Michael Frankel, founder and managing partner of Trajectory Capital, returns to Good Revenue to discuss the current state of M&A and predictions for 2025 in the 2nd of a 2-part episode.

In this episode of Good Revenue, host Neeta Bidwai and Michael cover:

• The impact of current market conditions on strategic M&A decisions

• How AI and new technologies are influencing business strategies

• The role of antitrust regulation and its limited effect on the M&A market

• Differences between private equity and strategic buyers in the middle market

• The significance of value creation in private equity and venture capital

• Forecasts for industry sectors facing technological disruptions and regulatory changes

Michael's insights offer a detailed roadmap for business leaders and investors to navigate the evolving economic and technological landscape. Tune in for a nuanced understanding of key strategies and market dynamics in the coming years.

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Where to find Michael:

https://www.linkedin.com/in/frankelmichael/ 

Where to find Neeta:

https://www.linkedin.com/in/neetabidwai/

Where to find Good Revenue:

https://goodrevenue.io/goodrevenue

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Highlights:

00:00 Introduction and Interview Overview

00:13 Market Impact on Strategics

01:04 M&A Strategies and Industry Sectors

01:55 AI and Technology Investments

06:41 Antitrust and Regulation Effects

11:22 Private Equity vs. Strategic Buyers

19:24 Value Creation in PE and VC

28:19 Conclusion and Final Thoughts

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Referenced:

• Trajectory Capital: https://www.linkedin.com/company/trajectory-capital/ 

• BCG Report: https://www.bcg.com/capabilities/mergers-acquisitions-transactions-pmi/mergers-acquisitions-activity-by-year

• Prior episode of Good Revenue: https://podcasts.apple.com/us/podcast/24-mastering-m-a-with-michael-frankel-trajectory/id1707461473?i=1000648176675

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