The face of shareholder activism is constantly changing, and against a backdrop of economic uncertainty, CEOs and board chairs need proactive strategies to help them avoid and prepare for potential activist campaigns.  

In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of U.S. M&A, Doug Jackson, sits down with Peter da Silva Vint, Managing Partner at Jasper Street Partners, to look at M&A industry trends through the lens of activism preparedness and response. 

Join us as we discuss the current state of the activism environment, the key elements of corporate takeover defense, common corporate governance mistakes to avoid, and proactive approaches you can take to strengthen your activism preparedness strategy.

It’s time for our Leveraged Finance market 2025 outlook.

In this episode of Markets Mindset, Mizuho's Head of Leveraged Finance Jeb Slowik sits down with Head of High Yield Capital Markets Phil Tamplin and Head of Leveraged Loan Capital Markets Jackson Merchant.

The three reflect on the impact of last year’s rate cuts on the Leveraged Loan and High-Yield markets, as well as the recent pickup in both treasuries and dividend recaps, and what to expect from M&A activity in 2025.

Hybrid capital has gained favor with corporates and investors alike after a change in ratings agency equity consideration coupled with higher yields has made the securities more attractive. 

Join our expert panel as they seek to answer: ‘What is the art of the possible in hybrid capital?‘ Will demand for capital by utilities remain at the heart of its growth? And what will the volumes look like in 2025?

Meet the panel:

• Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets
• Victor Forte, Head of Investment Grade Capital Markets & Syndicate
• Katie Lavino, Managing Director, Investment Grade Debt Capital Markets Syndicate
• Jee-Won Yang, Managing Director, Investment Grade Debt Capital Markets

Trump’s reelection will undoubtedly result in a shift in the U.S.’s regulatory environment, but who will benefit in this new M&A landscape? 

In this installment of M&A Corner, Mizuho | Greenhill's Co-Head of Corporate Finance and Head of M&A Kevin Costantino sits down with Igor Kirman, Partner at Wachtell, Lipton, Rosen & Katz to explore what Trump’s second term and its wider global context will mean for M&A. Join us as we look at how previously shelved deals may now make it out of the boardroom.

This year’s Investor Survey results are in and some of them are surprising.

In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate Victor Forte and Head of Investment Grade Debt Capital Markets Moshe Tomkiewicz pit themselves against the survey to see how closely investor perspectives align with their own predictions, and explore how the incoming presidential administration’s policies could influence activity in Q1.

With the US election now behind us and a change in administration on the horizon, equity investors are inevitably beginning to look ahead to how this will impact their markets going into 2025.

IPOs, converts and follow-ons are expected to pick up amid the backdrop of higher valuations and changing interest rates.

In our latest Markets Mindset installment, Mizuho's Head of Equity Capital Markets, Josh Weismer, discusses the post-election landscape with Head of US Equity Sales, Shaival Patel.

Join our experts as they dive into the initial reactions from investors and give their predictions for how equity capital market activity will play out under the new administration.

In this episode, host Michal Katz, Head of Investment & Corporate Banking at Mizuho Americas, talks to her colleague and friend, Chief US Economist at Mizuho Americas, Steve Ricchiuto.

A renowned economist and author, Steve is a highly sought after guest for global financial media, known for his bold predictions and contrarian viewpoints within the crowded market commentary space.

Steve’s conversation with Michal provides a window into his 35+ year career in financial services, his journey from a mathematics student to Wall Street and his insights from the forefront of economic data analysis.

The market is entering the fourth quarter with spreads at post-financial crisis tights, the S&P 500 marking 40+ days of record-breaking closes and a deep pool of liquidity amid the backdrop of geopolitical tensions, Fed easing and a pending U.S. presidential election.

In this installment of Markets Mindset, Mizuho's Head of Investment Grade Capital Markets and Syndicate, Victor Forte, sits down with Head of Investment Grade Debt Capital Markets, Moshe Tomkiewicz, to discuss the current opportunities for issuers and investors in this dynamic market landscape.

Join us as we explore the factors at play within investment grade debt capital markets, including international dynamics, the popularity of hybrids and what to expect approaching the end of the year.

Introducing the Markets Mindset series

Introducing the M&A Corner series