September 2026 Market Update: Food, Beverage and Agribusiness

September Observations

  • Acquisition activity stabilized following August’s decline. U.S. food, beverage and agribusiness M&A held at 17 transactions with disclosed dollar volume of approximately $1.1 billion
  • Strategic activity extended across protein, prepared foods and ingredients. Branded, BFY products remained an acquisition theme, alongside transactions adding foodservice and specialty ingredient capabilities
  • Commodity prices partially reversed course in September. Corn, wheat and cocoa declined, while soybean meal and sugar moved higher, leaving a mixed input-cost environment
Monthly Activity + Mix

Total transaction activity increased to 48 from 41, principally reflecting public equity offerings rather than an increase in M&A.

Continue reading

Mesirow Financial, Inc., member FINRA, SIPC.