Скачать или смотреть From Synergies to Systems: The Next Era of Deal Making

Mergers and acquisitions are still active, but the logic behind them is evolving. In this episode, we are joined by Dan Hickey to explore how the next decade of deals will be less about financial engineering and scale, and more about building position, influence, and ecosystem advantage. They unpack the rise of modular “string of pearls” acquisitions, cross-industry convergence, the growing role of data and AI in deal strategy, and how leaders should rethink both buying and selling in a more volatile environment.

00:00 – Rethinking M&A: From Combination to Curation
01:30 – Market Snapshot: Volume Up, Deal Shape Shifting
03:30 – Building Position vs. Owning Assets
06:30 – String of Pearls and Ecosystem Strategy
09:30 – Cross-Industry Convergence and Data as an Asset
12:30 – Geopolitics and Regulatory Influence
15:00 – AI’s Role in Targeting, Diligence, and Integration
18:30 – Real-World Examples of Ecosystem Moves
22:00 – The Rise of the Deal Architect
25:00 – Strategy First: Discipline in the M&A Pipeline
28:00 – Optionality: JVs, Co-Investments, and Time Horizons
31:00 – The Seller’s Lens: Strategic Divestitures
34:00 – Measuring Value Beyond Traditional ROI
37:00 – Closing Thoughts: The Next Decade of Deals