TreasuryONE

South African M&A Analysis Q1 – Q3 2026

Round-up of South African M&A activity for Q1 to Q3 2026

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies.

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies.

Who’s doing what in the African M&A and debt financing space?

Weekly summary of all M&A, financial and debt market activity from across Africa (excluding South Africa).

Ownership first: why “who may own it?” now shapes how South African deals are financed

Ownership used to be a box ticked shortly before signing. Today, it is often the biggest risk in the deal.

Where AI can earn its return in private equity

Used well, AI can give teams more time for the judgement that drives investment returns.

Best of Ghost Bites: Weakness at Woolies

Woolworths dropped another 8.5% on Wednesday. The story over 5 years looks worse. And over 10 years? Brace yourself. Poor M&A is one thing, but the latest move is quite another: South African consumers are bleeding.

Best of Ghost Bites: Food up the value chain – AVI and Bidcorp

AVI and Bidcorp play further up the value chain in the FMCG space, but with completely different business models. What has the recent performance been like? And which stock has been more rewarding for shareholders over the past five years?

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