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

Basic Materials
Specialty Mining & Metals Wholesale
114.74Cr +13.60%
Industrials
Other Electrical Components & Equipment
99Cr +97.14%
Industrials
Other Construction & Engineering
6.1TCr +80.07%
Technology
Technology Consulting & Outsourcing Services
413.16Cr -15.43%
Industrials
Testing & Measuring Equipment
1.05TCr +77.57%
Technology
Other IT Services & Consulting
1.05TCr -15.69%
Technology
Enterprise Software
611.09Cr -11.48%
Technology
Application Software
8.93TCr -32.77%
Technology
Other Semiconductors
1,87600Cr +8.19%
Healthcare
Other Advanced Medical Equipment & Technology
14TCr -28.96%
Financials
Investment Management
393.3Cr -15.66%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
2.99TCr +49.63%
Technology
Enterprise Software
4.03TCr -14.42%
Healthcare
Medical Imaging Systems
12Cr +2.91%
Technology
Other IT Services & Consulting
387.42Cr -19.09%
Industrials
Industrial Machinery & Equipment Wholesale
1.21TCr +29.35%
Healthcare
Home Healthcare Services
201.43Cr +5.99%
Industrials
Other Aircraft Parts Manufacturing
4.08TCr +6.32%
Technology
Other Communications & Networking
254.29Cr +14.70%
Industrials
Industrial Machinery & Equipment Wholesale
1.22TCr +35.88%
Technology
Other Semiconductors
27TCr +67.86%
Technology
Other Electronic Equipment & Parts
1.85TCr +3.90%
Industrials
Industrial Machinery & Equipment Wholesale
5.21TCr +16.30%
Industrials
Other Electrical Components & Equipment
5.35TCr +15.58%
Technology
Other Software
550.31Cr -24.97%
Technology
Testing Services
110.68Cr -30.77%
Technology
Integrated Circuits
145.44Cr +58.79%
Industrials
Other Construction & Engineering
287.55Cr +52.87%
Real Estate
Other Real Estate Services
676.15Cr -0.62%
Industrials
Other Business Support Services
679.27Cr +30.66%
Energy
Gasoline Stations
5.82TCr +20.61%
Industrials
Other Electrical Components & Equipment
208.64Cr +5.78%
Industrials
Industrial Machinery & Equipment Wholesale
6.47TCr +38.95%
Consumer Non-Cyclical
Consumer Goods Conglomerates
519Cr +15.32%
Technology
Integrated Hardware & Software
167.44Cr -6.12%
- - 4.47TCr -
Consumer Cyclical
Construction Supplies & Fixtures Wholesale
4.47TCr +3.54%
Industrials
Industrial Parts & Components
181.19Cr -1.68%
Technology
Other IT Services & Consulting
15Cr -32.03%
Technology
Other Software
1.28TCr -30.34%
Industrials
Building Contractors
108.73Cr +50.70%
Technology
Other Software
21Cr -27.01%
Industrials
Diversified Industrial Goods Wholesale
955.92Cr +7.03%
Technology
Application Software
3.52TCr -18.18%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.55TCr -4.89%
Technology
Other Electronic Equipment & Parts
2.89TCr +23.52%
Industrials
Other Environmental Services & Equipment
2.23TCr -5.58%
Industrials
Electric Equipment Wholesale
1.31TCr +15.96%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
406.69Cr -2.52%
Industrials
Diversified Industrial Goods Wholesale
1.18TCr +34.01%
Consumer Cyclical
Automotive Parts & Accessories Retailers
4.85TCr -9.71%
Industrials
Diversified Industrial Goods Wholesale
5.14TCr +16.79%
Industrials
Diversified Industrial Goods Wholesale
8.43TCr +2.05%
Industrials
Diversified Industrial Goods Wholesale
4.66TCr +17.00%
Consumer Cyclical
Beauty Supply Shop
3.5TCr +33.05%
Industrials
Diversified Industrial Goods Wholesale
464.26Cr -13.42%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
1.58TCr -37.99%
Technology
Electronic Component
86Cr +14.50%
Basic Materials
Wood Products
306.87Cr -6.68%
Basic Materials
Other Specialty Chemicals
546.97Cr +26.59%
Technology
Other Internet Services
1.16TCr -54.83%
Industrials
Other Industrial Machinery & Equipment
824.1Cr +6.07%
Industrials
Air & Gas Compressors
9.11TCr +17.52%
Industrials
Other Industrial Machinery & Equipment
2.86TCr +11.41%
Healthcare
Other Advanced Medical Equipment & Technology
20TCr -6.26%
Industrials
Industrial Machinery
1.6TCr +22.01%
Healthcare
Hospitals, Clinics & Primary Care Services
108.63Cr -4.99%
Financials
Other Holding Companies
36Cr -13.52%
Technology
Application Software
155.01Cr +10.74%
Consumer Non-Cyclical
Consumer Goods Conglomerates
726.46Cr +35.75%
Industrials
Diversified Industrial Goods Wholesale
8.35TCr -2.81%
- - 552.06Cr -
Industrials
Industrial Machinery & Equipment Wholesale
836Cr -11.91%
Industrials
Diversified Industrial Goods Wholesale
10TCr +26.32%
Consumer Cyclical
Leisure Products Wholesale
737.5Cr -9.11%
Healthcare
Other Advanced Medical Equipment & Technology
10Cr -32.76%
Industrials
Industrial Machinery & Equipment Wholesale
71Cr +7.64%
Healthcare
Other Medical Equipment, Supplies & Distribution
209.97Cr +5.22%
Industrials
Heating, Ventilation & Air Conditioning Systems
1.49TCr +14.31%
Industrials
Heating, Ventilation & Air Conditioning Systems
751.78Cr -3.76%
Consumer Cyclical
Copyright Management
36Cr +0.36%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.81TCr -7.50%
Healthcare
Other Medical Equipment, Supplies & Distribution
23Cr -9.65%
Industrials
Pump & Pumping Equipment
422.64Cr -23.22%
Consumer Non-Cyclical
Consumer Goods Conglomerates
7.81TCr +14.89%
Energy
Other Oil Related Services and Equipment
179.96Cr -29.16%
Industrials
Other Aircraft Parts Manufacturing
6.89TCr -7.42%
Industrials
Heating, Ventilation & Air Conditioning Systems
762.57Cr +1.97%
Technology
Other Electronic Equipment & Parts
2.24TCr -26.85%
Consumer Non-Cyclical
Consumer Repair Services
274.98Cr -33.91%
Financials
Insurance Brokers
2.27TCr -12.87%
Industrials
Civil Engineers & Architects
118.07Cr -18.85%
Healthcare
Veterinary Drugs
3.12TCr -38.87%
Healthcare
Veterinary Drugs
173.15Cr +7.28%
Industrials
Other Business Support Services
37Cr -18.25%
Consumer Cyclical
Auto & Truck Parts Wholesale
31Cr -11.38%
Consumer Non-Cyclical
Consumer Goods Conglomerates
163.93Cr -18.40%
Consumer Non-Cyclical
Other Food Processing
1.51TCr +8.40%
Industrials
Other Business Support Services
119.97Cr -30.67%
Industrials
Commercial Equipment Rental
6.56TCr +32.43%

News of the components

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