Dealcast: The M&A podcast

#Business News #Business #News #Jenny Ghoni #Podcasting #Dealcast The MA

38:05

In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…

Dealcast: The M&A Podcast

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Dealcast: The M&A Podcast Weekly podcast from the Mergermarket editorial team covering M&A, ECM and activism presented by Mergermarket

225 episodes

Dealcast: The M&A Podcast

updated 12 days ago

Series home•Feed

Dealcast: The M&A Podcast Weekly podcast from the Mergermarket editorial team covering M&A, ECM and activism presented by Mergermarket

225 episodes

#Business News #Business #News #Jenny Ghoni #Podcasting #Dealcast The MA

All episodes

Dealcast: The M&A Podcast

1
Dealmakers navigate post-tariff chaos with some push, some pull 14:05

12 days ago14:05

14:05

Mergermarket’s Head of Auctions EMEA Rachel Lewis joins Dealcast host Julie-Anna Needham to discuss how live and expected auctions are faring. How far things have been shaken up after a solid 1Q25 Which types of deals are shielded from fallout Deal outlook after VIX and EURO STOXX recovery All this and more in this week’s Dealcast…

Dealcast: The M&A Podcast

1
The reach of Trump’s tariffs – a look at Australia’s IPO market 13:01

26 days ago13:01

13:01

Australia’s public markets have taken a hit but recently rallied after the US announced a 90-day pause on tariffs. However, the pause didn’t actually change anything for Australia, unlike some other markets. It still faces the initial 10% tariff the US has imposed on all its imports, which has not been altered. Some relief to the uncertainty in recent tariff announcements caused the ASX to experience similar confidence alongside other global markets. But the impacts of the tariffs will remain significant. China, for example, still faces 145% tariffs, and is one of Australia’s biggest trading partners. Australia’s markets have also seen the lowest number of new listings in 20 years, as of 2024 data, amid independent regulatory issues and an increasingly strong private credit environment. Louise Weihart, Mergermarket’s Sydney-based reporter joins Dealcast host Julie-Anna Needham to discuss the outlook for Australian IPOs including: What'a happening with potential IPO greenshoots on the ASX like Virgin Airlines and GemLife How tariffs on certain sectors could hit Australia in particular, like Trump’s next target: pharmaceuticals How strong regulatory measures for IPOs, like ESG standards, may have made listings more difficult in the country All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
Liberation Day limits equity capital markets, sees immediate response from global players 12:44

6 weeks ago12:44

12:44

In the days after Trump's "liberation day," equity capital markets are feeling the limiting impacts of the US' sweeping tariffs. Trump’s blanket imposition of 10% tariffs on all US imports is rattling its global trading partners but will likely have the worst impact on Americans – both in the markets and on the cost of goods for everyday citizens. On the ECM front, global markets are spiraling, with European indices red across the board and America’s markets also on shaky ground. CoreWeave’s IPO was meant to be a success burgeoned by AI hype, but in reality Nvidia saved the deal as investor scrutiny increased and markets faced uncertainty. While the US remains a massive services exporter, particularly of cultural items like movies and music, retaliatory steps could look to hamper the value of America's exports and affect American influence. Sam Kerr, Mergermarket’s London-based Global ECM Editor, joins Dealcast host Julie-Anna Needham to discuss the impact of tariffs on global markets, including: A look at Europe and China’s retaliatory measures – and why tariffs on US cultural and services exports could be the next step Why Asia did not react as badly to Trump’s sweeping tariffs and how China may be insulated against some tariff measures Why advisors may delay IPO issuances and how that could impact companies slated for listing like Klarna, Circle, and StubHub A look into why CoreWeave’s IPO didn’t go as expected and why it’s likely not a particularly liquid stock…

Dealcast: The M&A Podcast

1
EC’s decision to mull FSR implications of Midea deal highlights new risk for European M&A 15:40

6 weeks ago15:40

15:40

Natalie McNelis, Mergermarket’s new Brussels bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the potential scrutiny of this transaction was “surprising;” and how unexpected FSR reviews could throw deal timetables into disarray. Why are dealmakers in Europe nervous that Teresa Ribera, the new competition commissioner, might adopt a harder line than her predecessor, Margrethe Vestager? Why will Safran’s proposal to offer Phase I remedies in its takeover of Collins Aerospace's actuation and flight control business be an interesting test case? What can we expect to see in European scrutiny of Mars’ takeover of Kellanova and Prosus' acquisition of Just Eat Takeaway? All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
Google’s buy of Wiz to turbocharge dealmaking in tech industry 11:04

7 weeks ago11:04

11:04

Google’s acquisition of Wiz is its largest-ever deal and comes with impressive reverse break fee Regulatory scrutiny of the deal will act as bellwether of the US regulatory environment Google’s USD 32bn all-cash offer for multicloud player Wiz is likely to act as the starting pistol on a new wave of tech deals. The proposal to buy Wiz is the tech giant's largest-ever deal and also comes with one of the tech industry’s most significant reverse termination fees. Start-ups in areas like artificial intelligence (AI), cloud computing and cybersecurity are increasingly likely to receive approaches from major tech players in the wake of this deal, which will act as a bellwether for the regulatory mood in the US. Troy Hooper, a California-based Mergermarket journalist covering the tech industry, joins Dealcast host Julie-Anna Needham to discuss why Google’s second offer for the company was successful. Could the US Federal Trade Commission’s (FTC) new chair, Andrew N. Ferguson, prove more welcoming to tech deals than his predecessor, Lina Khan? Why did Wiz drop its plans to hold an initial public offer (IPO)? Will the cybersecurity aspects of Wiz’s business attract regulatory scrutiny? All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
Telefónica steps up Latam divestments with Mexico in spotlight 15:29

8 weeks ago15:29

15:29

Iñaki Miguel, Mergermarket’s senior Iberian correspondent, and Carlos Martínez, the publication’s Canada editor, join Dealcast host Julie-Anna Needham to discuss why this deal will be such a significant milestone for the Spanish company when it comes. Could Mexico’s new telecoms regulator challenge the deal if Walmart wins the auction? Will Telefónica maintain a position in Brazil? Why has Spain’s State Company for Industrial Investments (SEPI) promoted a management change at the Madrid-based company? All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
US equities’ decade-long overperformance takes a pause 14:22

9 weeks ago14:22

14:22

In our first regular feature on equities, Sam Kerr, Mergermarket’s Global ECM Editor, joins Dealcast host Julie-Anna Needham to discuss how big selldowns in names like Italian luxury automobile giant Ferrari and Swiss pharmaceutical conglomerate Novartis are driving the European market. Despite the success of European selldowns, why did the IPO of Spanish travel-tech company HBX Group fall flat? What went wrong with the IPO of US liquified natural gas (LNG) producer Venture Global? Are US President Donald Trump's policy decisions affecting the mood, or would the ECM markets have turned regardless? All this and more in this week’s Dealcast…

Dealcast: The M&A Podcast

1
How Germany’s upcoming coalition and uncertainty from abroad could drive M&A 11:25

10 weeks ago11:25

11:25

Aurelia Seidlhofer, Mergermarket’s Munich-based senior reporter joins Dealcast host Julie-Anna Needham to discuss the outlook for dealmaking in Germany and Europe as a whole, including: How US policies could push European M&A and potentially create pan-European champions How CDU campaign points like lowering energy prices and investing in infrastructure could boost dealmaking in Germany Why German companies may look at buying US companies, while Germany and Europe at large may simultaneously become more critical of US investments at home Which big assets are already in the pipeline, such as TenneT Germany All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
AI to drive more, but potentially smaller cybersecurity deals 10:33

11 weeks ago10:33

10:33

Troy Hooper, Mergermarket’s Los Angeles-based editor, and Cristiano Dalla Bona, Mergermarket’s New York-based senior ECM reporter, join Dealcast host Julie-Anna Needham to discuss the outlook for dealmaking in the sector, including: How inexpensive, open-source AI platforms, like DeepSeek, are opening up opportunities for dealmaking and potential criminal activity How the rapid developments in AI affect buyers’ needs and shape dealmaking Why buyers in cybersecurity are targeting smaller acquisitions rather than megadeals Which IPOs could arise in the near future, including unicorns like Orca Security and Wiz All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
APAC dealmaking flourishes in 1Q 12:23

12 weeks ago12:23

12:23

Yiqing Wang, Mergermarket’s Managing Editor for APAC, joins Dealcast host Julie-Anna Needham to discuss why the overall mood is optimistic, despite the risks of a new trade war. When could DeepSeek, the low-cost artificial intelligence (AI) player, seek financing? Has Nippon Steel [TYO:5401] thrown in the towel in its battle to buy US Steel yet? What are the latest developments in the takeover battle for Fuji Soft? All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
Sponsors begin European spacetech odessey 11:33

13 weeks ago11:33

11:33

Auri Aittokallio, Mergermarket’s head of Nordics and assistant editor, joins Dealcast host Julie-Anna Needham to discuss why a new space race between the US and China is igniting deal flow in Europe. How will increased spending by members of the North Atlantic Treaty Organisation (NATO) impact companies in Europe? What is driving a modest recovery in M&A volumes in the sector? If the trajectory continues, what kind of deals will be likely to see? All this and more in this week’s Dealcast…

Dealcast: The M&A Podcast

1
Synopsys’ takeover of Ansys in spotlight as tariffs ramp up global tensions 15:05

14 weeks ago15:05

15:05

Reuben Miller, Mergermarket’s global chief regulatory editor, based in Washington DC, joins Dealcast host Julie-Anna Needham to discuss the multi-fold impact of tariffs on dealmaking. China and the US are currently circling each other like fighters. Why does he see this as “a delicate dance”? Could Trump’s threat of tariffs on allies and competitors be a catalyst for demand for US manufacturing assets? Are the threats a negotiating position to gain concessions or a real statement of intent? All this and more in this week’s Dealcast, which was recorded on Tuesday 4 February.…

Dealcast: The M&A Podcast

1
North America’s consumer and retail M&A outlook for 2025 10:38

15 weeks ago10:38

10:38

While momentum from deal volumes in the second half of 2024 is expected to continue into 2025, there remains uncertainty and a lingering “wait and see” approach while the impact of certain policies under President Donald Trump, like tariffs, are still unknown. Sources also anticipate more megadeals this year as the US moves away from the antitrust environment that stopped deals, like the Kroger and Albertsons merger, for example. In addition, new consumer trends favoring health-conscious snacking and weight-loss drugs like Ozempic could change the shape of M&A targets, exemplified in Ferrero Group’s recent acquisition of Power Crunch. Brian Yue, Mergermarket’s New York-based consumer and retail reporter, joins Dealcast host Julie-Anna Needham to discuss the outlook for dealmaking in the sector this year, including: How the rise of weight-loss drugs like Ozempic could impact food & beverage deals How underlying consumer trends towards health & wellness will drive dealmaking How Trump’s policies could impact the international food & beverage supply chain and labor force All this and more in this week’s Dealcast.…

Dealcast: The M&A Podcast

1
Brazilian aviation consolidation faces regulatory scrutiny 9:08

16 weeks ago9:08

9:08

Azul’s non-binding proposal to merge with Gol to face antitrust challenge Trump’s interventionist rhetoric hangs over Mexican market One of the key ongoing deals in Latin America is designed to enhance the aviation industry in Brazil. Airline Azul entered a non-binding agreement to merge with its troubled peer Gol earlier this month. If the deal goes ahead, it will face tough antitrust scrutiny. Thiago Barrozo Mergermarket’s Latin America Editor, joins Dealcast host Julie-Anna Needham to discuss why the deal is so important at a time when the Brazilian currency is down against the dollar and interest rates are rising. Given the tough macro-economic environment, what other deals could we see in Brazil? How have US President Donald Trump’s threats of tariffs against Mexico affected dealmakers' moods in that country? How are deal volumes in Latin America? All this and more in this week's Dealcast…

Dealcast: The M&A Podcast

1
EMEA dealmakers cautiously optimistic on 2025; AI, Energy deals in spotlight 11:58

17 weeks ago11:58