We unpack the 2024 M&A roundup and GovCon’s ongoing adjustment to Trump 2.0
Nick and Ross start out by going over the newest edition of our annual report that catalogs merger-and-acquisition activity, then shift their discussion to how the new administration still leaves contractors guessing roughly 11 weeks in.
WT 360: The market from all angles
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Show Notes
In each year from 2004 and onward, WT publishes a report and augmenting analysis that catalogs merger-and-acquisition activity in the government market as a way to trace the history of GovCon and the companies in it.
Nick and Ross begin this two-folded episode by going over the 2024 edition of that report and their highlights from it, both in terms of what we can gauge about the individual companies and the overall market at-large.
Part two shifts the discussion to all that is going on with President Trump’s return to office and the related transition activities, which are roughly 11 weeks in. Contractors are still left guessing a lot in terms of how the new administration wants to achieve its agenda and what is expected from industry.
Our 2024 M&A roundup is now available
Defense tech, digital modernization drive GovCon M&A in 2024
How consulting firms acquire to iterate, and sometimes reinvent themselves
The public company acquirer remains a unicorn in the M&A action
Venture investing is part of the M&A conversation too
ANALYSIS: Federal contractors navigate Trump administration uncertainty
Trump’s ‘pincer maneuver’ reshapes federal contracting landscape
Billions are on the line as DOGE, GSA increase scrutiny
COMMENTARY: The chainsaw approach to cutting government promises more damage than results
Trump administration asks agencies to cull consultants
Pentagon launches consulting contract review process
FAR overhaul: The challenges in tackling federal procurement’s 5,000-page beast
Centralized federal procurements bring plenty of risks, potential rewards