Hardware Podcasts

Electronica 24: M&A Special, Strategic Insights, Geopolitics and Trends with Shaan Tharani

EMS@C-LEVEL · 11 Dec 2024 · 10m

What this episode covers

Shaan Tharani, an M&A expert specializing in the electronics manufacturing services (EMS) industry, discusses the current landscape of mergers and acquisitions at Electronica 2024. He highlights two primary drivers for recent deals: private equity consolidations in Europe and the rescue of financially distressed EMS companies burdened by high inventory and interest rates. Tharani also analyzes the strategic impact of the Trump election and potential tariffs, predicting a shift toward regionalization and the need for EMS providers to diversify their market exposure and capabilities to survive.

Most relevant to

large enterprises

Topics

Mentioned

Companies
H2 Equity Partners, Scanfield, Keytron, GPV, MP Corporate Finance, IPC, Koh Young, Global Electronics Association

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