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Together, they recently published The M&A Failure Trap: Why So Many Mergers and Acquisitions Fail, and How the Few Succeed (Wiley). What is it about the current M&A environment that prompted you? Lev: Three years ago, Feng and I, as keen observers of M&A, saw several troubling things.
Lenders across Europe are ramping up M&A efforts to scale operations, strengthen balance sheets, and navigate an evolving financial landscape. With interest rates stabilizing and capital reserves at healthy levels, banks are taking advantage of strategic acquisitions to fuel growth and enhance profitability. trillion AUM.
Understanding the M&A Process Before Making a Deal Mergers and Acquisitions (M&A) are some of the biggest decisions a business can make. To make M&A work, companies must carefully analyse the target business, negotiate the right price, and successfully combine both businesses.
In mergers and acquisitions , technology can be a powerful enabler – or a hidden barrier that slows value realization. At E78 , we understand that post-acquisition success hinges not just on people and processes but on how effectively systems align, data flows, and infrastructure scales.
Persistent inflation and volatile interest rates defined much of the M&A landscape in 2024, dampening buy-side confidence even as activity gained momentum. Since the beginning of this year, global M&A activity has totaled $418.9 billion (about $7 billion) acquisition of British financial services company Hargreaves Lansdown.
Mergers and acquisitions are designed to create value, but too often, they fall short of that promise. In this article, we explore the most common reasons behind failed mergers and acquisitions and how thoughtful, execution-focused strategies can help you sidestep those pitfalls and unlock sustainable value.
Mergers and acquisitions (M&A) are among the most transformative decisions a business can make. This is where mergers and acquisitions emerge as a viable strategy. Compounding the challenge is that many small and mid-sized enterprises often lack in-house M&A expertise.
In mergers and acquisitions (M&A) , success is often measured by financial performance, operational efficiencies, and strategic growth. Cultural integration is not a soft issue – its a critical component of M&A success. What Is Cultural Integration in Mergers and Acquisitions?
Private equity sponsors pursue add-on acquisitions to accelerate platform growth, expand capabilities, and unlock synergies. They assess what drives measurable value, what supports the investment thesis, and what aligns with operational reality. What Are Synergies in M&A? But not all synergies carry equal weight.
You saw some big [TMT] deals in the US, but also here in Europe, McKinseys Mieke Van Oostende, a senior partner in Brussels and co-leader of the consultancys global M&A practice, tells Global Finance. The GEM sectors wave of M&A was driven by the race for resource security. Mineral resources also took center stage. billion ($3.3
As FP&A professional, how often do you feel that you do something you shouldnt? FP&A is an evolving function that falls into the intersection of finance, operations and strategy aimed at driving better decision-making trough insightful analysis, forecasting and goal setting. So, the scope of FP&A: what is in and what is out?
M&A activity in Southeast Asia surges in the first quarter of 2025, as deal value grew by 296.1% The report highlights that the broader Southeast Asian M&A market still recorded a 12.3% The post Report: M&A activity in Southeast Asia surges in Q1 appeared first on FutureCFO. quarter on quarter. of total deal value.
Advisers enjoy an uptick in M&As and IPOs despite geopolitical uncertainty; whether 2025 maintains the energy remains to be seen. The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. billion acquisition of Kellanova.
In Italy, it was triggered by Intesa’s merger with UBI in 2020, which widened the market share gap with smaller players. Earlier this year, Monte dei Paschi, Italy’s oldest bank, took the country by surprise when it proposed a $14 billion all-share merger offer for private investment bank Mediobanca.
This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.
He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He joined the company in October 2017.
He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He joined the company in October 2017.
He began his investment career in 2011 in the portfolio management training program at a large global financial services company. He has also developed expertise in event-driven special situations with a primary focus on M&A and balance sheet-driven special situations. He joined the company in October 2017.
trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. It also played a significant role in boosting the mergers and acquisitions market from the debt side, arranging a $1.8 The US touted a 45% increase. trillion, including $2.7
For PE operating partners, five key areas stand out as essential drivers of value creation: operational efficiency and margin improvement, digital transformation and AI integration, add-on acquisitions and consolidation, exit readiness, and talent optimization.
Simultaneously, opportunities arise from increased M&A activity, sectoral shifts towards technology and infrastructure, and innovative financing methods such as green financing and alternative deal structures. In terms of scalability, he opines that there are big shoes to fill, and Asia has a long way to go.
She has been involved in the investment industry for over 30 years. Before joining Amundi US in 2007, Birdsall was a fixed-income product engineer and portfolio manager at State Street Global Advisors (SSGA) specializing in credit products, including high yield and investment grade debt. Jonathan M.
As firms navigate rising interest rates and extended holding periods, Chief Information Officers (CIOs) are transitioning from traditional IT roles to strategic leaders who address challenges like legacy systems, cost pressures, and M&A complexities.
Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo? What Does a Portfolio Company Do?
Currently serving as Group Chief Financial and Risk Officer at Link Africa and Interim CEO at BitCo Telecoms, Rajesh plays a pivotal role in capital raising, risk governance, M&A strategy, and financial transformation. Playing a critical role in mergers and acquisitions at Neotel and Peresys.
5 Reasons to Prioritize Financial Literacy Poor financial literacy negatively impacts overall business performance, financial decision-making, fundraising, M&A, and much more. EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.
While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector. trillion) in assets.
M&A activity got off to a strong start in 2025, with global deal value surpassing $1.2 I have been hearing similar comments from my peerssenior investment partners with investment committee responsibilities. As of May 1, Dealogic shows US M&A value is at $575.6 trillion through April, according to Dealogic.
And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. So he has seen the world of private investing from both sides, both as, as an investor and as part of the management team. What a fascinating guest. Mike Freno is chairman and CEO of Barings.
The Fed deftly managed acquisitions by stronger partners, and competitors have quietly hedged the bond portfolio mismatches that started the trouble at SVB. Now the party is winding down as inflation recedes and central banks ease up, but not too fast. The Fed’s key interest rate is now at 5%, compared to 0.25% in early 2022.
Last year, 119 Arab fintechs attracted $700 million in investment, 30% of total startup funding for the region. Surge In IPO And M&A Activity Opportunities are also opening up in the regions capital markets. Conflict aside, the Middle East is anticipating a period of economic growth. Here are some of the trends to keep in mind.
Yet another extra special guest, Steve Lightly is global co-head of Bond ETFs and investment giant BlackRock. Steve Laipply : So I had a good friend who said, Hey, I’m taking finance. He helps to oversee over a trillion dollars in bond ETFs. I thought this conversation was really fascinating. I grew up in a small town in Ohio.
Awais Dilawer is an investment professional with 17 years of experience in private markets, specializing in both debt and equity. Additionally, he previously wrote for Entrepreneur magazine. Dilawer is a Level III CFA Candidate.
Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. Previously she was co-head of the bank’s Innovation Economy Group.
Best Investment Bank: BofA Securities Against the backdrop of a thriving year for global stock markets and increased activity in the debt spectrum, Bank of America (BofA) Securities managed to catapult its global operations to capture an impressive 43% year-over-year jump in investment banking fees as of the fourth quarter of 2024.
Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. 00:01:58 [Speaker Changed] I’m just old. Lisa Shalett : Not at all.
A clear indicator of this shift is the growth in insurers’ investment in alternative capital. A clear indicator of this shift is the growth in insurers’ investment in alternative capital. The insurance industry is undergoing a structural realignment in its approach to risk capitalization and transfer.
00:01:24 [Speaker Changed] I think I had no career plan because I originally studied philosophy, which I think is pretty much the definition of, I’m not sure what I’m gonna do with my life. So from philosophy, what drew you to a career in finance and investment management? He’s co CEO. It certainly helps.
Private equitys $2 trillion pile of cash is set to fuel M&A opportunities in 2025. Often referred to as dry powder, this cash pile has been accumulating since the last big global mergers-and-acquisitions blowout, in 2021, when volume reached a whopping $5.9 trillion, according to Dealogic. trillion, according to Dealogic.
IN COOPERATION WITH INDUSTRY MAGAZINE EMERCE Following our in-depth analysis of the Dutch M&A market for digital agencies in 2024 , we continue to explore the evolving landscape of mergers and acquisitions in this dynamic sector. Q1 and Q3 were notably quiet, reflecting a cautious sentiment among investors and founders.
Finance teams play a vital role in cross-border healthcare M&A. This blog offers a framework for driving integration success through strategic finance.
He began with a single restaurant, a single cookie store, and eventually parlayed that into a series of acquisitions, mergers, expansions, ultimately leading to the Panera Bread concept, which now has 2000 locations and does about six and a half billion dollars. Ron Shake is a legend in the fast casual dining space. It was a business.
The media industry is at a crossroads, with streaming services, evolving licensing models, and increasing M&A activity transforming the way content is created, distributed, and consumed. Streaming has driven the need for m ore dynamic content licensing, as platforms must quickly acquire a wide range of content to keep customers engaged.
And the firm is really a very interesting mix of quantitative value-based and factor-based investing. People ask how does that relate to investing? So I’m a happy camper. How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing?
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