Goldman���s Feldgoise on Record M&A Levels

The transcript discusses the current trends and conditions in the M&A market, highlighting the record activity levels despite challenges like antitrust issues, national security, and the pandemic. It explores the strategic repositioning of companies post-pandemic, driven by technology and shareholder support. The discussion also covers economic factors such as inflation and demand, competition strategies, and the impact of tax expectations on M&A activities.

What role do shareholders and boards play in the M&A process?

What indicators suggest that demand for products remains strong?

How do companies view long-term strategic moves in relation to tax expectations?