The Real Deal

In this special episode, we’re joined by two guests who discuss noteworthy findings from the 2023 SS&C Intralinks Global Dealmakers Sentiment Report , a survey of 300 global corporate and private equity mergers and acquisitions (M&A) dealmakers. First, we speak with Julian Fraser, editor at ION Analytics, who worked on the report. Julian discusses the survey’s methodology and outlook for t...

Today, we’re looking at global mergers and acquisitions (M&A) dealmaking trends of 2022 and how 2023 will shape up in the next 12 months. Joining us is Lucinda Guthrie , the executive editor of M&A and ECM for ION Analytics. “We’re likely to see lower multiples,” Lucinda predicts. “Valuations are going to come down a bit, and I think a lot of people are going to be more cautious about what...

In this episode, we discuss mergers and acquisition (M&A) in Asia Pacific (APAC) with Yiqing Wang, who is Mergermarket’s APAC managing editor for M&A and ECM. Listen to learn about: • Notable 2022 M&A trends in the region • China’s 39 percent decrease in dealmaking in 2022 • Expectations for APAC M&A deal activity in 2023 • Risks, challenges and opportunities for corporates and pri...

In this week’s episode, host Julie-Anna Needham is joined by SS&C Intralinks Co-Head Bob Petrocchi, who provides an exclusive preview of predicted global and regional M&A activity from the Q1 2023 SS&C Intralinks Deal Flow Predictor . Listen to learn about: Overview of 2022 dealmaking trends Global and regional M&A prediction for Q1 2023 Why Asia Pacific is a market to watch Europe...

In this episode, we’re joined by Kevin Ketcham and Kevin McCaffrey, columnists for DealReporter’s Morning Flash, who discuss mergers and acquisitions (M&A) activity in the U.S. in 2022 as well as what lies ahead for dealmaking in 2023. In this episode, you’ll learn: How M&A activity fared in the U.S. last year Private equity software sector M&A trends Expected pharma dealmaking activit...

In this episode, we discuss the election of Luiz Inácio Lula da Silva (a.k.a Lula) as president of Brazil for a third term and what effect it will have on mergers and acquisitions (M&A) activity in Latin America with Carlos Martinez , deputy editor for Mergermarket in Latin America. Listen to learn about: The current state of M&A dealmaking in Latin America How Lula’s administration could...

Today we’re joined by two guests from Clearwater International: Wesley Fell-Smith, TMT partner, discusses recent M&A deal activity in the TMT sector across Europe, and managing partner and head of private equity Marcus Archer provides insights into valuation trends in European private equity. Listen to learn about: What’s driving dealmaking in the TMT sector Sub-sectors within TMT offering the...

Today we're looking at the growing importance of environmental, social and corporate governance (ESG) in European mergers and acquisitions (M&A). Joining us to discuss the topic is Tanja Gihr , managing director and head of ESG advisory EMEA, sustainable & impact banking (SIB) at Barclays Investment Bank. “ESG is so fast-moving,” says Gihr. “If you stand still, you’re left behind.” In this...

This week’s podcast discusses mergers and acquisitions (M&A) and the power generation market in the Asia Pacific (APAC) given recent activity as companies look to accelerate their transformation. Adrian Aw , a managing director at Cantor Fitzgerald based in Hong Kong, joins us to share his insights. Listen, and you’ll learn about: The domestic and international push for renewables Potential ro...

In this week’s episode, we discuss Porsche’s historic IPO, the biggest public listing in Europe since 2011, with Sam Kerr, a senior ECM editor in EMEA at ION Analytics - Dealogic and Mergermarket. The IPO defied volatile markets to list the luxury car brand at a valuation of EUR 75 billion in Germany's second-biggest market debut. Listen, and you’ll learn about: Why the Porsche IPO happened despit...

Each year, SS&C Intralinks partners with the M&A Research Centre (MARC), Bayes Business School at City, University of London, to evaluate the state of mergers and acquisitions (M&A) deal leaks. Leaking information about a transaction prior to announcement is illegal. While it can occur unintentionally, more often leaks are done on the sell-side to attract competing bids that will drive...

In January 2022, Microsoft announced its USD 68.7 billion all-cash acquisition of Activision Blizzard, a purveyor of blockbuster video game franchises including Call of Duty , Guitar Hero and Diablo . In this week’s episode, we’re looking at regulatory approval of this year’s largest mergers and acquisitions (M&A) deal huge deal. Joining us to discuss the transaction is Jacob Parry, chief regu...

Argentina’s President Alberto Fernández has an Instagram account for his collie called Dylan. Chile’s President Gabriel Boric has one too for his “first dog” Brownie. With an estimated 120 million pet dogs in Latin America (LATAM), not to mention rising ownership of pet parents to cats, birds and other animals, a confluence of trends in Latin America is creating strategic opportunities for corpora...

Today, we’re joined by Ken Bisconti , co-head of SS&C Intralinks, who provides an exclusive preview of the SS&C Intralinks Deal Flow Predictor for Q4 2022 . The Deal Flow Predictor forecasts mergers and acquisitions (M&A) volume up to six months in advance of the market announcement. Through Intralinks' insights into thousands of deals that come across our global desks annually, Intral...

On today's podcast, we’re joined by two guests from Clearwater International. Marcus Archer , managing partner and head of private equity, provides insights into valuation trends in European private equity, and Rob Burden , a partner at Clearwater International, who discusses recent activity in the Business Services space across Europe. Dealcast is presented by Mergermarket and SS&C Intralinks...

In this episode, we’re finding out about fusion power and how it fits into the wider conversation about nuclear energy. Joining us is Mark Druskoff , who reports on the energy markets for Mergermarket. Dealcast is presented by Mergermarket and SS&C Intralinks. Listen, and you’ll learn about: What fusion power is, and how it has advanced Overview of the corporate landscape and the main corporat...

Joining us on this week’s podcast is Simon Segal , director of Mergermarket Australia and a DealReporter consultant editor. Simon discusses a new book he’s co-written about stakeholder relationships around M&A activity, Reframing Mergers and Acquisitions around Stakeholder Relationships: Economic, Political and Social Processes (Routledge). Dealcast is presented by Mergermarket and SS&C In...

In this week’s podcast, we discuss the private equity secondaries market. We explore how the sponsor-led secondaries segment is thriving, while the market for classic LP portfolio secondaries has been rather subdued. To learn more, we’re joined by is abrdn’s Patrick Knechtli , head of secondaries, private equity; Jin Yan-Staal , investment director; and Cameron Graham , deputy head of secondaries,...

In this week’s episode, we’re looking at the rise in TMT dealmaking activity across Europe. To learn more, we’re joined by Charlie Taylor-Kroll, head of TMT M&A EMEA at Mergermarket. Dealcast is presented by Mergermarket and SS&C Intralinks. In this episode, you’ll learn about: The array of recent take-privates, including Darktrace, Aviva and Microfocus What’s driving the spur in activity...

Special purpose acquisition companies (SPACs) have been around for decades but soared in popularity during the onset of the COVID-19 pandemic. After SPACs encountered a dramatic slowdown last year, followed by a downturn in the public market this year due to a spate of headwinds, SPACs are on the rebound in the U.S. With newly proposed S.E.C. regulations likely to give investors more confidence, 2...

In this week’s episode, we’re looking at EMEA M&A trends in the first half of 2022 and the comparison to recent years with Jonathan Klonowski, M&A market insight analyst at Mergermarket. Dealcast is presented by Mergermarket and SS&C Intralinks. In this episode, you’ll learn about: M&A and private equity deals in EMEA vs. global dealmaking in the first half of 2022 How energy polic...

In this week’s episode, we’re discussing new amendments to China’s merger review regime that go into effect on August 1, 2022. Joining us is Shirley Feng, China regulatory reporter based in Beijing, and Lisha Zhou, the China managing editor for DealReporter and PaRR based in Shanghai. Dealcast is presented by Mergermarket and SS&C Intralinks. In this episode, you’ll learn about: Overview of am...

In this week’s special episode, we’re joined by abrdn’s Alistair Watson , head of strategy innovation - private equity; Stephanie Kempton, investment manager; and Haresh Vazirani , senior investment director. Together, they discuss the progression of growth capital which continues to be the big story of 2022. Dealcast is presented by Mergermarket and SS&C Intralinks. In this episode, you’ll le...

India’s Ed Tech sector saw a surge in investments during the COVID-19 pandemic. With the reopening of schools and restrictions lifted, there has since been a massive correction in the market. In this week’s episode, we’re looking at the rise, fall and potential of Ed Tech in India with Ridhima Saxena, senior financial reporter for Mergermarket. Dealcast is presented by Mergermarket and SS&C In...

In this week’s episode, we’re looking at healthcare IT deals in the U.S. Joining us to discuss the growing market is Rebecca Wenzel , a senior reporter for Mergermarket. Dealcast is presented by Mergermarket and SS&C Intralinks. In this episode, you’ll learn about: What’s driving interest in Healthcare data deals The types of companies being acquired Recent and pending strategic and private eq...