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All Episodes

Dealcast: The M&A Podcast — 273 episodes

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1

Merger arbitrage, megacap deals, and the complexity premium – Davidson Kempner’s Suzy Gibbons and Michael Chiaramonte

2

Proof, process, and price: A look at the new standards for sponsor-backed dealmaking in the wake of AI – Investec’s Kate Gribbon

3

‘Scale, simplicity, strategy’ drive corporate dominance in record 2026 M&A run – JPMorgan’s Anu Aiyengar

4

Why GP consolidation is on the rise in Asia

5

The rise of alternative private credit in Europe – NorthWall Capital’s Alex Garnier, with Rachel Lewis

6

How to get deals through antitrust review in the current environment – Fried Frank’s Kathy O’Neill, with Serafina Smith

7

UK public M&A rides scale wave as clouds obscure macro outlook – White & Case’s Patrick Sarch, with John West

8

A tale of two markets: an update on Europe’s divergent M&A and IPO fortunes

9

Global dislocation sparks opportunities for investors in Asia – Morgan Stanley’s Pamela Fung, with Justin Niessner

10

SEC goes ‘back to basics’ with capital markets focus – Willkie Farr & Gallagher partner Edward Best, with Troy Hooper

11

Eurazeo co-CEOs bullish on Europe’s ‘hidden champions’ – Christophe Bavière and William Kadouch-Chassaing, with Lucinda Guthrie

12

A bad vintage – what is happening with the 2020/2021 PE-backed buyout class in Europe?

13

How to make a boatload of money for investors while changing the world – Morgan Stanley’s Seema Hingorani, with Lucinda Guthrie

14

A look at the latest fundraising trends in Asia – the Asian Venture Capital Journal’s Justin Niessner and Tim Burroughs

15

Why ESG still drives returns in a ‘peak anti‑ESG’ era – Bayes Business School’s Prof. Michel Driessen, with Lucinda Guthrie

16

Antitrust enforcement increasingly a tool for domestic policymaking – Freshfields' Jenn Mellott with Reuben Miller

17

The rise of the secondaries market – Moelis & Company’s Jeff Hammer and Paul Sanabria with Tom Cane

18

“Much more ambitious” M&A unlocked by antitrust vibe shift – A&O Shearman’s James Webber, with John West

19

Trump’s Venezuela gambit, Glencore/Rio Tinto megadeal illustrate resource scramble

20

OpenAI, SpaceX IPOs could help global ECM break records

21

“We’re about year three” in seven-year M&A cycle – KPMG’s Liz Claydon, with Lucinda Guthrie

22

Paramount has simpler regulatory path to victory in Warner Bros battle

23

A look inside the Teck/Anglo American merger

24

Key takeaways from this year's Asian Venture Capital Journal (AVCJ) Private Equity Forum

25

UK sponsors weigh tax hikes against stability after ‘political’ Budget

26

ECM update: US shutdown ends, UK budget on the horizon, AI bubble possible

27

French political gridlock hurts country's start-up aspirations

28

Private credit woes, Trump tariffs coerce US corporate right-scaling

29

Electronic Arts faces tough regulatory landscape in EU, China

30

Why investors are shifting positions on the energy transition

31

A look inside the broken Santos-XRG deal

32

Why beauty dealmakers are shying away from launching formal sales processes

33

DACH dealmakers turn to search funds to solve succession issues

34

SPACs and de-SPAC deals hit comeback trail

35

Palo Alto’s CyberArk takeover to attract US regulatory attention

36

Old and new banking pressures spur changes in sector M&A

37

Middle Eastern sovereign wealth funds start digging for mining investments

38

US 50% tariff threat looms over Brazilian dealmaking

39

How global ECM markets are faring after a tough 1H25

40

New NATO agreement on defense spending likely to boost deep tech, dual use dealmaking

41

Chinese companies review US portfolios and listings

42

Mexico’s new energy laws to dampen sector M&A, investment

43

Alphawave, Spectris deals signal new wave of transatlantic tech deals

44

How the US' tariffs on China could accelerate European luxury deals

45

Fox’s Red Seat Ventures acquisition signals new era for podcast deals

46

Totvs' second attempt to buy Linx could shake up Brazil's IT sector

47

US companies prune portfolios amid tariff uncertainties

48

TenneT TSO IPO, Uniper privatisation in focus in DACH

49

Dealmakers navigate post-tariff chaos with some push, some pull

50

The reach of Trump’s tariffs – a look at Australia’s IPO market

51

Liberation Day limits equity capital markets, sees immediate response from global players

52

EC’s decision to mull FSR implications of Midea deal highlights new risk for European M&A

53

Google’s buy of Wiz to turbocharge dealmaking in tech industry

54

Telefónica steps up Latam divestments with Mexico in spotlight

55

US equities’ decade-long overperformance takes a pause

56

How Germany’s upcoming coalition and uncertainty from abroad could drive M&A

57

AI to drive more, but potentially smaller cybersecurity deals

58

APAC dealmaking flourishes in 1Q

59

Sponsors begin European spacetech odessey

60

Synopsys’ takeover of Ansys in spotlight as tariffs ramp up global tensions

61

North America’s consumer and retail M&A outlook for 2025

62

Brazilian aviation consolidation faces regulatory scrutiny

63

EMEA dealmakers cautiously optimistic on 2025; AI, Energy deals in spotlight

64

Private Equity Touchdown – How firms could be scoring big in the NFL

65

European advisors need to consider narratives that can help clients unlock Chinese capital

66

M&A Tales - Companies vulnerable to hacks in post-close period

67

Trump's tariffs could drive Chinese M&A in Europe

68

Leaks of confidential deal info in Australia attract regulatory scrutiny

69

Investors look for winners in Brazil

70

French sponsors suffer performance anxiety in tough market

71

US IPO market springs to life despite tense election

72

Latin America's growing commercial routes

73

US oil deals in focus ahead of elections

74

Green shoots in Japan

75

Path to APAC ECM recovery: a changing landscape

76

Green shoots in Europe

77

Latin America – What to expect for 2H24?

78

Hollysys: The tortuous 3-year take-private

79

US private credit market is booming

80

UK has opportunity to reinvigorate LSE IPOs following FCA reforms

81

Latin America – Travel and tourism industry is driving growth but where are the M&A opportunities?

82

Into the Matrix: Generative AI dealmaking heats up

83

Mergermarket's 1H24 M&A Report: Key Global Trends and Insights

84

1H APAC M&A and outlook

85

M&A Tales - In-house project management for deals

86

Spacetech hype falls to Earth but sector could still fly high

87

India’s IPL teams take page from Man Utd, Atlanta Braves' listing playbook but challenges abound

88

Booming Fintech Sector in LATAM

89

Turbulent public markets attract buyout interest

90

M&A anthropologists? Qualitative research to play growing role in ESG due diligence

91

APAC - Take-private frenzy heralds return of M&A confidence Down Under

92

Ecommerce in LATAM is booming

93

European nuclear energy ignites investment trend

94

What is driving private equity’s interest in the dental services market?

95

Proprietary Indonesia dealmaking to get a boost as election volatility subsides

96

Scream for ice cream – Unilever and the case for a near-EUR 20bn asset sale

97

Explore how Brazil's sports betting law brings legal certainty to investors and is expected to foster M&A

98

M&A Activity in the UK Supermarket space

99

Highlights from the Global M&A Dealmakers Sentiment Report 2024

100

US M&A & PE - What were the major themes last year and how will they affect 2024?

101

LATAM M&A Round-Up and what to expect in 2024

102

How OpenAI/Microsoft and other 'big tech'/ AI partnerships ended up in the antitrust hotseat in both Europe and the US

103

Dealcast: M&A Tales - Nadine Mirchandani, EY's Global Deputy Vice Chair - How to find and nurture talented M&A teams?

104

Dealmaking in 2024: Where Will M&A Go? - Q1 Predictions from SS&C Intralinks

105

APAC M&A Round-up 2023 and what to expect in 2024

106

Mergermarket’s Executive Editor’s round-up of M&A activity in 2023 and predications for 2024

107

Turnaround boutiques in vogue as investment banks prep for more distressed deals

108

Chinese companies listing in the US – a challenging situation

109

Mining M&A - A new wave of M&A in taking over North American

110

Big developments in UK security screening – the Telegraph sale and the conclusion of the Newport Wafer/Nexperia saga

111

Dealcast: M&A Tales – Large-cap vs. SME deal making - What are the main differences between the two markets?

112

M&A Annual Leaks Report - Analysis of global significant pre announcement trading (SPAT) and its effect on M&A bids

113

Latin America renewable energy market booming and expected to be a leader globally

114

US – Corporate divestitures continue to slow after an active start to the year – What’s happened?

115

Deal Flow Predictor – Intralinks’ quarterly prediction of future trends in the global M&A market (Q4 2023)

116

How are dealmakers handling questions around AI

117

Etraveli/Booking, Activision/Microsoft and the emerging EU/UK approach to ‘ecosystem’ tech deals

118

Mixed messages: IPO markets open, but cautious

119

European Consumer Trendspotter: Carve-outs and strategic deals expected to drive M&A activity

120

The Latin America cryptocurrency market landscape and M&A opportunities

121

What is happening in European IPOs?

122

BioPharma M&A Activity in APAC – Insights from BFC Group

123

US Equity Capital Market update

124

Deal Flow Predictor – Intralinks’ quarterly prediction of future trends in the global M&A market (Q3 2023)

125

Record breaking surge in Mining M&A in North America

126

Perspectives from China with InterChina Partners - Chinese M&A activity in 2023

127

EU/UK regulatory view on telco consolidation – Will the CMA block the latest deal?

128

Agetech: Companies and investors seek opportunities as Latin America grows older

129

Iberian M&A is at a transition point following a rocky period

130

North America M&A severely hampered in the past year - could upcoming deals in physical security and cybersecurity turn this around?

131

Australian mining industry is booming- here's Mergermarket's insights

132

Trends and Challenges within Private Equity & Sustainability – An abrdn podcast

133

Dealcast: M&A Tales - Bilingual - Speaking to startups and corporates (episode 2)

134

Why is Investment screening a hot topic in EU member states

135

US banking concerns raise- what does this mean for M&A

136

Brazil’s A.I. regulation bill

137

CMA blocks Microsoft’s takeover of Activision Blizzard – impacts on cloud gaming market

138

DACH dealmakers turn to earnouts in tough circumstances

139

Deal Flow Predictor – Intralinks’ quarterly prediction of future trends in the global M&A market (Q2 2023)

140

APAC: Changes to the Chinese listing roles and updates on the Alibaba situation

141

Women entrepreneurship in Latin America

142

Credit Suisse - a series of unfortunate events leads the banking industry into panic

143

Glass ceiling shows first cracks in PE space

144

US:2023 will be a big year for Healthcare M&A

145

South Korea M&A Deal Activity off to a flying start in 2023

146

Dealcast: M&A Tales Series - Dealmaking as an Improvisational Art

147

Highlights from the 2023 SS&C Intralinks Global Dealmakers Sentiment Report

148

Latin America Trendspotter: M&A market shows resilience despite drop in deal value

149

ECM Highlights 2022 & What can we expect in 2023?

150

Global M&A standout themes from 2022 and outlooks for the new environment in 2023

151

APAC – Highlights of 2022 M&A activity and expectations for 2023

152

Q1 2023 Deal Flow Predictor – SS&C Intralinks’ quarterly prediction of future dealmaking activity in the global M&A market

153

US M&A 2022 round-up and expectations for 2023

154

LATAM 2022 M&A round-up and bright spots for the M&A market in 2023

155

TMT deal making shining through against a market in turmoil - Clearwater International Multiples Heatmap podcast (Episode 4)

156

APAC Power Generation in the M&A Market

157

Temperature’s Rising: The growing importance of ESG to EMEA M&A

158

Diamond Jubilee Episode - New Research Reveals How M&A Deal Leaks Evolved During the Pandemic

159

On your marks – Porsche may jumpstart H2 IPO race, but valuation talk complex

160

Microsoft’s acquisition of Activision Blizzard – what regulatory challenges have they faced so far?

161

Latin America – Growing opportunities in the Pet care industry

162

Deal Flow Predictor – Intralinks’ quarterly prediction of future trends in the global M&A market (Q4 2022)

163

Trends driving dealflow in the business services space – Clearwater International Multiples Heatmap podcast (Episode 3)

164

Reframing M&A around Stakeholder Relationships: Economic, Political and Social Processes

165

abrdn examines the thriving private equity secondary market 2022

166

Europe’s TMT activity has been exciting for dealmakers, here’s why…

167

US Spotlight on SPACs: De-SPAC companies becoming acquisition targets

168

EMEA M&A Trends for H2 2022 – Bloodied but unbowed

169

China’s amended Anti-Monopoly law includes substantial changes, but some additions need clarity

170

APAC: Back to school – Indian edtech valuations

171

European growth capital – why the case for investing still stands

172

US: What is driving interest in healthcare data deals?

173

Deal Flow Predictor for Q3 2022 – Intralinks’ quarterly prediction of future trends in the global M&A market

174

EMEA Financial Services M&A Pipeline - It looks all right for ‘capital-lite’

175

Trends driving dealflow in the healthcare space – Clearwater International Multiples Heatmap podcast (Episode 2)

176

South Korea has elected a new president – how will the new administration impact deal making?

177

European regulation for the technology, media, and telecoms sector

178

Asia: CAC’s pre-approval remains biggest uncertainty to Chinese US IPOs; but cases show it’s navigable

179

Canadian M&A Activity 2022

180

The rise of HR technology in Latin America

181

US Banking M&A Activity 2022

182

ECM activity in the EMEA region

183

The Metaverse: Game and education investments fuel M&A frenzy

184

Consolidation in the veterinary/pet care market in the US

185

ECM Activity in Asia 2022

186

Gender Diversity and M&A Outcomes

187

Transformational year for the industrials and chemicals sector – Clearwater International Multiples Heatmap

188

Mergermarket Dealcast presents: Vibrant tech hub in Asia - SPACs & take-privates set off in 2022

189

Lessons learned from the German government's review of Siltronic/GlobalWafers – what does this mean for future German deals?

190

M&A in Gaming: Microsoft’s record Activision deal could spawn acquisition frenzy

191

What is driving growing consumption of alternative meats?

192

European TMT activity – What does 2022 hold instore after last year’s boost?

193

M&A in North America reached record highs in 2021 – what can we expect in 2022?

194

2021 was a vintage year for M&A activity in Europe – what can we expect in 2022

195

Asian M&A activity – key deals and 2022 expectations

196

It’s a gas - How high can hydrogen deals fly?

197

Mergermarket Dealcast presents: The evolution of shareholder activism in Europe

198

Dealcast presents – Highlights from the Global M&A Dealmakers Sentiment Report 2022

199

ESG: Social concerns increasingly important to European consumer-sector M&A

200

Australia’s electric vehicle market is growing…but slowly, here’s why

201

Explosive M&A year in Mexico’s technology sector 2021

202

Record breaking 2021 so far for IPOs – Headline figures revealed

203

Australia is trailing the global M&A ESG landscape – what does this mean for dealmaking?

204

Major developments in the Alzheimer’s drug space and investments into healthtech

205

European TMT deal activity continues roaring

206

India – The frenzy of Technology IPOs

207

Changes to the Federal Trade Commission and the impact on M&A activity

208

Is shareholder activism picking up in Europe?

209

Cannabis and M&A - the US is on the brink of federal legalization of cannabis

210

Chinese regulatory landscape affecting tech deals across the globe

211

Megadeals – PE dealmaking surge of 2021 has one more record in its sights

212

Automotive suppliers taking different routes to all-electric future

213

China M&A outlook and dairy product acquisitions

214

How ESG factors are driving deal activity in Europe

215

The hyped IPO of Oatly and plant-based food acquisition trends

216

Solar power consolidation in Vietnam

217

MergerMarket Dealcast Presents: Trends in Tech M&A

218

How are European energy and mining companies transitioning to a greener future

219

Software buyouts driving surge in take-private activity in North America

220

Australia’s Covid-19 pandemic upending M&A from a stakeholder perspective

221

FDI screening regimes tightening in Europe

222

SPACs conflicts of interest and IPO Activity in the Americas

223

The European SPACs boom and SS&C Intralinks Deal Flow Predictor

224

Conference coverage: Tulane Law School's virtual conference

225

Dissent involving Cayman incorporated Chinese companies taken private from US exchanges

226

Where ESG fits into shareholder activism

227

Key Chinese regulatory approval for Cisco's acquisition of Acacia

228

US antitrust and merger control outlook under President Biden

229

M&A Outlook 2021

230

Top tech M&A trends for 2021

231

8: Tipping Point: Deal Terms

232

7: Dealcast: Covid-19 and healthcare M&A

233

6: Tipping Point: Learning Good Habits in Bad Times

234

5: Tipping Point: COVID-19’s impact on M&A

235

3: Dealcast: LatAm M&A Policy Wrap

236

2: Dealcast: Activism trends in 2020

237

1: Tipping Point - Shareholder Activism: Shift to bigger, healthier targets

238

13: Dealcast: Vertical farming grows up

239

12: Dealcast: Allergan reaction

240

11: Dealcast: KKR’s play for Axel Springer

241

10: Dealreporter Asia: AGL Energy's offer for Vocus, Healius' investing in Japan and Kuyushu Railway Co's AGM

242

9: Dealcast Asia: Melco buys Crown stake, Qunar's surprise ruling

243

8: Dealcast: Tech listings go awry

244

7: Dealcast Asia: SAMR leadership change, the latest on Lynas and upcoming deals

245

6: Dealcast: The case for European telecoms M&A

246

4: Shareholder activism and private equity

247

3: Lundbeck ready to make acquisitions

248

2: Apollo/RPC faces possible rival bid from Berry

249

1: A look back at UK M&A in 2018, and 2019 predictions

250

Dealcast: Linde Praxair

251

Dealcast: Vodafone, Elliott and Liberty Global

252

Dealcast: Activism in Europe

253

Dealcast: Craft Beer

254

Dealcast: European M&A With Greenhill

255

Dealcast Aston Martin IPO 21 June 2018

256

Dealcast Smiths Group Fortum Uniper 6 June 2018

257

Dealcast European Banking Barclays Virgin Money Clydesdale

258

Dealcast Vodafone Liberty Global Comcast Fox 10 May 2018

259

Dealcast Global Merger Control Developments 25 April 2018

260

Dealcast Shire Takeda 12 April 2018

261

Dealcast European IPOs 29 March 2018

262

Dealcast Commissioner Vestager Interview 1 March 2018

263

Dealcast Qualcomm Broadcom NXP 8 February 2018

264

Dealcast GKN Melrose 25 January 2018

265

Dealcast Ladbrokes Coral GVC 12 January 2018

266

Dealcast Regal Cineworld 14 December 2017

267

Dealcast Sky Fox Activism 30 November 2017

268

Dealcast Abertis Premier Foods 16 November

269

Dealcast 2 November - Italian M&A and ECM activity, Creat/Biotest CFIUS review drags on

270

Dealcast Bayer Monsanto 6 October 2017

271

Dealcast NXP Qualcomm FCA 8 September 2017

272

Dealcast Barclays Activism 28 July 2017

273

Dealcast 13 July 2017