Csaba Karaszi’s Post

Mick Ohira, Managing Partner of DealHaus, our exclusive M&A partner in Denmark explains in our new article for IMAP’s Digital Magazine, Creating Value, why the country with its stable economy, AAA/Aaa credit, and one of the highest GDP’s per capita in the EU/World, is so easy to do with business with and attractive to investors. He also looks at why the Danish M&A market fared so well in 2023 with 581 closed deals registered, examining the top performing sectors and the shift towards domestic transactions.   In a landscape proving highly resilent to global macroeconomic changes, Mick outlines the top four trends expected to drive activity in 2024: ·       Sector-driven acquisitions: primarily in the Technology, Professional Services, and Public Sector ·       Financial sponsors: substantial amount of dry powder available and record funds being raised ·       International buyer interest: cross border deals accounted for c. half of deals closed in 2023 ·       Succession: large wave expected and succession within owner-family no longer default strategy Click in the link below to read the full article and find out just why the team at DealHaus – IMAP Denmark is feeling so optimistic for deal activity in 2024. #mergersandacquisitions #imap #denmark https://lnkd.in/dtBRqF6n

Strategic Investors Take the Lead Aalto Capital had the pleasure of attending the 2024 Mergermarket Forum in London last month, where many fascinating topics and views were discussed and debated. At this year’s event, it was mentioned that strategic investors accounted for 76% of deal flow in the first four months of 2024 – a strikingly high proportion. What might be causing this uptick in the proportion of strategic transactions? Perhaps there is more hesitance from private equity. After the boom of 2021, many PE firms have reevaluated their investment strategies and become much more selective and thorough when choosing investments. Many private equity players are sitting back and waiting to see how companies fair the rockier economic conditions – who hits their targets against macroeconomic headwinds, and hence who comes out on top. On the other hand, many companies may be looking to M&A to fuel their growth as the economy has slowed. Fragmented technology and services markets in particular are seeing a push towards consolidation as a means of providing companies with a more certain route to revenue growth and increased market share. This new trend should be considered as companies plan their fundraising strategies. Good companies will find that private equity, though more decerning, is still looking for investments with a defensible market position and strategy. This makes it even more important for companies to set realistic forecasts and focus on strengthening their cash flows. Looking to strategic investors / acquirers may be a more certain route to capital, but it is worth noting that transactions across the board are taking longer than they have historically. According to a survey performed by Mergermarket and SRS Acquiom in Q1 2024, 64% of respondents are finding due diligence is taking longer than it did pre-pandemic. 44% of respondents say it takes them 5-6 months to complete a deal from the initial outreach to closing. A further 22% found it was taking longer than 6 months. Companies planning a fundraising or sale should note it is better to start early and leave plenty of time to find the right investor and not just the fastest. #investmentbanking #corporatefinance #mergers&acquisitions #equityfundraising #equitycapital

The slowdown in #PrivateEquity dealmaking "has allowed dealmakers more time to review prospective investments, and created space to buy at a balanced valuation entry point", Ardian co-head of #buyout Thibault Basquin told PE Hub Europe's Nina Lindholm. "However, the flipside of this is that firms need to be ready to hold assets for longer, in order to deploy full value creation programmes and achieve the optimal value at exit." Check out the full interview to find out which sectors Ardian expects to flourish in the second half of the year as well as the likely challenges ahead. https://lnkd.in/eQfzzU8z

GEARING UP I While 2023 hit the brakes on Australian mid-market M&A, 2024 is gearing up for a promising rebound! Driven by innovation and demand, Australia's stability is attracting global interest. Learn more about why deal makers' optimism is revving up this year: https://lnkd.in/gupKjwHr #PitcherPartners #MakingBusinessPersonal #MergersandAcquisitions

📈February results are in! Over the 12-month period concluding on February 29, 2024, the #ZDRInvestmentsSGVCC 𝗠𝗮𝘀𝘁𝗲𝗿 𝗙𝘂𝗻𝗱 has achieved an impressive 8.01% return in its EUR class. What stands out even more is our average ROI, which has soared to 10.5% p.a. This performance underscores the significant advantages of long-term investment strategies and the powerful impact of compound interest. 📰 This year began with the acquisition of a retail park in Prague, a strategic addition to our portfolio. And there's more on the horizon. We are gearing up to announce not just another significant acquisition but also our expansion into a new 🇪🇺 EU market. Stay tuned for these exciting developments! #investments #realestate #investmentfund #convenienceretail

The surge in M&A activity during the first week of April, which set a 2024 record for the highest transaction volume, was followed by a notable downturn in the subsequent week (April 8 - 14). Transaction volume declined by 15%, and transaction value also experienced a significant decline of 51%. Clearly, global M&A moves in waves, with many complex variables impacting deal flows. Macroeconomic conditions, business confidence, financing terms, and regulatory shifts all play a role. Let's examine the top 5 deals last week for more context: ✅ Blackstone's USD 10.00 billion acquisition of AIR Communities may reflect bullishness on rental housing. ✅ Vertex's USD 4.90 billion buyout of Alpine Immune Sciences underscores biotech's appeal for strategic acquirers. ✅ Proprium Capital's USD 1.36 billion Motel One sale sets the stage for a potential IPO in the near future. ✅ Vista Equity's USD 1.25 billion Model N deal extends its acquisition spree in enterprise software. ✅ Mapletree's USD 1.24 billion UK student housing purchase cements its sector dominance. The numbers illustrate that while short-term fluctuations are common, the fundamental drivers propelling deal activity remain intact. Strategic consolidation will likely persist across high-growth sectors like technology, healthcare, and real estate. What major deals are you watching out for and what trends do you predict for the rest of 2024? Let's discuss in the comments and I'll share our full report for the top Global M&A Deals! Source: Institute for Mergers, Acquisitions and Alliances (IMAA) #valuation #transactionmonitoring #mergersandacquisitions

Australian mid-market M&A is gearing up for a comeback this year. Despite a challenging 2023, our latest Dealmaker's survey reveals a promising rebound in 2024. With stability, transparency and regional appeal, Australia remains a hot spot for both domestic and foreign investors.   Read more in my latest insights article: https://lnkd.in/gB5vz4nZ

𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗙𝗹𝗮𝘀𝗵: 𝗦𝘄𝗲𝗱𝗲𝗻'𝘀 𝗘𝗤𝗧 𝗿𝗮𝗶𝘀𝗲𝘀 $𝟭.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗳𝗼𝗿 𝗔𝘀𝗶𝗮 𝗳𝘂𝗻𝗱. 𝗗𝗮𝘁𝗲: -𝟮𝟴.𝟬𝟱.𝟮𝟬𝟮𝟰 𝗜͟𝗻͟𝘁͟𝗿͟𝗼͟𝗱͟𝘂͟𝗰͟𝘁͟𝗶͟𝗼͟𝗻͟:͟ • In a notable move from December last year, Sweden-based private equity firm EQT executed a significant strategic maneuver. • The maneuver entailed EQT acquiring a controlling stake in Chenn, signifying a pivotal moment in EQT's investment strategy. • This acquisition marked a noteworthy development in EQT's investment portfolio, showcasing their commitment to expansion and diversification. • The move underscores EQT's strategic vision and positions them for further growth and influence in the private equity landscape. 𝗞͟𝗲͟𝘆͟ ͟𝗽͟𝗼͟𝗶͟𝗻͟𝘁͟𝘀͟:͟ • EQT, renowned for its expertise in private equity investments and strategic management, initiated a proactive move aimed at strengthening its investment portfolio. • This endeavor went beyond passive investment, as EQT actively secured a majority stake in Chenn, marking a significant shift in control and influence within the company. • The strategic maneuver suggests EQT's dedication to diversifying its investment portfolio, indicating a strategic shift towards exploring new avenues for growth and profitability beyond its traditional focus areas. • EQT's acquisition of a controlling interest in Chenn signifies a pivotal moment, highlighting its strategic foresight and preparedness to leverage emerging opportunities in the market for sustained long-term growth and success. • This bold move positions EQT for continued expansion and influence in the private equity landscape, reinforcing its reputation as a proactive and forward-thinking investment firm. 𝗖͟𝗼͟𝗻͟𝗰͟𝗹͟𝘂͟𝘀͟𝗶͟𝗼͟𝗻͟:͟ • EQT's move to secure a majority stake in Chenn last December underscores the firm's strategic vision and dedication to growth. • This acquisition demonstrates EQT's proactive approach to recognizing and capitalizing on profitable investment prospects. • By expanding its foothold in various sectors, EQT reaffirms its commitment to diversification and strengthening its market presence. • The transaction exemplifies EQT's adeptness at identifying and leveraging promising investment opportunities to advance its strategic objectives. 𝐅𝐨𝐥𝐥𝐨𝐰 Corporate Valuations 𝐟𝐨𝐫 𝐦𝐨𝐫𝐞 𝐬𝐮𝐜𝐡 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 #FinanceFlash #EQT #PrivateEquity #InvestmentStrategy #Funding #Valuations #BusinessValuation #BusinessGrowth #EconomicGrowth #CorporateValuations #BusinessFinance #valuationservices #StrategicAcquisition #Diversification #GlobalInvestments

Savvy investors are turning to 'Buy-and-Build' strategies to fuel growth. 📈 With 766 buy-and-build acquisitions in 2023, the trend is clear. For businesses wanting to outperform the market, they need to focus on robust synergy and realistic post-acquisition plans. 👉 Discover how to master buy-and-build strategies for success: https://lnkd.in/eYjG9RH8 #PrivateEquity #GrowthStrategy #MandA #mergerandacquisitions #financialduediligence #fdd #valuecreation #dealadvisory

Savvy, expert and high-class buy-side advisory is what we do day in, day out, and we would love to help your business expand. #privateequity #mergersandacquisitions #privatemarkets #privateinvestments #agribusiness #agriculture #agtech #foodandagriculture #duediligence