Solomon Says He's Optimistic About Deals in Long Term

The video discusses how CEOs tend to be cautious in uncertain times, affecting significant business decisions. It highlights the ebb and flow of M&A activity in global businesses, emphasizing the need for consolidation and scale to compete effectively. Recent significant deals in the energy sector are noted as examples. The post-pandemic period saw a boom in M&A activity due to fiscal stimulus and free money, driven by financial sponsors and private equity. The video concludes with a strong view that M&A activity will grow in parallel with economic growth and market cap expansion, predicting a rise in strategic M&A.

What trends have been observed in the energy sector regarding M&A activity recently?

In what ways do economic growth and market cap expansion relate to M&A activity over time?