New NATO agreement on defense spending likely to boost deep tech, dual use dealmaking
Rupert Cocke, Mergermarket’s senior editor based in Barcelona, joins Dealcast host Julie-Anna Needham to discuss the outlook for European? defense sector dealmaking including:Which defense-related companies have already undergone significant raises, like Multiverse Computing’s EUR 190m funding round in JuneHow some private equity firms' early involvement in deep tech could help curb risks from uncertain wait times related to research and developmentWhy certain firms are already bullish on investing in reconstruction and restoration in UkraineWhy ESG standards may be restrictive for LPs looking into defense investments and may favor more dual-use or cybersecurity focused companiesAll this and more in this week’s Dealcast.
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Mexico’s new energy laws to dampen sector M&A, investment
arlos Martinez, Mergermarket’s head of energy coverage in the Americas, joins Dealcast host Julie-Anna Needham to discuss the outlook for the Mexican energy sector including:How these changes were taking shape prior to President Claudia Sheinbaum’s current governmentWhat this means for Mexico’s renewable energy sector, especially as traditional energy like oil production continues to steadily decline in the countryWhich other large energy companies are exiting the country and divesting their Mexican operationsWhy this will likely drive JVs and partnerships especially with existing domestic contractorsAll this and more in this week’s Dealcast.
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Fox’s Red Seat Ventures acquisition signals new era for podcast deals
Yale Yee, founding partner of Telos Advisors, joined Dealcast host Julie-Anna Needham at The Podcast Show 2025 in London to discuss why we can expect to see more players from outside audio buying podcast players.Why did PodX buy Lemonda Media; and why did Acast buy Wonder Media Network (WMN)? What will buysiders look for in podcast deals? And what will drive the sellside?How will artificial intelligence (AI) disrupt the podcast industryAll this and more in this week’s Dealcast.
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Totvs' second attempt to buy Linx could shake up Brazil's IT sector
Thiago Barrozo, Mergermarket’s Latin America editor, joins Dealcast host Julie-Anna Needham to discuss the outlook for Brazilian deals hinging off Totvs/Linx including: Which other companies made bids for Linx?Why did Stone cut its price expectations?What happened the first time Totvs tried to buy the target in 2020?All this and more in this week’s Dealcast.
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US companies prune portfolios amid tariff uncertainties
Rachel Stone, Mergermarket’s Charlottesville bureau chief, joins Dealcast host Julie-Anna Needham to discuss why the payments segment is still attractive for buyers, despite global trade tensions. What is the mood like on the buyside?What are the implications of trade uncertainties for due diligence processes?Why is Stanley Black & Decker a name to watch in the months ahead?All this and more in this week’s Dealcast.
Colombia