A TikTok Deal in 2025?

The video discusses the strong outlook for tech deals, emphasizing the complexity of large transactions and their potential to move markets. It highlights the geopolitical factors affecting M&A, particularly between the US and China, and the impact of antitrust enforcement. The role of private equity in facilitating complex deals and their interest in carve-outs from large enterprises is also explored.

What is a key factor that influences the timeline of large tech transactions?

• The number of stakeholders involved

• The complexity of the transaction

• The location of the headquarters

• The size of the company

How do geopolitical tensions between the US and China affect the tech industry?

• They simplify the process of M&A

• They have no impact on tech deals

• They increase the speed of transactions

• They create a chilling effect on M&A

What percentage of the market is not significantly affected by US-China geopolitical tensions?

• 70%

• 90%

• 100%

• 50%

What role does private equity play in tech deals?

• They avoid complex transactions

• They provide capital and expertise

• They only invest in startups

• They focus solely on small enterprises

Why are private equity firms interested in carve-outs from larger enterprises?

• They believe these are overvalued

• They see them as under-managed opportunities

• They want to avoid competition

• They prefer smaller investments