Episodes
We’ve got an extra special episode for you. Join us as we discuss the results of the 2024 Global M&A Dealmakers Sentiment Report. In association with Mergermarket, SS&C Intralinks surveyed 300 global M&A dealmakers from 225 corporations and 75 private equity firms to see where the market is heading. From shifting dynamics in financing and regulatory to challenges and opportunities, we share insights into where dealmakers think M&A will go in the next 12 months. Dealcast is...
Published 03/13/24
In this episode, we explore the performance of add-ons, roll-up strategies, divestitures and take-privates over the past year. In a climate of high interest rates and bank retrenchment, private credit’s heightened role at the outset of last year in facilitating dealmaking emerged as a prominent headline, providing considerable returns for many sponsors and LPs. Has private credit solidified its role in M&A? Plus, we identify key themes and sectors presenting the most opportunities in the...
Published 03/06/24
Published 03/06/24
Artificial intelligence has become a focus of regulators worldwide. In recent months, the European Commission, Federal Trade Commission and the Competition and Markets Authority have all opened inquiries into investments and partnerships made by Microsoft, Google and Amazon relating to startups Open AI and Anthropic. What is the potential impact of heightened scrutiny on merger control policy? Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for...
Published 02/23/24
In this latest episode of M&A Tales, our special guest is EY's Global Deputy Vice Chair for Strategy and Transactions Nadine Mirchandani. With over 20 years of experience, Nadine specializes in leading financial services, corporate and private equity transactions, serving as an advisor to both sell- and buy-side parties. In this insightful conversation, she shares her views on how to find and nurture talented and diverse M&A teams. Dealcast is presented by Mergermarket and SS&C...
Published 02/21/24
In this episode, we delve into findings from the [Q1 2024 Deal Flow Predictor](https://www.intralinks.com/insights/publication/9-ma-dealmaking-and-financing-trends-2024). Which region is anticipated to witness the most significant decline in deal flow? Will there be a further increase in early-stage restructuring activity? And will the uptick in IPOs observed at the end of last year continue? Tune in to discover these insights and more as we navigate the evolving landscape of M&A...
Published 02/16/24
In 2023, there was a decline in M&A activity globally, but what was the picture in Latin America? Our guest, Thiago Barrozo, Mergermarket’s editor for LATAM America, looks back on dealmaking in the region, the role geopolitics is playing and anticipated deal activity in key sectors in 2024. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for 2024? Read our new report, 9 M&A Dealmaking and Financing Trends in 2024, to understand the factors...
Published 02/08/24
In this special episode, we’re joined by Mergermarket's Lisha Zhou and Ed Vinales, who discuss M&A trends in the Asia Pacific region for 2024. They offer insights into the evolving dealmaking landscape and provide their perspectives on what lies ahead for the region in 2024. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for 2024? Read our new report, 9 M&A Dealmaking and Financing Trends in 2024, to understand the factors that will impact...
Published 02/02/24
According to Dealogic, total M&A volume dropped to its lowest level in ten years globally in 2023 to about USD three trillion. In this episode, Mergermarket executive editor Lucinda Gutherie examines the factors that contributed to last year’s uncertainty, identifies areas of opportunity and shares her views on the dealmaking outlook for 2024. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for 2024? Read our new report, 9 M&A Dealmaking and...
Published 01/26/24
With fees on the decline due to reduced M&A deal volume, investment banks, consultancies and financial sponsors are acquiring boutique advisory firms specializing in corporate restructuring and distressed dealmaking. Following J.S. Held’s acquisition of Phoenix Management and Mizuho America buying Greenhill in 2023, will this trend continue in 2024? Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for 2024? Read our new report, 9 M&A...
Published 01/19/24
Amid geopolitical tensions and regulatory hurdles, Chinese companies face daunting challenges when going public in the U.S. Nevertheless, Shein, the fast-fashion retailer, remains undeterred in its pursuit of a long-rumored initial public offering. Similarly, Zeekr, the high-end electric car brand owned by Zhejiang Geely Holding Group Co., has dipped its toes into IPO waters by filing with the SEC. This episode delves into the obstacles confronting both Chinese firms and provides insights...
Published 01/12/24
While their European counterparts are rebranding and shifting focus to become cleaner, greener energy companies, the oil majors in the U.S. are doubling down on fossil fuels with two megadeals by Exxon and Chevron in October. We look at what’s driving market activity and potential deals in 2024. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for 2024? Read our new report, 9 M&A Dealmaking and Financing Trends in 2024, to understand the factors...
Published 12/22/23
The NSI regime, enacted in January 2022, grants the U.K. government authority to examine and intervene in various business transactions, including takeovers, to safeguard national security. This episode explores the law's ramifications, potential evolution and its impact on the acquisition of the Daily Telegraph's parent company, as well as the resolution of the Newport Wafer/Nexperia saga. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for 2024?...
Published 12/11/23
Large cap vs. SME dealmaking: what are the main differences between the two markets? In this special episode of M&A Tales, we speak with Oriol Pinya, co-founder and CEO of Abac Capital, about his experiences doing both types of deals. “I think numbers [are] maybe five to ten percent of what we do,” says Pinya. “The rest is about people.” Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, are you ready for 2024? Read our new report, 9 M&A Dealmaking and...
Published 12/06/23
M&A leaks, whether intentional or not, impact deals, reputations and valuations. Today, we delve into the findings of an annual M&A leaks report by the M&A Research Centre at Bayes Business School (MARC) conducted for SS&C Intralinks. For the first time, this year’s study examines gender diversity's role in deal leaks at the executive and non-executive levels of public targets from 2008 to 2022. Dr. Valeriya Vitkova, senior research fellow and course director at MARC, joins us...
Published 11/29/23
The transition to sustainable energy sources is consistently in the headlines, especially with COP28 on the horizon. Currently, Latin America is ahead of many other regions when it comes to renewable energy. In this episode, we’re finding out about how M&A is fostering the sector’s development in LATAM. Dealcast is presented by Mergermarket and SS&C Intralinks. •••••• Dealmakers, download 9 M&A Dealmaking and Financing Trends in 2024, a white paper that delves into the...
Published 11/20/23
RTX’s sale of its cybersecurity and intelligence business unit to private equity firm Blackstone in October 2023 for USD 1.3 billion signals a surge of forthcoming deals. In this episode, we discuss the strategy behind firms looking to divest, run down the hottest sectors, and look ahead to sell-offs in the pipeline by VSE, L3Harris Technologies and Boeing-Lockheed Martin. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the SS&C Intralinks Deal Flow...
Published 11/10/23
In the face of numerous challenges, M&A activity is showing positive signs for growth in the next six months. Where do the opportunities exist? In this episode, we look at the data and unpack key findings from the SS&C Intralinks Deal Flow Predictor for Q4 2023. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the SS&C Intralinks Deal Flow Predictor for Q4 2023 to see our data-driven prediction on where M&A will go globally and regionally...
Published 11/01/23
In this week’s episode, we’re looking at how the use of artificial intelligence (AI) has exploded with the proliferation of ChatGPT and other tools. We discuss how the technology is factoring into all aspects of dealmaking and explain how the right strategy can help the sell-side achieve an “AI premium.” Joining host Julie-Anna Needham is Gustav Hoejmark-Jensen, a senior reporter for Mergermarket covering software and technology for the Nordic and DACH regions. Dealcast is presented by...
Published 10/27/23
In this episode, we're looking at recent developments in regulatory approval for technology mergers in the U.K. and the E.U. We explore why the E.U. antitrust authorities blocked Booking Holdings' proposed EUR 1.63 billion purchase of Swedish peer ETraveli Group, why it matters and the potential impact it will have on other tech deals such as Amazon’s proposed USD 1.7 billion acquisition of iRobot. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the...
Published 10/20/23
Companies are going public again, but is it all good news? In this week’s episode, we’re talking about IPOs. After booming in 2021, the IPO market went quiet due to macroeconomic pressures and uncertainty. With inflation easing, recent blockbuster debuts by Arm Holdings, Instacart and Birkenstock hint at a glimmer of a comeback. Can this renewed interest sustain itself? Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the SS&C Intralinks Deal Flow...
Published 10/13/23
The European consumer space experienced a drop in M&A deal count and flow in H1 2023. However, easing economic pressures and cautious optimism have influenced a recent uptick in transactions, including exemplified by Australia’s Orora acquiring French glass bottle maker Saverglass from U.S. private equity giant The Carlyle Group for USD 1.4 billion. Additionally, Carrefour, a major French supermarket player, acquired the Belgian retail group Louis Delhaize, gaining access to the Cora and...
Published 09/29/23
Crypto is enjoying incredible popularity in Latin America, and the region is subsequently awash with M&A dealmaking opportunities. In this episode, we look at the fast pace of crypto adoption in Brazil, Argentina, Colombia and Ecuador, the impact of locally issued stablecoins and who is acquiring crypto-related companies in LATAM. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the SS&C Intralinks Deal Flow Predictor for Q3 2023 to get an...
Published 09/15/23
It’s an interesting time for equity markets. Despite a complex backdrop of inflation, geopolitical tensions and the conflict in Ukraine, equity markets are in a good spot. The appetite for stocks is being fueled by declining interest rates and optimism. In this episode, we discuss ECM activity in Europe, including ongoing valuation gaps, canceled and successful deals, strategies for sellers to ensure favorable outcomes and what to watch for the remainder of the year in the European IPO...
Published 08/30/23
In this episode, we’re examining M&A trends across the APAC region within the BioPharma sector. Our guest, David Chen, a managing director at BFG Group, a China-based boutique investment banking firm, discusses current market sentiments, valuation challenges, recent high-profile cross-border transactions and other dealmaking trends to watch. Dealcast is presented by Mergermarket and SS&C Intralinks. Dealmakers, download the SS&C Intralinks Deal Flow Predictor for Q3 2023 to get...
Published 08/23/23