Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water Sector

This paper examined the cyclical patterns of mergers and acquisitions (M&A) in the global water sector from 1982 to 2024, with a focus on both linear and nonlinear dynamics in M&A waves. Through a univariate analysis using ARFIMA models, we found that the data exhibited stationary behavior,...

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Main Authors: Manuel Monge, Rafael Hurtado, Juan Infante
Format: Article
Language:English
Published: MDPI AG 2025-03-01
Series:Mathematics
Subjects:
Online Access:https://www.mdpi.com/2227-7390/13/7/1146
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author Manuel Monge
Rafael Hurtado
Juan Infante
author_facet Manuel Monge
Rafael Hurtado
Juan Infante
author_sort Manuel Monge
collection DOAJ
description This paper examined the cyclical patterns of mergers and acquisitions (M&A) in the global water sector from 1982 to 2024, with a focus on both linear and nonlinear dynamics in M&A waves. Through a univariate analysis using ARFIMA models, we found that the data exhibited stationary behavior, meaning that in response to an exogenous shock, the series is likely to revert to its original trend over time. Additionally, the non-parametric Brock, Dechert, and Scheinkman (BDS) test revealed the complex and irregular nature of M&A cycles within the sector. To account for this complexity, we applied the Markov-switching dynamic regression (MS-DR) model, which shows that once the industry enters a high-activity regime, it tends to persist in this state for extended periods. This suggests that external shocks or trends—such as regulatory reforms or global water scarcity concerns—are key drivers that trigger and sustain waves of M&A activity in the sector.
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spelling doaj-art-75f04f5591ff4b1880d1b30420fda2ea2025-08-20T02:09:17ZengMDPI AGMathematics2227-73902025-03-01137114610.3390/math13071146Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water SectorManuel Monge0Rafael Hurtado1Juan Infante2Faculty of Law, Business and Government, Universidad Francisco de Vitoria, E-28223 Madrid, SpainFaculty of Business, Economics and Law, CUNEF Universidad, E-28040 Madrid, SpainFaculty of Social Science and Law, Universidad Villanueva, E-28034 Madrid, SpainThis paper examined the cyclical patterns of mergers and acquisitions (M&A) in the global water sector from 1982 to 2024, with a focus on both linear and nonlinear dynamics in M&A waves. Through a univariate analysis using ARFIMA models, we found that the data exhibited stationary behavior, meaning that in response to an exogenous shock, the series is likely to revert to its original trend over time. Additionally, the non-parametric Brock, Dechert, and Scheinkman (BDS) test revealed the complex and irregular nature of M&A cycles within the sector. To account for this complexity, we applied the Markov-switching dynamic regression (MS-DR) model, which shows that once the industry enters a high-activity regime, it tends to persist in this state for extended periods. This suggests that external shocks or trends—such as regulatory reforms or global water scarcity concerns—are key drivers that trigger and sustain waves of M&A activity in the sector.https://www.mdpi.com/2227-7390/13/7/1146M&Acompletedwater sectorglobalARFIMA (p,d,q) modelBDS test
spellingShingle Manuel Monge
Rafael Hurtado
Juan Infante
Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water Sector
Mathematics
M&A
completed
water sector
global
ARFIMA (p,d,q) model
BDS test
title Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water Sector
title_full Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water Sector
title_fullStr Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water Sector
title_full_unstemmed Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water Sector
title_short Time Series Analysis of the Dynamics of Merger and Acquisition Cycles in the Global Water Sector
title_sort time series analysis of the dynamics of merger and acquisition cycles in the global water sector
topic M&A
completed
water sector
global
ARFIMA (p,d,q) model
BDS test
url https://www.mdpi.com/2227-7390/13/7/1146
work_keys_str_mv AT manuelmonge timeseriesanalysisofthedynamicsofmergerandacquisitioncyclesintheglobalwatersector
AT rafaelhurtado timeseriesanalysisofthedynamicsofmergerandacquisitioncyclesintheglobalwatersector
AT juaninfante timeseriesanalysisofthedynamicsofmergerandacquisitioncyclesintheglobalwatersector