Amelia Darell

Every technology leader today is expected to have answers to big questions about AI. Our Cuesta Summits create space for private equity and business leaders to discuss the realities of AI with their peers and our experts. Brand new to AI or looking for input from others? Check out our five takeaways from Cuesta Partners and Tom Derhake! Excited to keep the conversation going!

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To understand where the M&A market is heading, executives need more than a quarterly or semiannual snapshot of past deal activity. BCG’s M&A Sentiment Index fills this gap by providing monthly updates of dealmakers’ willingness to make the substantial investments required to buy and sell companies. BCG will refresh the index on the fourth Tuesday of each month, giving dealmakers crucial visibility into the M&A market’s near-term trajectory. To learn more, read our newly launched article: https://lnkd.in/eznCeF2k

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S&P 500 companies are acquiring assets at a rate 4.4 times greater than they divest, up from 3.7 in the prior five years. Yet, firms that strategically balance acquisitions and divestitures outperform their industry peers. Divestitures enable companies to focus resources on their core strengths and drive sustainable growth. Is your company leveraging this underused lever for value creation? Read more about PwC US Deals view on how to unlock value through divestitures. https://lnkd.in/g7VKGmYt #pwc #deals #divestiture #valuecreation

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Buy-and-build continues to be one of private equity’s most popular strategies, but a sustained period of higher interest rates is making it a lot harder to drive returns. In our webinar recording, Bain expert Alexander De Mol explores this topic in detail.

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Despite challenges, #MandA activity in #pharma and life sciences is set to continue. PwC’s US Deals 2024 midyear outlook notes deal volume in the sector surged by 20% over the past year, as dealmakers embraced uncertainty: https://pwc.to/3u3opNi

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Just launched: BCG’s M&A Sentiment Index—a monthly pulse check on dealmakers' willingness to engage in mergers, acquisitions, and divestitures over roughly the next six months. For the first time, decision-makers in corporations, private equity firms, and investment banks have a quantified and statistically reliable indication of where the M&A market is heading. The index’s interactive features allow users to view sentiment globally, as well as across individual regions and sectors. Leaders can now use the index, along with BCG’s proprietary insights on deal drivers and trends, to make informed judgments about the M&A market’s trajectory in the near to medium term. Step into the future of M&A and see what the index score is telling us today: https://lnkd.in/dFPFqZrY

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Interest rates and costly credit continue to be a drag on #privateequity deal activity, according to PwC's US Deals 2024 midyear outlook. Read how key trends, such as the continued rise of AI, are creating opportunity in this environment: https://pwc.to/3GmCgAa

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Comprehensive #DueDiligence is the key to unlocking a deal’s full potential. However, 83% of #PrivateEquity leaders believe their approach has substantial room for improvement. Explore three critical approaches that transform traditional due diligence into a more dynamic, value-driven process. #ValueCreation https://accntu.re/45nH30l

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At KPMG US, experts Joe Zaccaria and Lindsey Manning highlight the pivotal role of real-world data in shaping the future of healthcare. Through innovative Generative AI models and strategic industry collaborations, organizations are enhancing clinical programs and moving towards a value-based care approach. This evolution, guided by recent FDA directives, is setting new standards in patient-centered care and operational efficiency. #GenAI #RealWorldData #KPMGDeals https://bit.ly/3Wz21qk

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Navigating today’s M&A landscape requires more than just careful deal planning—it demands resilience and adaptability. In our 2024 M&A Report, we highlight how regulatory scrutiny and longer closing timelines are reshaping global dealmaking, while certain sectors like tech and energy continue to lead the way. Companies that build strong M&A organizations and prepare for these extended timelines are better equipped to succeed. Discover the strategies that will keep you ahead of the curve in this evolving market. https://lnkd.in/dGzXutxR #BCGMAReport

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Navigating today’s M&A landscape requires more than just careful deal planning—it demands resilience and adaptability. In our 2024 M&A Report, we highlight how regulatory scrutiny and longer closing timelines are reshaping global dealmaking, while certain sectors like tech and energy continue to lead the way. Companies that build strong M&A organizations and prepare for these extended timelines are better equipped to succeed. Discover the strategies that will keep you ahead of the curve in this evolving market. https://lnkd.in/dbx2pQ8A #BCGMAReport

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BCG has just launched the first-of-its-kind M&A Sentiment Index, a new resource for all dealmakers. Whether you are a corporation, in private equity, or investment banking, this index offers a reliable, quantified view of the M&A market's trajectory. If you’re curious to know more, I recommend exploring the current index score and the M&A market’s medium-term trajectory in further detail here: https://lnkd.in/exU48ESX

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Recent EY-Parthenon analysis shows traditional #healthcare system transaction strategy is shifting to include partnerships and JVs alongside #mergersandacquisitions to create more integrated delivery networks. This less capital-intensive approach can be part of a cost-effective growth strategy that, when paired with an effective operating model and technology solutions, opens the door to more #integratedhealthcare and improvement in patient outcomes through better access and care coordination. Read the article I co-authored with Andy Bechtel on #healthcareInnovation strategy and the future of #healthcare systems: https://lnkd.in/eb5SUxPa

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The latest EY PE Pulse is out and the market continued to be uneven in Q1. While recovery is nonlinear, sentiment is up among private equity dealmakers and they are more confident in deployment. Read our report and listen to the podcast for the full picture:   Report: https://lnkd.in/eA2f8nWE Podcast: https://lnkd.in/eHyiZGUh #privateequity #valuecreation

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Key takeout from the mid year deal outlook from PwC : “Steady pace of M&A will likely continue despite headwinds”. Understanding the context of the deal market, what big pharma are looking for, and what it takes to be partner of choice are all critical when considering how your position your opportunity - putting the value of your discovery and innovation into context. If you have 2 mins read the article, if you wish to deep dive and learn more about the highest value deals, scrutinise the landscape/ headwinds and reflect more on these make a coffee and read the report…(I will paste it in the comments)💡💡☕️ #pharma #lifesciences #innovation #strategiccommunications

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