See More M&A Activity in 2020: Maso Capital’s Jain

The video discusses the current state of M&A activity, highlighting its global nature and the factors driving it, such as technological advancements and favorable funding conditions. It explores the timing of deals, the impact of trade wars, and industry-specific trends. The role of private equity in the M&A landscape is also examined, emphasizing the strategic positioning of companies in response to market changes.

What are some of the structural drivers for M&A activity?

• Increase in employee benefits

• Need to grow the top line and cut costs

• Reduction in global trade

• Decrease in technological advancements

What is a significant factor that influences the timing of M&A announcements?

• Short-term profit gains

• Immediate market conditions

• Long-term strategic planning

• Seasonal business cycles

How has the US-China trade war affected M&A activity?

• No impact on M&A activity

• Shift of Chinese M&A focus to Europe and Latin America

• Increased M&A activity in China

• Increased M&A activity in the US

What is a potential outcome if the trade war is resolved?

• Surge in M&A activity

• No change in M&A activity

• Decrease in M&A activity

• Shift of M&A focus to Africa

What is a common reaction of companies in response to M&A activity in their sector?

• Decrease in production

• Strategic repositioning

• Reduction in marketing efforts

• Increase in employee hiring

Which sector is often involved in M&A for offensive reasons?

• Technology

• Healthcare

• Agriculture

• Retail

What role does private equity play in M&A activity?

• It reduces the number of M&A deals

• It provides additional capital for M&A

• It limits the geographical scope of M&A

• It focuses solely on technology sector