Issue 25 - Convergence: Market Forces and Timing = Opportunity
Buy One Get One FreeBUY ONE GET ONE FREE Conglomerates are Breaking Up by Jeremy Baksht - Azafran Director of Investments The closest thing to a buy one, get one free deal on Wall Street is a stock Spin-off. Spin-offs are a relatively well-known form of corporate restructuring that has ramped up in recent years as a result of increased shareholder activism and growth expectations to match cycle high valuations.
Issue 24 - Global Finance and Applied DeepTech Make History in 2021
M&A at All Time Highs - MedTech Leads the WayM&A at All Time Highs - MedTech Leads the Way Consolidation is happening across sectors thanks to several major global macro themes Global M&A activity has continued its record-setting pace, with just over 27,000 deals completed for a combined $3.4 trillion through the first three quarters of 2021. The economic recovery coming out of the COVID-19 pandemic is fueling unprecedented M&A activity.
Artificial Intelligence Funding & Exits Continue Blistering PaceArtificial Intelligence Funding & Exits Continue Blistering Pace H1’21 Surpasses All of 2020 Despite sustained global uncertainty caused by the Covid-19 pandemic, the artificial intelligence sector is shattering funding records this year, garnering $38B in H1’21 — already surpassing the $36B raised in 2020. [CBInsights] In particular and as highlighted by the lead feature of this issue from Azafran’s Jeremy Baksht, Covid-19 has reshaped the healthcare industry, creating new demand for AI as key players look to adapt.