Investment Themes

Serial buyers

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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
50.23B +44.46%
Technology
Other IT Services & Consulting
3.14B -25.22%
Healthcare
Home Healthcare Services
1.92B -2.58%
Technology
Technology Consulting & Outsourcing Services
3.91B -21.71%
Technology
Other IT Services & Consulting
12.16B -8.46%
Technology
Testing Services
1.08B -22.79%
Technology
Other Electronic Equipment & Parts
20.29B +11.81%
Technology
Other Semiconductors
1,504B -3.85%
Healthcare
Other Advanced Medical Equipment & Technology
178B -12.30%
Technology
Application Software
111B -19.50%
Basic Materials
Specialty Mining & Metals Wholesale
1.58B +60.35%
Healthcare
Hospitals, Clinics & Primary Care Services
1.27B +5.81%
Technology
Integrated Hardware & Software
1.37B -14.14%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
25.35B +21.39%
Real Estate
Other Real Estate Services
6.02B -19.49%
Industrials
Industrial Machinery & Equipment Wholesale
10.44B +7.09%
Industrials
Testing & Measuring Equipment
8.81B +42.44%
Industrials
Other Environmental Services & Equipment
23.47B -4.60%
Technology
Enterprise Software
5.85B -18.70%
Industrials
Other Aircraft Parts Manufacturing
38.21B -5.02%
Industrials
Other Electrical Components & Equipment
53.75B +10.49%
Industrials
Diversified Industrial Goods Wholesale
6.19B +8.76%
Healthcare
Medical Imaging Systems
106M -12.79%
Consumer Non-Cyclical
Consumer Goods Conglomerates
4.78B -1.32%
Technology
Electronic Component
785M -0.83%
Basic Materials
Wood Products
3.8B +13.32%
Industrials
Other Business Support Services
5.41B -0.37%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
4.09B -10.71%
Industrials
Diversified Industrial Goods Wholesale
54.92B +22.77%
Industrials
Industrial Machinery & Equipment Wholesale
54.41B +13.54%
Industrials
Other Electrical Components & Equipment
1.89B -3.25%
Technology
Other Electronic Equipment & Parts
31.62B +28.22%
Industrials
Diversified Industrial Goods Wholesale
9.41B -3.79%
Industrials
Industrial Machinery & Equipment Wholesale
9.66B +1.23%
Industrials
Industrial Machinery & Equipment Wholesale
53.32B +17.87%
Technology
Other Software
15.83B -19.40%
Industrials
Industrial Parts & Components
1.59B -19.16%
Technology
Enterprise Software
41.1B -15.28%
Technology
Other IT Services & Consulting
166M -26.47%
Energy
Gasoline Stations
56.07B +11.51%
Industrials
Industrial Machinery
16.09B +16.88%
Industrials
Electric Equipment Wholesale
11.99B +1.96%
Industrials
Other Construction & Engineering
2.28B +14.43%
Healthcare
Veterinary Drugs
53.17B -2.85%
Industrials
Diversified Industrial Goods Wholesale
44.56B +7.71%
Technology
Other Semiconductors
184B +14.12%
Real Estate
Other Real Estate Services
6.91B -3.93%
Industrials
Pump & Pumping Equipment
4.52B -23.04%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
26.63B +1.00%
Consumer Non-Cyclical
Consumer Goods Conglomerates
15.14B -14.49%
Industrials
Civil Engineers & Architects
1.29B -14.05%
Industrials
Other Industrial Machinery & Equipment
29.92B +10.42%
Consumer Cyclical
Other Entertainment Production
15.21B -4.30%
Technology
Other Software
6.12B -16.65%
Technology
Other Communications & Networking
2.23B -4.15%
Technology
Application Software
37.18B -17.77%
Healthcare
Other Advanced Medical Equipment & Technology
190B -10.46%
Industrials
Other Construction & Engineering
4.59B -7.35%
Financials
Insurance Brokers
24.46B -8.26%
Industrials
Other Business Support Services
401M -15.19%
Industrials
Other Industrial Machinery & Equipment
676M -17.30%
- - 6.24B -
Healthcare
Other Pharmaceuticals
480M +10.64%
Industrials
Diversified Industrial Goods Wholesale
92.12B +5.04%
Industrials
Diversified Industrial Goods Wholesale
9.41B +7.61%
Industrials
Diversified Industrial Goods Wholesale
101B +25.57%
Healthcare
Other Biotechnology & Medical Research
13.72B +5.22%
Healthcare
Medical Software & Technology Services
84.2M -17.57%
Industrials
Waste Management, Disposal & Recycling Services
16.02B +3.93%
Industrials
Other Electrical Components & Equipment
2.13B -0.58%
Healthcare
Other Medical Equipment, Supplies & Distribution
236M -8.81%
- - 48.07B -
Consumer Cyclical
Construction Supplies & Fixtures Wholesale
48.07B +11.00%
Industrials
Building Contractors
975M +29.60%
Consumer Cyclical
Leisure Products Wholesale
8.1B -4.73%
Consumer Non-Cyclical
Other Personal Services
11.42B +4.81%
Consumer Cyclical
Automotive Parts & Accessories Retailers
61.58B +10.34%
Industrials
Heating, Ventilation & Air Conditioning Systems
7.39B -10.40%
Consumer Non-Cyclical
Consumer Goods Conglomerates
82.76B +14.70%
Industrials
Building Contractors
11.8B -
Real Estate
Residential Real Estate Development
1.26B +0.74%
Industrials
Other Industrial Machinery & Equipment
8.88B -7.74%
Consumer Cyclical
Other Construction Supplies & Fixtures
45.34B +1.84%
Healthcare
Veterinary Drugs
1.45B -17.47%
Consumer Cyclical
Other Apparel & Accessories
293B -21.58%
Financials
Private Equity
818M -10.75%
Healthcare
Other Advanced Medical Equipment & Technology
145B -11.76%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
1.22B -15.49%
Industrials
Legal & Tax Information Providers
844M -24.75%
Technology
Other Internet Services
19.98B -27.26%
Industrials
Other Electrical Components & Equipment
651M +30.77%
Industrials
Civil Engineers & Architects
255M -8.10%
Industrials
Industrial Machinery & Equipment Wholesale
10.25B +0.77%
Industrials
Diversified Industrial Goods Wholesale
116B +40.57%
Real Estate
Other Specialized REITs
31.9B +29.36%
Industrials
Other Business Support Services
1.64B -10.80%
Financials
Insurance Brokers
58B -11.26%
Industrials
Industrial Machinery & Equipment Wholesale
687M -1.09%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.31B -3.61%
Consumer Non-Cyclical
Consumer Goods Conglomerates
350M -8.76%

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Ratings chart - Surperformance

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