In the second half of an insightful interview with Michael Frankel of Trajectory Capital, the discussion focuses on the impact of current market conditions on M&A strategies for large corporations and private equity firms. Michael discusses how businesses are balancing opportunities and risks, especially with disruptive technologies like AI. He explores the dynamics between growth by IP versus revenue, the influence of regulatory changes, and the evolving role of private equity in mid-market deals. The conversation highlights the importance of value creation and strategic decision-making in an uncertain economic environment, offering a nuanced perspective on the future of mergers and acquisitions.

Highlights:

00:13 Market Impact on Strategics

01:04 M&A Strategies and Industry Sectors

01:55 AI and Technology Investments

06:42 Antitrust and Regulation Effects

11:23 Middle Market Dynamics

19:25 Value Creation in PE and VC

28:19 Final Thoughts and Conclusion

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Where to find Michael:

https://www.linkedin.com/in/frankelmichael/ 

Where to find Neeta:

https://www.linkedin.com/in/neetabidwai/ 

Where to find Good Revenue:

https://goodrevenue.io/goodrevenue 

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