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

Basic Materials
Specialty Mining & Metals Wholesale
1.29B +28.93%
Industrials
Other Construction & Engineering
68.61B +117.38%
Technology
Technology Consulting & Outsourcing Services
4.3B -16.43%
Healthcare
Home Healthcare Services
1.82B -10.21%
Technology
Enterprise Software
6.22B -21.56%
Technology
Other IT Services & Consulting
10.36B -20.71%
Technology
Other Semiconductors
2,036B +23.96%
Healthcare
Other Advanced Medical Equipment & Technology
159B -25.70%
Technology
Other Electronic Equipment & Parts
23.41B +29.90%
Technology
Application Software
102B -29.83%
Healthcare
Hospitals, Clinics & Primary Care Services
902M -23.18%
Technology
Integrated Hardware & Software
1.62B +0.39%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
31.77B +57.81%
Industrials
Industrial Machinery & Equipment Wholesale
12.69B +30.31%
Industrials
Industrial Machinery & Equipment Wholesale
11.42B +21.36%
Technology
Other Semiconductors
262B +70.21%
Industrials
Industrial Machinery & Equipment Wholesale
50.71B +8.37%
Financials
Investment Management
3.79B -28.45%
Industrials
Testing & Measuring Equipment
10.93B +87.84%
Industrials
Other Electrical Components & Equipment
53.27B +13.89%
Industrials
Other Environmental Services & Equipment
21.33B -13.42%
Technology
Testing Services
1.06B -32.35%
Industrials
Other Aircraft Parts Manufacturing
34.83B -10.15%
Real Estate
Other Real Estate Services
5.05B -33.66%
Industrials
Building Contractors
1.13B +53.71%
Industrials
Other Construction & Engineering
2.46B +24.23%
Energy
Gasoline Stations
53.15B +4.96%
Healthcare
Medical Imaging Systems
120M -5.35%
- - 46.8B -
Consumer Cyclical
Construction Supplies & Fixtures Wholesale
46.8B +8.40%
Industrials
Diversified Industrial Goods Wholesale
56.67B +24.47%
Industrials
Industrial Machinery & Equipment Wholesale
58.25B +21.83%
Technology
Other IT Services & Consulting
4.31B -15.74%
Industrials
Other Electrical Components & Equipment
2.24B +18.66%
Basic Materials
Wood Products
2.84B -17.76%
Technology
Other Electronic Equipment & Parts
28.79B +23.64%
Consumer Non-Cyclical
Consumer Goods Conglomerates
5.48B +16.26%
Technology
Other Software
5.69B -30.48%
Technology
Other Software
13.69B -31.08%
Industrials
Diversified Industrial Goods Wholesale
9.57B -0.12%
Technology
Electronic Component
895M +13.67%
Technology
Enterprise Software
39.81B -26.54%
Real Estate
Other Real Estate Services
6.19B -15.11%
Technology
Other Communications & Networking
3.05B +36.28%
Industrials
Other Electrical Components & Equipment
920M +87.89%
Industrials
Other Business Support Services
6.55B +21.27%
Consumer Cyclical
Other Auto Vehicles, Parts & Service Retailers
3.73B -13.15%
Industrials
Electric Equipment Wholesale
13.16B +10.75%
Consumer Cyclical
Automotive Parts & Accessories Retailers
57.61B +1.17%
Consumer Cyclical
Other Miscellaneous Specialty Retailers
16.07B -39.28%
Healthcare
Other Advanced Medical Equipment & Technology
173B -21.19%
Industrials
Industrial Machinery
15.82B +16.57%
Industrials
Diversified Industrial Goods Wholesale
5.36B +0.35%
Industrials
Industrial Parts & Components
1.96B +2.02%
Technology
Application Software
34.65B -25.88%
Industrials
Other Industrial Machinery & Equipment
7.77B -19.09%
Industrials
Other Industrial Machinery & Equipment
29.6B +13.56%
Healthcare
Veterinary Drugs
34.72B -38.66%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.73B -20.45%
Technology
Other IT Services & Consulting
149M -32.03%
Industrials
Air & Gas Compressors
91.75B +8.43%
Industrials
Other Construction & Engineering
4.47B -5.73%
Financials
Insurance Brokers
19.13B -30.20%
Industrials
Other Business Support Services
367M -22.26%
Technology
Other Internet Services
13.38B -51.56%
Consumer Non-Cyclical
Consumer Repair Services
3.21B -29.76%
Healthcare
Other Medical Equipment, Supplies & Distribution
228M -9.97%
Industrials
Diversified Industrial Goods Wholesale
123B +46.46%
Industrials
Diversified Industrial Goods Wholesale
10.47B +12.81%
Consumer Cyclical
Beauty Supply Shop
35.86B +37.20%
Technology
Integrated Circuits
1.49B +56.69%
Industrials
Other Electrical Components & Equipment
64.43M +49.29%
Industrials
Diversified Industrial Goods Wholesale
89.71B +0.41%
Industrials
Diversified Industrial Goods Wholesale
101B +21.67%
Technology
Other Software
231M -27.01%
Financials
Other Holding Companies
391M -9.30%
Consumer Cyclical
Leisure Products Wholesale
6.84B -18.23%
Industrials
Diversified Industrial Goods Wholesale
53.93B +33.15%
- - 6B -
Industrials
Industrial Machinery & Equipment Wholesale
768M +8.27%
Industrials
Heating, Ventilation & Air Conditioning Systems
6.89B -15.83%
Consumer Non-Cyclical
Consumer Goods Conglomerates
73.29B +3.15%
Technology
Other Electronic Equipment & Parts
27.75B -14.30%
Industrials
Heating, Ventilation & Air Conditioning Systems
9.34B +20.83%
Consumer Cyclical
Other Construction Supplies & Fixtures
42.77B -3.76%
Industrials
Pump & Pumping Equipment
4.49B -22.74%
Industrials
Civil Engineers & Architects
1.25B -19.83%
Technology
Computer Programming
689M -51.91%
Industrials
Pest Control Services
16.62B +8.40%
Real Estate
Residential Real Estate Development
1.2B -5.44%
Consumer Cyclical
Other Apparel & Accessories
276B -29.92%
Healthcare
Veterinary Drugs
1.76B +0.03%
Healthcare
Medical Software & Technology Services
86.75M -14.32%
Industrials
Waste Management, Disposal & Recycling Services
13.28B -15.52%
Energy
Other Oil Related Services and Equipment
2.03B -23.41%
Healthcare
Other Advanced Medical Equipment & Technology
145M -8.83%
Industrials
Industrial Machinery & Equipment Wholesale
9.23B -5.41%
Industrials
Other Industrial Machinery & Equipment
7.68B +6.03%
Industrials
Other Business Support Services
1.4B -24.67%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.73B -19.40%

News of the components

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Ratings ESG MSCI