Podcast

Tipping Point: COVID-19’s impact on M&A

Bill Curtin, Hogan Lovell’s global head of mergers and acquisitions, recently joined Mergermarket managing editor Tom Cane to discuss the impact of COVID-19 on M&A activity both in the immediate future and on the longer term horizon. What are companies and advisors doing now to get through this unprecedented challenge? Where will opportunities emerge and who is best placed to capitalize on them? 

Dealcast: LatAm M&A Policy Wrap

In this podcast episode Mergermarket’s Latin America editor Thiago Barrozo talks with Stephen Marks, Managing Partner of Miami-based investment and financial advisory firm Emmersion, on investment trends and M&A opportunities in Latin America, the impacts of the trade standoff between China and the US in the region, and the sentiment of US investors towards the recent social and political turmoil in Latin American countries like Bolivia, Chile and Venezuela.

Dealcast: Activism trends in 2020

As activist investors broaden their scope and adjust their tactics, more buysiders are adopting activist tactics.

Some activists are now looking to create value by improving companies’ ESG performance. Meanwhile, their targets often prefer closed-door engagement – a wish which activists are increasingly accommodating.

Add to this the emergence of such funds as The Church Commissioners for England to the ranks of those engaging in forms of shareholder activism.

Big changes are underway in this space.

Activistmonitor’s William Mace and Claudia De Meulemeester joined us to talk about these emerging trends in shareholder activism.

Tipping Point: Shareholder Activism: Shift to bigger, healthier targets

In a conversation with host Tom Cane, Morgan, Lewis & Bockius LLP’s Keith Gottfried and Acuris’ Ed Mullane tell the story of North American shareholder activism, picking apart its evolution from a practice with a deep value approach of investing in dysfunctional, illiquid small-cap companies to one that focuses on larger, successful companies, where the activist comes in with a thesis to unlock value, often through M&A. Why has this shift taken place over the years, and where is activism heading? What kind of M&A demands are we likely to see this year?

Dealcast: Vertical farming grows up

Could tomorrow’s groceries come from a lab? Today’s vertical-farming startups aim to grow food in tightly controlled indoor stacks, solving a host of problems – blight, water wastage and a shortage of land – at once. Leading the way are such firms as the UK’s Intelligent Growth Solutions, Belgium’s Urban Crop Solutions and Italy’s Planet Farms, all of which featured in recent Mergermarket coverage of the space. Their expansion already offers an investment opportunity for venture capital and private equity, and some early pacesetters, such as Finland’s Netled, are eyeing public listings. Mergermarket’s Barbara Pianese joined us to talk about this intersection of grocery retail, tech and agriculture.

Dealcast: Allergan reaction

The European Commission (EC) is reviewing AbbVie’s [NYSE:ABBV] proposed acquisition of Botox producer Allergan [NYSE:AGN]. The merging parties have already pledged to divest such products as brazikumab, a drug under development for ulcerative colitis and Crohn’s disease, and Zenpep (pancrelipase), which treats a pancreatic disorder, but the EC may want more changes if it is to approve the deal. Dealreporter’s Pablo Mayo Cerqueiro and Mergermarket’s Mintoi Chessa-Florea joined us to discuss how the EC’s review is likely to go.

Dealcast: KKR’s play for Axel Springer

German media conglomerate Axel Springer [ETR:SPR] has caught the eye of KKR [NYSE:KKR]. With Axel Springer’s founding family supporting its bid, KKR has an easier route towards taking the target off the market. Activistmonitor editor William Mace and Mergermarket’s resident DACH expert Emma-Victoria Farr joined us to discuss what the deal could mean for Axel Springer’s future.

Dealreporter Asia: AGL Energy's offer for Vocus, Healius' investing in Japan and Kuyushu Railway Co's AGM

In this weekly edition of Dealreporter Asia Pacific’s podcast, Anette Jönsson and Ed Vinales discuss key deals and developments relevant to Asia event-driven investors, including AGL Energy’s [ASX:AGL] new indicative offer for Australian telecom company Vocus [ASX:VOC], private equity interest in Australian healthcare provider Healius [ASX:ALS] and corporate governance-related investing in Japan. In connection with the latter we highlight the upcoming AGM for Kyushu Railway Co [TYO:9142] that will feature a number of proposals from an activist investor.

We also touch on the possible implications for the Chinese ADR delist/relist trend of US Senator Marco Rubio’s recent move to introduce a bill that proposes to delist US-listed Chinese companies that don’t open their audit books to US regulators, and discuss why the bill may have legs and could become legislation.  

Dealcast Asia: Melco buys Crown stake, Qunar's surprise ruling

In this weekly edition of Dealreporter Asia Pacific’s podcast, Stephanie Hanna and Anette Jönsson discuss key developments on several Asian situations, including comments by Malaysia’s prime minister indicating Australian rare earth producer Lynas [ASX:LYC] will be allowed to continue operating in the Southeast Asian country; and the potential implications of casino tycoon James Packer selling part of his stake in Crown Resorts [ASX:CWN] to Melco Resorts & Entertainment [NASDAQ:MLCO] less than two months after his talks with Wynn Resorts [NASDAQ:WYNN] were terminated following a leak. At the end of the podcast we reveal an unexpected judicial setback for the dissenting shareholders of Qunar’s take-private that could have implications for ongoing and future Section 238 fair value processes in Cayman.

Sotheby's to PEbay

The Unquote team goes window shopping to find out what's on offer in today's private equity secondary market. Oscar Geen hosts Gareth Morgan, Denise Ko Genovese and special guest Immanuel Rubin, partner at placement agent Campbell Lutyens.

Training a PE heavyweight

In another fundraising special, the team looks at what it takes to successfully build a brand in the currently crowded and heavily bifurcated market. Oscar Geen hosts Denise Ko Genovese, Kenny Wastell and special guest Mounir "Moose" Guen, CEO of global placement agent MVision Private Equity Advisers.

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