Recent Insights

digital wave
Insight
“Magnificent Seven” ride again as AI spurs rise in US tech M&A
M&A Explorer | Dealmaking makes a comeback as tech giants battle for dominance in artificial intelligence
European Union flag
Insight
High-profile deals in European regulators’ firing lines
M&A Explorer | Dealmakers are learning to navigate a stricter regulatory environment as UK and EU authorities take an increasingly interventionist stance
Folded cash
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Investors flock to investment grade debt markets
Debt Explorer | Investment grade debt markets have enjoyed buoyant activity levels as elevated interest rates see investors and lenders race to build exposure to high-quality borrowers
Agricultural farm view from above
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Food for thought: Dealmakers drawn to Europe’s sustainable farming sector
M&A Explorer | The strong environmental, economic and social case for sustainable farming looks set to spur future M&A in Europe’s agricultural sector
Solar
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PE firms increasingly target infrastructure
M&A Explorer | The addition of infrastructure to PE firms’ playbooks is part of a broader embrace of adjacent private market asset classes
Payment machine
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Africa represents new frontier for tech dealmakers
M&A Explorer | The continent's growing population is producing a wealth of investment opportunities as demand for digital services ramps up
mobile phone
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Digital healthcare in Southeast Asia offers healthy returns
M&A Explorer | Rapid digitalization in the health industry is set to drive M&A across the region
gold thread
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Luxury, Fashion and Lifestyle – Staying ahead in times of change
In a time distinguished by significant shifts—from the surge in e-commerce to altered consumer behaviors and the growing emphasis on Environmental, Social, and Governance (ESG) values—brands face not just challenges but vast opportunities.
financial buildings
Insight
Charting a path for European carve-outs
M&A Explorer | Carve-outs offer a path to streamline operations, raise cash and unlock shareholder value, but have faced various stifling market conditions in 2024
Mt. Fuji
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Japan’s PE market is thriving, with potential for exits to follow
M&A Explorer | Stronger stock market performance bodes well for exit conditions in Japan’s rapidly maturing PE space
Euro and dollar
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Strong start for high yield bond markets in US and Europe
Debt Explorer | US and European high yield issuance surged in Q1 2024, but in APAC, conditions remain challenging
Skyscraper Miami
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Distressed US M&A volumes are on the rise
M&A Explorer | Companies with exposure to commercial real estate in particular—including banks—could be prime targets for bankruptcy-related deals in the US
London
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UK financial services sector on track for wave of consolidation
M&A Explorer | A race to gain market share, a period of relative political calm, and renewed economic stability are fueling M&A in the sector
Battery
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Battery storage M&A powers into 2024
M&A Explorer | Investment in the battery energy storage sector reaches record highs as the need for flexibility in the renewables sector increases
Currency printing
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Lenders explore venture debt opportunities to increase market share
Debt Explorer | Lenders with ambitions to grow their portfolios and secure higher yields see opportunities in the venture debt space
Financial graph
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The US syndicated loan market shows signs of recovery
Debt Explorer | During Q1 2024, borrowers returned to the US syndicated market to reprice costly private credit facilities
Construction site
Insight
Constructing the low-carbon economy
As the world responds to a global shift toward a low-carbon economy, there's unprecedented focus on the legal intricacies of major construction projects
Real estate 2024: Emerging from the storm
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Real estate 2024: Emerging from the storm?
The real estate sector is looking ahead with more optimism, as interest rates peak and a clearer picture forms on valuation and future financial performance
abstract square and triangular patterns
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Challenges remain but IPO outlook brightens
Global IPO markets have had a comparatively positive start to 2024 after a challenging year. Investors and IPO candidates hope that stable interest rates and pent-up demand will support an increasing flow of IPO activity in the months ahead
Turning the tide: Global IPOs are ready to rebound in 2024
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Turning the tide: Global IPOs look for a rebound in 2024
The outlook for global IPO activity in 2024 is improving as interest rates stabilize and stock market valuations rally after a challenging 2023
currency
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Tighter profits drive NPL consolidation
Debt Explorer | Weaker deal flow and tighter profit margins are driving a wave of consolidation in the European non-performing loan servicer market
Mumbai
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India on the rise: GDP growth and inbound investment propel deals
Debt Explorer | Robust economic growth and increasing cross-border investments are driving a surge in transaction activity in the subcontinent
intersections
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Europe holds enduring appeal for Asia-Pacific dealmakers
M&A Explorer | APAC investors continue to seek out high-growth assets across the continent despite a global slowdown in M&A activity
Foreign direct investment reviews 2024: A global perspective
Insight
Foreign direct investment reviews 2024: A global perspective
Understanding the ever-evolving global FDI landscape is crucial amid growing regulatory complexities in cross-border transactions
cargo
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Dealmakers turn to M&A to combat supply disruption
M&A Explorer | M&A is emerging as a vital tool to support the realignment and resilience of global supply chains
technology
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Fintechs hunt for growth in an uncertain climate
M&A Explorer | Fintech companies must find new revenue streams if they want to thrive in the current market
Jakarta
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Tech takeovers drive M&A in Indonesia
M&A Explorer | The country’s vibrant digital economy and abundant natural resources look set to fuel dealmaking this year
Madrid skyline
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A corridor of opportunity: deal flow between Mexico and Spain
Debt Explorer | Despite macroeconomic headwinds, cross-border transaction flow between Spain and Mexico has continued to deliver opportunities for investors and dealmakers
The hottest commodity in the mining & metals sector
Insight
Technology – The hottest commodity in the mining & metals sector
The mining & metals sector, long perceived by the broader markets as an old-fashioned heavy industry, is embracing technological innovation and new forms of partnership as it seeks to harness productivity growth and the energy transition.
skyscraper
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European leveraged finance enters new era
Debt Explorer | High interest rates weighed down on deals, precipitating a drop in leveraged loan issuance in 2023. However, there are reasons to be optimistic that deal activity will pick up in 2024
coins
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Late rally softens leveraged loan landing
Debt Explorer | A strong finish to 2023 helped to boost global leveraged loan issuance at the end of an otherwise rocky year for all key markets
various money
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Uptick in high yield could signal start of recovery
Debt Explorer | High yield bond issuance made gains in some key jurisdictions in 2023 but challenges remain
fine art
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Dealmakers prepare to face new uncertainties in 2024
M&A Explorer | Anticipated rate cuts spark investor optimism, but escalating geopolitical tensions threaten to derail economic recovery
Paris
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French dealmakers pin hopes on improving macro conditions
M&A Explorer | French M&A retreated to pre-pandemic levels last year, but decreasing inflation could spur transformative dealmaking in 2024
Windmills
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Net-zero goals boost investment in tech sector
M&A Explorer | As the global energy transition gathers pace, innovation in clean energy solutions is producing a steady flow of deal opportunities
stairs
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Incremental debt holds steady in uneven loan market
Debt Explorer | With incremental loan activity accounting for an outsize share of the leveraged lending market over the past year, we explore the top trends, insights and structuring considerations for lenders and borrowers
glass building
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European leveraged finance: A whole new world
European leveraged finance in 2023 was saddled with the negative effects of elevated interest rates. But as the market adjusts to the "new normal", rate and price stability offer hope for a brighter 2024.
Africa Focus: Winter 2023
Insight
Africa Focus: Winter 2023
Fueling a sustainable future
Islamic finance
Insight
Sukuk drive Islamic financing across MENAT
Debt Explorer | State-owned funds continue to be active players on the global dealmaking scene, despite the market downturn
lights
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Luxury powerhouses turn to M&A amid slowing sales
M&A Explorer | Declining consumer spending power is driving down revenues and pushing luxury firms to seek new avenues for growth