CyberArk/Palo Alto Networks, Dayforce/Thoma Bravo among good bets for deal close

businessinsider
2025.12.26 19:43

Palo Alto Networks' $25 billion acquisition of CyberArk and Thoma Bravo's $12.3 billion purchase of Dayforce are expected to close in the new year. Roy Behren of Westchester Capital highlights these and other promising M&A deals, citing a favorable regulatory environment and potential for increased transactions in tech, healthcare, and industrial sectors. However, he advises caution on deals like Kimberly-Clark's acquisition of Kenvue due to potential risks. M&A activity has surged, with 2025 seeing a 50% increase to $4.5 trillion, driven by business-friendly regulations and ample funding.