M&A: megadeals, AI adjacencies and longer regulatory timelines
Global M&A is back above $2.6T year to date, with acquirers funding more with equity and cash and regulators still setting the pace.
Global M&A is back above $2.6T YTD (August) with megadeals and AI adjacencies as catalysts; high-grade acquirers are funding with more equity and cash and less debt, while regulatory process remains a gating item (e.g., Capital One–Discover cleared; Chevron–Hess closed after FTC action).
Next steps
- Prioritize AI-enabled targets and carve-outs where corporate sellers seek focus.
- Model equity-heavy consideration and longer regulatory timelines.
- Maintain a live pre-clearance playbook for sensitive sectors.
Informational content only. Not investment advice.