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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2024-12-11
- Length: 10m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan

## Summary

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.

## Chapters

- [0:08](https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan#t=8) Introduction and 2024 M&A Landscape
- [0:41](https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan#t=41) Distressed Assets and Private Equity Consolidation
- [2:21](https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan#t=141) Resilient Players and Upcoming Transactions
- [4:31](https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan#t=271) Impact of Trump Election and Tariffs
- [5:22](https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan#t=322) Strategic Drivers: Diversification and Scale
- [6:49](https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan#t=409) Regionalization and Future Capabilities
- [9:07](https://hardwarepodcasts.com/podcast/ems-c-level/2024-12-11-electronica-24-m-a-special-strategic-insights-geopolitics-and-trends-with-shaan#t=547) Strategic Planning Beyond Transactions

## Topics

- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- H2 Equity Partners (company)
- Scanfield (company)
- Keytron (company)
- GPV (company)
- MP Corporate Finance (company)
- IPC (company)
- Koh Young (company)
- Global Electronics Association (company)

## Related episodes from other shows

- [World Trade Futurity (WTF)](https://hardwarepodcasts.com/podcast/the-amp-hour/2016-11-11-world-trade-futurity-wtf) (The Amp Hour)
- [308 - Everything you wanted to know about Private Equity, M&A with Mesirow](https://hardwarepodcasts.com/podcast/people-of-packaging/2025-03-19-308-everything-you-wanted-to-know-about-private-equity-m-a-with-mesirow) (People of Packaging)
- [Trade Show or Conference?](https://hardwarepodcasts.com/podcast/the-amp-hour/2022-07-11-trade-show-or-conference) (The Amp Hour)
- [Consolidate All The Things - Zonked Zelotic Zaitech](https://hardwarepodcasts.com/podcast/the-amp-hour/2015-06-12-consolidate-all-the-things-zonked-zelotic-zaitech) (The Amp Hour)
- [Exploring Cross-Disciplinary Integration in CAE and EDA](https://hardwarepodcasts.com/podcast/ontrack/2025-01-28-exploring-cross-disciplinary-integration-in-cae-and-eda) (OnTrack)

## Citing this page

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