TSG Consumer’s Mike Layman expects uptick in strategic and sponsor exits in 2026; Riverside agrees sale of remote security monitoring to GI Partners

'Our optimism comes from the consistency with which consumers are investing in themselves, their well-being and the brands that reflect their values.'

Morning all, Craig McGlashan here with the Europe Wire from the London newsroom.

The consumer/retail sector was perhaps the most exposed to the impact of tariffs this year, particularly those companies with supply chains in countries facing the highest levies from the US. But there have been bright spots and they could provide a steer for how investing in the sector will look in 2026, TSG Consumer’s Mike Layman tells us this morning.

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