Two bulls of the agriculture sector -- Francis P. Jenkins Jr. and G. Kenneth Moshenek of Shermen WSC Acquisition Corp., a SPAC focused on the agriculture sector -- recently explained in The Deal's Industry Insight column why there is so much potential for investment and M&A activity in the area: "Population trends, world income growth, basic supply-and-demand dynamics, environmental issues and even more recent food safety concerns are driving interest in the agriculture sector. ... This confluence of forces is creating considerable opportunity for deal activity, through investment or consolidation."
Already, some prominent deals have developed in 2007: the Agrium Inc.-UAP Holding Corp., Nufarm Ltd.- Blackstone Group LP-led consortium and Monsanto-Delta & Pine Land Co. - Gerald Magpily
See TheDeal.com: Farm Fresh
See Wall Street Journal article
See Wall Street Journal article on Mosaic