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Exclusive Investment Banking Survey Report 2025

April 1, 2025 40 1 IT Services Fintech

Exclusive Investment Banking Survey Report 2025

Explore key trends in mid-market M&A activity for 2025, covering sectoral insights, buyer/seller strategies, valuation dynamics, macroeconomic impacts, and the role of AI/ML in enhancing deal-making processes in investment banking.

This report is a must-read because it provides critical insights into the rapidly evolving mid-market M&A landscape, offering valuable perspectives on key trends, sectoral opportunities, and valuation dynamics for 2025. It highlights the impact of macroeconomic factors, buyer and seller strategies, and the growing role of AI/ML in enhancing deal sourcing, operational efficiencies, and strategic decision-making. For anyone involved in investment banking, private equity, or M&A activities, this report offers actionable intelligence that can inform strategic decisions and optimize deal-making processes in a complex market.

What’s Inside the Investment Banking Report:

  • 70% of firms are expanding client outreach and strengthening deal pipelines.

  • 66% are accelerating AI/ML investments for smarter decisions and efficiency.

  • 71% are tackling valuation challenges with innovative strategies.

  • 55% expect a rise in M&A activity, signaling market confidence.

  • 96% are upgrading due diligence for more strategic deal closures.

Visit our website and download our latest investment banking report.


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Supriya Dixit
Vice President Marketing & Chair of Sustainability Committee

I believe in stories. I'm invested in marketing that tells impactful stories that can translate into meaningful and enduring relationships between brands and their varied stakeholders. I'm invested in data that tells such stories honestly. I'm invested in people; in observing them, connecting with them, and understanding what drives their behavior and why. I like to translate this understanding into crafting relevant and meaningful offerings. I believe that creativity, authenticity, and empathy, when channeled honestly can change the world. That is exactly what I like to bring to my work. I know travel to be a sure shot way to harness all the three above. 20 countries & 43 cities, and counting.



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