With European telecoms attracting takeover attention, Dealreporter editor Heba Abdelrahman and Mergermarket journalist Amy-Jo Crowley joined us to talk about the case for telecoms M&A, the obstacles standing in the way of deals in the space, and the likelihood of a deal for KPN [AMS:KPN].
Deutsche Bank and Commerzbank are exploring a merger. Dealreporter journalists Gustav Sandstrom and Pablo Mayo Cerqueiro joined us to discuss the likelihood of a deal, its justifications and drawbacks, and how it might be structured.
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.
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.
Activist investors are adapting their strategy to the top of the business cycle. Activistmonitor assistant editor William Mace and William Cain, who writes Dealreporter's Flash feature, joined us this week to speak about the intersection of private equity and shareholder activism.
The team hits the road, taking in trips to IPEM and SuperReturn to catch up on all the hottest topics in European private equity. Kenny Wastell hosts Oscar Geen, Greg Gille and special guest Michael Collins, CEO of Invest Europe.
Danish pharmaceutical company Lundbeck [CPH: LUN] is poised for a run of M&A to replenish its drug pipeline. We caught up with our Nordics reporter, Karoliina Liimatainen, who spoke recently with the company's chief executive, Deborah Dunsire, and has more on the company's plans for growth.
The Unquote team decodes the intricacies of securitised token offerings and explores what role they might play in the future of venture capital. Kenny Wastell hosts Oscar Geen, Denise Ko Genovese, Gareth Morgan and special guest Ryan Hanley, managing director at token investment platform TokenMarket.
The pod navigates the bifurcation in private equity fundraising, with large-cap and brand-name GPs raising faster than smaller and less established players. Oscar Geen hosts Kenny Wastell, Gareth Morgan and special guest Karl Adam, managing director at placement agent Monument Group.
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 last week's spoiler.
The Unquote Precogs envision private equity's future of non-controlling stakes. Kenny Wastell hosts Oscar Geen, Julian Longhurst and special guest Johnny Colville, managing director in the financial sponsors group at Houlihan Lokey.
This week's episode, hosted by Deane McRobie, features EMEA research editor at Mergermarket, Jonathan Klonowski, and Mergermarket private-equity reporter, Claude Risner.
The team review UK M&A activity in 2018 discussing Brexit woes affecting market volatility and sectors to watch if the country heads towards an economic downturn. Also hear their predictions for 2019's deal pipeline.
Kenny Wastell hosts Oscar Geen, Gareth Morgan, Julian Longhurst, Francesca Veronesi and Chris Papadopoullos for the second instalment of the Unquote podcast 2018 roundup. The panel discusses the upcoming Annual Buyout Review, the Nordic region's record year, and sums up activity in the DACH, Benelux and CEE regions.
Oscar Geen hosts Greg Gille, Kenny Wastell, Francesca Veronesi and Alessia Argentieri for the first of an introductory two-part special. With political upheaval and contrasting trends on the menu, the team discusses 2018's hot topics across European private equity starting with general key takeaways before focusing on the the UK, France and southern Europe
No one is safe from activist investors, or so Elliott Advisors would have European companies believe. The US-based fund was recently revealed to have built a stake in Vodafone Group. What they might want is still a mystery, but it is likely the global telecoms group's many minority interests and broad geographical portfolio could be targeted.
Much of the action this year has revolved around de-conglomerisation, with activists Cevian and Elliott at Thyssenkrupp and Sherborne Investors at Barclays pushing for streamlined structures. Could GSK be next?
So far, the often more aggressive US funds have opted for a gentler approach in Europe, but as companies are getting more proactive and as defence strategies are getting more sophisticated, the gloves could increasingly come off.
UniCredit's Mustier at least is confident his military background will serve him well in fending off Caius Capital's attempt to force the conversion of EUR 3bn of financial instruments into common stock.
Kat Van Hoof gets the lowdown on activist antics and campaigns from Activistmonitor Assistant Editor William Mace.
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 and accelerating growth, according to Bouten. Strong activity in the TMT sector is set to continue, driven by technology and the importance of companies such as Facebook, Amazon and Netflix.
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 that valuation and queried how closely it can be compared to Ferrari, which has seen its share price jump by some 160% since listing in 2016.
Julie-Anna Needham speaks to Katrien Van Hoof and Swetha Gopinath.
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 has been delayed on the probe into the role of management and whether they tried to block a stake sale to Fortum. We discuss what it means for the deal.