Q1 2021 SS&C Intralinks Deal Flow Predictor: High Hopes in EMEA
Can EMEA set the stage for a stable 2021?
8 December 2020
Describing Europe, the Middle East and Africa (EMEA) client assessments on navigating the pandemic into Q4 2020 would come down to two words: agility and creativity. Amid almost a year of lockdown and travel restrictions ordered to slow the spread of COVID-19, everyone has learned to adapt.
So far, struggling industries trying to avoid fire sales (E.g. Tourism and Aviation) have been waiting out the health crisis. For stable businesses not greatly affected by the pandemic, private equity (PE) has been showing increasing interest in buying assets. Investment banking and advisory have had to think differently about how they structure and originate deals. Likewise, bulge bracket banks, starving for sizeable transactions, have begun converging in output with that of smaller boutiques.
As we close out Q4, EMEA is seeing a strong increase in restructuring and distressed M&A deals. Of course, due diligence and asset valuations have been hard for everyone, as has been the case globally. But that’s improving with better knowledge of the Coronavirus and deal teams leveraging technology such as virtual data rooms (VDRs).
By sector, Infrastructure, Healthcare and Online Consumer have entered Q4 solidly here. Still under pressure in the region? Consumer Retail and Manufacturing.
The second lockdown starting in November still has some apprehensive. People are now looking to close deals before the end of the year and Brexit.
All in all, EMEA is trending toward security and stability rather than being speculative and bullish. The coming COVID-19 vaccine — and the results of the U.S. elections — has reenergized global dealmakers and reduced uncertainty. Investment professionals appear hopeful for the start of 2021, with projects in the pipeline indicating that bigger M&A Deals are likely to happen next year.
Q1 2021 will bring some interesting activity to M&A as a whole. Make sure you get the entire picture — with our detailed forecast of the sectors to watch — in our new edition of the SS&C Intralinks Deal Flow Predictor for Q1 2021.
Independently verified as a highly accurate six-month forecast of merger and acquisition (M&A) activity, the SS&C Intralinks Deal Flow Predictor is compiled by tracking early-stage M&A transactions globally that are in preparation or have begun due diligence.
Along with our forecast of M&A activity for the next six months, the latest issue includes:
- Spotlight feature: Global Liquidity and Financing
- An interview with Meghan McGurk, SVP of Investment Banking at Houlihan Lokey
On behalf of the entire EMEA SS&C Intralinks sales team, we wish you and yours a safe and relaxing holiday season.
Mickael Matitia is a VP of sales at Intralinks. Based in Paris, he started his career in CIB in HK where he worked on the project finance team. He has been working in SaaS for the last eight years. He specializes in the legal and fintech market.