcare
Medical Imaging Systems
9.89Cr +23.48%
Industrials
Other Business Support Services
525.6Cr +57.96%
Industrials
Other Construction & Engineering
183.41Cr +5.43%
Industrials
Industrial Machinery & Equipment Wholesale
18Cr +162.31%
Industrials
Diversified Industrial Goods Wholesale
585.03Cr -0.31%
Industrials
Other Construction & Engineering
507.73Cr -13.76%
Technology
Other IT Services & Consulting
23Cr +12.06%
Industrials
Other Industrial Machinery & Equipment
2.62TCr +1.86%
Technology
Electronic Component
78Cr -14.69%
Basic Materials
Wood Products
3.09Cr -54.14%
Industrials
Diversified Industrial Goods Wholesale
942.14Cr +9.16%
Industrials
Civil Engineers & Architects
136.23Cr +0.34%
Basic Materials
Specialty Mining & Metals Wholesale
76Cr +12.74%
Industrials
Industrial Machinery & Equipment Wholesale
4.64TCr -7.45%
Healthcare
Veterinary Drugs
5.23TCr -27.18%
Financials
Insurance Brokers
2.68TCr -23.18%
Technology
Application Software
4.82TCr -13.91%
Technology
Enterprise Software
5.08TCr -25.18%
Technology
Other Semiconductors
17TCr -2.65%
Real Estate
Residential Real Estate Development
124.46Cr -8.20%
Industrials
Testing & Measuring Equipment
643.72Cr +7.14%
- - 4.87TCr -
Consumer Cyclical
Construction Supplies & Fixtures Wholesale
4.87TCr +43.10%
Industrials
Industrial Parts & Components
182.34Cr +73.57%
Energy
Gasoline Stations
4.95TCr -6.96%
Industrials
Electric Equipment Wholesale
1.12TCr +33.66%
Industrials
Diversified Industrial Goods Wholesale
4.49TCr +77.35%
Consumer Cyclical
Leisure Products Wholesale
892.2Cr -29.75%
Industrials
Pump & Pumping Equipment
557.65Cr +5.72%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.7TCr +9.98%
Real Estate
Other Real Estate Services
706.7Cr -17.69%
Consumer Non-Cyclical
Other Personal Services
1.06TCr -4.91%
Industrials
Diversified Industrial Goods Wholesale
3.78TCr +42.94%
Technology
Other Internet Services
284.64Cr -14.79%
Technology
Other Communications & Networking
242.75Cr +5.03%
Consumer Non-Cyclical
Consumer Goods Conglomerates
7.24TCr -1.52%
Industrials
Building Contractors
1.22TCr +40.37%
Industrials
Heating, Ventilation & Air Conditioning Systems
829.34Cr -5.52%
Healthcare
Other Advanced Medical Equipment & Technology
22TCr +10.10%
Consumer Cyclical
Other Entertainment Production
1.53TCr -21.38%
Consumer Non-Cyclical
Consumer Goods Conglomerates
469.61Cr +3.37%
Consumer Cyclical
Automotive Parts & Accessories Retailers
6.36TCr +19.38%
Industrials
Other Business Support Services
48Cr +40.90%
Financials
Insurance Brokers
6.16TCr -15.55%
Healthcare
Medical Software & Technology Services
44Cr -14.73%
Industrials
Other Electrical Components & Equipment
215.46Cr -23.50%
Industrials
Diversified Industrial Goods Wholesale
8.3TCr +17.35%
Industrials
Diversified Industrial Goods Wholesale
924.07Cr -34.71%
Energy
Other Oil Related Services and Equipment
196.74Cr +12.50%
Healthcare
Medical Software & Technology Services
9.45Cr +41.21%
Healthcare
Other Pharmaceuticals
43Cr +9.53%
Industrials
Other Industrial Machinery & Equipment
921.36Cr -14.01%
Industrials
Industrial Machinery
1.34TCr +14.19%
Consumer Cyclical
Other Construction Supplies & Fixtures
4.26TCr +10.43%
Industrials
Building Contractors
69Cr -26.82%
Industrials
Commercial Equipment Rental
5.07TCr +13.13%
Consumer Cyclical
Auto & Truck Parts Wholesale
36Cr +25.56%
Industrials
Heating, Ventilation & Air Conditioning Systems
1.32TCr -26.61%
Industrials
Other Industrial Machinery & Equipment
82Cr -11.70%
Financials
Private Equity
85Cr -11.15%
Technology
Other Internet Services
2.88TCr -5.00%
Consumer Cyclical
Hotels & Motels
393.9Cr -39.60%
- - 829.82Cr -
Industrials
Diversified Industrial Goods Wholesale
7.79TCr +27.18%
Consumer Non-Cyclical
Consumer Goods Conglomerates
648.72Cr -2.24%
Industrials
Commercial Equipment Rental
2.67TCr -3.42%
Industrials
Civil Engineers & Architects
28Cr -34.52%
Consumer Non-Cyclical
Other Food Processing
1.47TCr -16.30%
Healthcare
Other Biotechnology & Medical Research
1.21TCr +19.29%
Industrials
Industrial Machinery & Equipment Wholesale
957.83Cr -1.34%
Consumer Non-Cyclical
Consumer Repair Services
472.68Cr +8.62%
Healthcare
Other Medical Equipment, Supplies & Distribution
124.8Cr -1.05%
Industrials
Other Electrical Components & Equipment
43Cr -44.97%
Consumer Cyclical
Beauty Supply Shop
2.76TCr +35.18%

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI