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PODCAST

Dealcast: The M&A Podcast

“This level of uncertainty has allowed boardrooms to rise above what is happening in the market,” Global Chair of Investment Banking at JPMorgan Anu Aiyengar says. Rather than being paralysed by geopolitical turmoil, executives have acknowledged they are playing on a constantly changing pitch and doubled down on long-term thinking to simplify their corporate footprints while building growth and resilience, Aiyengar says. That’s writ large in a record-breaking first half for global M&A, with volume

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38:15

When AI valuations meet reality – OMMAX’s Sinan Erhan

Dealcast: The M&A Podcast ·

2026/10/02

AI implementation and due diligence has drastically shifted in the last two years. M&A processes may have simply asked if a company used AI two years ago, but now due diligence processes in dealmaking go much deeper.According to Sinan Erhan, a partner and head of UK at OMMAX, commercial diligence in dealmaking has shifted to AI-specific diligence. Erhan joins Mergermarket's executive editor, Lucinda Guthrie, to discuss the disconnect between AI valuations and the reality assessed through the

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26:01

Merger arbitrage, megacap deals, and the complexity...

Dealcast: The M&A Podcast ·

2026/08/25

In the last couple of years there has been an increase in megacap deals with global exposure. However, despite the growing number of large deals, they have longer timelines and geopolitical factors that make these transactions more complex.One example of the increased complexity is the jump in foreign investment reviews on megadeals. During 2005-2020, only 11% of megadeals were subject to foreign investment reviews, but from 2021 to 1H26, 40% of megadeals were subject to foreign investment reviews

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38:57

Proof, process, and price: A look at the new...

Dealcast: The M&A Podcast ·

2026/07/20

While sponsor-related deal volume from the exit perspective is at EUR 132bn so far this year, nearly double the volume in the first half of 2025, deal counts are only up 12%.Deal momentum is picking up, but it still can be difficult to get a deal over the line in the current environment, according to Kate Gribbon, Investec’s head of financial sponsor coverage.The effects of SaaSpocalypse or SaaSmageddon are still lingering and dealmakers need to have a strong offensive and defensive strategy when it

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47:43

‘Scale, simplicity, strategy’ drive corporate...

Dealcast: The M&A Podcast ·

2026/07/13

“This level of uncertainty has allowed boardrooms to rise above what is happening in the market,” Global Chair of Investment Banking at JPMorgan Anu Aiyengar says.Rather than being paralysed by geopolitical turmoil, executives have acknowledged they are playing on a constantly changing pitch and doubled down on long-term thinking to simplify their corporate footprints while building growth and resilience, Aiyengar says.That’s writ large in a record-breaking first half for global M&A, with volume

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30:58

Why GP consolidation is on the rise in Asia

Dealcast: The M&A Podcast ·

2026/06/17

“GPs are being run more like the businesses that they acquire,” said Justin Niessner, associate editor of the Asian Venture Capital Journal.Consolidation among general partners is on the rise globally. Last year, BlackRock acquired HPS Investment Partners. Before that, the firm also acquired Global Infrastructure Partners in 2024.Asia is primed for M&A among GP firms, partly due to the prevalence of founder-led firms in Asia and the need for a succession plan.In this episode of Dealcast,

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25:48

The rise of alternative private credit in Europe –...

Dealcast: The M&A Podcast ·

2026/06/08

“There's no question that in some parts of the market, leverage has stretched significantly, and that's a real issue for some of those portfolios that we see out there,” said Alex Garnier, founding partner at NorthWall Capital.In this episode Garnier joins Rachel Lewis, Mergermarket’s co-head of news, to discuss the growth of specialist credit in Europe.NorthWall is an alternative private credit lender that specializes in financing situational complexity. In this Dealcast, listeners get a look

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16:07

How to get deals through antitrust review in the...

Dealcast: The M&A Podcast ·

2026/05/18

Despite rumors of political lobbying creeping into antitrust, “it’s a really good time for dealmaking here in the US.” That’s according to Kathy O’Neill, a partner in Fried Frank’s antitrust and competition department and former senior government official with 16 years of experience in the US Department of Justice (DOJ) antitrust division.According to O’Neill, early and proactive interactions with the US antitrust agencies, the DOJ and Federal Trade Commission (FTC), can lead to smoother antitrust

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30:30

UK public M&A rides scale wave as clouds obscure...

Dealcast: The M&A Podcast ·

2026/05/05

While deal volumes reach significant highs in the UK, the numbers are largely being driven by big deals with expensive price tags. But these big-ticket transactions may not be the tide that lifts all boats.The lower-to-middle market segment in particular is seeing more muted deal activity. So why the surge of large-scale deals while the mid-market flounders? In this episode of Dealcast, White & Case partner and head of the firm's UK Public M&A practice Patrick Sarch joins Mergermarket’s

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28:29

A tale of two markets: an update on Europe’s...

Dealcast: The M&A Podcast ·

2026/04/27

In this week’s Dealcast, Mergermarket’shead of global ECM, Samuel Kerr, joins John West, Mergermarket’sglobal commentary editor, to discuss how both M&A and ECM, particularly IPOs, are faring in Europe so far this year.M&A on the continent has been off to a strong start with 1Q deal volumes, reaching around EUR 330bn, up 40% year over year. And while general equity capital markets are booming, IPOs, have stalled in reaction to the Iran war.In this episode, Kerr and West explore the factors

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30:27

Global dislocation sparks opportunities for investors...

Dealcast: The M&A Podcast ·

2026/04/08

“Wecanseeeveryriskordislocationasanopportunity.” Although fundraising, exits, and investment have slowed, this is how Pamela Fung, a managing director and partner on Morgan Stanley's Private Equity Solutions team, sees the current state of private equity investment in Asia.Perceived risk has increased in the region in recent years amid China’s regulatory reset, tariffs, geopolitical tensions, and now war in the Middle East.In this episode of Dealcast, Fung joins Justin Niessner, the associate editor

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30:44

SEC goes ‘back to basics’ with capital markets focus...

Dealcast: The M&A Podcast ·

2026/03/30

The SEC is somewhat unsurprisingly shifting “back to basics” under the Trump 2.0 administration, according to Edward Best, a partner at Willkie Farr & Gallagher on the corporate and financial services team and co-chair of the capital markets practice. During the Biden presidency, the agency focused on technical violations and retrieved billions of dollars in settlements, whereas the current leadership is focusing more on protecting investors and making capital markets more efficient, Best

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44:12

Eurazeo co-CEOs bullish on Europe’s ‘hidden...

Dealcast: The M&A Podcast ·

2026/03/18

“A land of opportunity” full of “hidden champions” across strategic sectors. That’s how Eurazeo co-CEOs William Kadouch-Chassaing and Christophe Bavière class Europe, as the Paris-listed sponsor eyes deployment opportunities from energy transition and defence through to tech-enabled services and healthcare.In this week’s episode of Dealcast, the co-CEOs engage in a wide-ranging discussion with Mergermarket executive editor Lucinda Guthrie, painting a dynamic picture of a continent decisively

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25:26

A bad vintage – what is happening with the 2020/2021...

Dealcast: The M&A Podcast ·

2026/03/13

As 2026 kicks off, many GPs are beginning to assess exits for assets they purchased at peak valuation and with cheap debt in the 2020/2021 period. Sponsor entrances for that period were just shy of EUR 300bn, representing the busiest year ever for M&A.Rachel Lewis, Mergermarket’s co-head of news in Europe, has compiled a data report looking at the situation with this vintage class now that typical hold periods are coming to an end. Lewis joins Dealcast host Julie-Anna Needham to discuss how

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32:03

How to make a boatload of money for investors while...

Dealcast: The M&A Podcast ·

2026/03/06

Seema Hingorani, managing director and member of the Operating Committee at Morgan Stanley Investment Management (MSIM) talks to Lucinda Guthrie, executive editor at Mergermarket in this episode of Dealcast marking International Women’s Day.Investing “where nobody’s looking” opens up the prospect of making a “boatload of money”, and when this means allocating to diverse teams allocators are changing the world as they do this, Hingorani argues.Hingorani reflects on her own storied journey as an asset

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37:25

A look at the latest fundraising trends in Asia – the...

Dealcast: The M&A Podcast ·

2026/02/26

Around the world, many LPs are looking to diversify away from the US' recent instability. So how are investors viewing Asia and what is happening on the ground?The Asian Venture Capital Journal’s (AVCJ) managing editor Tim Burroughs joins AVCJ’s associate editor Justin Niessner to discuss what is driving investors to diversify into Asia and what challenges they face in the region.In this Dealcast, the two discuss how Asia is perceived as a market with good deals and less expensive valuations. For

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32:14

Why ESG still drives returns in a ‘peak anti‑ESG’ era...

Dealcast: The M&A Podcast ·

2026/02/18

After the Trump administration revoked the 2009 Endangerment Finding that underpinned federal actions curbing greenhouse gases in February 2026, there is a sense that we are reaching a peak of anti-ESG sentiment.However, Professor Michel Driessen, director of Bayes Business School’s M&A Research Centre and chair of Queen’s Tower Advisory, argues environmental, social, and governance (ESG) issues should be treated as a substantial business risk – and ignored at business owners’ peril.ESG policies

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37:43

Antitrust enforcement increasingly a tool for...

Dealcast: The M&A Podcast ·

2026/02/12

"This merger of policy and antitrust is not specific to the US. It's a global phenomenon,” says Jenn Mellott, managing partner at Freshfields working in both Washington DC and Brussels.What began five years ago - with the Biden administration’s broadening of antitrust to consider more than just what is best for the consumer - has become an increasingly popular strategy around the world to serve policy goals. The Federal Trade Commission (FTC) and Department of Justice (DOJ) have been utilizing

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35:05

The rise of the secondaries market – Moelis &...

Dealcast: The M&A Podcast ·

2026/02/06

“For the last three years, did you know -- that the secondary market’s been larger than the IPO market in terms of transaction volume?” that’s what Moelis & Company Managing Director Paul Sanabria said to showcase the immensely increased popularity of secondaries over the last couple of decades. The secondaries market of the 1970s looked quite different than it does today, originating then as an opportunistic solution for LP liquidity, with some of its early pioneers including VCFA, Landmark and

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36:47

“Much more ambitious” M&A unlocked by antitrust vibe...

Dealcast: The M&A Podcast ·

2026/01/29

“You can be much more ambitious” in driving global M&A transactions given a vibe shift in agency approaches to merger control, says James Webber, Chemicals & Industrials sector lead and antitrust partner at A&O Shearman. Following the abandonment of the Biden-era neo-Brandeisian settlement in the US; an embrace of industrial strategy and resilience building at the European Commission (EC); and a growth-focused reset at the UK’s Competition and Markets Authority, dealmakers can now

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35:17

Trump’s Venezuela gambit, Glencore/Rio Tinto megadeal...

Dealcast: The M&A Podcast ·

2026/01/16

Dealcast host Julie-Anna Needham is joined by Head of Americas Energy Carlos Martinez to break down the Venezuela angle and the mining consolidation wave, while Global Commentary Editor John West examines the broader geopolitical backdrop – and why deep‑tier supply chain due diligence is fast becoming a critical value‑creation lever for corporates and private equity.

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