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Healthcare CDMO Deals Set for 2026 Rebound as Exits and Specialization Accelerate – Dealspeak North America

Mergermarket recently featured insights from Cheryl Reicin, Life Sciences Practice Co-chair, in an article discussing a potential 2026 rebound in M&A activity across the contract development and manufacturing organization (CDMO) sector, which provides outsourced development and manufacturing services to biopharma and medical‑device companies. 

Cheryl notes that medical-device companies have increasingly outsourced manufacturing to CDMOs, which then expanded into areas such as combination drug devices, development, and regulatory services. She explains that, with growing pressure on costs, reimbursement, and margins, some larger OEMs may now see value in bringing certain services back in‑house, a dynamic that could factor into how CDMOs evaluate strategic opportunities in the current deal environment.

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Mergermarket