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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2025-03-04
- Length: 39m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-04-the-ems-m-a-rollercoaster-whos-buying-and-why-with-mp-corporate-finance-md-shaan

## Summary

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.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-04-the-ems-m-a-rollercoaster-whos-buying-and-why-with-mp-corporate-finance-md-shaan#t=0) Introduction and Macro Trends
- [3:36](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-04-the-ems-m-a-rollercoaster-whos-buying-and-why-with-mp-corporate-finance-md-shaan#t=216) European Investment in the US and Tariffs
- [11:26](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-04-the-ems-m-a-rollercoaster-whos-buying-and-why-with-mp-corporate-finance-md-shaan#t=686) Greenfield vs. Acquisition Strategies
- [21:56](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-04-the-ems-m-a-rollercoaster-whos-buying-and-why-with-mp-corporate-finance-md-shaan#t=1316) Indian EMS Acquisitions in the US
- [25:11](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-04-the-ems-m-a-rollercoaster-whos-buying-and-why-with-mp-corporate-finance-md-shaan#t=1511) Analysis of Recent European Deals
- [33:06](https://hardwarepodcasts.com/podcast/ems-c-level/2025-03-04-the-ems-m-a-rollercoaster-whos-buying-and-why-with-mp-corporate-finance-md-shaan#t=1986) Financial Investors and Future Outlook

## Topics

- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Fundraising & investors](https://hardwarepodcasts.com/topic/fundraising)

## Most relevant to

large enterprises

## Mentioned

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

## Related episodes from other shows

- [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)
- [Robots, mergers and acquisitions with Peter Finn](https://hardwarepodcasts.com/podcast/the-robot-report-podcast/2025-09-26-robots-mergers-and-acquisitions-with-peter-finn) (The Robot Report Podcast)
- [World Trade Futurity (WTF)](https://hardwarepodcasts.com/podcast/the-amp-hour/2016-11-11-world-trade-futurity-wtf) (The Amp Hour)
- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)
- [Nvidia & Arm: The East Coast Perspective](https://hardwarepodcasts.com/podcast/ee-times-current/2021-04-23-nvidia-arm-the-east-coast-perspective) (EE Times Current)

## Citing this page

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