Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions

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In September, industrial transactions exceeded $22 billion in total value, marking one of the strongest months of 2025. Activity was driven by strategic consolidation in aerospace and logistics, large-scale sustainability investments, and accelerating capital flows into automation and AI infrastructure.

Key Insights:

  • Aerospace & Defense Momentum: Apollo Global and Brookfield led the $7.4B take-private of Air Lease Corporation, while Firehawk Aerospace’s $60M Series C round and Shift5’s $75M raise underscored renewed investor focus on next-generation propulsion, defense analytics, and mission intelligence.

  • Supply Chain Consolidation: Home Depot’s $5.5B acquisition of GMS and Atlas Holdings’ $1B take-private of The ODP Corporation reflected strong M&A activity across distribution and logistics, as corporations seek integrated, technology-enabled platforms.

  • Automation & Industrial AI: NScale Global Holdings’ $1.1B Series B financing, backed by Aker ASA, Fidelity, and NVIDIA, and Dyna Robotics’ $120M Series A highlighted how AI-driven manufacturing and robotics are redefining industrial productivity.

  • Sustainability & Services: CRH’s $2.1B acquisition of Eco Material Technologies and WestBridge LLP’s $450M sale of APEM Group spotlighted surging demand for ESG-aligned materials, environmental services, and lifecycle management.

  • Manufacturing Modernization: Nextracker’s acquisition of Origami Solar and Kelvion’s $879M refinancing pointed to continued capital allocation toward clean energy, efficiency, and advanced manufacturing capabilities.

Download the September 2025 Industrial Transactions Report!

Written By: Dakota