As global headlines continue to shift, so too does the M&A landscape. Over the past two months, we've seen economic ripples caused by geopolitical instability and trade recalibration. What does this mean for you as a business owner?

It means that now, more than ever, is a moment of strategic importance for those considering a sale.

Supply Chain Pressure is Redefining Business Value

With ongoing tensions in the Strait of Hormuz and newly proposed tariffs impacting multiple regions, businesses with complex international supply chains are bracing for cost increases and delivery delays. In contrast, companies with diversified sourcing, resilient logistics, or asset-light operating models are seeing heightened buyer interest.

If you’re operating in eCommerce, SaaS, or digital media—industries less tethered to physical supply dependencies—your company is likely to be viewed as a “safe haven” investment right now.

Margin Visibility and Adaptability Are Premium Traits

In times of inflationary stress and tariff-driven cost fluctuations, acquirers are focused on businesses that demonstrate margin stability. Buyers are looking closely at how companies have managed costs over the past 12–18 months, especially as rate cuts from central banks have paused and inflation risk lingers.

If your business has been able to protect its bottom line despite volatility—by leveraging automation, software efficiencies, or lean management—it will stand out in today’s buyer market.

Capital-Light Businesses Are Commanding Premium Attention

SaaS platforms, subscription businesses, and digital content models continue to thrive because they are less exposed to raw material pricing or shipping constraints. Strategic and financial buyers alike are favoring companies with predictable recurring revenue and low fixed-cost bases.

In other words: if your business doesn’t rely on containers crossing oceans or managing high inventory turnover, you're in an advantageous position.

A Narrow But Valuable Window for Sellers

In markets like this, optionality becomes a form of leverage. With global M&A demand rising but policy outlooks still uncertain, sellers who act now—before valuations react to the next policy or rate move—are best positioned to optimize both price and terms.

This window won’t last forever.

Thinking About a Sale?

At FIH.com, we work with business owners across SaaS, Digital Media, and eCommerce sectors to prepare, position, and sell to the right buyers. Every week, we speak with strategic and institutional acquirers looking for exactly the kinds of resilient businesses the current environment rewards.

Whether you’re actively exploring an exit, or just want to understand what your business might be worth in today’s climate, we can help you navigate it.