Dealcast: The M&A Podcast

In this week’s Dealcast¸ the exceptional M&A cycle is discussed with Greenhill’s UK head, Pieter-Jan Bouten. Mega deals are set to continue with both boards and investors displaying an extraordinary level of confidence in pursuing transactions and accelerating growth, according to Bouten. Strong activity in the TMT sector is set to continue, driven by technology and the importance of companies...

Famed for its association with James Bond, the luxury British car-maker Aston Martin is eyeing a London listing later this year. The owners are reportedly hoping for a valuation of between GBP 4bn and GBP 5bn. But investors have questioned that valuation and queried how closely it can be compared to Ferrari, which has seen its share price jump by some 160% since listing in 2016. Julie-Anna Needham...

Long-rumoured break-up candidate Smiths Group recently confirmed talks about combining its medical division with ICU Medical. Could it be the trigger that leads to a break-up of the remaining divisions? Meanwhile, at Uniper’s AGM, a key vote has been delayed on the probe into the role of management and whether they tried to block a stake sale to Fortum. We discuss what it means for the deal. With...

European banking deals are the discussed this week. Barclays' rumoured tie-up with Standard Chartered is making headlines, while Clydesdale has just over a week before it needs to make a firm bid for Virgin Money. In Denmark, Ringjobing Landbobank has secured the backing of major shareholder previous rival for its deal with Nordjyske. With Julie-Anna Needham and Gustav Sandstrom

Two complicated relationships are discussed in this edition of Dealcast. Vodafone has bid for some of Liberty Global’s European assets. The companies' on/off relationship has led them to being compared to Ross and Rachel from Friends. So can they go the distance this time? Comcast’s rumoured bid for Twenty-First Century Fox to rival that of Disney is also examined. Who will succeed, and how will t...

This week’s Dealcast examines global changes in merger control. In Europe, Competition Commissioner Vestager is nearing the end of her term in office. Remedies in the recent approval of the Bayer /Monsanto deal highlight the EC’s focus on innovation. A CFIUS-style framework to scrutinise foreign investment is also on the horizon. In China, a newly established agency took over the merger control fu...

Takeda has until 25 April to make an offer for Shire or walk away. But with some scepticism amongst Shire shareholders, the Japanese suitor will have work to do to win support, if it proceeds with a firm bid. Katrien Van Hoof and Swetha Gopinath discuss the bidder's financing options and its listing dilemma.

European IPO activity year-to-date has beaten last year’s total issuance by far, with a total of EUR 11.6bn raised across 41 deals. DACH IPOs dominated, with Siemens Healthineers’ EUR 4.2bn offer and Deutche Bank’s DWS EUR 1.46bn IPO grabbing headlines. But not all deals are being met with the same enthusiasm. ECM Editor Sofia Cerqueira and senior reporter Katrien Van Hoof discuss the main trends...

The long-running review of Bayer’s bid for Monsanto is among the topics discussed by the European Competition Commissioner Margrethe Vestager in this week’s Dealcast. The Commissioner tells us why more cases are cleared with a simplified procedure, and gives us her thoughts on innovation and data. With Julie-Anna Needham and Francesca Micheletti.

This week's Dealcast looks a major deal in the tech industry. Broadcom has increased its bid for Qualcomm. Now Qualcomm must decide whether to engage with its suitor and whether to increase its own offer for NXP. Decisions, decisions.... with Julie-Anna Needham and Samantha Tomaszczyk

GKN has accused Melrose of offering a "fake premium" in its hostile bid for the automotive and aerospace group. Both companies are attempting to woo shareholders by convincing them their team is best placed to run GKN. But who will succeed? With Katrien Van Hoof, Julie-Anna Needham & Amit Rawtani

Fixed-odds betting terminals - or FOBTs - and their role in GVC’s takeover of Ladbrokes Coral are the focus of this week’s Dealcast. The outcome of a UK Government review, expected to cut earnings from FOBTs, will decide the final amount that the bidder pays. With Julie-Anna Needham, Deane McRobie and John Ward.

This week's podcast looks at shareholder views on the GBP 2.7bn offer for US Cinema chain Regal from Cineworld. The bidder will increase its leverage and undertake a significant rights issue to fund the deal, prompting some concern from investors. With Julie-Anna Needham and Swetha Gopinath.

Find out the latest on UK competition approval for 21st Century Fox's takeover of Sky in this edition of Dealcast. Shareholder activism is on the rise across Europe. We hear from a Swiss activist shareholder about his approach. With Julie-Anna Needham, Samantha Tomaszczyk and William Mace

Dealcast is a fortnightly podcast from the Dealreporter and Activistmonitor teams covering M&A, ECM and activism. The bidding war for Abertis is examined in this week’s podcast, with the merits of rival offers from Hochtief and Atlantia considered. Whilst the Spanish regulator reviews Hochtief’s bid could Atlantia return with a higher offer? The future of Oxo and Mr Kipling maker Premier Foods...

Dealcast is a fortnightly podcast from the Dealreporter and Activistmonitor teams covering M&A, ECM and activism. The Italian market is put under the microscope in this week's podcast. Dealreporter's Giulia Lasgni tells Julie-Anna Needham that improved sentiment is helping deal and ECM activity. Deane McRobie explains what is slowing down Creat Group's acquisition of Biotest. The US foreign in...

The Dealreporter team looks at the Monsanto/Bayer merger reviews in the US and Europe. With Julie-Anna Needham, Francesca Micheletti and Joseph Tipograph

Dealcast is a fortnightly podcast from the Dealreporter and Activistmonitor teams covering M&A, ECM and activism. In this edition, the team discuss regulatory approval for the NXP and Qualcomm deal, and future options for Fiat Chrysler. With Julie-Anna Needham, Samantha Tomaszczyk and Deane McRobie.

Barclays potential separation of its investment bank and shareholder activism in Europe are discussed by the Dealreporter and Activistmonitor team

Dealcast: The Dealreporter team discuss Vantiv's bid for Worldpay and ECM activity in Europe, including Deutsche Bank, Allied Irish Bank, Santander, Delivery Hero, Just Eat and Saudi Aramco. With Julie-Anna Needham, Samantha Tomaszczyk and John West