Sector Consolidation Watch: 3 Industries Ripe for Roll-Ups in 2025

Deal flow in 2025 has a pattern: fragmentation + tailwinds = consolidation target. Here are three sectors flashing hot.

1. Industrial Cybersecurity - Why: Threats are growing, compliance is tightening, and the vendor landscape is fragmented. Private equity and defense contractors alike are looking to build scaled players fast.

2. Veterinary Services - Why: Resilient demand, aging pet population, and poor digital maturity. Both insurers and consolidators see margin opportunity in scaling fragmented practices.

3. EV Charging Infrastructure - Why: Government incentives + consumer adoption = capital inflows. Expect land grabs, M&A, and partnerships between energy firms, hardware providers, and tech platforms.

3 Executive Takeaways:

• Consolidation plays will reshape sector dynamics—prepare defensively or participate.

• Cross-industry deals (energy + tech, healthcare + finance) will accelerate.

• Regulatory fluency will be a key asset in winning these plays.