What else is happening?

In other words, what’s happening apart from Brexit? Because, without wanting to downgrade its significance, there is so much more going on that could easily be lost in the pre-vote maelstrom. Which is why this week, I’m going to focus on three other themes we can’t lose sight of – all of which also have … More What else is happening?

What does Brexit mean now?

My immediate answer is “riskier uncertainty”. Not knowing what happens on 29 March 2019 isn’t new. But although we now have a deal; the events of the last seven days seem to have increased probability of no deal. This is a new level of uncertainty with a rapidly approaching cliff-edge. Which is why, rather than trying … More What does Brexit mean now?

A deal pause?

This week’s post comes from Steve Ivermee, Managing Partner, UKI Transaction Advisory Services at EY. UK M&A intentions hit a four-year low in EY’s 19th Capital Confidence Barometer (CCB19). It’s an eye catching figure, but what does this mean on the ground for UK deal activity and how UK companies allocate their capital? If we combine … More A deal pause?

Why are profit warnings triggering record share price falls?

This week’s Capital Agenda Blog comes from Alan Hudson, Head of UK Restructuring. What price a profit warning? In Q3 2018 the average answer was 21% on the day of warning – the highest fall we’ve recorded since Q3 2008. In fact, we’ve only seen this high level of investor reaction a few times before – … More Why are profit warnings triggering record share price falls?

What’s behind PE’s latest health-kick?

This week’s blog comes from Matt Bartell, EY’s UKI Transaction Advisory Life Sciences Leader and Paddy Moser, co-leader of UKI Transaction Advisory Private Equity.  There’s no doubt that health is one of the biggest stories in private equity right now. In the second quarter, the healthcare sector accounted for almost a quarter of global PE … More What’s behind PE’s latest health-kick?

Is your M&A strategy too safe?

This week’s blog comes from Julie Hood, Global Deputy Vice Chair of Transaction Advisory Services at EY. We’re all wrestling with how to future-proof our businesses. Digitisation and convergence have created bigger sector ecosystems with nimbler predators. The risk of being blindsided by a new technology or start-up has never been greater. Corporate longevity has … More Is your M&A strategy too safe?