Research & Reports

Download link can be found at the bottom of the post. Life sciences and healthcare M&A entered a new phase in 2025. After several years of constrained capital, valuation resets, and cautious dealmaking, transaction activity regained momentum. This rebound did not reflect a return to excess. Instead, it marked a recalibration toward disciplined transactions grounded in strategic clarity, operational readiness, and defensible value creation. Across both the United States and Eu

A ClarityNorth Partners 2026 Outlook Series - Part II As we move further into 2026, the shape of mergers and acquisitions continues to evolve. In Part I of this series, we explored how the fundamentals of value creation are shifting within life sciences toward sharper integration, capital discipline, and targeted acquisitions. In this second part, we look outward. The forces redefining M&A today are not confined to one industry; they are systemic, spanning policy, capital mar

A ClarityNorth Partners 2026 Outlook Series - Part I As we enter 2026, one theme is unmistakable across life sciences dealmaking: the fundamentals are shifting. At ClarityNorth Partners, we have spent the past year working with clients who are navigating an M&A environment that looks markedly different from the exuberant years before the correction. Valuations are tighter, competition is sharper, and strategic discipline has returned to the center of every deal conversation.

Carve-outs have moved from tactical clean-ups to one of the most strategic tools companies and investors have at their disposal. Whether...

The first half of 2025 has defied the headlines. Beneath market volatility, deal activity is quietly, and strategically, accelerating....