December Market Rout Scared Smaller Companies Away From M&A, Goldman's Carr Says

The video discusses current market trends, highlighting the divergence between large and midmarket deals. It examines the impact of December's credit market on transactions and analyzes the Bristol Myers and Celgene merger, focusing on shareholder dynamics. The role of activists in influencing markets is explored, along with the importance of effective communication with shareholders. The interaction between activists and private equity is discussed, and potential sectors for future mega mergers are identified.

What advice is given to companies regarding their shareholders?

How are private equity firms and activists starting to collaborate?

What changes are being observed in the composition of the market sectors?