Dealcast: The M&A Podcast
Hosted by Julie-Anna Needham and Lucinda Guthrie and John West · ION Analytics
4.6from 32 ratings
- 275
- Episodes
- 81
- Transcribed
- 32
- Ratings
- Daily
- Cadence
- 2017
- First episode
About Dealcast: The M&A Podcast
“This level of uncertainty has allowed boardrooms to rise above what is happening in the market,” Global Chair of Investment Banking at JPMorgan Anu Aiyengar says. Rather than being paralysed by geopolitical turmoil, executives have acknowledged they are playing on a constantly changing pitch and doubled down on long-term thinking to simplify their corporate footprints while building growth and resilience, Aiyengar says. That’s writ large in a record-breaking first half for global M&A, with volume of USD 3.16tn (up 44% year-on-year) – and 78% of that haul involving strategic acquirors. In this episode of Dealcast, Aiyengar joins John West, Mergermarket’s Global Commentary Editor, to unpack the deal dynamics behind 1H26’s astonishing run and pitching forward to what the rest of 2026 has in store. Predicting the year will topple 2021 as the most active of all time, Aiyengar provides insight on AI ROI and stock market concentration, the valuation premium afforded to larger companies, private equity exit overhangs and how to execute realisations, and unprecedented “direct engagement” by White House officials in key M&A transactions. When it comes to corporate opting to embrace audacity, “it’s not scale for scale’s sake; it’s not simplicity for simplicity’s sake – it first needs to chin the bar of being strategic,” Aiyengar argues.
- Publisher
- ION Analytics
- Category
- business · news
- Language
- en
- Explicit
- No
- First episode
- 13 Jul 2017
- Latest episode
- 7 Oct 2026
Latest episodes
81 of 275 episodes have a transcript.
7 Oct 2026TRANSCRIPT
A look at the state of cross-border dealmaking in 2026 – McDermott Will & Schulte’s Sam Snider
1 Oct 2026TRANSCRIPT
When AI valuations meet reality – OMMAX’s Sinan Erhan
25 Aug 2026TRANSCRIPT
Merger arbitrage, megacap deals, and the complexity premium – Davidson Kempner’s Suzy Gibbons and Michael Chiaramonte
Inside a recent episode
A look at the state of cross-border dealmaking in 2026 – McDermott Will & Schulte’s Sam Snider
Published 7 Oct 2026 · Transcript excerpt
[…] The CEO of one of my clients recently started referring to it as the energy addition, where Instead of moving off of hydrocarbons, the rise of AI and sort of broader energy use has pushed us to a world of which we're adding to it. You're layering on renewables, you're layering on carbon capture, you're layering geothermal, all of those things because the power demand is just getting so great. That's a very different sort of strategic outlook than I think a lot of big players had, you know, two or three years ago. So I think you're seeing things like that happening as companies are trying to adopt to a changing world. […]
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See plansWho has been a guest on Dealcast: The M&A Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Sam Snider
- Justin Niessner
- Sinan Erhan
- Suzy Gibbons
- Michael Chiaramonte
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 4 ratings
- Spotify
- 4.5 / 5
- 28 ratings
Podcast Authority Score: 50 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 67
- Social presence
- 0
- YouTube
- 0
- Engagement
- 85
Contact Dealcast: The M&A Podcast
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Dealcast: The M&A Podcast
Who hosts Dealcast: The M&A Podcast?
Julie-Anna Needham and Lucinda Guthrie and John West host the show. Published by ION Analytics.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Dealcast: The M&A Podcast take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
81 of 275 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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