Dealcast: The M&A Podcast
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Dealcast: The M&A Podcast
Dealcast: The M&A Podcast Weekly podcast from the Mergermarket editorial team covering M&A, ECM and activism presented by Mergermarket
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245 Episoden
Electronic Arts faces tough regulatory landscape in EU, China
Reuben Miller, Mergermarket’s global chief regulatory editor, joins Dealcast host Julie-Anna Needham to discuss why the antitrust review of the deal i...
Why investors are shifting positions on the energy transition
Carlos Martinez, Mergermarket’s energy editor in the Americas, joins Dealcast host Julie-Anna Needham to discuss the energy landscape including:
...
A look inside the broken Santos-XRG deal
Simon Segal, Mergermarket’s Australia director, joins Dealcast host Julie-Anna Needham to discuss the behind the scenes of the deal, including:
...
Why beauty dealmakers are shying away from launching formal sales processes
Brian Yue, Mergermarket’s New York-based consumer reporter, joins Dealcast host Julie-Anna Needham to discuss dealmaking in the beauty sector, includi...
DACH dealmakers turn to search funds to solve succession issues
Johannes Baier, a founding partner at Rohde Baier, and Aurelia Seidlhofer, Mergermarket’s Munich-based senior correspondent, join Dealcast host Julie-...
SPACs and de-SPAC deals hit comeback trail
Troy Hooper, Mergermarket’s North America Co-Head of Equity Capital Markets, joins Dealcast host Julie-Anna Needham to discuss the trend of dual-track...
Palo Alto’s CyberArk takeover to attract US regulatory attention
The cybersecurity industry is based around three pillars: identity management (like CyberArk and ForgeRock), network management (like Palo Alto) and e...
Old and new banking pressures spur changes in sector M&A
The banking sector has seen rapid change over the last decade, and the new landscape offers opportunities for traditional banks, challenger banks, and...
Middle Eastern sovereign wealth funds start digging for mining investments
Patrick Harris, Mergermarket’s senior editor based in London, joins Dealcast host Julie-Anna Needham to discuss the outlook for mining deals, includin...
US 50% tariff threat looms over Brazilian dealmaking
Thiago Barrozo Mergermarket’s Latin America editor, joins Dealcast host Julie-Anna Needham to discuss potential outcomes with US tariffs looming, incl...
How global ECM markets are faring after a tough 1H25
While the first half of the year was one of the worst for equity capital markets globally, some investors are beginning to feel optimistic despite con...
New NATO agreement on defense spending likely to boost deep tech, dual use dealmaking
Rupert Cocke, Mergermarket’s senior editor based in Barcelona, joins Dealcast host Julie-Anna Needham to discuss the outlook for European? defense sec...
Chinese companies review US portfolios and listings
Mergermarket’s China editor Ling Yang joins Dealcast host Julie-Anna Needham to discuss how China is taking measures beyond reciprocal tariffs, includ...
Mexico’s new energy laws to dampen sector M&A, investment
arlos Martinez, Mergermarket’s head of energy coverage in the Americas, joins Dealcast host Julie-Anna Needham to discuss the outlook for the Mexican...
Alphawave, Spectris deals signal new wave of transatlantic tech deals
Charlie Taylor-Kroll, Mergermarket’s UK bureau chief, joins Dealcast host Julie-Anna Needham to discuss the outlook for the UK tech deals including:
How the US' tariffs on China could accelerate European luxury deals
Arezki Yaiche, Mergermarket’s France bureau chief, joins Dealcast host Julie-Anna Needham to discuss the outlook for the European luxury sector includ...
Fox’s Red Seat Ventures acquisition signals new era for podcast deals
Yale Yee, founding partner of Telos Advisors, joined Dealcast host Julie-Anna Needham at The Podcast Show 2025 in London to discuss why we can expect...
Totvs' second attempt to buy Linx could shake up Brazil's IT sector
Thiago Barrozo, Mergermarket’s Latin America editor, joins Dealcast host Julie-Anna Needham to discuss the outlook for Brazilian deals hinging off Tot...
US companies prune portfolios amid tariff uncertainties
Rachel Stone, Mergermarket’s Charlottesville bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the payments segment is still attract...
TenneT TSO IPO, Uniper privatisation in focus in DACH
Aurelia Seidlhofer, Mergermarket’s Munich-based senior correspondent for Germany, Austria and Switzerland (DACH), joins Dealcast host Julie-Anna Needh...
Dealmakers navigate post-tariff chaos with some push, some pull
Mergermarket’s Head of Auctions EMEA Rachel Lewis joins Dealcast host Julie-Anna Needham to discuss how live and expected auctions are faring.
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The reach of Trump’s tariffs – a look at Australia’s IPO market
Australia’s public markets have taken a hit but recently rallied after the US announced a 90-day pause on tariffs. However, the pause didn’t actually...
Liberation Day limits equity capital markets, sees immediate response from global players
In the days after Trump's "liberation day," equity capital markets are feeling the limiting impacts of the US' sweeping tariffs. Trump’s blanket impos...
EC’s decision to mull FSR implications of Midea deal highlights new risk for European M&A
Natalie McNelis, Mergermarket’s new Brussels bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the potential scrutiny of this transa...
Google’s buy of Wiz to turbocharge dealmaking in tech industry
The proposal to buy Wiz is the tech giant's largest-ever deal and also comes with one of the tech industry’s most significant reverse termination fees...
Telefónica steps up Latam divestments with Mexico in spotlight
Iñaki Miguel, Mergermarket’s senior Iberian correspondent, and Carlos Martínez, the publication’s Canada editor, join Dealcast host Julie-Anna Needham...
US equities’ decade-long overperformance takes a pause
In our first regular feature on equities, Sam Kerr, Mergermarket’s Global ECM Editor, joins Dealcast host Julie-Anna Needham to discuss how big selldo...
How Germany’s upcoming coalition and uncertainty from abroad could drive M&A
Aurelia Seidlhofer, Mergermarket’s Munich-based senior reporter joins Dealcast host Julie-Anna Needham to discuss the outlook for dealmaking in German...
AI to drive more, but potentially smaller cybersecurity deals
Troy Hooper, Mergermarket’s Los Angeles-based editor, and Cristiano Dalla Bona, Mergermarket’s New York-based senior ECM reporter, join Dealcast host...
APAC dealmaking flourishes in 1Q
Yiqing Wang, Mergermarket’s Managing Editor for APAC, joins Dealcast host Julie-Anna Needham to discuss why the overall mood is optimistic, despite th...
Sponsors begin European spacetech odessey
Auri Aittokallio, Mergermarket’s head of Nordics and assistant editor, joins Dealcast host Julie-Anna Needham to discuss why a new space race between...
Synopsys’ takeover of Ansys in spotlight as tariffs ramp up global tensions
Reuben Miller, Mergermarket’s global chief regulatory editor, based in Washington DC, joins Dealcast host Julie-Anna Needham to discuss the multi-fold...
North America’s consumer and retail M&A outlook for 2025
While momentum from deal volumes in the second half of 2024 is expected to continue into 2025, there remains uncertainty and a lingering “wait and see...
Brazilian aviation consolidation faces regulatory scrutiny
One of the key ongoing deals in Latin America is designed to enhance the aviation industry in Brazil. Airline Azul entered a non-binding agreement to...
EMEA dealmakers cautiously optimistic on 2025; AI, Energy deals in spotlight
Dealmakers in Europe, Middle East and Africa (EMEA) are cautiously optimistic about M&A pipelines in 2025, with energy providers for data centres like...
Private Equity Touchdown – How firms could be scoring big in the NFL
The US’ National Football League has recently enacted a new game plan – the league passed a resolution in August to allow private equity investment in...
European advisors need to consider narratives that can help clients unlock Chinese capital
European dealmakers need to consider national-security concerns, state subsidies to make deals happen
Trump’s second term likely to accelerate p...
M&A Tales - Companies vulnerable to hacks in post-close period
The post-closing period is when companies are most vulnerable to hacks. The deal announcement might have attracted the attention of malicious hackers...
Trump's tariffs could drive Chinese M&A in Europe
Dealmakers in China and the country’s government are unsurprised by US President-elect Donald Trump's election victory and have been preparing for str...
Leaks of confidential deal info in Australia attract regulatory scrutiny
Australia’s leaky M&A market is worrying market regulators.
One of the most notorious examples came last year, during a deal involving Nitro Sof...