Michael Frankel, founder and managing partner of Trajectory Capital, returns to Good Revenue to discuss the current state of M&A and predictions for 2025 in the first half of a 2-part episode.

Michael shares his thoughts on the economic uncertainties brought about by political changes, global instability, and new technologies like AI. He highlights the challenges in making accurate predictions and the importance of adaptability and creativity in business strategy. Michael also dives into the impact of inflation, interest rates, and emerging trends in healthcare and technology on the M&A market. The conversation covers the psychology of deal-making, the implications of massive capital sitting on the sidelines, and the need for specific use cases for new technologies to drive real value.

Highlights:

00:30 Current Global and Economic Climate

03:04 Technological Advancements and AI

05:42 Healthcare and Biotech Innovations

11:03 Valuations and Market Predictions

13:43 Impact of Interest Rates and Trade Wars

18:37 Capital Allocation and Market Psychology

24:00 Conclusion of Part 1

Resources:

https://podcasts.apple.com/us/podcast/24-mastering-m-a-with-michael-frankel-trajectory/id1707461473?i=1000648176675

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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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