Commentary
Posted on Tuesday, 29 April 2008.
Mars, with a little help from Warren Buffet, aims to acquire Wrigley (see FT Alphaville, which also refers to another Financial Times article discussing consolidation in the chocolate and candy industry).
This is a sweet deal (pun intended). It shows once again that strategic deals will be the flavour (again, pun intended) of the M&A market [...]
Read Full Post |
Make a Comment ( None so far )
Posted on Monday, 24 March 2008.
M&A deal volumes are down significantly in the first quarter 2008. This doesn’t come as a surprise to anyone, I am sure, so it should be put in perspective.
Of course, the final volumes for the quarter will not be available for another week, but with the Easter holidays underway, it isn’t likely the final figures will [...]
Read Full Post |
Make a Comment ( None so far )
Posted on Monday, 17 March 2008.
The big news is that Bear Stearns has been purchased. Put out of its misery. JP Morgan and the Federal Reserve have ridden to the rescue — some would say at the 11th hour — to make sure that the malaise surrounding Bear Stearns can be contained. There’s lots of questions about whether Bear Stearns, [...]
Read Full Post |
Make a Comment ( 2 so far )
Posted on Saturday, 2 February 2008.
What a difference a day makes.
Talking to most M&A bankers, you would think that although they are very busy, there wasn’t much to look forward to in 2008. Then another deal comes along that captures the public’s attention. Nothing like a story that includes names such as Bill Gates, Yahoo, Microsoft and the two M&A [...]
Read Full Post |
Make a Comment ( None so far )
Posted on Tuesday, 29 January 2008.
Should Société Générale be acquired? Naturally, the answer to this will still require some answers from SocGen itself together with the French regulators, but in any other country than France, the answer would be a resounding ‘yes.’ Look no further than Bankers Trust in the US who had several lawsuits and a declining franchise due [...]
Read Full Post |
Make a Comment ( None so far )
Posted on Wednesday, 2 January 2008.
Even John Thain’s magic is taking time to work at Merrill Lynch, although we really do need to give him a bit more time than he’s had to have a real impact. Nevertheless, he’s been busy breaking up Merrill Lynch, with the sale of its capital finance business to General Electric just before Christmas (see [...]
Read Full Post |
Make a Comment ( None so far )
Posted on Wednesday, 26 December 2007.
Everyone’s been jumping onto the bandwagen of reporting the deal volumes for 2007, even before the year’s done (granted that not many more deals will be announced before 31 December). I recommend reporting from FT Alphaville, The New York Times Dealbook, and The Wall Street Journal’s Deal Journal. Note that all of these reports were [...]
Read Full Post |
Make a Comment ( 1 so far )
Posted on Saturday, 22 December 2007.
I can’t help but comment on this story that made news earlier this week (see FT Alphaville and the Financial Times), because of the company’s name and my surname being identical — and it’s not that common a name.
(Full disclosure: I am not aware of any family connections between me, my ancestors or the German company recently [...]
Read Full Post |
Make a Comment ( None so far )
Posted on Wednesday, 21 November 2007.
There’s been a lot of talk in the past few weeks about whether the so-called ‘credit crisis’ has weakened a number of investment banks so much that they are now likely targets. Just look at Top Firms said to be Takeover Targets, for example from Here is the City. That entry ponders the independent future [...]
Read Full Post |
Make a Comment ( 2 so far )
Posted on Monday, 19 November 2007.
We love to see the application of new intelligence techniques in assessing mergers, acquisitions and divestitures. Check this out…
A most interesting comment was posted on this blog on 19 November in response to our own thoughts regarding the possible break-up of Merrill Lynch, Citibank and Northern Rock (see More about breaking up Merrill Lynch, Citi and Northern [...]
Read Full Post |
Make a Comment ( None so far )
« Previous Entries