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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 | 17.56B | +17.68% | ||
| Healthcare | Home Healthcare Services | 2.09B | -8.07% | ||
| Technology | Technology Consulting & Outsourcing Services | 6.26B | -6.84% | ||
| Technology | Other IT Services & Consulting | 13.21B | +3.50% | ||
| Energy | Other Oil Related Services and Equipment | 2.7B | +54.41% | ||
| Technology | Other Software | 1.14B | +69.29% | ||
| Industrials | Other Construction & Engineering | 4.73B | -20.20% | ||
| Technology | Application Software | 161B | -15.06% | ||
| Technology | Other Semiconductors | 1,182B | +8.30% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 183B | -2.39% | ||
| Technology | Application Software | 29.56B | -0.31% | ||
| Healthcare | Home Healthcare Services | 3.21B | +7.78% | ||
| Industrials | Other Business Support Services | 467M | +35.80% | ||
| Technology | Other Software | 24.52B | -1.38% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 18.79B | +27.69% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 8.61B | -5.55% | ||
| Industrials | Other Aircraft Parts Manufacturing | 37.6B | +30.85% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 47.6B | +15.39% | ||
| Industrials | Civil Engineers & Architects | 1.38B | +1.81% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 4.66B | +5.01% | ||
| Technology | Other Electronic Equipment & Parts | 15.89B | +16.25% | ||
| Financials | Insurance Brokers | 35.29B | +6.15% | ||
| Technology | Enterprise Software | 8.5B | -16.16% | ||
| Consumer Cyclical | Auto & Truck Parts Wholesale | 300M | +9.02% | ||
| Technology | Integrated Hardware & Software | 1.42B | +25.94% | ||
| Consumer Cyclical | Other Auto Vehicles, Parts & Service Retailers | 4.64B | -2.98% | ||
| Industrials | Other Business Support Services | 4.54B | +30.39% | ||
| Industrials | Diversified Industrial Goods Wholesale | 30.71B | +6.33% | ||
| Industrials | Diversified Industrial Goods Wholesale | 33.6B | +21.73% | ||
| Industrials | Other Construction & Engineering | 1.92B | +11.42% | ||
| Industrials | Other Electrical Components & Equipment | 1.78B | +30.21% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 8.68B | +12.56% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 50.09B | -1.08% | ||
| Industrials | Other Environmental Services & Equipment | 24.05B | -4.73% | ||
| Technology | Testing Services | 3.17B | +45.31% | ||
| Consumer Cyclical | Other Miscellaneous Specialty Retailers | 27.59B | -1.91% | ||
| Technology | Other Electronic Equipment & Parts | 22.91B | +5.35% | ||
| Industrials | Diversified Industrial Goods Wholesale | 59.56B | -11.01% | ||
| Basic Materials | Wood Products | 43.68M | -35.34% | ||
| Real Estate | Residential Real Estate Development | 1.29B | -6.37% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 16.19B | -10.65% | ||
| Technology | Other Semiconductors | 180B | +5.78% | ||
| Basic Materials | Other Precious Metals & Minerals | 525M | -22.26% | ||
| Industrials | Other Business Support Services | 473M | +40.62% | ||
| Industrials | Other Electrical Components & Equipment | 41.04B | -1.39% | ||
| Technology | Other Communications & Networking | 2.05B | -9.31% | ||
| Financials | Insurance Brokers | 81.22B | +11.72% | ||
| Industrials | Testing & Measuring Equipment | 5.03B | -16.36% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 18.2B | +18.40% | ||
| Healthcare | Medical Software & Technology Services | 448M | -1.95% | ||
| Technology | Enterprise Software | 76.2B | +9.45% | ||
| Healthcare | Hospitals, Clinics & Primary Care Services | 1.12B | -16.82% | ||
| Industrials | Other Industrial Machinery & Equipment | 817M | -10.91% | ||
| - | - | 42.26B | - | ||
| Consumer Cyclical | Construction Supplies & Fixtures Wholesale | 42.26B | +23.47% | ||
| Basic Materials | Wood Products | 3.07B | +5.69% | ||
| Technology | Electronic Component | 4.39B | -20.04% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 111M | +71.51% | ||
| Industrials | Electric Equipment Wholesale | 8.61B | +1.91% | ||
| Energy | Gasoline Stations | 49.45B | -11.10% | ||
| Industrials | Other Industrial Machinery & Equipment | 725M | +2.96% | ||
| Industrials | Other Industrial Machinery & Equipment | 10.65B | +10.29% | ||
| Healthcare | Veterinary Drugs | 69.03B | -4.83% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 386M | -34.06% | ||
| Industrials | Diversified Industrial Goods Wholesale | 8.95B | +4.05% | ||
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 60.27B | +12.54% | ||
| Industrials | Other Industrial Machinery & Equipment | 24.09B | -6.34% | ||
| Industrials | Other Aircraft Parts Manufacturing | 79.45B | +11.62% | ||
| Consumer Non-Cyclical | Agriculture Support Services | 5.24B | -11.24% | ||
| Industrials | Industrial Parts & Components | 1.4B | +33.98% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 148B | -24.54% | ||
| Technology | Application Software | 59.75B | +6.91% | ||
| Industrials | Other Electrical Components & Equipment | 535M | -34.05% | ||
| Industrials | Other Industrial Machinery & Equipment | 9.72B | -7.87% | ||
| Industrials | Other Industrial Machinery & Equipment | 3B | -3.28% | ||
| Healthcare | Other Medical Equipment, Supplies & Distribution | 1.12B | -10.77% | ||
| Industrials | Civil Engineers & Architects | 1.49B | +20.65% | ||
| Industrials | Diversified Industrial Goods Wholesale | 74.38B | -4.06% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 6.18B | -10.00% | ||
| Technology | Other IT Services & Consulting | 188M | -4.26% | ||
| Industrials | Civil Engineers & Architects | 380M | -9.52% | ||
| Industrials | Pump & Pumping Equipment | 4.21B | -21.75% | ||
| Technology | Electronic Component | 866M | -6.85% | ||
| Industrials | Other Business Support Services | 1.82B | -1.76% | ||
| Consumer Cyclical | Leisure Products Wholesale | 10.71B | -16.43% | ||
| Consumer Non-Cyclical | Other Personal Services | 11.15B | -1.90% | ||
| Industrials | Building Contractors | 8.47B | -4.29% | ||
| Real Estate | Other Real Estate Services | 8.09B | -7.22% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 139B | -15.30% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 70.79B | -4.83% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.98B | -5.87% | ||
| - | - | 7.27B | - | ||
| Industrials | Building Contractors | 657M | -30.40% | ||
| Industrials | Heating, Ventilation & Air Conditioning Systems | 7.8B | -9.96% | ||
| Consumer Cyclical | Other Construction Supplies & Fixtures | 34.48B | -9.98% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1B | +22.32% | ||
| Industrials | Air & Gas Compressors | 73.09B | -10.60% | ||
| Technology | Enterprise Software | 1.91B | -15.70% | ||
| Technology | Other Electronic Equipment & Parts | 25.99B | -14.05% | ||
| Healthcare | Veterinary Drugs | 2.19B | +1.46% | ||
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Sector allocation
Ratings chart - Surperformance
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