Hardware Podcasts

Global Strategies and M&A Trends: A Conversation with Lincoln International's Chaim Lubin

EMS@C-LEVEL · 8 May 2025 · 9m

What this episode covers

Chaim Lubin of Lincoln International, the largest global investment bank focused on private capital markets, discusses the rebound in EMS M&A activity post-pandemic. He explains that while private equity drove consolidation from 2015 to 2020, current deals are driven by strategic buyers seeking global agility and vertical integration. Lubin emphasizes that operational fundamentals like revenue growth and margins drive valuation multiples more than timing, and advises companies to prepare early for potential exits.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Lincoln International, Creative Electron, Koh Young
Also
APEX 2025

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