03
Oct
Opening Panel: Deal drivers & challenges affecting M&A activity
Opening Panel: Deal drivers and challenges affecting M&A activity
Global M&A continued its recovery in the first half of 2024. In EMEA, deal value rose by 33% to USD 438bn compared to the same period in 2023. The return of big-ticket deals, a recovery of buyout activity and higher appetite for inbound dealmaking are signs that M&A in the region is on mend and that sellers’ and buyers’ expectations are starting to align. Kicking off the session with audience polling on what are the key deal drivers, challenges and opportunities, the panel then will discuss the results and share their own opinions on the topic as well as what are the key factors to value creation. Speakers will discuss:
- Will stabilising markets, lowering interest rates and inflation , pent up demand, dry capital act as deal drivers? What other factors could give dealmakers confidence to engage in M&A?
- How are dealmakers coping with the challenges of the cost of capital, the funding environment, geopolitical uncertainty against the backdrop of war and conflict, upcoming elections / new governments and the regulatory environment?
- What are the greatest opportunities out there and how can you capitalise on them?
- In a challenging and competitive market, what strategies are being employed to create true value through M&A?
-
SpeakersPhilipp Beck Managing Director and Head of M&A EMEA UBS
Daniel Tschentscher Partner and Managing Director Valantic
Julian Heerdegen Operating Executive Riverside Europe Partners
Michael Maag Managing Partner Alantra
Lucinda Guthrie Executive Editor MERGERMARKET
Loading feed
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign-up to join the ION Analytics Community to:
- Register for events
- Access market insights
- Download reports
Philipp Beck is a Managing Director and Head of M&A EMEA at UBS. Beck has been with UBS since 2002 and graduated from HSG with a major in finance and accounting in 2002 (lic.oec.HSG).
Daniel Tschentscher is Managing Director and Partner a valantic, one of Europe’s fastest growing consultancies for digital transformation. As a founding member of valantic’s Private Equity Practice, supports investors, shareholders, and management during all phases of the M&A process, covering due diligences, IT transformation, value creation initiatives and exit preparation.
With more than 25 years of experience in digital value creation, Daniel has developed more than 150 roadmaps for digital value creation, including digitalization of marketing and sales, performance improvements and the implementation of efficient IT organizations and development methodologies. Where required, his team of proven interim and change managers ensures that these roadmaps are successfully implemented. In crisis situations, the team manages entire turnarounds, leading from organizational restructurings of marketing, sales and IT departments to entire company turnarounds.
His main branches include software, B2B-services, e-commerce and companies where technical development is a key driver of the value chain.
Prior to joining valantic, Daniel has worked in various digital executive functions. He has studied in Berlin, Cologne, Lausanne and Barcelona, holds an MBA from the IE Business School in Madrid and speaks five European languages.
Profile to follow shortly.
Michael Maag is Managing Partner of Alantra Switzerland. Prior to Alantra, he was Managing Director and Head of Investment Banking at Morgan Stanley Switzerland. Before that, he worked in investment banking at Morgan Stanley and Goldman Sachs in Frankfurt and London.
Over 20 years in investment banking, Michael Maag has advised on transactions worth over $50bn, including numerous M&A, IPO and capital raising transactions in a variety of sectors and geographies.