MUFG Capital Analytics’ Post

This interview with David Dubner on the prevalence of “structured M&A” is spot on. Higher cost of capital, growing shareholder activism, growing PE “dry powder” and enhanced tools and technology that make buy-side and sell-side carve-outs easier will all continue to contribute to the re-shuffling of portfolios and assets. #transactionadvisory #mergersandacquisitons #deals #divestitures

"There are clear synergies that come from diversification and scale. Cost of capital has significantly increased, making for a harder decision in terms of what businesses companies should focus on and grow. Companies are focused on being the optimal owner of an asset. Now, they're trying to set them up as separate companies."   This week, David Dubner, Global Head of M&A Structuring, joined CNBC's Squawk Box to discuss why structured M&A has become more prevalent as regulatory scrutiny increases. Active portfolio management has become a main focus, he notes, as corporates work to drive operational improvement with a narrower set of businesses, enhance shareholder return, and find new ways to allocate capital.   Watch the full interview 👇   https://lnkd.in/ejkjJWxt

Why is it more crucial than ever for managers to partner with an investor services team with a proven track record for agility? According to Ana Saer, Head of Professional Services at MUFG Capital Analytics, the market's rapid pace of change demands adaptable solutions. In this discussion with Managing Director Scott Ramsey, Ana emphasizes how traditional investor services, backed by years of success and robust resources, are uniquely positioned to navigate market volatility and drive your business forward. Discover more insights from their conversation here: https://lnkd.in/gwaDDstw #FundAdmin #InvestorServices #BusinessStrategy  

Treasurers are moving beyond their traditional roles and becoming crucial voices in corporate strategy. Despite their increasing significance, many companies are yet to fully capitalize on the value treasurers offer. Curious to delve deeper into this transformation? Explore PYMNTS Intelligence’s newest research report in partnership with Citi: https://lnkd.in/evi9B3BA

📈 The M&A landscape is showing signs of a robust comeback in 2024, ending a decade-long bear market. Despite uncertainties, the recent financial market improvements, pent-up deal demand, and strategic transformations are fueling optimism for a steady uptick in activity throughout the year. #DealMaking2024 #BusinessStrategy

Discover the power of #data and analytics in driving value creation in the #PrivateEquity (PE) sector with this insightful article: "Delivering Value: How Leading Private Equity Firms Are Using Data and Analytics to Drive Value". https://social.kpmg/myll8l

📈 The M&A landscape is showing signs of a robust comeback in 2024, ending a decade-long bear market. Despite uncertainties, the recent financial market improvements, pent-up deal demand, and strategic transformations are fueling optimism for a steady uptick in activity throughout the year. #DealMaking2024 #BusinessStrategy

Successfully identifying leaders from disruption is critical to boosting long-term portfolio potential. Companies that can harness new technologies to grow markets, dislodge incumbents, or slash costs can provide high equity market returns. Learn more in the UBS Year Ahead 2024 here: http://from.ubs/6046ingF2 #shareUBS

I am delighted to share our latest report on that state of the US wealth management industry and thank my co-authors, John Euart, Jon Godsall, and Jill Zucker, for the collaboration. In “US wealth management: Amid market turbulence, an industry converges,” we discuss the industry’s resilience, the impact of subsiding tailwinds, and how convergence across legacy delivery models shifts the competitive landscape. Read the full report here: https://lnkd.in/gZKs9iUQ #McKinseyInsight #WealthManagement

📈 The M&A landscape is showing signs of a robust comeback in 2024, ending a decade-long bear market. Despite uncertainties, the recent financial market improvements, pent-up deal demand, and strategic transformations are fueling optimism for a steady uptick in activity throughout the year. #DealMaking2024 #BusinessStrategy