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The Opportunistic Acquirer: Private Equity’s Role in M&A During Economic Downturns

July 21, 2025

In uncertain economic times, private equity (PE) typically becomes one of the most active — and opportunistic — players in the mergers and acquisitions (M&A) space. With record levels of dry powder and a renewed focus on value creation, PE firms across North America are doubling down on mid-sized businesses with growth potential in 2025.

To fully understand the opportunities and challenges this presents to mid-sized business owners in the United States and Canada, we need to unpack how private equity operates during downturns, what’s shaping the 2025 deal landscape in North America, and how you, as a mid-sized business owner, can strategically position yourself to sell your business on your terms — not theirs.

Why Private Equity Thrives in Downturns

Private Equity traditionally hold vast unspent capital. As of June 2025, North American PE houses sat on approximately $1 trillion in dry powder, according to PricewaterhouseCoopers (PwC), locked up as deals stalled amid high interest rates, tariff turbulence, and general uncertainty.

PE firms often deploy “dry powder” — unspent capital — during economic turbulence, targeting mid-market companies overlooked by strategic buyers. With hundreds of billions at their disposal, PE firms can pursue carve-outs, distressed assets, and companies with growth potential ripe for operational improvements

Historical Evidence of PE Downturn Opportunism

Recent history shows that PE-acquirers outperform in the M&A market during downturns. A few examples include:

  • Bain & Company found that companies engaging in M&A during the 2007–09 crisis saw higher shareholder returns — 6.1% annualized through the recession vs. 4.7% for passive firms.
  • PwC reports that PE acquirers in the 2001 recession outperformed their peers by about 7% one year post-deal.
  • Despite global M&A volume falling by 38% in 2022, PE maintained market share as traditional lenders pulled back.
  • S&P Global reported 18 PE-backed megadeals (≥$5 billion) in North America during 2024 — a near doubling from 2023 — driven by improved deal terms and strong dry powder.

Private Equity Deal Strategies in Downturns

PE typically adapts during downturns by using creative deal structures, such as:

  • Public-to-private transactions: Taking undervalued public companies private. TPG and CD&R’s $4 billion buyout of Covetrus is a case in point.
  • Carve-outs & spin-offs: Buyers selectively acquire non-core divisions shedding by larger corporates — often valuated favorably.
  • Minority recaps & earn-outs: Blending deferred payments, equity roll-overs, and earn-out mechanisms to bridge valuation gaps between buyers and sellers.

What’s Happening Now: Key 2025 Trends

As we move deeper into 2025, the macro picture is shifting fast — redefining how buyers source, structure, and exit deals. Here’s a snapshot of the most decisive trends now reshaping North American M&A:

Massive Dry Powder

Global PE dry powder remains around US $2.5–2.9 trillion, with North America holding more than its fair share – US $1 trillion. This translates to aggressive capital readiness in the U.S. and Canada even as interest rates and geopolitics dampen activity.

Fewer Deals — Yet Bigger Returns

Q2 2025 saw global M&A reach $1.89 trillion — 30% above Q1 2024 — with PE-driven transaction values surging even as volume dropped, as reported by Axios.

PE Deal Value Outpaces Volume

U.S. PE-backed deal value grew 21% year-on-year, even as counts fell by 20%, showing a preference for larger, strategic deals.

Cross-Border Push: Canada Meets the U.S.

Canadian PE is particularly active in targeting U.S. enterprises — particularly tech, energy, healthcare — driving cross-border deal-making that leverages supply chain diversification and tariff hedging.

Tariff Turbulence Throttles Deals

New U.S. tariffs and delays in policy clarity have stalled many mid-market deals. PE firms hesitate amid these risks, stoking deal pipeline disruptions. Still, many are seizing opportunity: U.S. funds are using private credit and novel financing strategies to secure deals that strategic buyers shy away from.

The Outlook: Why PE Stands to Win

Looking ahead, private equity is uniquely positioned to capitalize on the current market cycle. Here’s why the coming phase could play to PE’s strengths:

Dry Powder Power

PE’s dry powder has hovered near record levels (around $2.5 trillion globally, and $1 trillion in North America), albeit that dry powder reserves are slowly decreasing as more deals close.

Market Share Gains

PE share of North American M&A has risen from 10–15% pre-2008 crisis to 30–35% — and now approaches nearly 35% of global deal count, as reported by PitchBook.

Anticipated Rebound

As credit conditions ease and deal execution improves, PE is set to drive the next surge in M&A markets, especially in carve-outs, distressed assets, and growth sectors like tech, healthcare, and essentials — further reinforcing its role as the opportunistic acquirer.

What This All Means for Mid-Sized Business Owners

For mid-sized business owners in the U.S. and Canada, these shifts in private equity and M&A aren’t just theoretical — they carry real-world implications. Here’s what you, as a mid-sized business owner looking to sell your business, need to consider before making your next move:

More Capital Options

With PE cash at historic levels, selling your business now can attract multiple suitors — even in slow equity markets.

Rigorous Buyer Scrutiny

PE firms are demanding in-depth due diligence. They expect strong value creation plans, from digital transformation and pricing optimization to leadership and AI implementation.

Exit Alternatives Are Expanding

Traditional exits are slower, but PE offers alternatives: continuation funds, structured roll-ups, or dual-track IPOs, especially in Canada.

Beware of Cross-Border & Regulatory Risks

If selling to a Canadian PE buyer, consider potential U.S. tax, tariff, and competition law implications.

Strategic Tips for Sellers

In a market shaped in equal measures by uncertainty and opportunism, preparation is everything. These strategic tips can help sellers navigate the current environment with confidence and clarity:

Enhance Strategic Readiness

Build internal plans for operational improvements and pricing before engaging PE buyers.

Prepare for Deep Diligence

Be ready to share audited financials, cost structure analyses, and AI- or tech‑driven transformation roadmaps.

Understand LP Pressure Influences

PE firms face Limited Partnership (LP) demands to deploy capital and generate returns — this energy can play to sellers’ advantage in timing.

Consider Dual‑Track Sale Paths

Exits via IPO, partial recapitalization, or continuity vehicles may appeal more in the current business climate.

What to Expect in the Coming Months

With market dynamics continuing to evolve, staying ahead of the curve is key. Here’s a look at what buyers and sellers can expect in the months ahead:

Deal Activity Rebound

If interest rates ease and tariffs stabilize, deal flow — especially in the mid-market — should accelerate into late 2025 / early 2026.

Increasing Competition for Quality Mid-Sized Targets

As PE firms hunt high‑quality carve-outs, valuations with strong fundamentals may stay buoyant.

A Shift Toward Value Creation Deals

Operational upside, digital transformation, and AI alignment become key deal sweeteners.

Final Takeaway for Mid-Sized Business Owners

Even amid economic uncertainty, it’s a sellers’ market — but only if you’re prepared, because:

  • PE firms have capital and intent.
  • Buyers are looking for operational potential, not just revenue multiples.

Ultimately, if you’re contemplating a sale, now is the time to align with PE expectations: sharpen efficiencies, technology integration, and clarity on your growth roadmap.

Thinking of selling your business in the next 6-36 months? Woodbridge has a solid network of vetted private equity buyers waiting to snap up strategic assets in the U.S. and Canada. Contact us today to find out how our M&A experts can help sell your business to the right buyer, at the right price.