MARKET OVERVIEW
In the last year, global M&A value continued to grow, reaching USD $3.4 trillion—an increase of 12% versus 2023. Although we didn’t see a strong recovery, performance is in line with the 20-year average. At Serficor we remain optimistic about the exceptional performance of certain industries and sectors despite regulatory and macroeconomic challenges and tariff pressures.
Despite global economic challenges, Mexico continues to show an encouraging outlook for foreign investment, especially in key sectors such as manufacturing, logistics, and real estate. Foreign investors—particularly from Asia and Europe—have renewed their interest in the Mexican market, recognizing the competitive advantages the country offers in terms of strategic location and preferential access to international markets. The United States-Mexico-Canada Agreement (USMCA) has been a determining factor in this trend, as it positions Mexico and Canada with preferential treatment compared to other regions of the world, attracting especially European and Asian companies seeking to leverage these trade benefits, while U.S. companies maintain a more cautious stance in their investment decisions.
Perception of political stability in Mexico has evolved positively, with investors who now feel more comfortable making investments in the country during the current administration. This improvement in investor confidence is reinforced by recognition of the critical importance of reliable and accessible energy infrastructure to attract foreign investment, especially in energy-intensive sectors such as data centers and advanced manufacturing. In response to this need, the private sector has taken the initiative to develop projects to ensure electricity supply in industrial parks, creating a more attractive ecosystem for foreign investment and strengthening Mexico’s competitive position internationally.
Sector opportunities in our region:
In Latin America, logistics, e-commerce, and domestic consumption are emerging as strategic investment sectors. Although consumption’s growth rate slowed in 2025, base consumption remains solid, creating attractive opportunities in logistics infrastructure and resilient consumer markets.