Sale processes are slowing as investors grapple with lingering tariff uncertainty following the US's pullback on European levies. The potential for new tariffs, linked to Greenland control disputes, has created enough volatility to dampen what was a strong start to the year for dealmaking, according to a UK investment bank CEO.

This hesitation underscores how geopolitical tensions directly impact private equity exit timelines. With deal flow potentially stalling, firms like Goldman Sachs may find openings to acquire assets at lower valuations amid the market dislocation. The broader M&A landscape remains sensitive to regulatory shifts and trade policy, forcing investors to recalibrate risk models.

Meanwhile, the UK wellness sector presents a contrasting growth story. Legal firm Shoosmiths highlights strong potential in this space, suggesting investors are looking for resilient domestic opportunities insulated from global trade disputes. This bifurcation—caution in cross-border deals versus confidence in local consumer trends—will shape investment strategies in coming quarters.