As summer solstice marks the longest day of the year and the symbolic peak of sunlight, it also offers a moment to reflect on sectors that are feeling the warmth – and those in the shade. Just as the sun casts both light and shadow, the economic landscape reveals a mix of resilience and challenges.
- Commercial Services – Largely insulted from tariff uncertainty, businesses that cater to the needs of commercial clients are enjoying a period of relative brightness. Thanks to diversified sub-verticals and an integral role in business operations, this sector has garnered significant interest from investors during these uncertain times.
- Healthcare – After a brief cooldown in deal activity in 2024, healthcare is once again proving to be a steady, counter-cyclical force. Healthcare providers continue to attract significant investment interest, offering relative stability amid broader macroeconomic fluctuations.
- Manufacturing – Much like the sun’s intensity at its zenith, tariffs have put a strain on the manufacturing sector. Deal activity has cooled significantly, as trade policies cast a long shadow over cross-border investments and supply chains.
Connect with Our Team
- Jonathan Zucker, Managing Director, Head of Capital Advisory, jzucker@IntrepidIB.com
- Boris Zikratov, Director, Capital Advisory, bzikratov@IntrepidIB.com
- Stephen Senior, Associate, Capital Advisory, ssenior@IntrepidIB.com