National + Finance | May 30, 2023

ADISA Conference Insights: H2 Opportunities in M&A (VIDEO)

The mixed start to the year is likely to continue as economic uncertainty remains. But given that we are at the tail end of the Federal Reserve’s monetary tightening campaign, there could be strong opportunities in M&A activity in the second half of the year. There is an argument to suggest M&A volumes could see rapid growth.

At the recent ADISA conference in San Diego, Connect Money asked industry veterans if the environment of high interest rates, inflation and market volatility are presenting opportunities.

“The only certainty is uncertainty in the marketplace,” noted Michael Underhill, Founder, CEO and CIO Capital Innovations, LLC. and ADISA President. “Asset allocation, diversification helps to hedge out some of the volatility risk.”

In the video, you’ll also hear from Raymond Davis, Chief Strategy Officer, Red Oak Capital Holdings on taking advantage of levered lenders confronted by the current high interest rate environment through “bailout” M&As.

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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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