Making Sense From uncertainty to opportunity: The future of EMEA dealmaking
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Feb 4, 2025 Conor Hillery, Deputy CEO and head of Investment Banking for EMEA at J.P. Morgan, shares his expertise on the evolving landscape of dealmaking in Europe. He discusses how improving economic confidence and favorable regulations are driving M&A activity despite ongoing geopolitical challenges. The conversation highlights the resurgence of private equity and the implications of US dollar strength on cross-border deals. Finally, Hillery emphasizes the need for strategic risk management while remaining optimistic about deal opportunities as we move toward 2025.
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2024 Dealmaking Resurgence
- The 2024 dealmaking resurgence was driven by improving economic confidence, moderating inflation, and lower interest rates.
- These factors spurred increased corporate profitability and normalized debt financing markets.
2025 Dealmaking Outlook
- Abundant liquidity in debt and equity markets, both public and private, supports deals in 2025.
- A more favorable regulatory environment in the US, UK, and Europe should also facilitate M&A transactions.
Dealmaking Drivers
- Cross-border deals, particularly with US companies, will likely increase due to a strong dollar and higher US valuations.
- Private equity will drive activity by selling assets and deploying capital, including in public companies.