M&A market conditions in chemicals and specialty materials continue to improve heading into 2H24, albeit with continued pent-up supply of assets regaining time-to-market momentum. Constructive financing markets, ongoing corporate portfolio optimization, and geopolitical and regulatory considerations between the U.S. and China are among several factors driving activity in the space. Our Q2 brief shares how these trends are creating M&A opportunities in the sector, as well as other insights, including:

• Sector observations

• What we’re reading

• Select transactions

• Public market updates