Private credit woes, Trump tariffs coerce US corporate right-scaling
John West, Mergermarket’s global commentary editor and author of our weekly Continental Drift column, joins Dealcast host Julie-Anna Needham to discuss how corporates can navigate the new trade realities, along with other macroeconomic risks and opportunities. What is the real impact of First Brands and Tricolor on capital markets pipelines?How strong are the parallels between the boom in AI investment and the dotcom bubble?Could M&A financing become more expensive even if the Federal Reserve cuts rates?All this and more in this week’s Dealcast.
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15:09
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15:09
Electronic Arts faces tough regulatory landscape in EU, China
Reuben Miller, Mergermarket’s global chief regulatory editor, joins Dealcast host Julie-Anna Needham to discuss why the antitrust review of the deal is likely to be relatively straightforward, despite the risks from other processes.Could China seek concessions from the Trump administration in the midst of the ongoing trade war?Will the Committee on Foreign Investment in the US give PIF an easy ride given the involvement of Trump’s family?Could regulators seek a data firewall to prevent PIF gaining full access to information on EA’s gamers?All this and more in this week’s Dealcast.
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14:27
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14:27
Why investors are shifting positions on the energy transition
Carlos Martinez, Mergermarket’s energy editor in the Americas, joins Dealcast host Julie-Anna Needham to discuss the energy landscape including:Which sponsors are investing in a wider range of energy assets, like BlackRock’s recent agreement to purchase utility company AES for USD 38bnWhy the changing approach to utilities investments may spark state-level policy pushback in the USWhy more renewable energy-focused investors may begin to look toward opportunities in CanadaHow strategics are circling energy investments by funding plants and entering into power purchase agreementsAll this and more in this week’s Dealcast.
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15:40
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15:40
A look inside the broken Santos-XRG deal
Simon Segal, Mergermarket’s Australia director, joins Dealcast host Julie-Anna Needham to discuss the behind the scenes of the deal, including:Why the deal fell apart, looking at potential regulatory factors, foreign investment dynamics, and the landscape of Australia’s guarded domestic energy sector;Which other bidders have tried and failed to purchase Santos and why;What could be next for Santos, including which assets shareholders may look for it to spin out and, conversely, which upcoming facilities could burgeon the business.All this and more in this week’s Dealcast.
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16:41
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16:41
Why beauty dealmakers are shying away from launching formal sales processes
Brian Yue, Mergermarket’s New York-based consumer reporter, joins Dealcast host Julie-Anna Needham to discuss dealmaking in the beauty sector, including:How trending, well-branded assets have overcrowded the space, refocusing buyers' attention toward science-backed or dermatology-focused companies;Which companies have successfully transacted, looking at examples like the sale of Hailey Bieber’s Rhode to e.l.f. Beauty for USD 1bn;How consumer spending and larger factors are impacting beauty sector dealmaking;All this and more in this week’s Dealcast.
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