While tariff policy changes present challenges, they also offer opportunities for strategic acquisitions and operational improvements. Changing tariffs are dramatically reshaping mergers and acquisitions (M&A) and private equity (PE) transactions. As companies and investors strategize their growth and exit plans, understanding the interplay between international trade policy and deal dynamics is critical. The uncertainty surrounding tariffs is leading to a more cautious approach in mergers and acquisitions. Deals are taking longer to close, with extended due diligence periods and more stringent conditions....

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With a new 90-day tariff window, companies are ramping up production. While economists are still expecting a slowdown despite the temporary trade agreement, businesses are resuming factory operations and starting to ship goods. With a surge in shipping demand expected, there’s the potential for higher costs and delays. Some companies plan to reverse price increases and start producing again, while others are simply modifying their product lines in order to manage production schedules. And some are stocking up on products...

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Diminished Duties on China, a Fresh Framework for U.S.-UK Trade Relations, and Other Recent Tariff Updates May 16, 2025 Following the introduction and partial recission of the “Liberation Day” tariffs last month, the latest U.S. government actions have largely—though not universally—continued down the path of an easing tariff burden. Of particular note, the U.S. and Chinese governments recently concluded their first direct trade negotiations since the imposition of reciprocal tariffs, resulting in a mutual agreement to reduce tariff rates for the first time in the...

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