Dealcast: The M&A Podcast

Reuben Miller, Mergermarket’s global chief regulatory editor, joins Dealcast host Julie-Anna Needham to discuss the complexities of Paramount's bid, which is one of the largest hostile deals on record.

• How could Paramount's attorney could prove instrumental in pushing its bid forward?
• How could Netflix improve its regulatory position?
• Whoever wins, what will be the impact on the media landscape and everyday consumers?

All this and more in this week’s Dealcast.

Patrick Harris, Mergermarket’s senior editor based in London, joins Dealcast host Julie-Anna Needham to discuss the complexities of the deal, including:

• Where the new Anglo Teck company could be domiciled and how that will be reconciled with each company’s strong national ties;
• How the Canadian government could push for more stipulations for the deal, like Canadian investment and job creation;
• Which other large mining strategics could be possible acquirers of the new entity from Rio Tinto to Glencore and how the merger itself may be a defensive move on Anglo American's part;
• Whether Anglo American's ongoing disposals could potentially impact the deal.

All this and more in this week’s Dealcast.

Justin Niessner, Associate Editor of the AVCJ, joins Dealcast host Julie-Anna Needham to discuss this year’s forum and its key takeaways, including:

• Which countries, like Japan and India, are seeing the most investor interest
• What makes Asia compelling to investors – including factors like increased urbanization, digitalization, and the rise of the middle class
• Which firms are investing in Asia, like KKR’s recent purchase of China-based Dayao Beverages
• What macro themes are encompassing the region from ESG and the impact of US tariffs to AI

All this and more in this week’s Dealcast.

In this week’s episode of Dealcast, Mergermarket Global Commentary Editor John West sits down with London-based BCLP private equity partner Perry Yam to unpack the Budget’s impact on the British sponsor scene.

Sam Kerr, Mergermarket’s global ECM editor and head of Mergermarket in EMEA, joins Dealcast host Julie-Anna Needham to discuss the global ECM outlook, including:

• Why the end of the US government shutdown may not lead to a flurry of new listings, potentially forcing IPOs to 1Q26;
• How the US markets have performed and which listings haven’t been able to maintain their outsized pops from their IPO date;
• How companies are faring on the LSE, including Shawbrook, Beauty Tech, and Princes, and what the signaling about the country's budget could mean;
• How the potential AI bubble could impact markets worldwide.

All this and more in this week’s Dealcast.