Executing M&A Transactions In A Tariff-Driven Environment

Despite the economic and institutional uncertainty created by evolving tariff policies, M&A transactions remain viable—provided they are approached with the discipline and mindset often applied in emerging markets transactions. For those of us experienced in cross-border M&A in volatile jurisdictions, the incorporation of valuation buffers, structural protections, and contractual guardrails is standard practice.

Below is a non-exhaustive set of key considerations to effectively structure and execute M&A transactions under current tariff-related uncertainty:

1) Valuation Adjustments: Proper valuation requires a reassessment of assumptions to reflect the potential impacts of tariffs: