WT 360: We unpack the 2024 M&A roundup and GovCon’s ongoing adjustment to Trump 2.0

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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.
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.