Lemkau: M&A Fundamentals Are Still There to Drive Market

The video discusses the challenges and opportunities in the market, focusing on limited organic growth, regulatory headwinds, and the role of private equity in driving growth through mergers and acquisitions. It highlights the impact of regulatory issues, such as antitrust and tax inversions, on market activity and strategic decision-making. The discussion also covers the dynamics of leverage buyouts and the influence of capital markets on private equity activity.

In what ways might private equity firms respond to the challenges posed by the current market conditions?

What are the potential future trends in M&A activity given the current political and regulatory climate?