Dealcast: The M&A Podcast

Wall Street had a banner 2020, with record indices across the board. Will Financial Services M&A follow suit? Download our brief – Financials Services M&A: Consolidation & Innovation for analysis and insight into this sector. https://www3.intralinks.com/financial-services-market-brief-en Clear Advantage

We’ve made it easier to go from selling to sold. Our easy-to-use M&A Checklist drawn from more than 20 years of VDR experience ensures you have everything you need to get the deal done. Never missing a step means deals go full speed ahead. For a limited time, get your M&A Checklist covering key areas, including: Finance Labor relations Intellectual property Regulatory and legal matters Plu...

Seyfarth’s Paul Pryzant and SRS Acquiom's Chris Letang join Tom Cane to discuss how the shift from a seller’s to a buyer’s M&A market this year has impacted the deal terms being agreed in the mid-market, from an increase in earn-outs and termination fees to the impact of the pandemic on reps and warranties. Paul and Chris also discuss how technology is changing the due diligence process.

No sector is closer than healthcare to the front-lines of the covid-19 pandemic. Not only is the pandemic shaking up businesses in the sector, it is creating opportunities for dealmaking. Indeed, Thermo Fisher ’s [NYSE:TMO] proposed takeover of diagnostics firm Qiagen [NYSE:QGEN] shows how the crisis can make the case for M&A. In this week’s podcast, Mergermarket healthcare editor Mintoi Chess...

US asset and wealth management M&A saw a significant uptick before the coronavirus pandemic, fueled in part by aging registered investment advisors looking to sell at high valuations amid a booming stock market. While current volatility has put the brakes on activity, some deals are still getting done and the longer term prospects look healthy, notably driven by strong interest from private eq...

Bill Curtin, Hogan Lovell’s global head of mergers and acquisitions, recently joined Mergermarket managing editor Tom Cane to discuss the impact of COVID-19 on M&A activity both in the immediate future and on the longer term horizon. What are companies and advisors doing now to get through this unprecedented challenge? Where will opportunities emerge and who is best placed to capitalize on the...

In this podcast episode Mergermarket’s Latin America editor Thiago Barrozo talks with Stephen Marks, Managing Partner of Miami-based investment and financial advisory firm Emmersion , on investment trends and M&A opportunities in Latin America, the impacts of the trade standoff between China and the US in the region, and the sentiment of US investors towards the recent social and political tur...

Dealcast is a podcast covering M&A, ECM, shareholder activism and other corporate activity. As activist investors broaden their scope and adjust their tactics, more buysiders are adopting activist tactics. Some activists are now looking to create value by improving companies’ ESG performance. Meanwhile, their targets often prefer closed-door engagement – a wish which activists are increasingly...

In a conversation with host Tom Cane, Morgan, Lewis & Bockius LLP’s Keith Gottfried and Acuris’ Ed Mullane tell the story of North American shareholder activism, picking apart its evolution from a practice with a deep value approach of investing in dysfunctional, illiquid small-cap companies to one that focuses on larger, successful companies, where the activist comes in with a thesis to unloc...

Could tomorrow’s groceries come from a lab? Today’s vertical-farming startups aim to grow food in tightly controlled indoor stacks, solving a host of problems – blight, water wastage and a shortage of land – at once. Leading the way are such firms as the UK’s Intelligent Growth Solutions, Belgium’s Urban Crop Solutions and Italy’s Planet Farms, all of which featured in recent Mergermarket coverage...

The European Commission (EC) is reviewing AbbVie’s [NYSE:ABBV] proposed acquisition of Botox producer Allergan [NYSE:AGN]. The merging parties have already pledged to divest such products as brazikumab, a drug under development for ulcerative colitis and Crohn’s disease, and Zenpep (pancrelipase), which treats a pancreatic disorder, but the EC may want more changes if it is to approve the deal. De...

German media conglomerate Axel Springer [ETR:SPR] has caught the eye of KKR [NYSE:KKR]. With Axel Springer’s founding family supporting its bid, KKR has an easier route towards taking the target off the market. Activistmonitor editor William Mace and Mergermarket ’s resident DACH expert Emma-Victoria Farr joined us to discuss what the deal could mean for Axel Springer’s future.

In this weekly edition of Dealreporter Asia Pacific’s podcast, Anette Jönsson and Ed Vinales discuss key deals and developments relevant to Asia event-driven investors, including AGL Energy ’s [ASX:AGL] new indicative offer for Australian telecom company Vocus [ASX:VOC], private equity interest in Australian healthcare provider Healius [ASX:ALS] and corporate governance-related investing in Japan....

In this weekly edition of Dealreporter Asia Pacific’s podcast, Stephanie Hanna and Anette Jönsson discuss key developments on several Asian situations, including comments by Malaysia’s prime minister indicating Australian rare earth producer Lynas [ASX:LYC] will be allowed to continue operating in the Southeast Asian country; and the potential implications of casino tycoon James Packer selling par...

Wobbly tech-sector IPOs, including those of Uber [NYSE:UBER] and Finablr [LON:FIN], have dampened the mood for ECM. Dealreporter ECM editor Gustav Sandstrom joined us to discuss how these high-profile fumbles could affect similar listings ahead this year.

In this inaugural edition of Dealreporter Asia Pacific’s podcast, Stephanie Hanna and Ed Vinales discuss the appointment of a new head of China’s State Administration for Market Regulation (SAMR), and how the US-China trade dispute is impacting Wesfarmer’s hostile bid for rare-earth miner Lynas. Other situations covered include the hairy privatisation of Hong Kong’s Harbin Electric, and the ongoin...

With European telecoms attracting takeover attention, Dealreporter editor Heba Abdelrahman and Mergermarket journalist Amy-Jo Crowley joined us to talk about the case for telecoms M&A, the obstacles standing in the way of deals in the space, and the likelihood of a deal for KPN [AMS:KPN].

Activist investors are adapting their strategy to the top of the business cycle. Activistmonitor assistant editor William Mace and William Cain, who writes Dealreporter's Flash feature, joined us this week to speak about the intersection of private equity and shareholder activism.

Danish pharmaceutical company Lundbeck [CPH: LUN] is poised for a run of M&A to replenish its drug pipeline. We caught up with our Nordics reporter, Karoliina Liimatainen, who spoke recently with the company's chief executive, Deborah Dunsire, and has more on the company's plans for growth.

Just when Apollo seemed poised to take over plastics company RPC, Berry Global emerged as a possible rival bidder. Deane McRobie interviews Mergermarket industrials reporter Joao Grando and Dealreporter industrials reporter Swetha Gopinath on last week's spoiler.

This week's episode, hosted by Deane McRobie, features EMEA research editor at Mergermarket, Jonathan Klonowski, and Mergermarket private-equity reporter, Claude Risner. The team review UK M&A activity in 2018 discussing Brexit woes affecting market volatility and sectors to watch if the country heads towards an economic downturn. Also hear their predictions for 2019's deal pipeline.

Two years after talks began, Linde and Praxair are still trying to secure regulatory clearance for their merger. Chinese approval is due within weeks, but with a 24 October deadline approaching, is the industrial gasses deal going to run out of steam? Brandon Hamilton tells Julie-Anna Needham why coordinating the antitrust approvals are proving to be a headache for the companies.

Vodafone has had quite the year, announcing a deal with Liberty Global for its Eastern European assets, while reportedly also having caught the eye of activist fund Elliott. Will they push for share buybacks or perhaps a (partial) disposal of its towers assets? Samantha Tomaszczyk discusses what could be next for the telecoms giant.

No one is safe from activist investors, or so Elliott Advisors would have European companies believe. The US-based fund was recently revealed to have built a stake in Vodafone Group. What they might want is still a mystery, but it is likely the global telecoms group's many minority interests and broad geographical portfolio could be targeted. Much of the action this year has revolved around de-con...

The unstoppable trend of craft beer has seen major brewers - such as Heineken, Kirin and AB InBev - muscle in on the action. But getting in to bed with "big beer" poses a dilemma for small brewers who value their independence, with some opting for private equity investment instead. Over a few beers, Julie-Anna Needham discusses the matter with John West and Deane McRobie