M&A activity is waking up, but many companies are reluctant to leap into the fray. Daniel Friedman, BCG’s global leader of transactions and integrations, explains why bold moves now could pay off. Waiting may feel safe, but the cost could be forfeiting once-in-a-decade opportunities.
Learn More:
Daniel Friedman: https://on.bcg.com/4mWHyGW
Mid-2025 M&A Insights: https://on.bcg.com/3V6ENGF
BCG’s Latest Thinking on M&A: https://on.bcg.com/4ndP9QU
BCG’s M&A Sentiment Index: https://on.bcg.com/3VEdBzb
Chapters:
00:00-02:56 Intro/Daniel’s ‘So What’
02:57-04:34 What is different now vs. the beginning of the year?
04:35-06:13 How quickly will the market recover?
06:14-08:20 What regions and sectors are particularly active?
08:21-09:01What are risks that could impede recovery?
09:02-10:26 What is wrong with waiting on the sidelines?
10:27-12:00 Do downturn deals tend to deliver more value than boom time deals?
12:01-13:25 What can a company to do ensure that it finds the right deal?
13:26-17:02 How has M&A changed in a more uncertain world?
17:03-18:03 How will AI evolve?
18:04-19:45 What are the winners doing right in this new environment?
19:46-21:16 The ‘Now What’
21:17-21:33 Outro