Lauren Thomas
speaker
120 appearances
1 recordings
1 series
first heard Aug 2025
last heard Aug 2025
Lauren Thomas’s voice in public audio — every appearance, attributed to the second.
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Appearances
What I've been hearing from bankers and advisors and others across Wall Street is just this idea that deals are back.
And really, we started the year off thinking that under Trump, it was going to be an M&A bonanza.
And that just didn't really transpire.
I think when we got into April, certainly around Liberation Day.
And a lot of the tariff noise and just geopolitical uncertainties throughout this year so far, that's been a big overhang.
And I think we hit the summer and companies have gotten to a point where they're comfortable enough under Trump and have settled into this new normal, quote unquote, that they're just ready to get out and do deals.
And CEOs don't want to sit on the sidelines any longer.
It totally depends.
And certain industries are in different phases right now.
Take consumer retail, for example, where you have a company like
Kraft Heinz, which we've reported, has been exploring a breakup.
And you have another business out there, Kinview, which owns Tylenol and Band-Aids, and they're exploring strategic alternatives that could entail a sale of the company or a breakup.
The consumer retail space is one area right now that is up against slower growth, and these companies are not necessarily like tech where you're seeing—
great earnings and stock prices running up.
Some of these consumer companies are hitting a wall.
So if you're in consumer retail, maybe you're looking to pursue M&A or looking to break up the business or sell pieces of the business as a way to find growth versus tech.
It's just growth, growth, growth.
And you want to keep buying and you have all this cash and you're able to go out and do deals.
It's different depending on which industry you're in.
But generally, it does boil down to you want to show your investors that you can keep growing.
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