Done Deal – Insights from our M&A and Activism team – December 2024
Insights from our M&A and Activism team
Welcome to the final edition of Done Deal for 2024! As we wrap up the year, we’re reflecting on some of the impactful work we’ve been proud to support and the trends shaping the dealmaking landscape.
In this issue, Ed Bridges, Pat Tucker, and Alex Le May provide their insights into the outlook for M&A activity in 2025. We also highlight key findings from a recent survey of global energy investors, offering a glimpse into their expectations for U.S. market dealmaking in the year ahead.
Finally, we’re pleased to welcome Rob Bradley, who recently joined our Boston team. In this edition’s colleague spotlight, Rob shares some brief reflections as he settles into his new role.
Thank you for engaging with us throughout the year—wishing you a successful and rewarding 2025!
Outlook on M&A Activity in 2025
Energy M&A: Lessons From Wave One and Learnings for Wave Two
After a year of significant consolidation in the energy sector, is the outlook for dealmaking a boon or bust? In partnership with TPH&Co., our M&A team surveyed global energy investors on their expectations for dealmaking in the U.S. market for the next 12 months. The big takeaway: Investor demand for scale should create continued action in the months ahead. More top-line findings below.
What We’re Up To
Meet our Team: 30 seconds with Rob Bradley
What is your focus area at FTI Consulting?
Based in Boston and working alongside the M&A and activism strategic communications team in New York, my area of expertise is in the technology sector as I have spent the past fifteen years leading award winning investor relations programs at high growth Software as a Service (SaaS) companies (Dropbox and LogMeIn) and most recently at DigitalOcean, an Infrastructure as a Service Company (IaaS). At those companies I have done extensive M&A work which resulted in significant valuation improvement as well as engaged with several activists both as shareholders of the equity I represented as well as a member of our board of directors. I will look to leverage this expertise and numerous experiences as an IRO with clients.
What trends are you seeing in your marketplace?
There are many mid to large cap tech companies that are going through growing pains as they scale annual recurring revenue and work to keep their net dollar retention north of 100%, which has been a challenge for many in the past several years. Many companies will look to use M&A to augment their growth and or will be the target of investors looking for them to take decisive strategic action. There is healthy debate whether or not the new administration will be friend or foe to increased tech M&A, but regardless 2025 is going to be an exciting year in the vertical.
What do you do outside of work that helps you reset and stay sharp for the next professional challenge?
I enjoy spending time and being active with my wonderful family with a 14 year old son and boy/girl twins that are 11. I often like to clear my head by walking and hiking with my Labrador retriever, Reagan, and if there is time left over beyond that I enjoy playing golf in the warm months and skiing in the cold ones.
Contact Us
To be added to the distribution list for FTI Consulting’s M&A and Activism Insights, or for further information on the dedicated M&A and Activism team at FTI Consulting, please contact Edward Bridges ([email protected]) Pat Tucker ([email protected]) or Alex Le May ([email protected]).
| The views expressed in this article are those of the author(s) and not necessarily the views of FTI Consulting, its management, its subsidiaries, its affiliates, or its other professionals. ©2024 FTI Consulting, Inc. All rights reserved. www.fticonsulting.com |
