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Dealcast: The M&A Podcast

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Mergermarket
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Dealcast: The M&A Podcast Weekly podcast from the Mergermarket editorial team covering M&A, ECM and activism presented by Mergermarket

PublishesWeeklyEpisodes263Founded8 years ago
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Artwork for Dealcast: The M&A Podcast

Latest Episodes

“A land of opportunity” full of “hidden champions” across strategic sectors. That’s how Eurazeo co-CEOs William Kadouch-Chassaing and Christophe Bavière class Europe, as the Paris-listed sponsor eyes deployment opportunities from energy transition an... more

As 2026 kicks off, many GPs are beginning to assess exits for assets they purchased at peak valuation and with cheap debt in the 2020/2021 period. Sponsor entrances for that period were just shy of EUR 300bn, representing the busiest year ever for M&... more

Seema Hingorani, managing director and member of the Operating Committee at Morgan Stanley Investment Management (MSIM) talks to Lucinda Guthrie, executive editor at Mergermarket in this episode of Dealcast marking International Women’s Day.

Investi... more

Around the world, many LPs are looking to diversify away from the US' recent instability. So how are investors viewing Asia and what is happening on the ground?

The Asian Venture Capital Journal’s (AVCJ) managing editor Tim Burroughs joins AVCJ’s as... more

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Recent Guests

Christophe Bavière
Co-CEO, Eurazeo
Eurazeo
Episode: Eurazeo co-CEOs bullish on Europe’s ‘hidden champions’ – Christophe Bavière and William Kadouch-Chassaing, with Lucinda Guthrie
William Kadouch-Chassaing
Co-CEO, Eurazeo
Eurazeo
Episode: Eurazeo co-CEOs bullish on Europe’s ‘hidden champions’ – Christophe Bavière and William Kadouch-Chassaing, with Lucinda Guthrie
Seema Hingorani
Founder of Girls Who Invest; Managing Director, Senior Client Advisor at Morgan Stanley Investment Management
Girls Who Invest; Morgan Stanley Investment Management
Episode: How to make a boatload of money for investors while changing the world – Morgan Stanley’s Seema Hingorani, with Lucinda Guthrie
Justin Niessner
Associate Editor at Asian Venture Capital Journal (AVCJ)
AVCJ
Episode: A look at the latest fundraising trends in Asia – the Asian Venture Capital Journal’s Justin Niessner and Tim Burroughs
Tim Burroughs
Managing Editor at AVCJ
AVCJ
Episode: A look at the latest fundraising trends in Asia – the Asian Venture Capital Journal’s Justin Niessner and Tim Burroughs
Lucinda Guthrie
Executive editor at Mergermarket
Mergermarket
Episode: Why ESG still drives returns in a ‘peak anti‑ESG’ era – Bayes Business School’s Prof. Michel Driessen, with Lucinda Guthrie
Michel Driessen
Director of the M&A Research Centre at Bayes Business School
Bayes Business School
Episode: Why ESG still drives returns in a ‘peak anti‑ESG’ era – Bayes Business School’s Prof. Michel Driessen, with Lucinda Guthrie
Jenn Mellott
Managing partner at Freshfields in Washington, specializes in US and EU competition law.
Freshfields
Episode: Antitrust enforcement increasingly a tool for domestic policymaking – Freshfields' Jenn Mellott with Reuben Miller
James Webber
Chemicals & Industrials lead and antitrust partner at A&O Shearman
A&O Shearman
Episode: “Much more ambitious” M&A unlocked by antitrust vibe shift – A&O Shearman’s James Webber, with John West

Host

Julie-Anna Needham
Host of the podcast and journalist with over a decade of experience covering mergers and acquisitions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#40
Ukraine/Business
Apple Podcasts
#147
Russia/Business
Apple Podcasts
#219
Denmark/Business

Talking Points

Recent interactions between the hosts and their guests.

Eurazeo co-CEOs bullish on Europe’s ‘hidden champions’ – Christophe Bavière and William Kadouch-Chassaing, with Lucinda Guthrie
Q: What regulatory or macro shifts could unlock more private equity investment in Europe?
Regulatory moves to modernize solvency rules for insurers, pension reforms, and the creation of distributed savings products at the European level could unlock more patient capital for private equity, while simplifying the process for new company creation and reducing fragmentation helps Europe compete on a level playing field with the US and Asia.
Eurazeo co-CEOs bullish on Europe’s ‘hidden champions’ – Christophe Bavière and William Kadouch-Chassaing, with Lucinda Guthrie
Q: What is a hidden champion and how does Eurazeo identify them in the mid-market?
Hidden champions are local European leaders with strong growth potential that Eurazeo helps scale through a structured growth engine, including buy-and-build, international expansion, and sustainability focus, backed by a broad European network. Eurazeo identifies these candidates by looking for durable competitive advantages, strong leadership, and scalable business models across Energy Transition, Tech-enabled Services, Financial Services and Insurance, Sovereignty, and Health Care.
A bad vintage – what is happening with the 2020/2021 PE-backed buyout class in Europe?
Q: What does the exit environment look like now for 2020–2021 vintages?
Exits are shifting toward sponsor-to-sponsor and strategic sales, with limited but meaningful IPO opportunities, while many assets may remain held in continuation funds to optimize returns over time.
A bad vintage – what is happening with the 2020/2021 PE-backed buyout class in Europe?
Q: How are GPs bridging the valuation gap if growth can't reliably lift EBITDA or multiples?
Gaps are bridged through new deal terms like vendor rollover, earn-outs, and continued capital structures that reduce upfront equity and defer portion of the price, along with a focus on value creation to drive growth.
A bad vintage – what is happening with the 2020/2021 PE-backed buyout class in Europe?
Q: Rachel, could you briefly touch on the conditions that made it a great time to buy assets in 2020–2021?
Very high competition for assets post-pandemic and abundant, cheap debt pushed EBITDA multiples up; buyers deployed capital rapidly, with valuations reaching peak levels and a strong growth narrative driving value creation.

Audience Metrics

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Frequently Asked Questions About Dealcast: The M&A Podcast

What is Dealcast: The M&A Podcast about and what kind of topics does it cover?

This podcast provides a deep dive into the world of mergers and acquisitions (M&A), equity capital markets (ECM), and corporate activism. Through expert interviews and insightful discussions, it explores significant trends, major deals, and regulatory aspects influencing today's business landscape. Major topics include the implications of geopolitical events on the M&A environment, the future of energy transitions, and anticipated large IPOs, making it particularly appealing for professionals interested in finance, investment strategies, and corporate growth dynamics. Notably, it offers unique insights from industry leaders and market analysts, which enrich the listener's understanding of complex financial topics.

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Which podcasts are similar to Dealcast: The M&A Podcast?

These podcasts share a similar audience with Dealcast: The M&A Podcast:

1. Dry Powder: The Private Equity Podcast
2. Thoughts on the Market
3. Making Sense
4. Exchanges
5. The Markets

How many episodes of Dealcast: The M&A Podcast are there?

Dealcast: The M&A Podcast launched 8 years ago and published 263 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Dealcast: The M&A Podcast?

Recent guests on Dealcast: The M&A Podcast include:

1. Christophe Bavière
2. William Kadouch-Chassaing
3. Seema Hingorani
4. Justin Niessner
5. Tim Burroughs
6. Lucinda Guthrie
7. Michel Driessen
8. Jenn Mellott

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