Podcaster
Episoden
09.04.2026
53 Minuten
In part 3 of our review on industrial tech in 2025, Sebastián and I switch roles and Sebastián is “grilling” me with his questions.
After we have looked at fundamental technology trends that shaped the industrial tech landscape in 2025 (and will do so going forward), we discuss the major M&A themes and trends that drove industrial tech transactions in 2025, specifically:
- The increasing importance of partnerships and ecosystems in industrial tech
- Major carve-out activities and underlying drivers
- Why Private Equity is becoming an increasingly important player in the arena
- How M&A is transforming industrial automation and robotics
- Which trends have driven industrial software and industrial AI M&A
- … and why AI will have a major impact on industrial software in 2026
We had a lot of fun recording our discussions and hope you enjoy the last part of our 2025 industrial tech review as well
What was your most remarkable industrial tech M&A transaction of 2025?
For comments and wishes regarding topics or sector deep dives to cover in our next quarterly episode write a comment or reach out to us!
***********************************************************
Time Stamps:
(00:00) Intro – Industrial Tech M&A in 2025
(02:45) Trend 1: Increasing importance of partnerships
(07:15) Trend 2: Carve-outs and focused business models
(09:20) Trend 3: Private Equity – The rising player in the arena
(15:00) Trend 4: Industrial Automation & Robotics
(23:18) Trend 5: Industrial Software – AI and the return of the big deals
(39:35) How AI will impact industrial software M&A in 2026
(43:42) What other trends can we expect for 2026?
***********************************************************
For more industry and M&A insights and how we support industrial tech players in M&A and strategy related challenges, also take a look at our other channels:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
***********************************************************
You want to explore sell-side or buy-side M&A opportunities in industrial tech? Feel free to contact us!
After we have looked at fundamental technology trends that shaped the industrial tech landscape in 2025 (and will do so going forward), we discuss the major M&A themes and trends that drove industrial tech transactions in 2025, specifically:
- The increasing importance of partnerships and ecosystems in industrial tech
- Major carve-out activities and underlying drivers
- Why Private Equity is becoming an increasingly important player in the arena
- How M&A is transforming industrial automation and robotics
- Which trends have driven industrial software and industrial AI M&A
- … and why AI will have a major impact on industrial software in 2026
We had a lot of fun recording our discussions and hope you enjoy the last part of our 2025 industrial tech review as well
What was your most remarkable industrial tech M&A transaction of 2025?
For comments and wishes regarding topics or sector deep dives to cover in our next quarterly episode write a comment or reach out to us!
***********************************************************
Time Stamps:
(00:00) Intro – Industrial Tech M&A in 2025
(02:45) Trend 1: Increasing importance of partnerships
(07:15) Trend 2: Carve-outs and focused business models
(09:20) Trend 3: Private Equity – The rising player in the arena
(15:00) Trend 4: Industrial Automation & Robotics
(23:18) Trend 5: Industrial Software – AI and the return of the big deals
(39:35) How AI will impact industrial software M&A in 2026
(43:42) What other trends can we expect for 2026?
***********************************************************
For more industry and M&A insights and how we support industrial tech players in M&A and strategy related challenges, also take a look at our other channels:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
***********************************************************
You want to explore sell-side or buy-side M&A opportunities in industrial tech? Feel free to contact us!
Mehr
25.03.2026
52 Minuten
In part 2 of our 2025 review, Sebastián and myself finally look at the trend that dominated the headlines and discussions around industrial tech in 2025 – Industrial AI.
We take a closer look at:
- Remarkable trends and impressions from 2025 fairs, conferences, etc.
- The development of AI in industrial software and automation
- Recent AI initiatives of large automation vendors and hyperscaler
- Agentic AI – and the distinction between vision and reality
- Whether AI is really eating (industrial) software
- The shift towards outcome-based revenue models
- The vendor landscape, different strategies and the need to partner and to think in ecosystems
And for sure we reflect in our discussion the recent AI hype (or hysteria?) and valuation impact on Enterprise SaaS that accelerated in the first quarter of 2026: Why industrial AI is different from enterprise AI! And what all that means for mid-size industrial software players!
Enjoy listening – and feel free to share your thoughts on this episode!
***********************************************************
Time Stamps:
(00:00) Intro
(02:57) Industrial AI – 2025 impressions and key take aways
(12:21) Industrial AI – bringing structure into the discussion
(22:44) Industrial Agentic AI – Vision vs. Reality or supply vs. demand
(30:35) AI eating SaaS – beyond the noise
(35:05) Outcome-based business models – where do we stand?
(40:21) The way forward – is there a winning strategy?
(45:16) And what does that all mean for SMB software vendors?
(49:46) Summary & Outlook
***********************************************************
For more industry and M&A insights and how we support industrial tech players in M&A and strategy related challenges, also take a look at our other channels:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
***********************************************************
You would like to discuss the impact of AI on your industrial software business and what it means for sell- or buy-side activities? Feel free to contact us!
We take a closer look at:
- Remarkable trends and impressions from 2025 fairs, conferences, etc.
- The development of AI in industrial software and automation
- Recent AI initiatives of large automation vendors and hyperscaler
- Agentic AI – and the distinction between vision and reality
- Whether AI is really eating (industrial) software
- The shift towards outcome-based revenue models
- The vendor landscape, different strategies and the need to partner and to think in ecosystems
And for sure we reflect in our discussion the recent AI hype (or hysteria?) and valuation impact on Enterprise SaaS that accelerated in the first quarter of 2026: Why industrial AI is different from enterprise AI! And what all that means for mid-size industrial software players!
Enjoy listening – and feel free to share your thoughts on this episode!
***********************************************************
Time Stamps:
(00:00) Intro
(02:57) Industrial AI – 2025 impressions and key take aways
(12:21) Industrial AI – bringing structure into the discussion
(22:44) Industrial Agentic AI – Vision vs. Reality or supply vs. demand
(30:35) AI eating SaaS – beyond the noise
(35:05) Outcome-based business models – where do we stand?
(40:21) The way forward – is there a winning strategy?
(45:16) And what does that all mean for SMB software vendors?
(49:46) Summary & Outlook
***********************************************************
For more industry and M&A insights and how we support industrial tech players in M&A and strategy related challenges, also take a look at our other channels:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
***********************************************************
You would like to discuss the impact of AI on your industrial software business and what it means for sell- or buy-side activities? Feel free to contact us!
Mehr
18.03.2026
51 Minuten
After a one-year break, the Transforming Industries Podcast is back with a three-part Industrial Tech Quarterly Episode, discussing major technology and M&A trends of 2025 –joined by my co-host in in this format, Sebastián Trolli, from Frost & Sullivan.
In part 1 of our review, we look at three foundational trends – our “Hidden Champions” of 2025 – that, beyond the spotlight on Industrial AI are more quietly reshapingthe industrial automation tech stack.
We discuss:
- Industrial Data Management – how a robust data foundation becomes the strategic control layer for both industrial operations and AI at scale and is eroding thetraditional automation pyramid
- Software Defined Automation – how decoupling hardware and software will disrupt classic automation business models and opens the door for new ecosystem players
- Edge Intelligence – how pushing intelligence closer to machines improves latency, reliability and economics, and unlocks new applications and AI-driven use casesat the edge
We outline what this means for traditional automation vendors and what future capabilities and strategies are required to remain relevant.
Enjoy listening – and feel free to share your thoughts on this first episode after the break!
***********************************************************
Time Stamps:
(00:00) Intro
(03:20) Industrial Tech Quarterly and the 2025 Hidden Champions
(07:00) Industrial Data Management – overview & trends
(11:45) Industrial Data Management – transformational implications
(20:30) Software Defined Automation – overview & technical implications
(28:03) SDA – structural growth drivers & business model implications
(37:08) Edge Intelligence – key trends
(44:09) Edge Intelligence – implications & growth drivers
(48:00): Summary – 3 trends, huge impact
***********************************************************
For more industry and M&A insights and how we support industrial tech players in M&A and strategy related challenges, also take a look at our other channels:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
***********************************************************
You would like to discuss the transformation challenges for your business? Feel free to contact us!
In part 1 of our review, we look at three foundational trends – our “Hidden Champions” of 2025 – that, beyond the spotlight on Industrial AI are more quietly reshapingthe industrial automation tech stack.
We discuss:
- Industrial Data Management – how a robust data foundation becomes the strategic control layer for both industrial operations and AI at scale and is eroding thetraditional automation pyramid
- Software Defined Automation – how decoupling hardware and software will disrupt classic automation business models and opens the door for new ecosystem players
- Edge Intelligence – how pushing intelligence closer to machines improves latency, reliability and economics, and unlocks new applications and AI-driven use casesat the edge
We outline what this means for traditional automation vendors and what future capabilities and strategies are required to remain relevant.
Enjoy listening – and feel free to share your thoughts on this first episode after the break!
***********************************************************
Time Stamps:
(00:00) Intro
(03:20) Industrial Tech Quarterly and the 2025 Hidden Champions
(07:00) Industrial Data Management – overview & trends
(11:45) Industrial Data Management – transformational implications
(20:30) Software Defined Automation – overview & technical implications
(28:03) SDA – structural growth drivers & business model implications
(37:08) Edge Intelligence – key trends
(44:09) Edge Intelligence – implications & growth drivers
(48:00): Summary – 3 trends, huge impact
***********************************************************
For more industry and M&A insights and how we support industrial tech players in M&A and strategy related challenges, also take a look at our other channels:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
***********************************************************
You would like to discuss the transformation challenges for your business? Feel free to contact us!
Mehr
23.01.2025
1 Minute
New year, new format!
In addition to the known interview format, together with my co-host Sebastián Trolli, we will start the “Industrial Tech Quarterly”.
In the first episode of Transforming Industries, Sebastián and I talked about the trillion-dollar opportunity of industrial tech. Going forward, we will address this highly fragmented, competitive and innovative market and technology landscape on a quarterly basis.
We provide regular updates on and discuss major industrial tech topics and trends:
- Interesting events, exhibitions, fairs and conferences and upcoming must visits
- Top company news affecting the industry
- Latest market and technology trends in industrial tech
- Selected segment and technology deep dives
- Latest M&A trends and major transactions
We hope you will enjoy this new quarterly series and look forward to receiving your feedback and input for future episodes!
Enjoy listening and be part of the discussion
**********************************************************
Time Stamps:
(00:00) Intro
(03:03) Our definition of industrial tech
(11:45) Industrial tech conferences, fairs, events 2024
(19:35) Industrial tech conferences 2025 – must visits
(27:16) Company news – Siemens, Microsoft, Kuka and others
(47:50) Industrial Tech market trends 2024/2025
(1:40:20) Deep Dive – Augmented connected worker
(1:25:48) Industrial Tech M&A trends 2024/2025
(1:56:58): Closing and outlook
**********************************************************
More Information on LOEBIG-ADVISORS and our topics: Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2 LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/ YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
**********************************************************
You would like to dive deeper into the topic and address your opportunities? Feel free to contact us!
In addition to the known interview format, together with my co-host Sebastián Trolli, we will start the “Industrial Tech Quarterly”.
In the first episode of Transforming Industries, Sebastián and I talked about the trillion-dollar opportunity of industrial tech. Going forward, we will address this highly fragmented, competitive and innovative market and technology landscape on a quarterly basis.
We provide regular updates on and discuss major industrial tech topics and trends:
- Interesting events, exhibitions, fairs and conferences and upcoming must visits
- Top company news affecting the industry
- Latest market and technology trends in industrial tech
- Selected segment and technology deep dives
- Latest M&A trends and major transactions
We hope you will enjoy this new quarterly series and look forward to receiving your feedback and input for future episodes!
Enjoy listening and be part of the discussion
**********************************************************
Time Stamps:
(00:00) Intro
(03:03) Our definition of industrial tech
(11:45) Industrial tech conferences, fairs, events 2024
(19:35) Industrial tech conferences 2025 – must visits
(27:16) Company news – Siemens, Microsoft, Kuka and others
(47:50) Industrial Tech market trends 2024/2025
(1:40:20) Deep Dive – Augmented connected worker
(1:25:48) Industrial Tech M&A trends 2024/2025
(1:56:58): Closing and outlook
**********************************************************
More Information on LOEBIG-ADVISORS and our topics: Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2 LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/ YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
**********************************************************
You would like to dive deeper into the topic and address your opportunities? Feel free to contact us!
Mehr
09.01.2025
1 Stunde 3 Minuten
Fehlendes Know-how, Fachkräftemangel, Entwicklungsrückstand – für viele Industrie- und Maschinenbauunternehmen ist die Umsetzung digitaler Geschäftsmodelle und deren Skalierung nur über externe Lösungen möglich.
Da stellt sich die Frage: Kooperation oder Zukauf? Oder doch ein Joint Venture? Wo die Vorteile und Herausforderungen der einzelnen Optionen insbesondere auch aus rechtlicher und vertraglicher Sicht liegen, diskutiere ich in der aktuellen Episode von Transfoming Industries mit Peter Ladwig, Partner für M&A bei Heuking.
Peter ist seit mehr als 30 Jahren als Anwalt im Technologiesektor und M&A Geschäft tätig und darüber hinaus sehr geschätzter Kooperationspartner von Loebig-Advisors im Rahmen unserer M&A Mandate.
Insofern könnte ich mir keinen besseren Gesprächspartner für die aktuelle Episode vorstellen und hatte eine Menge Spaß bei unserem Austausch. Insbesondere haben wir über folgende Themen diskutiert:
- Peters Erfahrungen im Technologiesektor und M&A Geschäft
- Seine persönlichen Erfahrungen mit Softwaretransaktionen in der Automobilbranche
- Inwiefern sich diese Erfahrungen auf den Maschinenbau übertragen lassen
- Vor- und Nachteile von Kooperationen, M&A und Joint Ventures beim Aufbau von Digitalgeschäft
- Spezifische Herausforderungen bei Software-Akquisitionen
- Die Rolle von Private Equity bei Transformationsprozessen
- Und natürlich ein Blick auf das aktuelle M&A Umfeld
Viel Spaß beim reinhören!
**********************************************************
Time Stamps:
(00:00) Intro
(01:31) Vorstellung Peter Ladwig
(04:20) Digitalakquisitionen im Automobilsektor
(10:40) Was im Maschinenbau anders läuft
(22:20) M&A vs. Kooperation – Umsetzung digitaler Geschäftsmodelle
(33:00) Joint Venture als Mittelweg?
(40:20) Herausforderungen bei Software-Akquisitionen
(50:20) Die Rolle von Private Equity
(55:00) SaaS Modelle aus rechtlicher Sicht
(59:28) Aktuelles M&A Umfeld und Ausblick
**********************************************************
More Information on LOEBIG-ADVISORS and our topics:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
**********************************************************
You would like to dive deeper into the topic and address your opportunities? Feel free to contact us!
Da stellt sich die Frage: Kooperation oder Zukauf? Oder doch ein Joint Venture? Wo die Vorteile und Herausforderungen der einzelnen Optionen insbesondere auch aus rechtlicher und vertraglicher Sicht liegen, diskutiere ich in der aktuellen Episode von Transfoming Industries mit Peter Ladwig, Partner für M&A bei Heuking.
Peter ist seit mehr als 30 Jahren als Anwalt im Technologiesektor und M&A Geschäft tätig und darüber hinaus sehr geschätzter Kooperationspartner von Loebig-Advisors im Rahmen unserer M&A Mandate.
Insofern könnte ich mir keinen besseren Gesprächspartner für die aktuelle Episode vorstellen und hatte eine Menge Spaß bei unserem Austausch. Insbesondere haben wir über folgende Themen diskutiert:
- Peters Erfahrungen im Technologiesektor und M&A Geschäft
- Seine persönlichen Erfahrungen mit Softwaretransaktionen in der Automobilbranche
- Inwiefern sich diese Erfahrungen auf den Maschinenbau übertragen lassen
- Vor- und Nachteile von Kooperationen, M&A und Joint Ventures beim Aufbau von Digitalgeschäft
- Spezifische Herausforderungen bei Software-Akquisitionen
- Die Rolle von Private Equity bei Transformationsprozessen
- Und natürlich ein Blick auf das aktuelle M&A Umfeld
Viel Spaß beim reinhören!
**********************************************************
Time Stamps:
(00:00) Intro
(01:31) Vorstellung Peter Ladwig
(04:20) Digitalakquisitionen im Automobilsektor
(10:40) Was im Maschinenbau anders läuft
(22:20) M&A vs. Kooperation – Umsetzung digitaler Geschäftsmodelle
(33:00) Joint Venture als Mittelweg?
(40:20) Herausforderungen bei Software-Akquisitionen
(50:20) Die Rolle von Private Equity
(55:00) SaaS Modelle aus rechtlicher Sicht
(59:28) Aktuelles M&A Umfeld und Ausblick
**********************************************************
More Information on LOEBIG-ADVISORS and our topics:
Tim Löbig on LinkedIn: www.linkedin.com/in/tim-löbig-68195b2
LOEBIG-ADVISORS on LinkedIn: www.linkedin.com/company/loebig-advisors
Website LOEBIG-ADVISORS: https://www.loebig-advisors.com/
YouTube Channel LOEBIG-ADVISORS: youtube.com/@LOEBIG-ADVISORS
**********************************************************
You would like to dive deeper into the topic and address your opportunities? Feel free to contact us!
Mehr
Über diesen Podcast
Transforming Industries explores how core technologies in
industrial software, automation & robotics, manufacturing and
tech services are evolving and being disrupted – and how this
reshapes vendor landscapes and business models. The podcast
connects major technology trends to transformation, competitive
dynamics and the increasing importance of M&A. Hosted by
Strategy and M&A advisor Tim Löbig, the podcast combines
in-depth interviews and complementary solo episodes, grounded in
own transaction and project experience.
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