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Dealcast: The M&A Podcast

Dealcast: The M&A Podcast

267 episodes — Page 6 of 6

Dealcast European Banking Barclays Virgin Money Clydesdale

European banking deals are the discussed this week. Barclays' rumoured tie-up with Standard Chartered is making headlines, while Clydesdale has just over a week before it needs to make a firm bid for Virgin Money. In Denmark, Ringjobing Landbobank has secured the backing of major shareholder previous rival for its deal with Nordjyske. With Julie-Anna Needham and Gustav Sandstrom

May 24, 20185 min

Dealcast Vodafone Liberty Global Comcast Fox 10 May 2018

Two complicated relationships are discussed in this edition of Dealcast. Vodafone has bid for some of Liberty Global’s European assets. The companies' on/off relationship has led them to being compared to Ross and Rachel from Friends. So can they go the distance this time? Comcast’s rumoured bid for Twenty-First Century Fox to rival that of Disney is also examined. Who will succeed, and how will the Murdochs protect their legacy? With Julie-Anna Needham and guest Samantha Tomaszczyk

May 10, 20187 min

Dealcast Global Merger Control Developments 25 April 2018

This week’s Dealcast examines global changes in merger control. In Europe, Competition Commissioner Vestager is nearing the end of her term in office. Remedies in the recent approval of the Bayer /Monsanto deal highlight the EC’s focus on innovation. A CFIUS-style framework to scrutinise foreign investment is also on the horizon. In China, a newly established agency took over the merger control functions of existing agencies on 20 April. But will the State Administration for Market Regulation or SAMR review deals any differently to predecessor MOFCOM? In the US, the DoJ’s trial against AT&T/Time Warner is the first vertical merger challenged for 40 years and could have sweeping implications going forward. The FTC is on the cusp of having only one commissioner, whilst CFIUS – following the blocking of Broadcom’s attempt to acquire Qualcomm – is set to have its powers expanded. With Julie-Anna Needham, Francesca Micheletti, Joseph Tipograph and Qianwen Lu

Apr 25, 20188 min

Dealcast Shire Takeda 12 April 2018

Takeda has until 25 April to make an offer for Shire or walk away. But with some scepticism amongst Shire shareholders, the Japanese suitor will have work to do to win support, if it proceeds with a firm bid. Katrien Van Hoof and Swetha Gopinath discuss the bidder's financing options and its listing dilemma.

Apr 12, 20184 min

Dealcast European IPOs 29 March 2018

European IPO activity year-to-date has beaten last year’s total issuance by far, with a total of EUR 11.6bn raised across 41 deals. DACH IPOs dominated, with Siemens Healthineers’ EUR 4.2bn offer and Deutche Bank’s DWS EUR 1.46bn IPO grabbing headlines. But not all deals are being met with the same enthusiasm. ECM Editor Sofia Cerqueira and senior reporter Katrien Van Hoof discuss the main trends seen in the first quarter and the challenges that lie ahead for those queuing in the IPO pipeline.

Mar 29, 20186 min

Dealcast Commissioner Vestager Interview 1 March 2018

The long-running review of Bayer’s bid for Monsanto is among the topics discussed by the European Competition Commissioner Margrethe Vestager in this week’s Dealcast. The Commissioner tells us why more cases are cleared with a simplified procedure, and gives us her thoughts on innovation and data. With Julie-Anna Needham and Francesca Micheletti.

Mar 1, 20186 min

Dealcast Qualcomm Broadcom NXP 8 February 2018

This week's Dealcast looks a major deal in the tech industry. Broadcom has increased its bid for Qualcomm. Now Qualcomm must decide whether to engage with its suitor and whether to increase its own offer for NXP. Decisions, decisions.... with Julie-Anna Needham and Samantha Tomaszczyk

Feb 8, 20185 min

Dealcast GKN Melrose 25 January 2018

GKN has accused Melrose of offering a "fake premium" in its hostile bid for the automotive and aerospace group. Both companies are attempting to woo shareholders by convincing them their team is best placed to run GKN. But who will succeed? With Katrien Van Hoof, Julie-Anna Needham & Amit Rawtani

Jan 25, 20188 min

Dealcast Ladbrokes Coral GVC 12 January 2018

Fixed-odds betting terminals - or FOBTs - and their role in GVC’s takeover of Ladbrokes Coral are the focus of this week’s Dealcast. The outcome of a UK Government review, expected to cut earnings from FOBTs, will decide the final amount that the bidder pays. With Julie-Anna Needham, Deane McRobie and John Ward.

Jan 11, 20188 min

Dealcast Regal Cineworld 14 December 2017

This week's podcast looks at shareholder views on the GBP 2.7bn offer for US Cinema chain Regal from Cineworld. The bidder will increase its leverage and undertake a significant rights issue to fund the deal, prompting some concern from investors. With Julie-Anna Needham and Swetha Gopinath.

Dec 14, 20174 min

Dealcast Sky Fox Activism 30 November 2017

Find out the latest on UK competition approval for 21st Century Fox's takeover of Sky in this edition of Dealcast. Shareholder activism is on the rise across Europe. We hear from a Swiss activist shareholder about his approach. With Julie-Anna Needham, Samantha Tomaszczyk and William Mace

Nov 30, 201712 min

Dealcast Abertis Premier Foods 16 November

Dealcast is a fortnightly podcast from the Dealreporter and Activistmonitor teams covering M&A, ECM and activism. The bidding war for Abertis is examined in this week’s podcast, with the merits of rival offers from Hochtief and Atlantia considered. Whilst the Spanish regulator reviews Hochtief’s bid could Atlantia return with a higher offer? The future of Oxo and Mr Kipling maker Premier Foods is also assessed. With two activist investors, attention has shifted to operational performance following a failed takeover approach. With Julie-Anna Needham, Alessandra Castelli and William Cain.

Nov 16, 201710 min

Dealcast 2 November - Italian M&A and ECM activity, Creat/Biotest CFIUS review drags on

Dealcast is a fortnightly podcast from the Dealreporter and Activistmonitor teams covering M&A, ECM and activism. The Italian market is put under the microscope in this week's podcast. Dealreporter's Giulia Lasgni tells Julie-Anna Needham that improved sentiment is helping deal and ECM activity. Deane McRobie explains what is slowing down Creat Group's acquisition of Biotest. The US foreign investment committee CFIUS is taking a close look but why has its remit expanded?

Nov 2, 20177 min

Dealcast Bayer Monsanto 6 October 2017

The Dealreporter team looks at the Monsanto/Bayer merger reviews in the US and Europe. With Julie-Anna Needham, Francesca Micheletti and Joseph Tipograph

Oct 6, 201713 min

Dealcast NXP Qualcomm FCA 8 September 2017

Dealcast is a fortnightly podcast from the Dealreporter and Activistmonitor teams covering M&A, ECM and activism. In this edition, the team discuss regulatory approval for the NXP and Qualcomm deal, and future options for Fiat Chrysler. With Julie-Anna Needham, Samantha Tomaszczyk and Deane McRobie.

Sep 8, 20178 min

Dealcast Barclays Activism 28 July 2017

Barclays potential separation of its investment bank and shareholder activism in Europe are discussed by the Dealreporter and Activistmonitor team

Jul 28, 20178 min

Dealcast 13 July 2017

Dealcast: The Dealreporter team discuss Vantiv's bid for Worldpay and ECM activity in Europe, including Deutsche Bank, Allied Irish Bank, Santander, Delivery Hero, Just Eat and Saudi Aramco. With Julie-Anna Needham, Samantha Tomaszczyk and John West

Jul 13, 201710 min