Indraneil Basu’s Post

M&A Insights H1 2024: The Recovery Continues - Extremely interesting tool along with an assessment of the current climate gathered by the Boston Consulting Group. "Where is the M&A market heading? For the first time, decision makers in corporations, private equity firms, and investment banks have access to a quantified and statistically reliable answer. The source is BCG’s M&A Sentiment Index. This newly launched index provides a monthly update on dealmakers' willingness to engage in mergers, acquisitions, and divestitures over roughly the next six months. Its interactive features allow dealmakers to view sentiment globally and across individual regions and sectors." https://lnkd.in/ertfiXhf #mergersandacquisitions #sentiment #tools #insights Boston Consulting Group (BCG)

Join Craig Lilly and I as we host our next Association For Corporate Growth - ACG Silicon Valley M&A Circle event on November 20th. Contact me for more information! Despite the slowdown in 2023, PE has developed new paths in 2024 for value creation, including adjusting investment strategies and portfolio management approaches and implementing AI and automation at both the firm and portfolio company levels. Future interest rate cuts, significant PE dry powder, pent up demand and a narrowing valuation gap are likely to spur on future deal making in as macro conditions are relatively stable. In this installment of our M&A Circle, we will learn from our panel of PE experts on how sponsors are examining the current deal environment and solving growth issues by getting sharper at finding and pulling the value-creation “levers” that generate organic growth such as pricing, salesforce effectiveness, and product innovation. #acgsv #mergersandacquisitions #privateequity #venturecapital #ipo #iporeadiness https://lnkd.in/gWQUM_QU

BCG’s 2024 M&A Report is out, and it’s filled with valuable insights on how dealmakers are navigating today’s complex landscape.  While deal value has grown by 10% within the first 9 months of this year, the overall number of transactions is still trailing historical levels. Some sectors, like energy and tech, are leading the charge, and some markets are showing strength through large deals. However, dealmakers remain cautious in the face of economic volatility and geopolitical uncertainty. What can companies do to stay ahead? Successful dealmakers are focusing on building highly capable M&A organizations. They’re also preparing for longer deal timelines as regulatory scrutiny increases, especially for larger transactions. By accelerating planning and staying flexible, companies can still close deals and integrate targets efficiently. Want to know what else is driving M&A in 2024? Read the full report to explore these insights and more. Kudos to the authors Dr. Jens Kengelbach Daniel Friedman Lianne Pot Anant Shivraj Patrick Sykes Dominik Degen https://lnkd.in/eW2ZAaEn

M&A Activity is Heating Up – Here’s What You Need to Know As we move deeper into Q4, mergers and acquisitions (M&A) are gaining momentum across industries. Whether you’re a business owner, investor, or professional navigating the corporate landscape, here are key trends to keep an eye on: 1. Valuation Adjustments With inflationary pressures and rising interest rates, we’re seeing more realistic valuations. This opens opportunities for strategic buyers to secure deals at better terms. 2. Tech & Digital Transformation Tech M&A remains strong, with companies accelerating digital transformation efforts. Expect to see consolidation among startups and established tech firms looking to expand capabilities. 3. Private Equity’s Strong Presence PE firms are sitting on record levels of dry powder. As the cost of borrowing increases, expect aggressive moves from private equity as they compete for high-quality assets. 4. Cross-Border Deals Despite geopolitical uncertainties, cross-border deals are on the rise, driven by the need for global market expansion and supply chain diversification. 5. Regulatory Scrutiny Increased antitrust oversight is making deal execution more complex. Companies need to ensure their deals are structured with compliance and transparency in mind. Takeaway: If you’re considering a deal, understanding market dynamics, having a strong due diligence process, and aligning with experienced advisors are key to navigating this fast-evolving space. Or call me! #MergersAndAcquisitions #M&A #PrivateEquity #DealMaking #BusinessStrategy #CorporateFinance

Why So Many Wealth Managers Are Considering M&A 💡 Dealmaking has already been active as the year begins, and even more firms expect to engage in M&A in the months ahead driven by a widespread desire to grow and increase firm competitiveness by scaling up and adding new capabilities. Join the experts from Cambridge Investment Research, Inc. and WealthManagement.com as we discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024. Register here for the live event on May 3rd at 4pm et:

Curious about the unique world of Private M&A Companies? 🤔 Let’s break down the key pros and cons to help you navigate this space: Pros: 1️⃣ Flexibility: Enjoy more freedom in decision-making and strategic moves. You have the flexibility to pivot and adapt without the constraints of public scrutiny. 2️⃣ Control: Keep full control over ownership and management decisions. You don’t have to answer to public shareholders, which allows for a more streamlined approach to running your business. 3️⃣ Less Regulatory Burden: Fewer regulatory requirements mean less red tape and lower administrative costs. This can simplify operations and focus more on growth strategies. Cons: 1️⃣ Limited Capital Access: Access to large-scale capital markets can be more challenging. Raising substantial funds might require creative financing solutions. 2️⃣ Limited Liquidity: Shares aren’t publicly traded, which can affect the liquidity for shareholders. This might make it harder to buy or sell shares without affecting the company’s value. 3️⃣ Valuation Challenges: Valuing shares can be tricky without a public market benchmark. This can make it difficult to determine fair value and attract potential investors. By understanding these dynamics, you’re better equipped to navigate the complexities of Private M&A Companies. Dive in and explore how these factors could impact your strategy! 💡✨ #MergersAndAcquisitions #PrivateCompanies #BusinessInsights

🌟 Success Story: Board Advisorship Excellence with Advent Nexus! 🌟 At Advent Nexus, we are dedicated to transforming businesses and driving exceptional growth. Our recent success story exemplifies our impact through strategic board advisorship in the automotive industry. 📈 The Challenge: An established industrial company in the automotive sector sought to maximize profits and attract investor interest. Despite having a strong market presence, they struggled with strategic direction and financial optimization. 💼 Our Approach: Advent Nexus stepped in to provide board advisorship, leveraging our extensive industry experience and strategic insight. We focused on: Strategic Realignment: Refining the company's vision and operational strategies to ensure market relevance and competitive advantage. Financial Optimization: Implementing rigorous financial management practices to streamline operations and enhance profitability. Investor Engagement: Crafting compelling presentations and narratives to attract and secure investor interest. 🚀 The Outcome: Our strategic advisorship led to remarkable results: Profit Maximization: The company's profitability increased by 35% within the first six months. Investor Interest: Through targeted investor engagement strategies, the company attracted significant interest, leading to a successful funding round. 📣 Ready to Transform Your Business? Visit www.adventnexus.com to learn more about how Advent Nexus can help you achieve your business goals. Let's create a future of success together! #BoardAdvisorship #BusinessGrowth #ProfitMaximization #InvestorRelations #AdventNexus #SuccessStory

Financial institutions are building competitive advantage through partnerships and M&A Financial institutions are strategically positioning themselves through mergers and acquisitions to stay ahead in the competitive landscape. Despite the challenges in the financial services M&A market, there is optimism for growth in 2024. The emergence of #GenAI technology is pushing companies to take proactive steps to prevent their rivals from gaining an edge. Private equity firms are expected to play a more active role in M&A activities as the monetary policy outlook becomes clearer. To navigate the evolving landscape, #banks are increasingly turning to #partnerships, acquisitions, and ecosystem development. A survey revealed that 51% of respondents prefer partnerships as a go-to-market strategy due to the limitations of in-house #technology. By collaborating with GenAI technology providers and building ecosystems, financial institutions can enhance their capabilities, drive innovation, and transform their business models. https://lnkd.in/e3dk-624 #Loquat

Exploring the trends of 2024, I came across an insightful article on Forbes about the forecasted uptick in Mergers and Acquisitions (M&A) activity: The data shows M&A’s upswing over the past several months is expected to continue through the rest of the year. Experts have indicated that we will continue to see more M&A activity this year, particularly in smaller deals. Two factors contributing to an optimistic outlook are improving market conditions and increased involvement from private equity firms. As the economy improves and financing becomes cheaper, we expect dealmakers to look for value in smaller but more frequent deals. Partly, this is due to the regulatory challenges mega mergers have faced in recent years. Financial pressures in certain industries should also make these deals more appealing to both buyers and sellers. An exception to these trends is AI. It is expected to garner more attention and larger valuations. Industries like publishing, tech, and healthcare are particularly attractive candidates for AI-focused deals. As we plunge ahead into this dynamic environment, let's keep our eyes on these trends and their complexities. Stay tuned for more updates! https://lnkd.in/dRSuiDnb

“As we move deeper into Q4, mergers and acquisitions (M&A) are gaining momentum across industries. “ 👍👍 Feel free to reach out for a confidential discussion of current lateral opportunities - partner , group or merger options .