Yale Yee, founding partner of Telos Advisors, joined Dealcast host Julie-Anna Needham at The Podcast Show 2025 in London to discuss why we can expect to see more players from outside audio buying podcast players. Why did PodX buy Lemonade Media; and why did Acast buy Wonder Media Network (WMN)? What will buysiders look for in podcast deals? And wha…

Thiago Barrozo, Mergermarket’s Latin America editor, joins Dealcast host Julie-Anna Needham to discuss the outlook for Brazilian deals hinging off Totvs/Linx including: Which other companies made bids for Linx? Why did Stone cut its price expectations? What happened the first time Totvs tried to buy the target in 2020? All this and more in this wee…

Rachel Stone, Mergermarket’s Charlottesville bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the payments segment is still attractive for buyers, despite global trade tensions. What is the mood like on the buyside? What are the implications of trade uncertainties for due diligence processes? Why is Stanley Black & Decker a name …

Aurelia Seidlhofer, Mergermarket’s Munich-based senior correspondent for Germany, Austria and Switzerland (DACH), joins Dealcast host Julie-Anna Needham to discuss why Europe’s biggest economy will continue to be a force to reckon with. Will increased defence spending help companies in other verticals develop dual-use products and services? Will we…

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…

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 rec…

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. …

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…

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 g…

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 Telefón…

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 …

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 infrastru…

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 c…

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? Wh…

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 …

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 competitor…

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 …

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 go…

Dealmakers in Europe, Middle East and Africa (EMEA) are cautiously optimistic about M&A pipelines in 2025, with energy providers for data centres likely to be a significant source of activity. The rise in artificial intelligence (AI) is driving strong demand for data centres. Behind the scenes, data centre owners are cutting deals with utilities to…

The US’ National Football League has recently enacted a new game plan – the league passed a resolution in August to allow private equity investment into team franchises for the first time. With the average team valued at approximately USD 5bn, the new initiative presents big opportunities for investors. The new resolution is playing into an even la…

European dealmakers need to consider national-security concerns, state subsidies to make deals happen Trump’s second term likely to accelerate protectionist trends Advisors and consultants who want to help their European clients access Chinese capital need to work hard on narratives that emphasise industrial use cases while downplaying any national…

The post-closing period is when companies are most vulnerable to hacks. The deal announcement might have attracted the attention of malicious hackers at a time that large amounts of data are changing hands. Peter A. Emmi, partner and leader in the Technology Transactions practice within Reed Smith’s Global Corporate Group has some clear advice for …

Dealmakers in China and the country’s government are unsurprised by US President-elect Donald Trump's election victory and have been preparing for strategies to cope with his threats of tariffs. A strong protectionist stance from the US could fuel Chinese-led transactions in other regions like Europe and Southeast Asia, particularly in mid-market s…

Australia’s leaky M&A market is worrying market regulators. One of the most notorious examples came last year, during a deal involving Nitro Software, when a newspaper published the names of the regulators on Australia’s Takeovers Panel that were scrutinising the transaction. As a result of disclosures like this, both the Takeovers Panel and the Au…

The US Federal Reserve might not have been thinking of Brazil when it cut interest rates by half a point in September, but the home of Pelé has been an unlikely beneficiary of US dovishness. Lower interest rates meant US investors turned their attention to emerging markets equities and businesses. The result was a carnival of investment in Brazil j…

French private equity experts are facing performance anxiety as 2024 turns into 2025 at a time when PE exits have plummeted to their lowest level since 2013. At the same time, there is a fierce fight for quality assets, with trade buyers providing stiff competition to sponsors. And, to keep everyone on their toes, the exit market remains dogged by …

The Federal Reserve’s bumper half-point rate cut in September has opened an unexpected pre-election window for sponsors seeking to list portfolio companies in an IPO. Sponsors Carlyle Group [NASDAQ: CG] and Partners Group [SWX: PGHN] saw a window following the Fed cut and ran through it without a second thought to the next occupant of the White Hou…

In this episode, we talk about logistics in Latin America, where Brazil is taking the top position in M&A, with strong consolidation. Despite many challenges yet to be faced in the region, the South American nation is even taking advantage of nearshoring opportunities in Mexico. Joining Julie-Anna Needham is Priscilla Murphy, Mergermarket editor fo…

In this episode we discuss the potential impact of the US presidential election on the oil and gas sector. A second Donald Trump administration is generally expected to be friendlier to the sector, with most eyes set on who could be named chair of the Federal Trade Commission, which has recently increased its scrutiny of oil and gas deals. However,…

Japanese dealmakers have high hopes that the year will outperform 2023, based on solid volumes in the year to date. This is driven by a number of factors, including new government-led guidelines. We also look at an unusual case study - the ongoing Fuji Soft deal - as it continues to unfold. Joining Julie-Anna Needham is Raiha Mahmoud, senior report…

In this episode we’re heading to Asia Pacific region to delve into how APAC equity capital market has been performing with changing themes. When shall we expect for a HK/China deals recovery? Will the IPO boom in India last? What's the IPO outlook for the rest of 2024? Joining Julie-Anna Needham is Yiqing Wang who is the Managing Editor for Mergerm…

In this episode, we look at the post-summer pipeline for deals in Europe. The mood among dealmakers is cautiously optimistic in anticipation of interest rates continuing to fall. Joining Julie-Anna Needham is Rupert Cocke, senior editor for Mergermarket based in Barcelona.

In this episode we look at Latin America’s deal forecast for the second half of the year. On the spotlight, the region’s two biggest economies and a key question: why is Mexico more optimistic than Brazil? Joining Julie-Anna Needham is Thiago Barrozo, Latin America editor for Mergermarket based in Sao Paulo.…

In this episode we look at how the tortuous three year saga to take a US listed Chinese company private ended successfully - despite the efforts of its own CEO. Joining J-A is Ed Vinales a Hong Kong based Public Markets M&A Editor.

In this episode we’re heading to New York to find out how Private Credit in the US is booming. Joining Julie-Anna Needham is Francesca Friday who is a senior private equity reporter and Pooja Sarkar who is a reporter for auctions and antitrust for Mergermarket.

In this episode we look at the FCA's new LSE listing reforms. Will they make the difference in finally revitalising the London Stock Exchange as a global IPO hub?Joining Julie-Anna Needham is Samuel Kerr, Global ECM Editor for Mergermarket based in London.

In this episode we’re talking about the travel and tourism industry in Latin America but where does M&A fit into the picture? Joining Julie-Anna Needham is Ana Toral who is the Chile Correspondent for Mergermarket

In this episode we’re heading to North America to discuss one of the hottest sectors and 2024 is shaping up to be the biggest year yet. Julie-Anna Needham is Troy Hooper, who is a senior editor based in Los Angeles and Michelle Cheng who is a M&A reporter based in New York.

In this episode, Julie-Anna Needham is joined by Mergermarket's Executive Editor, Lucinda Guthrie, to explore the findings from Mergermarket's 1H24 M&A Highlights report. Global M&A activity continued to recover in the first half of 2024, driven by a resurgence in North America. With deal volume rising 17% year-over-year to USD 1.6 trillion, hawkis…

In this episode we’re heading back to Asia where there has been a significant slowdown in dealmaking in the first part of this year. M&A deal volume in APAC plunged 40% year over year to USD 107bn in 1Q24, the lowest since 2013. Deal count slid 19% to 1,908 transactions, the smallest number since 2004. Our Mergermarket data also reflected low activ…

In this episode, we’re looking at the next installment of a series of special episodes called M&A Tales, where you'll hear about the human side of M&A. These episodes are presented by Rupert Cocke who's a senior editor for Mergermarket is joinied by Julian Macedo, who is the founder of the Deal Team, a London based firm that provides in house proje…

In this episode we’re finding out about space M&A in Europe. Joining Julie-Anna Needham is Joanna Socha, who is a Mergermarket Journalist based in Warsaw.

Today we’re heading to Mumbai and in this episode we’re looking at how the ownership model of the IPL teams is changing. Joining Julie-Anna Needham is Darshan Rane who is the India Bureau Chief for Mergermarket.

In this episode we're heading to Mexico to find out about the booming Fintech Sector in Latin America. Joining Julie-Anna Needham is Adriana Curiel who is the Mexico correspondent for Mergermarket.

In this episode we’re looking at a funny thing which has happened on the way to the US stock market hitting record highs this year. Several publicly traded companies decided they would be better off operating in the private markets. Joining Julie-Anna Needham is Troy Hooper who is Head of Pre-Event Equity Capital Market Coverage at Mergermarket and…

Today's Dealcast will take a look at an emergent trend towards a greater need for qualitative research. Due diligence around environmental, social and governance issues - known as ESG - is becoming much more important by the day. Joining Julie-Anna Needham is Rupert Cocke, Senior Editor for Mergermarket and Liz O’Leary Co-Founder and Director of Cl…

In this week’s episode we’re heading to Sydney to find our about the resurgence of take privates in Australia. Joining Julie-Anna Needham is Maggie Lu Yueyang, who is the Bureau Chief in Australia and also Associate Editor for the APAC region.

In this week’s episode we’ve looking at how the LATAM Ecommerce industry has seen outstanding growth and shows huge potential to continue to grow over the year ahead. Joining Julie-Anna Needham is Max Gonzales who is the Brazil correspondent for Mergermarket with a focus on Technology, based in San Paolo.…

In this episode we’re going nuclear and talking about the resurgence of nuclear power in Europe and the M&A opportunities it presents. Joining Julie-Anna Needham is Georgina Barnard who is the Industrials Reporter for Europe and Arezki Yaïche, the France Bureau Chief for Mergermarket.

This week we are hearing from the US and finding out why Private equity wants to get it’s teeth into the dental market. Joining Julie-Anna Needham is Rebecca Wenzel who is a senior reporter for Mergermarket with a focus on Healthcare.