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Summary
Two words for M&A in 2023: creativity required.
Headwinds are expected to continue through the year, leaving investors and strategics cautiously optimistic as they assess new opportunities. How can dealmakers shift strategies, address buy- and sell-side concerns, and get creative?
Join the S&P Global Market Intelligence team of experts for a data-driven look at the M&A landscape and trends to watch, ranging from the macro scope to micro.
At the end of this webinar, attendees will be able to:
- Analyze 2022’s M&A activity, private equity investments, and tech acquisitions
- Understand where headwinds and opportunities may exist for dealmakers
- Explore the growth of private debt and its use cases for today's transactions
- Examine the micro-view of company-level shifts in M&A priorities as deals are structured
This event is hosted by the Association of Corporate Growth
Moderator
Joseph Toomey
S&P Global Market Intelligence
Director, Professional Services Business Development, Data and Research Solutions,
Joe is an Associate Director within the Desktop Product & Market Development team with a focus on the Corporates and Professional Services segment.
Joe is an Associate Director within the Desktop Product & Market Development team with a focus on the Corporates and Professional Services segment. He has been with S&P Global since 2012 working in various roles within the organization, starting in Client Support before moving on to the Ratings organization as an Analyst in the Commercial Mortgage-Backed Securities group. Joe then moved to the Commercial organization covering Investment Banking, Private Equity, Professional Services, Corporates and Insurance firms. He now oversees Product and Market Development for the Corporates and Professional Services workflows with a focus on the S&P Capital IQ Desktop. Before S&P, Joe worked as an Associate at Dealogic covering Debt Capital Markets.
Speakers
S&P Global Market Intelligence
Joe Mantone
S&P Global Market Intelligence
Editorial Senior Lead, US Financial Institutions News
Joe Mantone is the News Desk Manager for the U.S. financial institutions group at S&P Global Market Intelligence and the author of a quarterly white paper on M&A and equity capital markets activity. He also hosts the new podcast The Pipeline: M&A and IPO Insights.
Joe joined the U.S. FIG team in 2008 and covered investment banks for more than 10 years before moving into his current role. Joe has been working as a business journalist for nearly 20 years and previously worked for The Wall Street Journal and the Crain Communications magazine, Modern Healthcare. Joe is based in New York.
He holds a master’s degree in journalism from Roosevelt University and a bachelor’s degree in journalism from Arizona State University.
S&P Global Market Intelligence
Dylan Thomas
Private Equity Reporter
Dylan has nearly two decades of journalistic experience and currently covers the private equity market for S&P Global Market Intelligence.
Dylan has nearly two decades of journalistic experience and currently covers the private equity market for S&P Global Market Intelligence. He previously reported for the Minneapolis/St. Paul Business Journal and was an Editor for the Southwest Journal.
S&P Global Market Intelligence
Brenon Daly
S&P Global Market Intelligence
Research Director, Financials
Brenon Daly directs the financial analysis of the 451 Research Market Insight and M&A KnowledgeBase products within S&P Global Market Intelligence. He is responsible for all financial coverage within those product lines, as well as supporting investment- and acquisition-related activity by investment banking and private capital cl
Brenon Daly directs the financial analysis of the 451 Research Market Insight and M&A KnowledgeBase products within S&P Global Market Intelligence. He is responsible for all financial coverage within those product lines, as well as supporting investment- and acquisition-related activity by investment banking and private capital clients.
Brennon arrived at S&P Global Market Intelligence through its 2019 acquisition of 451 Research. Before joining 451 Research in mid-2006, Brenon worked at research boutique for technology-focused hedge funds, as well as trading equity and options on his own book.
Brenon began his career in 1991 as a founding reporter at the first English-language newspaper in the former Eastern Bloc. Brenon moved to Vienna in 1995 to run the local bureau for United Press International before taking on an analyst position with the Economist Group, where he researched and wrote reports for The Economist Intelligence Unit and the regional publication of The Economist.
In addition to earning a degree from the University of Kansas, Brenon studied at the University of Ulster (Northern Ireland) and the Vienna University of Economics and Business (Austria).
S&P Global Market Intelligence
Jocelyn Lewis
S&P Global Market Intelligence
Managing Director, Head of Private Credit, iLEVEL
Jocelyn has responsibility for the go-to-market strategy for iLEVEL Credit within S&P Global Market Intelligence.
Jocelyn leads the credit strategy globally for our private markets portfolio monitoring platform, iLEVEL, and co-hosts our Private Markets 360o podcast. In this role, Jocelyn leads strategic initiatives in collaboration with product, sales and client engagement to ensure we are innovating to support future market and client needs. Previously, Jocelyn held roles including global head of private credit strategy for WSO, our loan administration and loan agency solution, as well as regional head of our private valuation services.
Jocelyn joined S&P Global in 2016 with 15 years of asset management experience across private credit, direct lending, asset-based finance, special situations, and private equity. This experience includes eight years at Fortress Investment Group as a Vice President of Asset Management in the Credit Funds. Jocelyn managed middle market direct loans and asset-based finance investments and focused on restructuring distressed investments stemming from the 2008 financial crisis. Jocelyn also worked at D.B. Zwirn & Co. focusing on asset management and Wells Fargo Capital Finance, where she was part of the asset-based lending portfolio management and audit teams.
Jocelyn holds a Bachelor of Business Administration from the University of Miami.
S&P Global Market Intelligence
Morgan Baccari
S&P Global Market Intelligence
Associate Director, Situational Analytics, Investor Relations Solutions
Morgan Baccari is an Associate Director on S&P Global’s Situational Analytics team, assisting companies with ESG benchmarking and targeting, as well as issuers considering significant changes, such as M&A activity, spin-offs, and capital allocation policy adjustments. Additionally, she works with banking and exchange partners to help with their clients’ overall investor outreach strategy.
Morgan Baccari is an Associate Director on S&P Global’s Situational Analytics team, assisting companies with ESG benchmarking and targeting, as well as issuers considering significant changes, such as M&A activity, spin-offs, and capital allocation policy adjustments. Additionally, she works with banking and exchange partners to help with their clients’ overall investor outreach strategy.
Event Support