An overview of macroeconomic trends and developments in CEE and forecast for 2020 and beyond
Panel: CEE M&A updates and sentiments for future
CEE M&A remained steady in 2019, dipping by 15.9% by value versus around 25% across Europe. In this session, our panel of prominent M&A practitioners discusses the factors driving deal-making in the region which has largely been accountable to foreign investment. Panellists will explore the opportunities for domestic M&A which outperformed foreign investment by deal count with 175 deals versus 144 inbound transactions.
What are the current trends in investments and what is the market feeling for 2020?
Will foreign investments continue to happen?
Which sectors are still attracting foreign investment?
What are the key catalysts for deal-making?
Morning networking break
Panel: CEE healthcare investment trends and opportunities
Demographic changes and rising disposable income across the region are attributed to increasing government and individual spending on healthcare. In this panel, speakers debate the attractiveness of certain healthcare sub-sectors linked to government policy and funding. Panellists will also discover the regulatory environment as a challenge and risk factors. What are the compliance and corruption risks?
What drives deals in the healthcare sector in the region?
Is "innovation through acquisition" a relevant deal driver?
What is the fragmentation of the industry in the region supporting "buy and build" strategies?
What are the Compliance and corruption risks?
Panel: Hot and bright or cold and dark opportunities for renewables?
The energy sector was amongst industries in 2019 that remained the highest performing sector by value with EUR 3.1bn (32 deals) accounting for a 27.3% of the market. What are the expectations for 2020? The potential for renewable energy generation in the CEE region is high, including solar, wind, hydro and geothermal sources. Our panel of energy players will discuss how this source can be deployed and what the key challenges are.
Considerations on protection of traditional fossil fuel industries, insufficient investment in the energy infrastructure and developments of nuclear power plants.
Does climate change impact on energy investments? Are companies more aiming to power their operations on renewables?
Should we expect more investments in renewables in 2020?
Networking lunch break
Country spotlights: Romania keeps shining
Romania is on the radar of both private equity firms and strategic buyers interested in the CEE region. In 2019, Romania saw ten buyouts for a disclosed value of EUR 208m, its highest deal count since 2007 (13 buyouts). In this session, investors will reveal which sector is the most appealing and where the opportunities are in Romania.
What are the growth strategies in this country?
How much digital economy is important for investments?
Is the public sector ready enough to use digital technology?
Will Romania take off more than other countries?
Fireside chat: Brownfield and greenfield discussion on stage
Speakers will analyse the current outlook in the infrastructure sector.
What is needed to improve the infrastructure of the CEE region?
What’s the strategy for international investments?
How competitive is the market and how can challenges be overcome?
Afternoon networking break
Case Study: Tasty deals in CEE
Panel: Is it a good or bad time for Private Equity to invest?
The region’s private equity activity saw buyouts reach EUR 2.4bn across 39 deals, showing a steady increase in deal count compared to YTD 2018 (EUR 3.8bn, 31 deals). This contrast with a 14.9% fall in YTD European buyout activity, valued at EUR 115.5bn for 1,046 deals compared to the identical period of 2018 (EUR 135.6bn, 1,149 deals).
What type of deals are Private Equity houses considering for 2020?
What is the best approach for financing transactions in CEE region?
Who are the main international investors interested in the region and what are their long-term goals?
Chair’s closing remarks
Conference end and networking drinks
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