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M&A Insights H1 2024: The Recovery Continues - Extremely interesting tool along with an assessment of the current climate gathered by the Boston Consulting Group. "Where is the M&A market heading? For the first time, decision makers in corporations, private equity firms, and investment banks have access to a quantified and statistically reliable answer. The source is BCG’s M&A Sentiment Index. This newly launched index provides a monthly update on dealmakers' willingness to engage in mergers, acquisitions, and divestitures over roughly the next six months. Its interactive features allow dealmakers to view sentiment globally and across individual regions and sectors." https://lnkd.in/ertfiXhf #mergersandacquisitions #sentiment #tools #insights Boston Consulting Group (BCG)

How BlackRock’s Preqin Deal Will ‘Transform’ the World’s Biggest Asset Manager - BlackRock, which manages more than $10 trillion, is seeking to capitalise on a boom in demand from investors for alternative assets, which includes anything from private equity to infrastructure. "BlackRock’s vision has always been to bring together investments, technology, and data to offer solutions that meet our clients’ needs across their whole portfolio. As clients increasingly evolve their focus from choosing products to constructing portfolios, this shift requires technology, data, and analytics that create a ‘common language’ for investing across both public and private markets. We see data powering the industry across technology, capital formation, investing, and risk management,” Robert Goldstein, chief operating officer of BlackRock, said in a statement. The news is everywhere but we particularly liked this angle from Institutional Investor. Enhancing the synergistic approach on steroids! https://lnkd.in/gkxMgktv #blackrock #prequin #mergersandacquisitions #data #analytics BlackRock Institutional Investor

M&A-focused hedge funds lead the pack in May, Goldman Sachs says  Lots of lift in M&A all around but here are some notes re how Hedge Funds are performing and what they are betting on "According to LSEG, U.S.-targeted M&A has accounted for 56% of overall global M&A this year, the highest year-to-date share since 1998. Deals have included consumer bank Capital One's (COF.N), opens new tab $35.3 billion bid for credit card issuer Discover Financial Services (DFS.N), opens new tab in February and ConocoPhillips’ (COP.N), opens new tab $22.5 billion offer for Marathon Oil (MRO.N), opens new tab in May." https://lnkd.in/gmwkkSQc #mergersandacquisitions #hedgefunds Reuters

Biotech M&A has steadily grown from ~$60B in 2021 to ~$150B in 2023, with momentum only accelerating into 2024. “There’s never been a better time to innovate with novel biology in the earliest stages of the game,” Says Sonia Gupta of Goldman Sachs. Fantastic take from Sonia Gupta on biotech M&A and the strong investor appetite for novel approaches in biotech. https://lnkd.in/gujiYrZX #biology #novelapproach #mergersandacqusitions Goldman Sachs

Payment fintechs see Q1 uptick in buyouts - An interesting analysis from Pitchbook on this specific SaaS acquisition trend. There were 16 US and Canadian fintech buyout deals in Q1—compared to 11 deals in the same period last year—with 38% of the deals falling under the enterprise payments sector. “We believe that payments companies are likely fetching premium multiples because payments businesses have a natural embedded inflation hedge,” said James Ulan, PitchBook’s emerging technology lead analyst. https://lnkd.in/eNJN9NZm #buyouts #saas #payments PitchBook

The Dry Powder podcast over at Bain is a treasure trove of insights! Here is the most recent episode Exit Strategies with Thoma Bravo’s Holden Spaht - Thoma Bravo’s leading enterprise software investor explains how the firm continues to find exit opportunities and source new deals. “Last year, including some stock that we took back in Nasdaq, we returned $13 billion to our investors,” Holden says. “It was more than double what we invested.” https://lnkd.in/eE3T8wSi #drypowder #exitstrategy #privateequity Bain & Company

2024 M&A outlook for corporate dealmakers Great deep dive from KPMG on this trend and a closer look at the contributing trends "The KPMG 2024 M&A Survey reveals that a majority of executives anticipate a surge in M&A activity in 2024, with 75% planning to complete at least one deal. The renewed confidence in the U.S. economy and easing high interest rates contribute to this optimistic outlook." https://lnkd.in/gHHY3YPC #mergersandacqusitions #privateequity #corporates #2024 KPMG

Corporates have made significant strides in their M&A strategies over the past 20 years. Today rather than a coin flip, it is a significant driver of profit and shareholder value. #addons #valuecreation #MandA https://lnkd.in/eTB4pmit

Corporate buyers lead the way on software deals. A snapshot from Pitchbook on a trend we've been witnessing in our travels as well. “We’re expecting a steady increase throughout the summer and into fall. It depends how closely the bid-ask spread continues to narrow as investors continue to get comfortable with the current interest rate environment and build investment theses and value creation plans to support the higher valuations.” - Kevin Desai, PwC partner and US PE lead. https://lnkd.in/g2fKWhhY #mergersandacquisitions #corporates #saas PitchBook PwC

Super interesting Top 10 for Q2 from Deloitte's insights library. Read on! "This quarter, talent and the impacts of artificial intelligence take center stage in our most sought-after business insights. Read our latest Top 10 list for fresh research and perspectives on the potential impact of generative AI on the labor market, a deeper look at the AI regulatory landscape, and more." https://lnkd.in/eCZQDMEd #insights #trending Deloitte