IMAP Germany Automotive & Mobility Sector Report 2025 | Tariffs

We are delighted to share the latest edition of IMAP Germany's Automotive & Mobility Sector Report 2025. This comprehensive report provides valuable insights into M&A dynamics and valuation trends across the rapidly transforming Automotive and Mobility industry. Including an article from our U.S. colleagues at Capstone Partners - IMAP USA providing an overview of the impact of tariff policy on the Automotive sector.

The Automotive industry is undergoing its most profound transformation, driven by electrification, digitalization, and geopolitical developments. In 2025, U.S. tariff policies have emerged as a defining challenge, reshaping global supply chains and cost structures. These measures, combined with raw material tariffs, have amplified cost pressures and increased uncertainty for OEMs and suppliers worldwide.

Key Highlights:

• Global Automotive market size is expected to reach approx. USD2.9 trillion in 2025.
• 64 M&A transactions were recorded in Europe from Q1 to Q3 2025, down from 69 during the same period in 2024.
• Electric Vehicle OMEs continue to record a significant valuation premium while multiples for automotive suppliers seem to have found a bottom line over the last 12 months.
• Tariffs imposed by the U.S. (up to 25% on vehicles and parts) have led to USD12 billion in reported losses for global OEMs and are expected to rise to USD41–52 billion in costs over the next three years.
• Electric vehicle sales are expected to increase to approx. 22 million in 2025. Especially hybrid cars are experiencing high growth rates.
• Carve-out deals now account for 30% of transactions, reflecting companies’ focus on core strengths amid rising costs.

Despite these challenges, companies with strong technology positions continue to attract international interest. Strategic alliances and M&A remain key tools for adapting to market disruptions and seizing new opportunities.

Stay informed with IMAP Germany's report and gain valuable insights into the latest M&A-trends and market dynamics driving the future of the Automotive & Mobility Industry.

Please contact us with comments or questions.

You can download the full report here: