Views From the Market · 2026-04-02 · 12 min
George Sabbouh of Stifel Financial joins Mario Nigro for an enlightening discussion on the state of the deal market in Canada. After an uneven “K-shaped” recovery in 2025, George is seeing strong momentum in certain sectors - metals and mining, business services, infrastructure services, and waste management - amid continuing buyer hesitancy in tariff-exposed sectors such as manufacturing. Broader market trends include increasing diligence around AI disruption risk, which is emerging as a major concern in the marketplace. Looking ahead, Sabbouh expects 2026 to strengthen with easing rates, an IPO rebound, significant dry powder, and alternative exit tools such as continuation vehicles and dividend recaps. To stay connected and receive the latest updates,
Episode 162 - Steady Volume, Slower Pace: Canada’s Midmarket in Changing Times67 / 100Episode 161 - The M&A Club: Connecting Canada’s DealmakersEpisode 160 - Incorruptible: Eric Ries Discusses His Latest BookEpisode 159 - Valuation and Due Diligence in an Age of UncertaintyEpisode 158 - Private Equity with a Hard Hat: Investing in Canada’s Trades-Based Businesses