After a strong start to 2025, February saw some of the shine come off the US exceptionalism story. Growing uncertainty about the impact of the US administration’s policy agenda weighed on both corporate and consumer sentiment, and concerns about growth started to re-emerge.

For this month’s edition, we’ve taken a closer look at the conclusions of the Argos’ quarterly M&A review.

Additionally, VDP successfully completed two transactions in February. Simultaneously, we are pleased to welcome a new team member to our team.

Enjoy the reading!

Sincerely,

The VDP team