M&A trends podcast series–episode archive

Downturn impact on Automotive

Marcus Holzer and Tony Blanchard

The current economic situation creates a unique set of opportunities and challenges across all areas of the automotive supply chain.  

In this episode Marcus Holzer, partner with Deloitte & Touche LLP’s Mergers and Acquisitions (M&A) practice, and Tony Blanchard, managing director with Deloitte Corporate Finance LLC, discuss the impact M&A activity can have on OEMs, suppliers and dealers as the industry comes out of the current economic distress.

Private equity may very well be more active in the space taking advantage of the downturn; there'll be a lot of activity in the months and years to come as the reshuffling occurs.

Apple Podcasts | Google Podcasts | Spotify | Stitcher | SoundCloud

Diverstiture execution and strategy-where precision matters

The current crisis may serve as an opportune time for organizations to divest assets. A business carve-out can create significant value for the seller during challenging financial circumstances. But the process can be complex and time-consuming at a time when leaders need to make critical decisions in rapid timeframes. In this episode, three Deloitte leaders discuss how divestitures have been historically used during times of crisis and how leaders might approach them during the ongoing COVID-19 pandemic. They share insights on how leaders might go about identifying and evaluating the criteria for a successful “surgical” carve-out. They also discuss key factors that may drive increased value when a company is going through the sales process, and how the process itself may significantly affect the final price. Given the unique aspects of the COVID-19-related divestiture environment, they explore how organizations might manage the divestiture process virtually, balance speed with elegance to potentially minimize transaction risk, and increase resiliency in M&A strategies moving forward.

Deloitte leaders in this episode:

• Tony Blanchard, managing director, Investment Banking, Deloitte Corporate Finance LLC, Deloitte Risk & Financial Advisory
• Mike Dziczkowski, partner, M&A Transaction Services, Deloitte Risk & Financial Advisory
• Andy Wilson, partner, M&A Transaction Services, Deloitte Risk & Financial Advisory

Apple Podcasts | Google Podcasts | Spotify | Stitcher | SoundCloud

Future of the deal: Winds of change

Iain Macmillan and Larry Hitchcock

As companies are positioned to raise record funding for M&A, what will have the biggest influence on deal activity and the types of transactions we see in the future?

In this episode, Deloitte’s Iain Macmillan and Larry Hitchcock dive into the unprecedented deals we’ve seen in recent years, challenges that could impact the business landscape, and how technology will play an increasing role in shaping the future of M&A.

I think we're going to continue to see M&A activity, although the forms may vary and change.

Apple Podcasts | Google Podcasts | Spotify | Stitcher | SoundCloud

Everyone wants a quick close: How divestiture operating models help

Louise Chang and Varun Budhiraja

Divestiture operating models can help accelerate transaction close, but the challenges can be daunting: disentangling a commingled business, establishing an international legal entity, assessing tax impacts, reconciling financial records, managing system implications on operations and reporting.

In this episode, Louise Chang and Varun Budhiraja, both principals with Deloitte Consulting LLP, discuss the Deloitte Divestiture Operating Model Toolkit, a structured approach to building divestiture models that best address the unique challenges of each transaction.

Nearly all variations of divestiture operating models fall into one of five categories, each with a different balance of buyer versus seller control.

Apple Podcasts | Google Podcasts | Spotify | Stitcher | SoundCloud

M&A technology: Turbocharge your transactions

Joni Young and Janet Roth

Contract data is a critical component of M&A due diligence. Transactions can have thousands of related contracts, but one person can only go through four or five contracts a day. How can organizations speed up this process? Joni Young, managing director with Deloitte Consulting LLP, and Janet Roth, partner with Deloitte & Touche LLP, take a closer look at how AI and other emerging technologies are helping to simplify this painstaking—but critical—process.

The average company today is doing business with over 100 technology suppliers and likely has upwards of thousands of contracts across all businesses, which means there is a significant amount of time and cost required for manual contract reviews following an M&A transaction.

Apple Podcasts | Google Podcasts | Spotify | Stitcher | SoundCloud

Exploring deals abroad: Cross-border considerations (part two)

Jack Koenigsknecht and Nik Chickermane

In part two of this episode, Jack Koenigsknecht, M&A partner with Deloitte & Touche LLP, and Nik Chickermane, M&A principal with Deloitte Consulting LLP, continue their conversation on cross-border M&A and take a closer look at the benefits and challenges of pursuing deals in specific markets. And, of course, no cross-border conversation would be complete without mentioning the impact of Brexit.

I think the cross-border M&A outlook seems very bright, despite the extended run-up of activity that we've already seen for an extended period of time. I think there's more to come.

Apple Podcasts | Google Podcasts | Spotify | Stitcher | SoundCloud

Exploring deals abroad: Cross-border considerations (part one)

Jack Koenigsknecht and Nik Chickermane

Cross-border transactions make up almost a third of overall deal activity today. Before looking to new markets, what should organizations consider? Jack Koenigsknecht, M&A partner with Deloitte & Touche LLP, and Nik Chickermane, M&A principal with Deloitte Consulting LLP, discuss the main drivers causing more organizations to pursue cross-border deals and the biggest integration challenges when working with foreign entities.

But perhaps the biggest advantage of a cross-border deal is the reduction in the time to market.

iTunes | SoundCloud | Stitcher | Google Podcasts

Controlling spin-off costs

Jason Asper

In order to manage costs, you need to understand where they’re coming from. As the complexity of a transaction increase, so do the associated costs. In our M&A trends podcast, Deloitte Consulting LLP principal, Jason Asper, discusses the drivers of spin-off costs and how you can minimize these expenses.

The more you focus and provide visibility of the cost, the better that you can manage the cost.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

M&A oversight: The vital role of the board

Russell Thomson and Joel Schlachtenhaufen

By keeping the board at an arm’s length during M&A due diligence, could organizations be putting themselves at a disadvantage? In this episode, Russell Thomson, Deloitte’s US M&A Services leader, and Joel Schlachtenhaufen, M&A principal with Deloitte Consulting LLP, discuss how the board can help you avoid stumbling blocks and increase your chances of post-integration success.

The board's role may also differ quite significantly depending on the types of transactions.

Down the value chain: Trends in oil and gas M&A

Melinda Yee and Andrew Slaughter

What are the developing trends for 2019 in oil and gas M&A? In this episode, Andrew Slaughter, executive director of Deloitte’s Energy, Resources & Industrials Research & Insights group, Deloitte Services LP, and Melinda Yee, a partner with Deloitte & Touche LLP, discuss variable oil prices, increasing US shale production, portfolio consolidation, specific value chain developments, and geopolitical factors that all play into the prospects for growth and financial positioning.

Looking into 2019, we may see portfolio consolidation—not only in upstream, but also in the oilfield services, midstream, and downstream segments as well.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

User Friendly: A technology, media and telecom trends podcast

Tax implications for the TMT industry

Janet Moran and Jim Nason

In this episode, Brian Pinto, Janet Moran, and Jim Nason share their perspectives on the 2017 Tax Act; how it could impact the tech, media, and telecom sectors; and potential benefits for the industry and consumers.

Learn more about the User Friendly podcast series.

There is angst and consternation, but it's really over the implementation and the intricacies of what it means to implement this tax change.

Real estate roundup: Unlocking value through M&A

Tom Morrisroe and Francisco J. Acoba

In most industries, M&A activity is increasingly driven by the hunt for technology capabilities. And real estate is no exception. In this episode, Tom Morrisroe, partner with Deloitte Tax LLP, and Francisco Acoba, managing director with Deloitte Consulting LLP, discuss rapid changes occurring in the real estate industry (many of which are technology-driven) and how these trends could impact future deal activity.

The real estate industry seems to be on an accelerated disruption curve, highlighted by rapid changes in tenant dynamics, customer demographic shifts, and ever-increasing needs for better and faster data access to allow for improved services and amenities.

Investing in growth: M&A strategies for investment management

Masaki Noda and Jeff Stakel

Faced with increasing industry concentration, where the biggest three firms control over half of the market, how can smaller investment management (IM) firms catch up? Masaki Noda, managing director with Deloitte & Touche LLP, and Jeff Stakel, principal in the Casey Quirk practice of Deloitte Consulting LLP, discuss the current state of the IM industry, the benefits of scale, and how IM firms should consider bolstering their inorganic growth strategies to prepare for potentially more challenging times ahead.

Inorganic growth could prove to be a key strategy for investment managers as they provide scale which unlocks other benefits relatively quickly.

User Friendly: A technology, media and telecom trends podcast

Does your billion-dollar unicorn have post-merger integration blues?
Marco Sguazzin and Joost Krikhaar

Does your billion-dollar unicorn have post-merger integration blues?
Explore technology-focused topics in another Deloitte podcast series, User Friendly. In this episode, we explore key considerations for conducting successful mergers and acquisitions in the technology, media, and telecom industry.

Learn more about the User Friendly podcast series

The state of the deal: M&A trends 2018

Russell Thomson

From new technology to increased capital, what are the major trends motivating companies to want to make more and bigger deals in the year to come? In this episode, Russell Thomson, Deloitte’s M&A Services national managing partner, breaks down the results from Deloitte’s 2018 M&A trends report, including increased optimism in the market, digital disruption as a primary deal driver, and how legislative uncertainty may come into play.

I would say there remains a very strong and healthy appetite for M&A.

M&A matchmaking: Finding the right consumer products partner

Shashi Yadavalli and Bryan Barnes

Deal volume in the consumer products sector is strong, but are newly-merged companies positioning themselves to succeed in the long run? In this episode, Deloitte's consumer products M&A leaders, Bryan Barnes, partner with Deloitte & Touche LLP, and Shashi Yadavalli, principal with Deloitte Consulting LLP, review the four common types of M&A integration activity and discuss how companies focused on exceptional deal value are deliberate about driving business model coherence throughout their integration journey.

Companies that drive toward a coherent business model in the long run generate nearly 50 percent higher shareholder value compared to the rest of the population.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Driving performance: The future of automotive M&A

Marc Holzer and Neal Ganguli

On the road toward the future of mobility, the lanes dividing technology and automakers will continue to merge. In this episode, Marc Holzer, partner with Deloitte & Touche LLP, and Neal Ganguli, principal with Deloitte Consulting LLP, discuss increased partnerships and collaborations between these two industries and what organizations can do to stay competitive in this new automotive ecosystem.

There's really a historically high level of M&A, and partnership activity, and collaboration activity in the automotive marketplace right now.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Synergy success: Hitting your revenue targets

Nik Chickermane and Iain Bamford

Deal volume has surged over the past few years. But many companies still seem to be struggling with how to get the most value from M&A. In this episode, two principals from Deloitte Consulting LLP’s M&A practice, Nik Chickermane and Iain Bamford, explore what could be preventing organizations from achieving their revenue targets and discuss the importance of balancing short- and long-term strategies.

Achieving revenue synergies is quite often difficult—but it’s not impossible. And it can certainly be achieved with the right rigor and approach.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Banking on M&A: Trends impacting deal activity (part one)

Paul Legere and Jay Langan

How is the current economic environment and regulatory uncertainty impacting M&A deal activity for banks and securities firms? In this episode, Deloitte Consulting LLP principal, Paul Legere, and Deloitte & Touche LLP partner, Jay Langan, share their perspectives on key influencers of deal activity and discuss shifts in deal volume and value in this evolving industry.

I think we do expect broadly, that M&A activity will be picking up as banks continue to look forward in the transforming landscape in which they're playing.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Banking on M&A: Trends impacting deal activity (part two)

Paul Legere and Jay Langan

In the years since the financial downturn, how has the global banking deal landscape shifted? Listen to part two of our conversation with Deloitte Consulting LLP principal, Paul Legere, and Deloitte & Touche LLP partner, Jay Langan, to hear more about the global banking M&A market and how FinTech could impact the industry.

I also think with the role of FinTech in banking is changing quite a bit. I think it originally was very focused on loan origination, front end, and mobile wallet. We're seeing a lot more activity on the back end as banks seek to cut costs.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Navigating the deal market: The future of insurance M&A

Boris Lukan and Matt Hutton

What are 10 trends that could have the biggest impact on the insurance deal market? In this episode, Deloitte Consulting LLP principal, Boris Lukan, and Deloitte & Touche LLP partner, Matt Hutton, share their insights around how various headwinds and tailwinds might impact M&A activity in the insurance industry over the coming year. They also discuss how emerging technologies could play a role in reshaping the industry.

There isn't a client in our portfolio that isn't actively thinking about InsureTech and how to leverage those capabilities to enhance business performance.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

A future of promise: M&A in life sciences & health care

Phil Pfrang and Susan Dettmar

Should life sciences and health care companies purchase or license technology? How will the political climate impact M&A in life sciences and health care? What role does digital innovation play in M&A? In this episode, Deloitte & Touche LLP partner, Phil Pfrang, and Deloitte Consulting LLP principal, Susan Dettmar, discuss current trends and future M&A opportunities for the life sciences and healthcare industry.

Be much more aware of how many other sectors are really creatively considering health care as their next adjacent growth opportunity.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Data-driven deals: M&A analytics

Andy Wilson and Brian Bird

Integrating analytics into day-to-day operations is a top priority in many industries. But do the benefits of additional data always outweigh the associated obstacles? In this episode, Deloitte Advisory managing director, Brian Bird, and partner, Andy Wilson, share their perspectives on this increased reliance on data in M&A decision-making.

The depth of data that's available is giving them the opportunity to make better decisions than you might if you just relied on your experience.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Continuing the momentum: M&A trends report, 2016 year-end edition

Russell Thomson

Despite a tepid beginning, the 2016 M&A market has gained traction with a new wave of deal activity. Can this momentum be sustained? In this short podcast, Russell Thomson, Deloitte’s M&A Services national managing partner, discusses key findings from the M&A trends report, 2016 year-end edition.

What we really wanted to do was hear directly from those driving deal decisions and gauge their expectations for M&A activity in 2017.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

The rise of joint ventures: Elements of success (part one)

Mike Armstrong and Sejal Gala

The success of a joint venture (JV) can vary depending on the partners, the financials, and the exit plan. What can increase the chances? In part two of our podcast on JVs, Deloitte Consulting LLP principals, Chris Ruggeri and Sejal Gala, along with director, Mike Armstrong, examine how the initial design and planning are critical for a JV’s success.​

Any joint venture is a new third entity you're creating and has to have its own strategy in the same way that any business or business unit does.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

The rise of joint ventures: Elements of success (part two)

Chris Ruggeri, Mike Armstrong, and Sejal Gala

Joint ventures (JVs) and alternative transaction structures have risen in popularity, in part, because they give companies access to otherwise unavailable markets and resources while limiting upfront investment. As the popularity of JVs in the marketplace grow, how can companies increase the probability of operating and exiting joint ventures successfully? In part one of this short, two-part podcast, Deloitte Consulting LLP director, Mike Armstrong, and principal, Sejal Gala, share how best to set up and manage joint ventures so they are advantageous to all parties involved.

Upfront design and planning of a JV are absolutely critical to its success.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Driving the deals: US/UK M&A corridor

Andy Wilson and Cahal Dowds

The US/UK deal corridor is known as the most active M&A arena in the world. But what makes this such an attractive market? Andy Wilson, Deloitte Advisory partner, and Cahal Dowds, vice chairman of Deloitte UK, discuss the drivers behind the continued M&A activity between the US and the UK, despite a global slowdown in M&A activity. The two also touch on the most active industries for M&A deals and the potential implications of Brexit.

The appetite for US/UK deals has persisted despite a global slowdown in M&A activity in the last six months.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Managing culture in M&A deals (part one)

Sarah Hindley and Kevin Knowles

In our inaugural M&A trends podcast, we ask Sarah Hindley and Kevin Knowles, both principals with Deloitte Consulting LLP, about specific ways that M&A leaders are using culture to their advantage today. The podcast is just a few minutes long and can help you jump-start your thinking on the role of culture in mergers and acquisitions–and, most important, what you can actually do about it.

A merger or an acquisition or any other large transformation is a unique opportunity. It's an opportunity for leaders to take a step back and assess what kind of culture they need, and what kind of culture differentiates them as an organization.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top

Managing culture in M&A deals (part two)

Sarah Hindley and Kevin Knowles

Culture can play a big role in the success (or failure) of a merger or acquisition. But culture is a slippery concept and can be hard to manage, much less understand. In part two of this short M&A trends podcast, Sarah Hindley and Kevin Knowles, both principals with Deloitte Consulting LLP, get specific about how leaders in this space are using culture to their advantage.

Those who have done culture work upfront and early on have really given themselves an advantage.

iTunes | SoundCloud | Stitcher | Google Podcasts

Back to top