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McKinsey defines mega deals as those above $10 billion, which reached about $1.1 trillion in value in the first half of the year, according to Tobias Lundberg.
“deals above $10 billion is what we have defined as mega deals. And they have reached some $1.1 1 trillion in the first half of this year.”
Tobias Lundberg says mega deal value in the first half was up almost 140% from a year earlier and was the strongest half year on record.
“that's up almost 140% versus the same period a year ago, and it's the strongest half year that we have we've seen on record.”
Tobias Lundberg says mega deals account for 42% of global M&A deal value.
“So 42% of the global deal value sits now in these mega deal mega deals here.”
Tobias Lundberg says eleven of the recent mega deals were from the EMEA region, many of them in-market consolidations in banking and telecom.
“out of the thirty seven deals we see now for this prior cycle here, eleven now are from the MEA region”
Tobias Lundberg says EMEA has recently seen record capital inflows of about $37 billion, after being a net exporter of capital earlier in the year.
“we're now seeing record record inflows coming in of some 37 billion or so.”
Tobias Lundberg says removing the two largest Americas-to-EMEA deals, worth about $60 billion combined, puts EMEA back in a net outflow position.
“You reverse those two out, and EMEA is back into net outflow position.”
Tobias Lundberg says equity-linked consideration has risen to 22% of deals, which shares re-rating risk with sellers.
“Where we see, you know, equity linked considerations rise up to a whooping 22% of the um of the deals.”
Tobias Lundberg says private equity accounts for more than 30% of deals in Europe.
“I think private equity pools stands above 30% of all deals in Europe specifically, so it's a very active part.”
Tobias Lundberg says private equity holding periods have increased by about two and a half years over the last decade.
“Well, within holding periods, I think are up about two and a half years over the last decade or so.”
Tobias Lundberg says European regulators have shown somewhat more leniency toward in-market consolidation, such as in telecom and banking.
“Another one has been a slight shift towards some more leniency for in market consolidation as well on the European side and the EU side more specifically.”