The Deal
The Deal
The Deal podcast network brings The Deal’s award winning coverage in M&A, activist investing, private equity and restructuring to your airwaves. With a suite of offerings, including Activist Investing Today (hosted by Senior Editor Ronald Orol), Drinks With The Deal (hosted by Senior Writer David Marcus and Senior Reporter Bill Meagher), Behind The Buyouts (hosted by Senior Reporters Steve Gelsi, Nikitha Sattiraju and Senior Writer Chris Nolter) and Fresh Start (hosted by Senior Reporter Stephanie Gleason), The Deal’s podcast network is your go-to source for timely financial news and perspective.
Episodes
Mentioned books
Apr 11, 2025 • 26min
Behind The Buyouts: TSG's LeComte on Consumer M&A in 2025
Pierre LeComte, Managing Director at TSG Consumer Partners, shares his extensive experience in consumer retail and private equity. He discusses investment strategies that prioritize long-term growth and profitability, especially in the beauty and home services sectors. LeComte also highlights the importance of strategic partnerships during challenging times, such as the pandemic, to enhance post-acquisition value. Additionally, he delves into the evolving fitness industry, consumer behavior shifts, and the broader M&A landscape, emphasizing resilience and adaptability.
Apr 10, 2025 • 21min
Drinks With The Deal: Debevoise's Regner Discusses Delaware Amendments, Mentor
William Regner, an M&A partner at Debevoise & Plimpton, dives into the latest legal amendments affecting Delaware corporate law. He shares his journey from paralegal to M&A expert, illustrating how mentorship transformed his career. Regner discusses the challenges and lessons learned during the tumultuous mid-1990s M&A market, particularly regarding cross-border mergers between German and U.S. laws. He offers insights into the delicate balance of buyer objectives and target firm cultures in investment management transactions.
Apr 7, 2025 • 25min
Activist Investing Today: Gottfried Seeks Disclosure Regime Revamp for Activism
Keith Gottfried, a defense advisor and leader of Gottfried Shareholder Advisory, discusses the urgent need to revamp outdated disclosure rules for shareholder activism. He highlights how current regulations hinder transparency and accountability in modern activism campaigns. Gottfried critiques the stagnant SEC Form 8-K requirements and the complexities of 13D filings, emphasizing that clearer, more specific disclosure regulations are essential. He advocates for improved corporate disclosure practices to provide investors with timely information, especially during proxy contests.
7 snips
Mar 27, 2025 • 33min
Drinks With The Deal: Chardan's Barudin Calls SPAC Market Normal
Guy Barudin, managing director at Chardan Capital Markets, dives into the intricate world of SPACs. He discusses the dual role of his firm as investor and advisor, shedding light on their innovative strategies to secure capital for growing companies. The conversation highlights the dramatic rise and subsequent decline of SPACs, influenced by market fluctuations and regulatory changes. Barudin emphasizes the essential traits of effective SPAC sponsors and explores how SPACs remain an appealing option for companies navigating the complexities of going public.
Mar 13, 2025 • 35min
Drinks With The Deal: Fried Frank’s Luftglass Talks About Mentors, Delaware Law
Scott Luftglass, an M&A litigator and vice chairman of Fried Frank, talks about mentorship, how he developed a specialty in Delaware corporate litigation and the proposed changes to the state's corporate law.
Mar 6, 2025 • 28min
Drinks With The Deal: Lazard's McMaster Talks Corporate Splits, Approach to Banking
Mark McMaster, the global head of M&A at Lazard, discusses his career as a banker and his work with several companies that have created significant value by breaking themselves up.
Feb 28, 2025 • 20min
Activist Investing Today: Mansouri on 'Defensive Refreshes,' Independent Boards
Richard Mansouri, who recently joined Arkhouse, discusses the phenomenon of companies replacing problem directors only when activists show up and why board members often just aren't independent.
Feb 27, 2025 • 30min
Drinks With The Deal: Hunton's Danon Talks Firm Culture, Associate Goals
Sam Danon, the managing partner at Hunton Andrews Kurth, talks about the importance of firm culture, what associates want out of a law firm and how building his litigation practice helped him establish credibility as a manager.
Feb 24, 2025 • 31min
Behind the Buyouts: Searchlight's Frey Unpacks Firm's Fiber Strategy
Searchlight Capital partner Andrew Frey discusses the firm's investment in Ziply, its preference for backing existing telephone companies over greenfield fiber and trends in telecom deals.
Feb 21, 2025 • 31min
Behind the Buyouts: American Securities' Wolff on Industrials Rebound
American Securities president and managing director Scott Wolff dives into the firm's approach to investments and value creation, its specialty chemicals platforms and the industrial sector's slow recovery.
