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"seconds": null, "promptVersion": null }, "componentId": "4315c51c-162c-41e7-8af0-ef8848355e9b", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.45, "x": 0.04, "y": 0.64 }, "kind": "list", "text": "Surprisingly, and somewhat inconsistent with what BCG hears in investor conversations, the current survey indicates that many investors still are open to debt-funded M&A—73% of investors are supportive of companies making substantial or even transformative acquisitions (clearly above 20% of their own market cap) that have the potential to be strategic and competitive game changers for the company, as long as acquirers are financially healthy and the current environment does not pose a risk for their ability to reduce leverage within the next one to two years", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:59.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cb40664-a71b-45b1-9129-2885632c1866", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.04, "y": 0.21 }, "kind": "list", "text": "In light of the current macroeconomic environment, especially given the higher interest rates, investors have become highly wary of leverage, but they remain open to supporting well-grounded, clearly articulated growth and M&A agendas.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:59.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79eb7e2e-cb26-4f0a-a79e-94e4e7b5182a", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.45, "x": 0.04, "y": 0.45 }, "kind": "list", "text": "About 73% of investors are actively avoiding or reducing exposure to companies carrying higher leverage (for example, above three times the net debt-to-EBITDA ratio), and 50% of investors are even doing so for companies carrying near-average leverage (for example, about two times the net debt-to-EBITDA ratio)—those results are consistent with investors’ comments that the 1.5 times net debt to EBITDA is the 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investors suggested that it is the first time in 15 years that the interest coverage ratio is an important consideration", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:59.391+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5a61db5-a9a9-4704-a8e8-57e03e3135d4", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "investor sentiment: 82%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": 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numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:59.042+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52942ef0-f2c3-4069-bda1-1aa7c8b303e6", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.28, "x": 0.19, "y": 0.28 }, "kind": "list", "text": "61% | Investors that believe acquisitions should be actively pursued to strengthen the business at current valuation levels. 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Near the series high of 83%, and above the June 2023 survey result of 76%.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:59.042+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7dda2ce-b139-4de0-ba50-7acf8a53e7aa", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Investor support percentage: 81%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 14:33:38+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-fefb-728e-ad98-8d147693ed8f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.52, "y": 0.28 }, "kind": "paragraph", "text": "Do investors support M&A transactions in the current environment?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:59.042+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7575c6f2-7089-420f-a615-b510501ba320", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.11, "x": 0.06, "y": 0.285 }, "kind": "paragraph", "text": "Should companies reshape their portfolio?", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 19:45:59.042+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f92a6dc1-14b0-4c88-b202-b0b018fb9b77", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.91 }, "kind": "source-note", "text": "Source: BCG Investor Perspectives Series, Q4 2023, October 10–13, 2023; n = 150. 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In select industries, ESG performance is central to the investment thesis. 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