Hardware Podcasts

The EMS M&A Rollercoaster: Who’s Buying and Why? With MP Corporate Finance MD Shaan Tharani

EMS@C-LEVEL · 4 Mar 2025 · 39m

What this episode covers

Shaan Tharani, Managing Director at MP Corporate Finance, analyzes the current state of mergers and acquisitions in the electronics manufacturing services (EMS) industry, highlighting how geopolitical shifts and tariff uncertainties are driving strategic decisions. He discusses the divergence between European and US EMS market sizes, the preference for greenfield investments by Asian players like SVI Group, and specific recent deals such as Xero’s acquisition of EPSA and Sercor’s expansion. Tharani also examines the rise of Indian EMS firms acquiring US assets and the role of financial investors consolidating European assets.

Most relevant to

large enterprises

Topics

Mentioned

Companies
MP Corporate Finance, Xero Group, EPSA, Sercor, Profectus, SVI Group, ScientDLM, Altec Electronics, Dixon, All Circuits, DG Technologies, Flex, Faircap, Eolan, Koh Young, Global Electronics Association

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