Since 2014, specialising in Mergers & Acquisitions
The year 2015 has been marked by the acceleration of M&A activity in the financial sector, due to several distinct trends. Due to increased regulations, institutions must find new ways to not only adapt to the new expectations of regulators, but also to be proactive in finding sustainable business models. Higher capital requirements have put … Continue reading Financials on the rocks – FIG Market Update
“I’ve admired PCC’s operation for a long time. For good reasons, it is the supplier of choice for the world’s aerospace industry, one of the largest sources of American exports. Berkshire’s Board of Directors is proud that PCC will be joining Berkshire.” These words said in August by Warren E. Buffett, Berkshire Hathaway chief executive … Continue reading No company is too big for Warren
Industry Overview Relevant signals of growth and recovery are shown in the segments of building materials sector which represent Italcementi and Heidelberg core businesses. Furthermore, continued tailwinds will bring benefits regarding revenue and cash flows in the last part of the year. The sharp fall in oil price and the weakness of Euro will have … Continue reading BOILING SUMMER IN THE BUILDING-MATERIALS INDUSTRY
In February 2015, Pfizer announced that it wants to acquire its smaller rival Hospira to make Pfizer the leading producer in the biosimilars sector, a high-growth niche sector focusing on lower cost biotech pharmaceuticals. Industry Overview The chart below shows that pharmaceutical stocks significantly outperformed general markets up until Q3 2015. The healthcare M&A market … Continue reading Pfizer’s acquisition of Hospira, the M&A wave in the healthcare sector still far from settling down
Industry Overview Worldpay is a payment services provider which handles more than 11bn transactions per year through web, card and other mobile instruments. Its strength relies on the security of the products it offers and in its ability to satisfy the payment needs of 400,000 clients. Their customers are different in size and industry, ranging … Continue reading Fintech: a jewel in the crown
On October 12th 2015, AB Inbev has agreed to purchase SABMiller for about £68bn ($104.2bn) to form the world’s largest brew maker so far with combined sales revenues of about $64bn. Drivers of the Deal SABMiller’s acquisition marks the most ambitious step yet for the world’s largest brewer since the merger of Anheuser-Busch and InBev … Continue reading THE OPPORTUNITY FOR A MEGADEAL IS BREWING BETWEEN AB INBEV AND SABMILLER
On October 12th Dell (which is a non listed company), in collaboration with Silver Lake, have entered into an agreement for the acquisition of EMC (NYSE:EMC, on 27/10: 26.17$), bringing the majority of EMC’s assets private while maintaining VMware publicly traded. Deal Description Financials The $67bn Dell-EMC deal represents the largest technology acquisition in history … Continue reading When the cloud becomes expensive, DELL-EMC acquisition
Industry Overview The oil and gas industry is facing high market volatility due to geopolitical instability. Companies struggle to lock in new demand in a sector where oversupply is a big issue. The plunge in crude prices is leading big energy groups to cut their spending in order to make their business more sustainable. New … Continue reading Gas: buy or build?
Japan Tobacco International has bought an Iranian cigarette maker in order to consolidate its leadership in a country that is expected to experience economic growth once international sanctions are removed. The announcement arrived after rumours that Philip Morris was entering the market. The US-Qatari consortium led by Stephen Ross is near to buy Formula One … Continue reading Retail & Consumer Products market update
Bocconi Students M&A Circle 
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