Dealcast: The M&A Podcast

Episodi disponibili

5 risultati 237

DACH dealmakers turn to search funds to solve succession issues
Johannes Baier, a founding partner at Rohde Baier, and Aurelia Seidlhofer, Mergermarket’s Munich-based senior correspondent, join Dealcast host Julie-Anna Needham to discuss the emergence of search funds in DACH. Topics include:Why these funds can offer more flexibility and tailor-made solutions for investors over typical structures like private equity;Why search funds are gaining popularity in DACH, particularly in Germany's Mittelstand (export-focused SMEs);The outlook for the emerging category as banks become more familiar with financing these transactions;The exit timelines and typical return expectations for investors and entrepreneurs involved in search funds.All this and more in this week’s Dealcast.
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17:09
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17:09
SPACs and de-SPAC deals hit comeback trail
Troy Hooper, Mergermarket’s North America Co-Head of Equity Capital Markets, joins Dealcast host Julie-Anna Needham to discuss the trend of dual-track de-SPAC deals, including:What exactly is a SPAC is and how does the de-SPAC process work?Why is Kyivstar's de-SPAC deal significant?What is driving the revitalized popularity of SPACs? Why are these deals popular with life sciences and digital asset companies?All this and more in this week’s Dealcast.
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11:27
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11:27
Palo Alto’s CyberArk takeover to attract US regulatory attention
The cybersecurity industry is based around three pillars: identity management (like CyberArk and ForgeRock), network management (like Palo Alto) and end-point security (also provided by Palo Alto).Will the DoJ be concerned about Palo Alto bundling the three pillars together?How has regulatory thinking on bundling theory evolved from US President Joe Biden’s administration to President Donald Trump’s?Will officials under Trump continue to take a hard line on tech consolidation in general? And how about cybersecurity in particular?All this and more in this week’s Dealcast.
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11:57
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11:57
Old and new banking pressures spur changes in sector M&A
The banking sector has seen rapid change over the last decade, and the new landscape offers opportunities for traditional banks, challenger banks, and fintech startups alike.In the deal space, Mergermarket’s data shows around 120 financial institutions that may IPO in Europe including big names like Klarna and Revolute. Banks are also developing M&A plans for fintech service companies, and some fintechs are looking to merge and create larger platforms.Thomas Krecek, an M&A Partner in Clifford Chance’s Frankfurt office focusing on financial services and co-head of Clifford Chance’s European Corporate M&A Practice, and Rupert Cocke, one of Mergermarket’s Europe-based senior editors, join Dealcast host Julie-Anna Needham to discuss the outlook for the banking sector, including:How antitrust bodies and a lack of global banking regulations in cross-border dealmaking impact the outlook for potential dealsThe role of private equity in the fintech corporate ecosystem, and how their capital is likely to help fintechs in the next stage of globalizingWhich firms, like Advent and its purchase of Bulgarian-based tbi bank, showcase the new trends in the industryHow entities like Unicredit offer a showcase of a new playbook to approach banking deals in EuropeAll this and more in this week’s Dealcast.
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19:38
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19:38
Middle Eastern sovereign wealth funds start digging for mining investments
Patrick Harris, Mergermarket’s senior editor based in London, joins Dealcast host Julie-Anna Needham to discuss the outlook for mining deals, including:Which deals are showcasing the overall trend, like IRH’s acquisitions of mines in Zambia or the Qatari’s sovereign wealth fund's investment in TechMet, an Irish company that recycles lithium batteriesWhich minerals, like lithium and copper, are critical for electrification and seeing significant investor interestPotential opportunities for mining in the Middle East itself, like Saudi Arabia’s alleged USD 2.5 trn worth of minerals available to be minedAll this and more in this weeks Dealcast.
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16:09
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16:09