Get the latest insights on issues impacting mergers and acquisitions from RBC Capital Markets' investment banking team. Each month, Vito Sperduto, Global Head of M&A, and Larry Grafstein, Deputy Chairman, Global Investment Banking, break down the key trends, strategies and boardroom decisions shaping tomorrow's M&A landscape.
Where Will Retail Deals Get Made in 2024?
Consolidation may be the theme of 2024 for retail’s most fragmented sectors. But how will the regulatory atmosphere, the U.S. election and geopolitical tensions affect potential deals? Douglas Trauber, Global Head of Consumer and Retail, and Hugh Paisley, Co-Head, U.S. Consumer and Retail Investing, join to identify high-activity sectors and assess the external challenges retailers face.
Will the Rush for New Tech Trigger Retail M&A?
With a soft economic landing more likely, consumers seem ready to spend. However, retailers need to find ways to provide better customer experiences while managing costs. As they seek to capture extra capabilities, not least in tech, does this herald a new wave of deals in the sector? Douglas Trauber, Global Head of Consumer and Retail, and Hugh Paisley, Co-Head, U.S. Consumer and Retail Investing, join to analyze how retailers can stay competitive in 2024.
Back to the Future for the 2024 Deal Landscape?
Familiar fixtures are set to return to private equity M&A. Conventional financing is starting to look more attractive again; traditional sales are poised to return to the mix. Meanwhile, cyclical industrials are among the sectors well placed to lead the way in deal activity. John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.
Private Equity: Still Looking for Exit Routes
Private equity assets have mounted to $3 trillion as sponsors maintain their grip. Will 2024 see a long-awaited surge of exits? What conditions do players need to trigger a revival of M&A and LBO activity? John Cokinos, Global Head of Leveraged Finance and Capital Markets, and Hank Johnson, Co-Head of U.S. Mergers & Acquisitions, join to explore the factors impacting the private equity M&A environment and what we can expect in 2024.
ECM’s 2024 Rebound: Rebalancing the Equation
After a year of macro volatility, equity markets look set to rebound in 2024, with a return to micro fundamentals, a stronger breadth of transactions, and a new set of risks and rewards for investors and issuers to balance.
M&A’s 2024 Comeback: A Buyer’s Market?
It’s taken longer than predicted, but a steady interest rate environment is laying the ground for an M&A recovery in North America and Europe. Revised expectations offer attractive opportunities for early buyers – just one of the ways in which events of the past few years will influence the shape of 2024’s deals.