Shows
Beyond The ObviousMarkets Mindset: Q1 2026 Equity Capital Markets: The Return of IPOsEquity capital markets are off to a strong start in 2026, with IPO activity accelerating after several years of subdued issuance. Early momentum, improving performance and a growing pipeline across sectors are setting the stage for a potentially robust year ahead.But as financial sponsors return to the market and a new wave of mega-cap and SMID-cap IPOs line up, is there sufficient demand across the public markets to absorb deals of all sizes?In this episode of Markets Mindset, Mizuho’s Head of Equity Capital Markets, Josh Weismer, is joined by Managing Director in Equity Ca...
2026-02-0509 min
Beyond The ObviousMarkets Mindset: Q1 2026 Leveraged Finance: A Deep Dive into Data Center FinancingLeveraged finance markets experienced a meaningful pick up of activity in 2025 driven largely by continued high volumes of data center financings, including several of Mizuho’s recently lead deals. But as we enter 2026 with even more data center projects on the horizon, is the market equipped to meet demand for financing? In our latest episode of Markets Mindset, Mizuho’s Managing Director in Leveraged Finance, Jim Boland, is joined by Nicholas Brice, Head of Leveraged Finance Trading, and Rahul Shah, Head of Project Finance, for a discussion on how this year is shaping up in their ma...
2026-01-2113 min
Beyond The ObviousMarkets Mindset: Q1 2026 Debt Capital Markets: Ready, Supply, Go!Debt Capital Markets are off to a running start in the new year, with heavy supply flooding the markets in the first week of January.Looking ahead to the rest of 2026, how will the lofty market estimates hold up against the backdrop of heavy tech bond issuance and a midterm election year?In our latest episode of Markets Mindset, Mizuho Americas’ Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is in conversation with Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Colby Griffith, Head of U.S. Debt Syndicate, to analyze Ja...
2026-01-1616 min
Beyond The ObviousConnected Perspectives: Consumer Habits Drive Global M&AConsumer habits are evolving at an unprecedented pace, reshaping M&A activity in the sector worldwide. Companies are using acquisitions to capture growth, enter new markets, and acquire on-trend brands, while divesting slower-growing assets. Charles Gournay, Managing Director, Greenhill Consumer & Retail London, explores how societal shifts, technology and macro trends are influencing consumer behavior and driving global M&A strategy. Learn how a combined global perspective across the U.S., Europe and Asia helps companies navigate this dynamic sector. Tune in for analysis on the current state of consumer M&A an...
2025-12-1001 min
Beyond The ObviousMarkets Mindset: Q4 2025 Debt Capital Markets: A Supply Driven MarketDebt Capital Markets have seen a period of record-breaking supply post-Labor Day, particularly around the AI and AI adjacent space and the recent flurry of U.S. data center transactions.As we approach the end of the year with full-year issuance up 9% on gross supply this year and trillion-dollars maturing next year, what should issuers be aware of as they plan their next moves?In our latest episode of Markets Mindset, filmed on November 24, 2025, Mizuho’s Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is joined by Moshe Tomkiewicz, Head of Investment Grade De...
2025-12-0812 min
Beyond The ObviousConnected Perspectives: German M&A in a Shifting EuropeEurope’s M&A landscape is undergoing rapid change. A softening economy, rising energy costs and global competition are forcing companies to refocus and redefine their core strategies. For many, that means divesting non-core assets and accelerating transformation through targeted acquisitions. Michael Cramer, Managing Director, Greenhill Industrials Frankfurt, explores how European and German companies are navigating these headwinds and why every crisis still presents new opportunities for growth and reinvention. Tune in for analysis into how strategic M&A can help businesses adapt and thrive amid Europe’s evolving landscape. Discover expert insights and glo...
2025-12-0302 min
Beyond The ObviousConnected Perspectives: Rising M&A Activity in AsiaAsia is a global growth hotspot, with a digitizing economy, rising middle class and accelerating urbanization driving strong M&A activity. From digital infrastructure to consumer, financial services, and industrials, the region has seen ~$6 trillion in transactions over the last five years.Arnaud Granger, responsible for Greenhill’s M&A business in Asia, discusses how financial sponsors, local and regional conglomerates, and private equity are pursuing growth, scale and consolidation opportunities across Asia and developed economies. He also explores the challenges of navigating fragmented regulations, relationship-driven networks and market complexity.Tune in to hear expert in...
2025-11-2502 min
Beyond The ObviousConnected Perspectives: Drivers of Spanish M&AFrom slowing volumes to evolving sector trends, the Spanish M&A market has seen several developments shaping dealmaking activity in 2025. As the year progresses, what are the key challenges and opportunities for companies and private equity targeting Spain? Javier Gonzalez, Head of Greenhill Iberia, examines how private equity continues to drive buy-side activity, how consolidation is reshaping industries like telecom and how disciplined valuations are influencing deal structures. Hear expert analysis of Spain’s current M&A landscape and what these trends may mean for interest in Europe and beyond. Discover expert insights and g...
2025-11-1902 min
Beyond The ObviousConnected Perspectives: The Steady Strength of Nordic M&AThe Nordic region continues to outperform much of Europe when it comes to M&A. Combining stability, low inflation, and well-capitalized markets, it remains a magnet for private equity and corporate investment.Mats Bremberg, Head of Greenhill Nordic, explains how private equity remains a driving force, with roughly 14% of all European PE investments flowing into Nordic portfolio companies. Meanwhile, a resurgent IPO market is reigniting confidence among financial sponsors and corporates alike.Explore why the Nordics continue to punch above its weight in European M&A, and what’s driving renewed optimism across the region....
2025-11-1202 min
Beyond The ObviousConnected Perspectives: Balancing Opportunity and Risk in Australian M&AAustralia remains one of the most attractive destinations for foreign investment, supported by low sovereign risk, a transparent regulatory framework and a favorable exchange rate. The country averages approximately A$60 billion in transactions annually, with a similarly active private treaty mergers & acquisitions market.Richard Phillips, Chairman of Greenhill Australia, highlights while deal completion risk continues to be a factor, disciplined structuring and the prevalence of all-cash offers have improved success rates. With strong cross-border participation, the Australia market continues to offer compelling opportunities for global companies seeking stability and growth.Tune in to learn how...
2025-11-0402 min
Beyond The ObviousM&A Corner: European Dealmaking LandscapeFrom shifting political environments to macroeconomic uncertainties, the European market has seen several trends that have influenced dealmaking activity in 2025. As we move into the end of the year, what are the challenges and opportunities for corporates looking to Europe?In this episode of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A, Kevin Costantino, sits down with two of our European colleagues to examine the current state of dealmaking in their nations – Amélie Oyarzabal, Head of Greenhill France, and Dean Rodrigues, Head of Greenhill U.K.Our guests dis...
2025-10-2016 min
Telecommunications Industry TherapyFuture of Carrier Investments- Industry Financial OutlookJennifer Fritzche, Managing Director of Greenhill Mizuho Digital Infrastructure Practice, joins our podcast to provide an outlook on current carrier spending trends and how that may be impacted by the new administration. Jennifer also provides her predictions on how carriers may pivot to optimize their investment of 5G deployment. Disclaimer: The information contained in this podcast does not constitute research or recommendation from any Mizuho entity to the listener. Neither Mizuho nor any of its affiliates make any representation or warranty as to the accuracy or the completeness of the statements or any of the in...
2025-09-1509 min
Beyond The ObviousMarkets Mindset: Q3 2025 Equity Capital Markets: Mid-Year SnapshotIs the long-awaited return of the IPO market finally upon us? This year, the IPO market is on track to surpass last year’s ~$30 billion of issuance, as tech IPOs rebound and a wave of diversified companies hit the market, led by tech, industrial, defense and sponsor-related transactions.As we head into the remainder of the year, what are the key trends that equity capital investors should be looking out for?In our latest episode of Markets Mindset, Mizuho's Head of Equity Capital Markets, Josh Weismer, is joined by Managing Director of Equity Capital Markets, Ri...
2025-08-1207 min
Beyond The ObviousMarkets Mindset: Q3 2025 Debt Capital Markets: Mid-Summer UpdateInvestment Grade Debt Capital Markets are seeing strong momentum this summer, with year-to-date supply pacing toward the second-largest year on record, following the highs of 2020.In this latest episode of Markets Mindset, Mizuho’s Head of Investment Grade Capital Markets and Syndicate, Victor Forte, is joined by Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, for a deep dive into Q3 DCM market dynamics.They discuss what’s driving current conditions in the IG new issue and broader DCM landscape, including strong investor demand, tight spreads and copious amounts of excess liquidity. With financials lead...
2025-07-2509 min
Beyond The ObviousM&A Corner: The Business of SportsIn the current era of must-see live sporting events, sports leagues and teams are becoming increasingly attractive to private equity investors. In part two of this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of Greenhill International, Kevin Costantino, continues his conversation with Stephen Amdur, Partner at Pillsbury Winthrop Shaw Pittman LLP, as they discuss the growing appetite for institutional investment in the sports industry.Stephen provides his insight into the world of finance for professional sports teams and leagues, with the discussion exploring the rigor required to manage successful s...
2025-07-1509 min
Beyond The ObviousM&A Corner: Market Confidence ReturningMarket certainty drives businesses to take action, and returning confidence has led to a flurry of transactions across several sectors.In part one of this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of Greenhill International, Kevin Costantino, sat down with Stephen Amdur, Partner at Pillsbury Winthrop Shaw Pittman LLP, to discuss the recent resurgence in dealmaking and what is driving it.Stephen reflects on the uptick in activity his law firm has seen in recent months, touching on:The uptick in deal activity as private equity sponsors are...
2025-06-3009 min
Beyond The ObviousMarkets Mindset: Q2 2025 Equity Capital Markets: Rebound in ActivityOver the past few weeks, Equity Capital Markets have seen a rebound in activity, presenting windows of opportunity for issuers following a wave of volatility.In our latest episode of Markets Mindset, Mizuho's Head of Equity Capital Markets, Josh Weismer and Managing Director of Equity Capital Markets, Mariano Gaut reflect on current transactions and trends in the IPO, secondary and convertible markets, highlighting some of Mizuho’s recent deals. With positive signals in the equity market and expected wave of refinancings from Covid-era convertibles, we expect an uptick in issuance activity. Hear our projections ahead of...
2025-05-2206 min
The Wall Street Skinny160. Elite Boutiques vs. Bulge Bracket Investment Banks feat. Greenhill Chairman, Scott BokSend a textIn this episode of The Wall Street Skinny, we sit down with Scott Bok, Chairman and former CEO of Greenhill & Co. and author of Surviving Wall Street: A Tale of Triumph, Tragedy and Timing. Scott shares stories from his remarkable career journey—from big law at Wachtell Lipton to investment banking at Morgan Stanley, to ultimately leading one of the most respected elite boutiques on Wall Street. We talk through the rise of the elite boutique model, the decision to go public, and why Greenhill ultimately sold to Mizuho—plus Scott’s candid take on pri...
2025-05-221h 37
Generating Alpha PodcastEpisode 20: Scott Bok - Chairman of Greenhill & Co.This week, I had the pleasure of sitting down with Scott Bok—a deeply thoughtful leader whose journey from Grand Rapids, Michigan to the top of Wall Street reflects quiet determination, intellectual rigor, and a deep commitment to principled leadership. Best known for his long tenure as CEO of Greenhill & Co., Scott has helped shape the modern M&A landscape.Scott’s story is one of steady ascent. After earning his law degree from Penn, he began his career at Wachtell, Lipton, Rosen & Katz before moving to Morgan Stanley, where he spent over a deca...
2025-05-2236 min
Odd LotsScott Bok on How Bankers Spread the Gospel of CapitalismWhen we think about the prospect of deglobalization (whatever that means) we often think about it in terms of the goods economy. Supply chains get rerouted. Manufacturing becomes more localized, and possibly less efficient. But changes to the global world order also have implications for Wall Street, and the world of dealmaking. On this episode of the podcast, we speak with Scott Bok, the longtime former chairman and CEO of the investment bank Greenhill & Co., which is now part of Mizuho. Scott is the author of the new book, Surviving Wall Street: A Tale of Triumph, Tragedy, and Timing...
2025-05-1953 min
Beyond The ObviousStorytellers in Business: Rick FoxIn this episode, host Andy Laszlo, Head of Technology, Media & Telecom at Mizuho Americas, talks to Rick Fox, Co-Founder & CEO of Partanna, actor and former professional basketball player. A three-time NBA champion, serial entrepreneur and philanthropist, Rick has brought his learnings from sports leadership and acting into the business world, driving several successful ventures across industries as varied as esports and chemical manufacturing.In conversation with Andy, Rick reflects on the influence of teamwork on his career, the importance of humility in leadership and how finding his purpose in entrepreneurship and sustainability led to the f...
2025-05-1235 min
Beyond The ObviousMarkets Mindset: Q2 2025 Leveraged Finance: Navigating Volatile MarketsAs the market reopens following post-April 2nd volatility, what should Leveraged Finance issuers prioritize as we move into Q2 and beyond? Our latest episode of Markets Mindset features Mizuho's Head of Leveraged Finance, Jeb Slowik, joined by Head of High Yield Capital Markets, Phil Tamplin, and Managing Director, Derivatives Risk Solutions Americas, Andrew Simon as they discuss high yield and loan fund flows, issuance and pricing as well as examine hung transactions resulting from the market uncertainty. Join our experts as they unpack Mizuho’s recent deals and give their outlook on navigating Leveraged Finance mark...
2025-05-0110 min
Beyond The ObviousMarkets Mindset: Q2 2025 Debt Capital Markets: Recalibrating the MarketIn the wake of the April 2nd tariff announcements, the last few weeks have seen market fluctuations impacting Debt Capital Markets, from widening spreads to the U.S. dollar hitting a three-year low.While market conditions continue to shift rapidly, several themes remain true and present timely opportunities for both issuers and investors.Our latest episode of Markets Mindset features Mizuho's Head of Syndicate and IG Capital Markets, Victor Forte, joined by Head of IG Debt Capital Markets, Moshe Tomkiewicz, and Head of U.S. Debt Syndicate, Colby Griffith. This segment was recorded on April 21...
2025-04-2913 min
Beyond The ObviousM&A Corner: The Activist Defense PlaybookThe face of shareholder activism is constantly changing, and against a backdrop of economic uncertainty, CEOs and board chairs need proactive strategies to help them avoid and prepare for potential activist campaigns. In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of U.S. M&A, Doug Jackson, sits down with Peter da Silva Vint, Managing Partner at Jasper Street Partners, to look at M&A industry trends through the lens of activism preparedness and response. Join us as we discuss the current state of the activism environment, the key elements of corporate takeover de...
2025-04-0312 min
Beyond The ObviousMarkets Mindset: Leveraged Finance Market 2025 OutlookIt’s time for our Leveraged Finance market 2025 outlook.In this episode of Markets Mindset, Mizuho's Head of Leveraged Finance Jeb Slowik sits down with Head of High Yield Capital Markets Phil Tamplin and Head of Leveraged Loan Capital Markets Jackson Merchant.The three reflect on the impact of last year’s rate cuts on the Leveraged Loan and High-Yield markets, as well as the recent pickup in both treasuries and dividend recaps, and what to expect from M&A activity in 2025.
2025-02-0308 min
Beyond The ObviousPanel: Resurgence of Corporate HybridsHybrid capital has gained favor with corporates and investors alike after a change in ratings agency equity consideration coupled with higher yields has made the securities more attractive. Join our expert panel as they seek to answer: ‘What is the art of the possible in hybrid capital?‘ Will demand for capital by utilities remain at the heart of its growth? And what will the volumes look like in 2025?Meet the panel:Moshe Tomkiewicz, Head of Investment Grade Debt Capital MarketsVictor Forte, Head of Investment Grade Capital Markets & SyndicateKatie Lavino, Managing Director, Investment Grade Debt Capit...
2025-01-1324 min
Beyond The ObviousM&A Corner: Understanding the Changing M&A Regulatory LandscapeTrump’s reelection will undoubtedly result in a shift in the U.S.’s regulatory environment, but who will benefit in this new M&A landscape? In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A Kevin Costantino sits down with Igor Kirman, Partner at Wachtell, Lipton, Rosen & Katz to explore what Trump’s second term and its wider global context will mean for M&A. Join us as we look at how previously shelved deals may now make it out of the boardroom.
2024-12-2409 min
Beyond The ObviousMarkets Mindset: Debt Capital Markets Year-End Review and 2025 OutlookThis year’s Investor Survey results are in and some of them are surprising. In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate Victor Forte and Head of Investment Grade Debt Capital Markets Moshe Tomkiewicz pit themselves against the survey to see how closely investor perspectives align with their own predictions, and explore how the incoming presidential administration’s policies could influence activity in Q1.
2024-12-2018 min
Beyond The ObviousMarkets Mindset: Equity Capital Markets: 2024 Post-Election OutlookWith the US election now behind us and a change in administration on the horizon, equity investors are inevitably beginning to look ahead to how this will impact their markets going into 2025.IPOs, converts and follow-ons are expected to pick up amid the backdrop of higher valuations and changing interest rates.In our latest Markets Mindset installment, Mizuho's Head of Equity Capital Markets, Josh Weismer, discusses the post-election landscape with Head of US Equity Sales, Shaival Patel.Join our experts as they dive into the initial reactions from investors and give their predictions...
2024-11-2108 min
Beyond The ObviousStorytellers in Business: Steve RicchiutoIn this episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, talks to her colleague and friend, Chief US Economist at Mizuho Americas, Steve Ricchiuto.A renowned economist and author, Steve is a highly sought after guest for global financial media, known for his bold predictions and contrarian viewpoints within the crowded market commentary space.Steve’s conversation with Michal provides a window into his 35+ year career in financial services, his journey from a mathematics student to Wall Street and his insights from the forefront of economic data analysis.
2024-11-1225 min
Beyond The ObviousMarkets Mindset: Q3 2024 Debt Capital Markets: A Constructive Landscape for IssuersThe market is entering the fourth quarter with spreads at post-financial crisis tights, the S&P 500 marking 40+ days of record-breaking closes and a deep pool of liquidity amid the backdrop of geopolitical tensions, Fed easing and a pending U.S. presidential election.In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate, Victor Forte, sits down with Head of Investment Grade Debt Capital Markets, Moshe Tomkiewicz, to discuss the current opportunities for issuers and investors in this dynamic market landscape.Join us as we explore the factors at play within...
2024-10-2312 min
2024-10-2300 min
2024-09-2000 min
Beyond The ObviousM&A Corner: International M&A In FocusGiven the UK's recent change in leadership to a new government, there’s a certain level of optimism that a new growth-oriented investment plan will drive activity going into the latter half of the year and 2025. In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A, Kevin Costantino, sits down with Head of Greenhill EMEA, David Wyles, to discuss the global M&A environment, notably the influences affecting decision making in Europe. Join us as we explore the impact of the geopolitical climate and global economy on the...
2024-09-1812 min
2024-09-1700 min
Beyond The ObviousStorytellers in Business: Barbara ByrneIn this episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, speaks to her friend and mentor, longtime Wall Street veteran, Barbara Byrne. A highly sought after corporate advisor and independent director of over 30 years, Barbara is renowned as a leader, dealmaker extraordinaire and trailblazer within the world of finance and beyond. In her discussion with Michal, Barbara recounts stories from her many years on Wall Street and provides invaluable lessons and approaches to dealing with unexpected outcomes, switching career paths and making yourself memorable.
2024-08-1430 min
Beyond The ObviousStorytellers in Business TrailerIntroducing the Storytellers in Business podcast series
2024-08-0801 min
The Real DealBanks Acquiring Restructuring-focused Advisory FirmsWith fees on the decline due to reduced M&A deal volume, investment banks, consultancies and financial sponsors are acquiring boutique advisory firms specializing in corporate restructuring and distressed dealmaking. Following J.S. Held’s acquisition of Phoenix Management and Mizuho America buying Greenhill in 2023, will this trend continue in 2024?
Dealcast is presented by Mergermarket and SS&C Intralinks.
Dealmakers, are you ready for 2024? Read our new report, 9 M&A Dealmaking and Financing Trends in 2024, to understand the factors that will impact M&A and strategic financing in the next 12 months. https://www.intralinks.com/in...
2024-01-1908 min