Dealcast: The M&A Podcast

“We’re about year three” in seven-year M&A cycle – KPMG’s Liz Claydon, with Lucinda Guthrie

19 Dec 2025

Contributed by Lukas

“We’re about year three” in a seven-year M&A cycle that will see 2026 and 2027 sustain the astonishing deal growth seen this past 12 months....

Paramount has simpler regulatory path to victory in Warner Bros battle

11 Dec 2025

Contributed by Lukas

Reuben Miller, Mergermarket’s global chief regulatory editor, joins Dealcast host Julie-Anna Needham to discuss the complexities of Paramount's bid,...

A look inside the Teck/Anglo American merger

05 Dec 2025

Contributed by Lukas

Patrick Harris, Mergermarket’s senior editor based in London, joins Dealcast host Julie-Anna Needham to discuss the complexities of the deal, includ...

Key takeaways from this year's Asian Venture Capital Journal (AVCJ) Private Equity Forum

03 Dec 2025

Contributed by Lukas

Justin Niessner, Associate Editor of the AVCJ, joins Dealcast host Julie-Anna Needham to discuss this year’s forum and its key takeaways, including:...

UK sponsors weigh tax hikes against stability after ‘political’ Budget

28 Nov 2025

Contributed by Lukas

In this week’s episode of Dealcast, Mergermarket Global Commentary Editor John West sits down with London-based BCLP private equity partner Perry Ya...

ECM update: US shutdown ends, UK budget on the horizon, AI bubble possible

17 Nov 2025

Contributed by Lukas

Sam Kerr, Mergermarket’s global ECM editor and head of Mergermarket in EMEA, joins Dealcast host Julie-Anna Needham to discuss the global ECM outloo...

French political gridlock hurts country's start-up aspirations

06 Nov 2025

Contributed by Lukas

Arezki Yaiche, Mergermarket’s France-based bureau chief, joins Dealcast host Julie-Anna Needham to discuss the French political situation and its im...

Private credit woes, Trump tariffs coerce US corporate right-scaling

28 Oct 2025

Contributed by Lukas

John West, Mergermarket’s global commentary editor and author of our weekly Continental Drift column, joins Dealcast host Julie-Anna Needham to disc...

Electronic Arts faces tough regulatory landscape in EU, China

13 Oct 2025

Contributed by Lukas

Reuben Miller, Mergermarket’s global chief regulatory editor, joins Dealcast host Julie-Anna Needham to discuss why the antitrust review of the deal...

Why investors are shifting positions on the energy transition

03 Oct 2025

Contributed by Lukas

Carlos Martinez, Mergermarket’s energy editor in the Americas, joins Dealcast host Julie-Anna Needham to discuss the energy landscape including:Whic...

A look inside the broken Santos-XRG deal

30 Sep 2025

Contributed by Lukas

Simon Segal, Mergermarket’s Australia director, joins Dealcast host Julie-Anna Needham to discuss the behind the scenes of the deal, including:Why t...

Why beauty dealmakers are shying away from launching formal sales processes

22 Sep 2025

Contributed by Lukas

Brian Yue, Mergermarket’s New York-based consumer reporter, joins Dealcast host Julie-Anna Needham to discuss dealmaking in the beauty sector, inclu...

DACH dealmakers turn to search funds to solve succession issues

17 Sep 2025

Contributed by Lukas

Johannes Baier, a founding partner at Rohde Baier, and Aurelia Seidlhofer, Mergermarket’s Munich-based senior correspondent, join Dealcast host Juli...

SPACs and de-SPAC deals hit comeback trail

11 Sep 2025

Contributed by Lukas

Troy Hooper, Mergermarket’s North America Co-Head of Equity Capital Markets, joins Dealcast host Julie-Anna Needham to discuss the trend of dual-tra...

Palo Alto’s CyberArk takeover to attract US regulatory attention

19 Aug 2025

Contributed by Lukas

The cybersecurity industry is based around three pillars: identity management (like CyberArk and ForgeRock), network management (like Palo Alto) and e...

Old and new banking pressures spur changes in sector M&A

18 Aug 2025

Contributed by Lukas

The banking sector has seen rapid change over the last decade, and the new landscape offers opportunities for traditional banks, challenger banks, and...

Middle Eastern sovereign wealth funds start digging for mining investments

04 Aug 2025

Contributed by Lukas

Patrick Harris, Mergermarket’s senior editor based in London, joins Dealcast host Julie-Anna Needham to discuss the outlook for mining deals, includ...

US 50% tariff threat looms over Brazilian dealmaking

28 Jul 2025

Contributed by Lukas

Thiago Barrozo Mergermarket’s Latin America editor, joins Dealcast host Julie-Anna Needham to discuss potential outcomes with US tariffs looming, in...

How global ECM markets are faring after a tough 1H25

14 Jul 2025

Contributed by Lukas

While the first half of the year was one of the worst for equity capital markets globally, some investors are beginning to feel optimistic despite con...

New NATO agreement on defense spending likely to boost deep tech, dual use dealmaking

03 Jul 2025

Contributed by Lukas

Rupert Cocke, Mergermarket’s senior editor based in Barcelona, joins Dealcast host Julie-Anna Needham to discuss the outlook for European? defense s...

Chinese companies review US portfolios and listings

26 Jun 2025

Contributed by Lukas

Mergermarket’s China editor Ling Yang joins Dealcast host Julie-Anna Needham to discuss how China is taking measures beyond reciprocal tariffs, incl...

Mexico’s new energy laws to dampen sector M&A, investment

24 Jun 2025

Contributed by Lukas

arlos Martinez, Mergermarket’s head of energy coverage in the Americas, joins Dealcast host Julie-Anna Needham to discuss the outlook for the Mexica...

Alphawave, Spectris deals signal new wave of transatlantic tech deals

17 Jun 2025

Contributed by Lukas

Charlie Taylor-Kroll, Mergermarket’s UK bureau chief, joins Dealcast host Julie-Anna Needham to discuss the outlook for the UK tech deals including:...

How the US' tariffs on China could accelerate European luxury deals

05 Jun 2025

Contributed by Lukas

Arezki Yaiche, Mergermarket’s France bureau chief, joins Dealcast host Julie-Anna Needham to discuss the outlook for the European luxury sector incl...

Fox’s Red Seat Ventures acquisition signals new era for podcast deals

30 May 2025

Contributed by Lukas

Yale Yee, founding partner of Telos Advisors, joined Dealcast host Julie-Anna Needham at The Podcast Show 2025 in London to discuss why we can expect...

Totvs' second attempt to buy Linx could shake up Brazil's IT sector

23 May 2025

Contributed by Lukas

Thiago Barrozo, Mergermarket’s Latin America editor, joins Dealcast host Julie-Anna Needham to discuss the outlook for Brazilian deals hinging off T...

US companies prune portfolios amid tariff uncertainties

21 May 2025

Contributed by Lukas

Rachel Stone, Mergermarket’s Charlottesville bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the payments segment is still attra...

TenneT TSO IPO, Uniper privatisation in focus in DACH

15 May 2025

Contributed by Lukas

Aurelia Seidlhofer, Mergermarket’s Munich-based senior correspondent for Germany, Austria and Switzerland (DACH), joins Dealcast host Julie-Anna Nee...

Dealmakers navigate post-tariff chaos with some push, some pull

01 May 2025

Contributed by Lukas

Mergermarket’s Head of Auctions EMEA Rachel Lewis joins Dealcast host Julie-Anna Needham to discuss how live and expected auctions are faring. How f...

The reach of Trump’s tariffs – a look at Australia’s IPO market

17 Apr 2025

Contributed by Lukas

Australia’s public markets have taken a hit but recently rallied after the US announced a 90-day pause on tariffs. However, the pause didn’t actua...

Liberation Day limits equity capital markets, sees immediate response from global players

04 Apr 2025

Contributed by Lukas

In the days after Trump's "liberation day," equity capital markets are feeling the limiting impacts of the US' sweeping tariffs. Trump’s blanket imp...

EC’s decision to mull FSR implications of Midea deal highlights new risk for European M&A

04 Apr 2025

Contributed by Lukas

Natalie McNelis, Mergermarket’s new Brussels bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the potential scrutiny of this tran...

Google’s buy of Wiz to turbocharge dealmaking in tech industry

28 Mar 2025

Contributed by Lukas

Google’s acquisition of Wiz is its largest-ever deal and comes with impressive reverse break feeRegulatory scrutiny of the deal will act as bellweth...

Telefónica steps up Latam divestments with Mexico in spotlight

19 Mar 2025

Contributed by Lukas

Iñaki Miguel, Mergermarket’s senior Iberian correspondent, and Carlos Martínez, the publication’s Canada editor, join Dealcast host Julie-Anna N...

US equities’ decade-long overperformance takes a pause

10 Mar 2025

Contributed by Lukas

In our first regular feature on equities, Sam Kerr, Mergermarket’s Global ECM Editor, joins Dealcast host Julie-Anna Needham to discuss how big sell...

How Germany’s upcoming coalition and uncertainty from abroad could drive M&A

07 Mar 2025

Contributed by Lukas

Aurelia Seidlhofer, Mergermarket’s Munich-based senior reporter joins Dealcast host Julie-Anna Needham to discuss the outlook for dealmaking in Germ...

AI to drive more, but potentially smaller cybersecurity deals

27 Feb 2025

Contributed by Lukas

Troy Hooper, Mergermarket’s Los Angeles-based editor, and Cristiano Dalla Bona, Mergermarket’s New York-based senior ECM reporter, join Dealcast h...

APAC dealmaking flourishes in 1Q

21 Feb 2025

Contributed by Lukas

Yiqing Wang, Mergermarket’s Managing Editor for APAC, joins Dealcast host Julie-Anna Needham to discuss why the overall mood is optimistic, despite ...

Sponsors begin European spacetech odessey

14 Feb 2025

Contributed by Lukas

Auri Aittokallio, Mergermarket’s head of Nordics and assistant editor, joins Dealcast host Julie-Anna Needham to discuss why a new space race betwee...

Synopsys’ takeover of Ansys in spotlight as tariffs ramp up global tensions

06 Feb 2025

Contributed by Lukas

Reuben Miller, Mergermarket’s global chief regulatory editor, based in Washington DC, joins Dealcast host Julie-Anna Needham to discuss the multi-fo...

North America’s consumer and retail M&A outlook for 2025

30 Jan 2025

Contributed by Lukas

While momentum from deal volumes in the second half of 2024 is expected to continue into 2025, there remains uncertainty and a lingering “wait and s...

Brazilian aviation consolidation faces regulatory scrutiny

22 Jan 2025

Contributed by Lukas

Azul’s non-binding proposal to merge with Gol to face antitrust challenge Trump’s interventionist rhetoric hangs over Mexican marketOne of the key...

EMEA dealmakers cautiously optimistic on 2025; AI, Energy deals in spotlight

17 Jan 2025

Contributed by Lukas

Dealmakers in Europe, Middle East and Africa (EMEA) are cautiously optimistic about M&A pipelines in 2025, with energy providers for data centres ...

Private Equity Touchdown – How firms could be scoring big in the NFL

19 Dec 2024

Contributed by Lukas

The US’ National Football League has recently enacted a new game plan – the league passed a resolution in August to allow private equity investmen...

European advisors need to consider narratives that can help clients unlock Chinese capital

18 Dec 2024

Contributed by Lukas

European dealmakers need to consider national-security concerns, state subsidies to make deals happenTrump’s second term likely to accelerate protec...

M&A Tales - Companies vulnerable to hacks in post-close period

04 Dec 2024

Contributed by Lukas

The post-closing period is when companies are most vulnerable to hacks. The deal announcement might have attracted the attention of malicious hackers ...

Trump's tariffs could drive Chinese M&A in Europe

04 Dec 2024

Contributed by Lukas

Dealmakers in China and the country’s government are unsurprised by US President-elect Donald Trump's election victory and have been preparing for s...

Leaks of confidential deal info in Australia attract regulatory scrutiny

28 Nov 2024

Contributed by Lukas

Australia’s leaky M&A market is worrying market regulators.One of the most notorious examples came last year, during a deal involving Nitro Soft...

Investors look for winners in Brazil

07 Nov 2024

Contributed by Lukas

The US Federal Reserve might not have been thinking of Brazil when it cut interest rates by half a point in September, but the home of Pelé has been ...

French sponsors suffer performance anxiety in tough market

06 Nov 2024

Contributed by Lukas

French private equity experts are facing performance anxiety as 2024 turns into 2025 at a time when PE exits have plummeted to their lowest level sinc...

US IPO market springs to life despite tense election

22 Oct 2024

Contributed by Lukas

The Federal Reserve’s bumper half-point rate cut in September has opened an unexpected pre-election window for sponsors seeking to list portfolio co...

Latin America's growing commercial routes

15 Oct 2024

Contributed by Lukas

In this episode, we talk about logistics in Latin America, where Brazil is taking the top position in M&A, with strong consolidation. Despite many...

US oil deals in focus ahead of elections

14 Oct 2024

Contributed by Lukas

In this episode we discuss the potential impact of the US presidential election on the oil and gas sector. A second Donald Trump administration is gen...

Green shoots in Japan

10 Oct 2024

Contributed by Lukas

Japanese dealmakers have high hopes that the year will outperform 2023, based on solid volumes in the year to date. This is driven by a number of fact...

Path to APAC ECM recovery: a changing landscape

09 Sep 2024

Contributed by Lukas

In this episode we’re heading to Asia Pacific region to delve into how APAC equity capital market has been performing with changing themes. When sha...

Green shoots in Europe

23 Aug 2024

Contributed by Lukas

In this episode, we look at the post-summer pipeline for deals in Europe. The mood among dealmakers is cautiously optimistic in anticipation of intere...

Latin America – What to expect for 2H24?

15 Aug 2024

Contributed by Lukas

In this episode we look at Latin America’s deal forecast for the second half of the year. On the spotlight, the region’s two biggest economies and...

Hollysys: The tortuous 3-year take-private

08 Aug 2024

Contributed by Lukas

In this episode we look at how the tortuous three year saga to take a US listed Chinese company private ended successfully - despite the efforts of it...

US private credit market is booming

31 Jul 2024

Contributed by Lukas

UK has opportunity to reinvigorate LSE IPOs following FCA reforms

24 Jul 2024

Contributed by Lukas

Latin America – Travel and tourism industry is driving growth but where are the M&A opportunities?

19 Jul 2024

Contributed by Lukas

Into the Matrix: Generative AI dealmaking heats up

10 Jul 2024

Contributed by Lukas

Mergermarket's 1H24 M&A Report: Key Global Trends and Insights

03 Jul 2024

Contributed by Lukas

1H APAC M&A and outlook

27 Jun 2024

Contributed by Lukas

M&A Tales - In-house project management for deals

18 Jun 2024

Contributed by Lukas

Spacetech hype falls to Earth but sector could still fly high

12 Jun 2024

Contributed by Lukas

India’s IPL teams take page from Man Utd, Atlanta Braves' listing playbook but challenges abound

05 Jun 2024

Contributed by Lukas

Booming Fintech Sector in LATAM

29 May 2024

Contributed by Lukas

Turbulent public markets attract buyout interest

23 May 2024

Contributed by Lukas

M&A anthropologists? Qualitative research to play growing role in ESG due diligence

15 May 2024

Contributed by Lukas

APAC - Take-private frenzy heralds return of M&A confidence Down Under

08 May 2024

Contributed by Lukas

Ecommerce in LATAM is booming

03 May 2024

Contributed by Lukas

European nuclear energy ignites investment trend

24 Apr 2024

Contributed by Lukas

What is driving private equity’s interest in the dental services market?

17 Apr 2024

Contributed by Lukas

Proprietary Indonesia dealmaking to get a boost as election volatility subsides

10 Apr 2024

Contributed by Lukas

Scream for ice cream – Unilever and the case for a near-EUR 20bn asset sale

03 Apr 2024

Contributed by Lukas

Explore how Brazil's sports betting law brings legal certainty to investors and is expected to foster M&A

27 Mar 2024

Contributed by Lukas

In this week’s episode we’re heading to San Paolo in Brazil to find out about the country new law to regulate the booming online betting industry ...