Dan Wharf’s Post

Our quarterly M&A and Capital Markets newsletter provides analysis and details about the latest trends. Read the most recent edition to find out what to watch for in the second half of the year. https://lnkd.in/gdtCZtvY #MergersAndAcquisitions #MnA

M&A activity is poised to pick up in 2024. This market upturn will differ from previous ones, with a larger role for private credit and greater focus on value creation and growth. Read more here. #PwCDeals #ValueCreation

M&A deal volume should be back on an upswing through the rest of 2024 and into 2025. As BMO’s latest Middle Market M&A Update explains, several factors are fueling the tailwinds, detailed below.

🚀 "The State of European Private Equity: H1 2024" report is officially out. It's packed with insights on entries, buy-and-build activity, exits, portfolio statistics and much more. Based on proprietary data from Gain.pro, here are our key findings: ➡️ Buyout deal activity in 2023 was the lowest it’s been in 6 years (down 32% from peak). ➡️ Add-on activity also took a hit in 2023 (down 31% YoY). Despite the decline, the ratio of add-ons to total PE deal activity remains near the decade-high. ➡️ Exits slowed down meaningfully in 2023 but recent data suggests that exits have now stabilized. ➡️ Roughly 55% of assets that exited in 2023/24 stayed longer than 5 years in the portfolio. The average holding period is at an all-time high of 5.8 years vs. 4.9 years in 2020. Discover even more insights like these in our full report 👉 https://okt.to/n1SYv3 #H12024 #privateequityreport #investmentinsights See the full H1 2024 report here ➡️ #privateequity #report

M&A activity is poised to pick up in 2024. This market upturn will differ from previous ones, with a larger role for private credit and greater focus on value creation and growth. Read more here. #PwCDeals #ValueCreation

Share prices for US #equity #RealEstate investment trusts fell in April, further bringing down price-to-net asset value valuations for the sector. The #REIT sector closed April 30 at a 19.1% median discount to their consensus net asset value (NAV) per share estimates, a 4.1 percentage point expansion from the median 15% discount as of March-end, according to S&P Global Market Intelligence data. Get more insights >> https://okt.to/hZPNSK

Our latest analysis is where we examine the intricate dynamics between bond and equity markets, specifically focusing on the TNX or the CBOE 10-Year Treasury Note Yield Index and its correlation with the S&P 500 Index (INX). Our article offers a critical perspective on how these markets have interacted across various historical intervals, shedding light on the increasing allure of bonds as a stable investment alternative amidst volatile market conditions. Get insights into how recent trends and market shifts underscore the resilience of bond investments and what this means for M&A strategies in 2024. #MarketAnalysis2024 #BondVsEquityTrends #StrategicInvestmentInsights

Global M&A activity declined last year, as high interest rates and economic instability slowed down prospective deal flow. Our latest Annual Review explores the key drivers that reshaped M&A and debt markets throughout the downturn. Read it here: https://ow.ly/CLoY50Rik92 #WCAnnualReview #MA

Global M&A activity declined last year, as high interest rates and economic instability slowed down prospective deal flow. Our latest Annual Review explores the key drivers that reshaped M&A and debt markets throughout the downturn. Read it here: https://ow.ly/OAx350RiRTa #WCAnnualReview #MA

Our pulse survey shows asset and wealth management firms in North America are cautious about pay and rewards, while firms in Western Europe have a more optimistic outlook https://ow.ly/BuoV50QUf23 #investments #AssetManagers #WealthManagement #WTWPerspective