What to Expect in M&A for the Rest of the Year

The video discusses the impact of geopolitical concerns on globalization and cross-border activity, highlighting the US economy's stability and preference for domestic investments. It contrasts the rise of mega deals with the decline of smaller transactions, driven by technological innovation. The role of activism in M&A is explored, noting its global spread and challenges. Finally, predictions for future M&A trends focus on the tech sector, anticipating increased activity once regulatory hurdles clear.

What is one reason for the decline in cross-border activity according to the transcript?

• Decreased geopolitical concerns

• High interest rates

• Increased domestic investments in the US

• Lack of technological innovation

Why have mega deals become more prevalent in recent years?

• Because they are less complex

• To achieve transformative scale and stay competitive

• Because smaller deals are easier to manage

• Due to a decrease in technological innovation

What has been a significant driver of M&A volume recently?

• Cross-border transactions

• Mega deals

• Smaller deals in the $1 to $10 billion range

• Domestic investments

How has activism influenced M&A activity in the US?

• It has decreased M&A activity

• It has spurred some deal activity

• It has only affected cross-border deals

• It has had no impact

What is a challenge for activists outside the US?

• Lack of interest from investors

• Higher bars to completing campaigns

• Too many low-hanging fruits

• Similar corporate governance landscapes

Which sector is expected to be increasingly active in M&A next year?

• Healthcare

• Technology

• Manufacturing

• Retail

What is holding back M&A activity in the tech sector?

• Antitrust and regulatory investigations

• Limited market opportunities

• High costs

• Lack of innovation