Shows
The Pipeline: M&A and IPO InsightsCross-border M&A hotspots emerge from a 'vortex of volatility'Tariffs have created operating challenges that have slowed cross-border M&A, but deal activity is starting to increase, according to Paul Aversano, the practice leader for Alvarez & Marsal's global transaction advisory group. Aversano recently joined The Pipeline podcast to discuss cross-border M&A trends and noted that uncertainty is the biggest obstacle to the deals. He added that regulatory approval of the cross-border transactions has gotten more challenging in recent years, but deals are coming to market. Three areas that are helping produce the transactions are the Middle East, Japan and India. More S...
2025-11-2637 minThe Pipeline: M&A and IPO InsightsDiscussing the key drivers behind a big deal quarter for the large banksThe dealmaking downturn that started in 2022 has weighed on investment banking revenue, but the third quarter produced good results in the M&A advisory and capital markets underwriting businesses for the large US investment banks. RBC Capital Markets analyst Gerard Cassidy joined the Pipeline to discuss the results, the risks that could slow dealmaking and the importance of financial sponsors to the investment banks. Cassidy also touched on Wells Fargo's goal of becoming a top-five investment bank, and St. John's goal of returning to the Final Four of the men's college basketball NCAA tournament. More S...
2025-10-2020 minThe Pipeline: M&A and IPO InsightsRegulatory environment offers some near- and long-term positives for the IPO marketIn this episode of the Pipeline podcast, Eddie Best, a partner at Willkie Farr & Gallagher LLP and co-chair of the firm's capital markets practice, discusses how the regulatory-friendly business environment is helping to open the IPO window. Best also examines how reducing reporting requirements and tailoring SEC rules to the size of companies can alleviate regulatory burdens for publicly traded companies. He points out that lowering compliance costs could encourage more companies to consider going public. However, while easing regulations might benefit the IPO landscape, Best notes that this must be balanced against investor protection and the need for...
2025-09-3031 minThe Pipeline: M&A and IPO InsightsM&A strategy shifting in the healthcare services spaceIn this episode of The Pipeline podcast, Anu Singh, a managing director in Kaufman Hall's M&A practice, discusses the outlook for transactions in healthcare services and how the dealmaking strategy is changing to focus on strategic partnerships instead of just creating scale through consolidation. Singh expects private equity to remain interested in the space, especially on the physician side, but he added that regulators will likely continue to scrutinize market concentration. Overall, Singh sees dealmaking in healthcare services as being on the rise and anticipates that the activity will return to pre-COVID levels in 2026. M...
2025-08-2933 minThe Pipeline: M&A and IPO InsightsM&A Outlook Brightens as Financial Sponsors Prepare to Ramp Up ActivityIn this episode of The Pipeline podcast, Devin Ryan, an equity research analyst with Citizens JMP, provided insights into the current state and future prospects of mergers and acquisitions. Following a record-breaking year in 2021, the M&A landscape faced significant challenges in 2022 and 2023. However, Ryan expressed optimism that 2023 may represent a low point and activity is getting closer to more normal levels. A key factor in the recovery is the role of private equity firms and whether they start deploying more dry powder. More S&P Global Market Intelligence Content: Webinar: M&A in Focu...
2025-07-1624 minThe Pipeline: M&A and IPO InsightsHow Tariff Turbulence is Impacting the M&A MarketIn this episode of The Pipeline, S&P Global Market Intelligence's Joe Mantone speaks with Carole Streicher, the deal advisory and strategy service group leader for KPMG in the U.S., to discuss the evolving landscape of M&A activity amidst changing economic conditions. They discuss the initial pause in M&A due to tariffs, which introduced significant economic uncertainty, and how companies are now reassessing their supply chains and considering geographic expansion as a strategic response. Streicher shares insights from KPMG's recent mid-year M&A survey, revealing that despite the challenges posed by tariffs, dealmakers remain o...
2025-06-3016 minThe Pipeline: M&A and IPO InsightsIPOs Starting To Pick Back Up In this episode of The Pipeline, S&P Global Market Intelligence's Joe Mantone sits down with Richard Truesdell, a partner and global chair of capital markets at Davis Polk, to discuss the current landscape of the IPO market. They explore the cyclical nature of IPO activity, noting recent increases, particularly in the tech sector, while acknowledging that overall numbers remain low compared to historical standards. The conversation delves into the impact of market volatility, driven by factors such as tariff concerns and Federal Reserve decisions, which have affected IPO momentum. Truesdell highlights the importance of conservative valuations i...
2025-05-2822 min
Record Club ShowRecord Club Show by Tim Vox #1262 (22-01-2025)01. Ar Co, Punctual, Newera - Generation Love
02. Sick Individuals, Martin Jasper - Dreamer (Just Like You)
03. Rumpus, Cazztek - Need Your Love
04. Dombresky, Jaded - All For You
05. Mike Williams, Joe Jury - Alice
06. Loreno Mayer - I Don't Wanna Be
07. Rezone, Blacksnipers - No Limits
08. Dont Blink - You Know What I Like
09. Basotdel - Lose My Mind
10. Icona Pop, Galantis - I Want You
11. Ferreck Dawn, Giant, Daijah - Free Candy
12. Cide, Michael Kurt, Almo, Mason Young - Feel It Coming
13. Fedde Le Grand - I Am Ready
14. Jonvs, Bagy - Fever
15. Jrny, Erick Gaudino - Beats Control
16...
2025-01-2200 min
M&A ScienceNavigating the Current M&A Cycle, Regulatory Impacts, and 2025 Market Dynamics for Corporate Development LeadersJoe Mantone, U.S. Financial Institutions News Desk Manager at S&P Global Market Intelligence (NYSE: SPGI) The M&A market isn't what it used to be. Deal volumes are rising, but they remain a shadow of the record highs of 2021. Add to this the challenges of regulatory hurdles, high interest rates, and uneven global recovery. Corporate development leaders are left asking: where do we go from here? In this episode of the M&A Science Podcast, Joe Mantone of S&P Global Market Intelligence unpacks the latest trends, challenges, and...
2025-01-1333 minM&A ScienceNavigating the Current M&A Cycle, Regulatory Impacts, and 2025 Market Dynamics for Corporate Development LeadersJoe Mantone, U.S. Financial Institutions News Desk Manager at S&P Global Market Intelligence (NYSE: SPGI) The M&A market isn't what it used to be. Deal volumes are rising, but they remain a shadow of the record highs of 2021. Add to this the challenges of regulatory hurdles, high interest rates, and uneven global recovery. Corporate development leaders are left asking: where do we go from here? In this episode of the M&A Science Podcast, Joe Mantone of S&P Global Market Intelligence unpacks the latest trends, challenges, and...
2025-01-1333 minThe Pipeline: M&A and IPO InsightsIPO Rebound Beginning to Take ShapeIn this episode, Joe Mantone is joined by West Riggs, head of equity capital markets at Truist Securities, who discusses IPO activity in 2024 and the outlook for 2025. West also touches on interest rate cuts and how the U.S. elections tend to impact the market. More S&P Global Content: • Subscribe to our monthly M&A in focus newsletter • Listen to a webinar on capital markets activity in H1 2024 • See our latest news headlines Credits: • Host: Joe Mantone • Producer: Adam Kovalsky • Published with assistance from: Carl Schmidt
2024-09-0414 minRecord Club ShowRecord Club Show by Tim Vox #1194 (20-08-2024)01. Honu, Gobbs, Tima Dee - Maui Wowwie
02. Cat Dealers - Ass To The Back
03. Mark Knight, Armand Van Helden - Release Me
04. Marc Mosca - Closer
05. Medikate - Bumpin'
06. Fedde Le Grand, Nome. - You Want It
07. Tchami, Malaa, Makj - N9
08. Mph, Ac Slater, Eloise Keeble - Lights On
09. Stefano Pain, Bomber, Andrea Serratore - Carnival
10. Valy Mo, Meirlin - Mess
11. Retrovision, Jeonghyeon - Eternity
12. Basotdel - Lose My Mind
13. Mor3L - Sounds Good
14. Laidback Luke, Marlonbeats - One On One
15. Rudelies - Dirty Vibe
16. Galoski, Almero - Get It Now
17. Sikdope - I Remember
18. Lucas & Steve, Laura...
2024-08-2159 minThe Pipeline: M&A and IPO InsightsThe state of middle market M&AOn this edition of the Pipeline, an S&P Global Market Intelligence podcast, we speak with Michael Mufson, managing partner of the investment banking firm Mufson Howe Hunter. Many of the deals Michael's firm works on involve private equity. The absence of private equity has been a big reason for the downturn in M&A that started in 2022, but Michael sees that changing. The amount of dry powder in PE coffers along with the number of portfolio companies that PE needs to liquidate should serve as a catalyst for M&A, Michael said. But through the first half of 2024...
2024-08-0716 minThe Pipeline: M&A and IPO InsightsM&A executives discuss deals in the higher-for-longer interest rate environmentDuring recent earnings conference calls, executives from Evercore, Moelis and Lazard said interest rate cuts aren't the only driver that will push private equity firms to pursue transactions. The rise in private credit funds gives advisory-focused investment banks an opportunity to increase their exposure to the debt business.
2024-04-2914 minThe Pipeline: M&A and IPO InsightsMindset Around IPOs is Starting to ChangeAbout six to nine months ago companies were preparing to stay private longer, but now management teams are gaining confidence that they can execute a successful IPO, said Dave Stadinski, Piper Sandler's global co-head of equity capital markets. A pickup in the IPO market would certainly be welcome by deal advisers because Stadinski notes the the current slowdown in the capital markets has been longer than the one that occurred around 2008 and the Great Financial Crisis.
2024-04-0117 minThe Pipeline: M&A and IPO InsightsLarge Transactions Show Companies are Dealing With Increased M&A Regulations Bill Curtin, global head of the M&A practice at the law firm Hogan Lovells, joined The Pipeline podcast and spoke about how dealmakers are executing transactions in the current environment. One of the headwinds slowing deals of different sizes is increased scrutiny from regulators. But Curtin said companies are factoring in the additional hurdles and pursuing transactions in part because deals help acquirers keep up with the latest technology trends. Curtin also noted that joint ventures have become more common during the recent M&A downturn.
2024-03-1428 minThe Pipeline: M&A and IPO InsightsM&A on The Road to Recovery JMP Securities analyst Devin Ryan expects that 2023 will mark a trough year for M&A and 2024 can put investment banks on a path to acceleration in their advisory fee business.
2024-01-3121 minThe Pipeline: M&A and IPO InsightsIPO roadblocks create 'pent-up supply' of companies ready to go publicThe IPO market has been extremely slow since the early part of 2022. The lack of activity has created some "pent-up supply" of high-quality companies that are ready to go public, according to Seth Rubin, head of US equity capital markets for Stifel Financial Corp. Rubin recently spoke with The Pipeline about the strategies some companies are taking to execute an IPO, the outlook for the market as a whole and the future of SPAC issuance.
2023-09-1424 minThe Pipeline: M&A and IPO InsightsM&A approval prep time is likely to become much more onerousThe amount of time it takes to meet US pre-merger compliance requirements has the potential to skyrocket if regulators move forward with a rulemaking proposal. The Pipeline recently spoke with Kara Kuritz, a partner in Vinson & Elkins' antitrust practice, to get a better idea on what the proposed changes entail and a bit of a history lesson on the Hart-Scott-Rodino Antitrust Improvements Act of 1976.
2023-08-1827 minThe Pipeline: M&A and IPO InsightsBank M&A down but not outWhile many banks are being unfairly painted with a broad brush, institutions will face tougher regulatory examinations and pressure on probability and that should ultimately lead to a strong rebound in bank M&A activity. Those views were delivered by members of the investment and advisory community during two panel discussions focused on bank liquidity that S&P Global Market Intelligence hosted on May 18. The panels featured Ben Azoff, partner at Luse Gorman; Isaac Boltansky, director of policy research at BTIG; Bill Burgess, co-head of financial services investment banking at Piper Sandler; Greg Hertrich, head of U.S. depository...
2023-06-0227 min
Street TalkEp. 112 - Banks face Bob Ross effect, tougher exams but 'huge' M&A on horizonWhile many banks are being unfairly painted with a broad brush, institutions will face tougher regulatory examinations and pressure on probability and that should ultimately lead to a strong rebound in bank M&A activity. Those views were delivered by members of the investment and advisory community during two panel discussions focused on bank liquidity that S&P Global Market Intelligence hosted on May 18. The panels featured Ben Azoff, partner at Luse Gorman; Isaac Boltansky, director of policy research at BTIG; Bill Burgess, co-head of financial services investment banking at Piper Sandler; Greg Hertrich, head of U.S...
2023-06-0226 minThe Pipeline: M&A and IPO InsightsLaunching an i-bank in a low deal environmentM&A activity has been slow, but Matt Edgar, founder of the recently launched Edgar Matthews & Co. LLC, said the landscape offers opportunities for a new investment bank.
2023-05-3117 minThe Pipeline: M&A and IPO InsightsThere will be better days for investment banking M&A activity was slow in 2022, and the start of 2023 hasn't been much better. What will it take to get the investment banking businesses going again? We talk with RBC Capital Markets analyst Gerard Cassidy about that very topic.
2023-02-1316 minThe Pipeline: M&A and IPO InsightsIt's A Buyers' M&A market, But Not All Sellers Got The MemoReduced valuations have many potential buyers wanting to purchase their preferred targets at lower multiples, and the proposals are leading to debates inside the boardrooms of would-be sellers.
2023-01-0620 min
Street TalkEp 39 - A new era for blockbuster bank M&AThe days of large bank buyers pursuing deals to plant a flag in a new market might be gone with acquirers now seeing deals as a way to support investments in technology. BB&T touted that prospect when discussing its landmark merger of equals with SunTrust. In the episode, we spoke with S&P Global Market Intelligence colleagues Zach Fox and Joe Mantone about the drivers of BB&T/SunTrust merger, how much i-banks advising on the deal stand to earn and the prospect of other similarly sized transactions emerging in the future.
2019-02-0819 min
Street TalkEp 31 - IPOs, blockbuster M&A deals are heating upU.S. IPO activity rebounded in the second quarter while big-ticket deals continued to drive growth in M&A activity. Favorable conditions remain in place and could help 2018 close near record levels, according to Joe Mantone, senior editor at S&P Global Market Intelligence. Mantone said that all means good things for investment banks, which are expected to fly high on strong results this year.
2018-09-1827 min