Activist investors are adapting their strategy to the top of the business cycle. William Mace and William Cain joined us this week to speak about the intersection of private equity and shareholder activism.

Lundbeck ready to make acquisitions

Feb 26th, 2019 7m 44s

Mergermarket Nordics reporter Karoliina Liimatainen talks about Danish pharma firm Lundbeck's plans for M&A to replenish its pipeline.

Apollo/RPC faces possible rival bid from Berry

Feb 7th, 2019 7m 50s

Just when Apollo seemed poised to take over plastics company RPC, Berry Global emerged as a possible rival bidder. Deane McRobie interviews Mergermarket industrials reporter Joao Grando and Dealreporter industrials reporter Swetha Gopinath on l

A look back at UK M&A in 2018 and 2019 predictions

Jan 28th, 2019 11m 23s

M&A had a strong start to 2018 but slowed in the second half of the year amid growing political uncertainty and flagging consumer confidence. Deane McRobie interviews Mergermarket research editor Jonathan Klonowski and private-equity reporter C

Dealcast April Group auction

Dec 7th, 2018 2m 42s

The auction for French listed insurance broker and carrier April Group is one of the most high profile processes in France and private equity houses such as CVC and BC Partners are in a bidding race to acquire the asset. Natalia Lapotko inter

CMA review of Sainsbury's/Asda

Nov 29th, 2018 3m 55s

The UK Competition and Markets Authority (CMA) is reviewing J Sainsbury's proposed merger with Asda. Brandon Zero talks to Deane McRobie about the CMA's focus on local markets in Phase II.

Takeda/Shire Divestitures

Nov 15th, 2018 5m 30s

Japanese pharma company Takeda's USD 62bn acquisition of London-listed Shire is expected to close soon. To gain approval from the European Commission (EC), Takeda has proposed to sell Shire's drug for inflammatory bowel disease (IBD), to avoid

Dealcast G4S 9 November 2018

Nov 9th, 2018 5m 27s

Security services provider G4S suffered a substantial share price drop following its third quarter results on 7 November. With leverage higher than its peers, and a five-year annualised return of little over zero, could a solution lie in M&A?

Dealcast Altice fibre operations sale

Oct 29th, 2018 2m 58s

With the mid-November Altice fibre operations bid deadline fast approaching, Dealcast examines not only Altice's strategy but the infrastructure market in France and the implications of Brexit on M&A in France. Why has the process taken so much

Dealcast RPC Group 26 October

Oct 26th, 2018 4m 26s

With the 5 November bid deadline approaching, Dealcast examines the potential buyout of plastics packaging firm RPC Group. Will Bain and Apollo have to compete against other suitors, and will they form a consortium? Is RPC’s cash conversion imp

Central Asian Dealmaking Steppes Up

Oct 17th, 2018 12m

This week, Kazatomprom, Kazakhstan's state-owned uranium producer, announced its plans to proceed with an IPO. This is the most advanced of a series of privitisations Kazakhstan is planning, including the national oil company, KazMunaiGas. Mean

Randgold 11 October

Oct 11th, 2018 5m 46s

Barrick's nil-premium takeover of Randgold is being hailed as a landmark deal for the gold mining sector. But are the undoubted synergies enough to please shareholders and deter rival bidders?Patrick Harris tells Samantha Tomaszczyk why the d

Fintech M&A Trends

Oct 1st, 2018 3m 35s

Electronic payment companies and crypto businesses are increasingly turning to M&A to access banking and electronic money institution licenses. Natalia Lapotko, our Business Services reporter, tells Yining Su about the trend.

Dealcast Sky, Fox and Comcast 27 September 2018

Sep 27th, 2018 5m 42s

Following an exciting weekend auction, Comcast is finally crowned the winner and can proceed with its acquisition of Sky. As Comcast's ownership of Sky grows, Dealcast's Katrien Van Hoof and Samantha Tomaszczyk examine the long process that bro

Dealcast Linde Praxair 13 September 2018

Sep 13th, 2018 5m 17s

Two years after talks began, Linde and Praxair are still trying to secure regulatory clearance for their merger. Chinese approval is due within weeks, but with a 24 October deadline approaching, is the industrial gasses deal going to run out of

Dealcast Craft Beer 19 July 2018

Jul 19th, 2018 8m 8s

The unstoppable rise in the popularity of craft beer has seen major brewers muscle in on the action, with Heineken's recent investment in Beavertown, and a subsidiary of Kirin acquiring Fourpure.But getting in to bed with "big beer" poses a d

Dealcast European M&A With Greenhill 6 July 2018

Jul 6th, 2018 5m 58s

In this week’s Dealcast¸ the exceptional M&A cycle is discussed with Greenhill’s UK head, Pieter-Jan Bouten.Mega deals are set to continue with both boards and investors displaying an extraordinary level of confidence in pursuing transactions

Dealcast Aston Martin IPO 21 June 2018

Jun 21st, 2018 5m 47s

Famed for its association with James Bond, the luxury British car-maker Aston Martin is eyeing a London listing later this year. The owners are reportedly hoping for a valuation of between GBP 4bn and GBP 5bn. But investors have questioned th

Dealcast Smiths Group Fortum Uniper 6 June 2018

Jun 7th, 2018 7m 18s

Long-rumoured break-up candidate Smiths Group recently confirmed talks about combining its medical division with ICU Medical. Could it be the trigger that leads to a break-up of the remaining divisions?Meanwhile, at Uniper’s AGM, a key vote h

Dealcast European Banking Barclays Virgin Money Clydesdale

May 24th, 2018 5m 50s

European banking deals are the discussed this week. Barclays' rumoured tie-up with Standard Chartered is making headlines, while Clydesdale has just over a week before it needs to make a firm bid for Virgin Money. In Denmark, Ringjobing Landbob

Dealcast Vodafone Liberty Global Comcast Fox 10 May 2018

May 10th, 2018 7m 35s

Dealcast is a fortnightly podcast covering M&A, ECM and other corporate activity. Two complicated relationships are discussed in this edition of Dealcast. Vodafone’s offer for some Liberty Global’s European assets. Their on/off relationship h

Activistmonitor - Takeaways from the Recent 13-F Filing Season

Mar 1st, 2018 13m 19s

Ed Mullane, editor, and Justin Zacks, analyst, at Activistmonitor talk to Tim LeeMaster about takeaways from the recent 13-F filing season.

Activistmonitor: P&G, ADP, Cornerstone & Potbelly

Nov 1st, 2017 15m 34s

The Activistmonitor team - Ed Mullane, Justin Zacks and David Carnevali – speak to Tim LeeMaster about the latest campaigns

The investment banking job market: bonuses, automation, tech skills gap & the Spotify threat

Sep 18th, 2017 18m 58s

Tim LeeMaster, ECM Editor, Americas at Acuris, speaks to Jessica Lee, head of compensation analytics at Options Group, the New York-based recruiting firm for the financial services sector.

REITs and Property Outlook

Aug 16th, 2017 17m 20s

Tim LeeMaster, ECM Editor, Americas at Acuris, speaks to Timothy Trifilo, partner in the national commercial real estate industry practice at CohnReznick.