Strategic Alternatives

From geopolitical volatility to a looming election year, there’s hardly been a more important time to examine strategic alternatives. With M&A levels below average, but IPO volumes high — what might the next stretch look like for transactional activity? And how quickly will markets recover from potential disruption? 

Discussing the impact of the housing market on building product cycle, increasing average hold period for portfolio companies, competitiveness of private equity and corporate buyers in acquiring carve outs, and the outlook for transformative M&A transactions in the coming years.

Recent deals in the industrial sector suggest an unleashing of pent-up M&A demand due to the new interest rate environment. The podcast discusses the impact of macro uncertainty and higher interest rates on deal-making. It also highlights the effects of wage pressures, supply chain challenges, and increasing CEO confidence on mergers and acquisitions in the industry. The potential surge of deals in the future is discussed, considering the availability of fresh capital and market dampening factors like high rates and inflation.

There’s a growing trend in joint ventures between sponsors and corporates as boardrooms seek out Private Equity expertise and funding to get complex deals done. In this episode, we examine how clients are finding innovative paths to dealmaking and bolstering their businesses through M&A. Listen now.

A rebound in bank lending for H2 2023, steady interest rates, recent valuation corrections and lots of dry powder offer hope for an uptick in private equity deals and exit activity in the year ahead. Listen to the latest episode of Strategic Alternatives to learn more.

M&A transactions have fallen 30-45% year-on-year. But while the era of “free capital” may be over, sophisticated structures and a return of CEO confidence should lead to more deals in H2 2023.

With greater regulatory clarity, some transactions are becoming easier and less costly to execute, while challenging macro conditions call for sound strategy and niche structures to unlock deals.

A tightened regulatory environment is shifting firms away from large cap mergers towards smaller deals. But with over a trillion dollars on balance sheets, activity is set to pick up pace in the second half of 2023 as firms aggressively chase M&A opportunities.

From innovation to disruption, this fast-moving sector is set for more twists and turns, as an upcoming wave of M&A activity appears on the horizon. As players of all sizes navigate today’s macroeconomic context, how will companies approach their next deal decisions this year? What is the outlook for healthcare M&A in 2023?

What are the prospects for cryptocurrency M&A? Crypto challenges aside, blockchain technology has become an attractive and unexpected M&A target. As blockchain infrastructure companies continue to mature, learn how regulation and technology adoption will have an impact on deal activity this year.