The Deal by S&P Global
The Deal by S&P Global podcast network delivers award-winning coverage of M&A, activist investing, private equity, and restructuring. The network includes shows like Activist Investing Today, Drinks With The Deal, Behind The Buyouts, and Fresh Start, hosted by senior editors and reporters. It provides timely financial news and perspectives for professionals and enthusiasts.
Episodes
Activist Investing Today: Glass Lewis' Timmer on AI, Future of Governance
Glass Lewis president Diederik Timmer discusses the role of AI in proxy advisory services, evolving shareholder voting practices and the firm's customized voting policies.
Behind the Buyouts: Lincoln's Petrossian on Consumer M&A Recovery
Chris Petrossian, co-head of consumer at Lincoln International, discusses the challenges facing consumer M&A, shifting investor priorities and the outlook for deal activity.
Activist Investing Today: Alvarez & Marsal’s Peabody, Frankl on M&A Activism Trends
Alvarez & Marsal managing directors Annie Peabody and Jay Frankl discussed rising M&A activism, portfolio reviews and shareholder vulnerability.
Drinks With The Deal: Greeley on the Dollar's Deep History
Author Brendan Greeley discusses his new book 'The Almighty Dollar,' the often surprising story of a currency whose history dates to the 1520s.
Drinks With The Deal: Nixon Peabody’s Singh on Parental Expectations, Remote Work
Shaziah Singh, a corporate partner at Nixon Peabody, discusses telling her parents she was going to become a lawyer and how she manages remote work.
Behind the Buyouts: Cascadia Capital’s Sent on Food M&A Momentum
Cascadia Capital managing director George Sent discussed food and beverage dealmaking, ingredient trends and family-owned businesses.
Drinks With The Deal: Sheppard's Zablocki on How She Came to Healthcare Law
Amanda Zablocki, co-leader of the healthcare practice at Sheppard, became a lawyer because of the joy her father got from legal practice and specialized in healthcare out of a sense of personal mission.
Activist Investing Today: Goodwin's Wood Talks REITs, Biotech Activism
Goodwin Procter partner Leonard Wood discusses activism trends in REITs and biotech and evolving settlement dynamics.
Drinks With The Deal: Skadden's Freed on Apollo-Athene, Family Business
Skadden's Todd Freed discusses what he learned from working in his family's car dealership, how he came to focus on insurance M&A and pivotal deals he's handled.
Behind the Buyouts: Huntington Bank's Wood on Capital Markets Expansion
Huntington Bank head of capital markets Chris Wood discusses its growth strategy, M&A trends and private equity dynamics.
Drinks With The Deal: Sidley's Khodadad on Road to PE
Sidley Austin's Mehdi Khodadad discusses how he pivoted to advising private equity clients as an associate and what he enjoys about the job.
Activist Investing Today: Pennant's Nowicki Stewart on AI Proxy Voting
Pennant founder and CEO Ryan Nowicki Stewart discusses AI-driven proxy voting, activism intelligence and market disruption.
Drinks With The Deal: Cooley's Proffitt on Leading Through Change
Cooley CEO Rachel Proffitt discusses her approach to leadership, talent management and lawyers' use of AI.
Behind the Buyouts: CCMP's McFadden on Middle Market Growth
CCMP Growth Advisors co-managing partner Mark McFadden discusses the firm's research-driven investing in the consumer and industrial markets.
Activist Investing Today: Sodali's Crawford, Dooley on Activism Intelligence
Sodali executives Aneliya Crawford and Bill Dooley discuss activist trends, investor behavior and AI-driven voting.
Behind the Buyouts: Unity Partners' Blankenau on Thematic Sourcing
Unity Partners head of business development Callie Blankenau discusses lower middle market investing and sourcing strategies.
Behind the Buyouts: Houlihan Lokey's Martin on Pharma Services Crossroads
Mark Martin, managing director and global head of pharma services and technology at Houlihan Lokey, discusses M&A momentum and investor sentiment in pharma services.
Drinks With The Deal: V&E's Fullenweider on Managing Difficult Conversations
Keith Fullenweider, chair of Vinson & Elkins, discusses the influence his father had on his career, how he built a PE practice, what he looks for in lateral hires and how he manages challenging conversations.
Activist Investing Today: S&C's Gadson on Proxy Advisers, AI
Sullivan & Cromwell partner Patrick Gadson discusses activism in banking and the shifting role of proxy advisers.
Behind the Buyouts: Macquarie's Velamati on Education's Expanding Horizons
Raghu Velamati, senior managing director at Macquarie Capital, discusses private equity's evolving approach to the education sector across lifelong learning, workforce training and school safety.
Behind the Buyouts: Hollander on GTCR's Growth-Driven Strategy
Mike Hollander, managing director at GTCR, discusses the firm's growth-oriented investment strategy and key deals across financial services and technology.
Drinks With The Deal: Akin’s Wollensack on How Nursing Prepared Her for PE
Akin PE partner Amy Wollensack discusses how a stint in nursing before law school helped her as a young lawyer and talks about talent management and AI.
Behind The Buyouts: Hivest’s Molin on Transatlantic Expansion
Hivest Capital Partners senior adviser Gregory Molin discusses the firm's value investing strategy and its cross-border approach to lower middle market M&A.
Drinks With The Deal: Hogan Lovells' Qureshi on Adjusting to New Environments
Mahvesh Qureshi, an M&A partner at Hogan Lovells and member of the firm's global board, discusses the social skills that have helped her succeed as a lawyer and law firm manager.
Activist Investing Today: Cleary’s Alsheimer Talks Activism Defense
Sebastian Alsheimer, who recently joined Cleary Gottlieb Steen & Hamilton as a partner and head of shareholder engagement, discussed AI in proxy voting, white squire strategies and M&A activism trends.
Drinks With The Deal: Greenberg Traurig's Levor on PE's Next Frontier
Shaun Levor of Greenberg Traurig discusses building a legal career in New York after growing up in South Africa and how his father, a trial lawyer, has influenced his approach to practice.
Activist Investing Today: V&E's Solorzano on Executive Order, Regulatory Shifts
Jon Solorzano, a partner at Vinson & Elkins, discusses how a sweeping White House executive order could drive changes to proxy advisers and shareholder proposals.
Drinks With The Deal: Vertex's Rughani on Corporate Development
Vertex head of corporate development Nigel Rughani discusses dealmaking, sourcing and integration strategy on the buy side.
Drinks With The Deal: Dechert's Thierfelder on Intensity in Practice, Management and Life
Dechert co-chair and PE and M&A partner Mark Thierfelder talks about embracing the intense nature of corporate practice, why lateral hiring is critical for his firm and his affinity for hobbies that force him to forget about work.
Behind The Buyouts: Jefferies’ Chu on Spectrum Strategy
Jefferies vice chairman Lawrence Chu discusses the $23 billion AT&T-EchoStar spectrum deal and the strategic landscape for wireless, fiber and AI infrastructure.
Drinks With The Deal: UIowa's Lie on Unmasking Corporate Fraud
University of Iowa finance professor Erik Lie discussed his pioneering research into options backdating, his new book Catching Cheats, and how forensic finance can detect hidden misconduct.
Behind The Buyouts: JPMorgan's Berkus on Consumer M&A Rebound
Bob Berkus, managing director on JPMorgan's investment banking team, discussed the firm's growing mid-cap unit and a strong pipeline of consumer and retail deals for 2026.
Activist Investing Today: Latham's Drewry, Dubofsky on Rising M&A Activism, Exxon Robo-Voting
Latham & Watkins partners Christopher Drewry and Josh Dubofsky, global co-chairs of the firm’s shareholder activism and takeover defense practice, discussed the latest trends in investor insurgencies on the Activist Investing Today podcast with The Deal’s Ronald Orol.
Drinks With The Deal: Proskauer's Ahn on the Lessons of a Stint In-House
Proskauer Rose partner Chris Ahn discusses how his time as general counsel at James Perse made him appreciate what clients want out of their lawyers and what he loved about being at a law firm.
Activist Investing Today: Barclay's Rossman on Exxon Retail Program, Rising Campaigns
Jim Rossman, global head of shareholder advisory at Barclays, analyzes the effect of an Exxon retail investor voting program as well as record levels of activism.
Behind the Buyouts: True Beauty's Gersten, Nuñez on Scaling Emerging Brands
True Beauty Ventures co-founders Rich Gersten and Cristina Nuñez discuss building a sector-focused venture firm, their portfolio strategy and the state of beauty M&A.
Drinks With The Deal: Thoma Bravo's Schwab on In-House Roles
Thoma Bravo general counsel Steven Schwab discusses the appeal of being an in-house lawyer, the differences between working at a trading firm and a PE sponsor and the issues he's thinking about now.
Activist Investing Today: Lazard's Couvelier on Retail 'Robo-Voting,' M&A Trends
Lazard Managing Director Chris Couvelier discusses shareholder activism trends, Exxon's robo-voting program, and M&A-driven campaigns with The Deal’s Ron Orol.
Behind the Buyouts: Arenova's Li Balances Creative, Financial Roles in VFX
On the latest episode of Behind the Buyouts, Arenova Capital founder and managing partner David Li discusses applyinga private equity principles to the creative business of visual effects for Hollywood and beyond.
Drinks With The Deal: Moelis' Lee on Special Committee Work, Building a Career
Managing director Dan Lee discusses his work advising special committees on conflicted transactions and building a career experience by experience.
Drinks With The Deal: Baker & McKenzie's Broder Offers Corporate Version of LA Law
Jennifer Broder, an M&A partner at Baker & McKenzie in Los Angeles, discusses clerking for Leo Strine, working as an associate for Bob Denham and how presiding over a mock trial in third grade helped set her on a path to becoming a lawyer.
Activist Investing Today: Brand Eyes Director Notice Compromises
White & Case's Richard Brand suggests that passive investors, other institutions and academics should develop best practices for corporate bylaws seeking information about an activist's director nominations, as the matter right now is left to the courts to decide.
Drinks With The Deal: Simpson's Cooper on Refinitiv, Lehman, Team Building
Elizabeth Cooper, the head of private equity at Simpson Thacher, talks about transitioning from M&A to PE as a young partner and how advising Blackstone on the Refinitiv deal transformed her career.
Drinks With The Deal: A&O Shearman's Litowitz Talks Paramount, Merger Integration
Dan Litowitz, the U.S. deputy co-head of M&A at A&O Shearman, discusses what he's learned from watching his clients integrate acquisitions that he's applied to the merger of Allen & Overy and Shearman & Sterling and work he's done for Paramount.
Behind the Buyouts: Oak Hill's Baker on MetroNet Investment, Fiber's S-Curve
Oak Hill Capital's managing partner Scott Baker walks listeners through the firm's 11-year investment in Metronet Inc., an early mover in the push to spool fiber to homes throughout the country.
Drinks With The Deal: Bok on How Wall Street Is Like 'Glengarry Glen Ross'
Scott Bok, the former chairman and CEO of M&A boutique Greenhill, discusses his career, his new memoir and the challenges of managing the highly ambitious people in finance.
Drinks With The Deal: Holland & Knight's August on Advising Growth Companies
Adam August, a corporate partner at Holland & Knight in Tysons, Va., discusses his work for companies that have the federal government as a significant customer and why he enjoys advising clients from formation to sale.
Activist Investing Today: Kobre's Kim on Samsung, Chaebols, Browder
Kobre & Kim co-founder Michael Kim explains why the environment for activist investing in South Korea is improving, despite structural restrictions, and he discusses his work advising Putin critic Bill Browder.
Behind The Buyouts: Houlihan's Abelow On PE Resilience in 2025
Justin Abelow, managing director in Houlihan Lokey's financial sponsors group, discusses PE's resilience in navigating a challenging M&A environment and the alternate structures firms are pursuing for liquidity.
Behind the Buyouts: Schroders Capital's Knox on Evolving GP Landscape
Schroders Capital's senior investment director of private equity Jeremy Knox discusses the growth in continuation funds in a tough exit environment, as well as the firm's interest in asset-light services businesses as a co-investor.
Drinks With The Deal: Wachtell's Kirman, Tetelbaum Discuss Mentorship
Wachtell M&A partners Igor Kirman and Lina Tetelbaum discuss the evolution of their mentor-protege relationship over the past 15 years and how it's enriched their practices and their lives.
Behind the Buyouts: Transact Capital's Karr on Contract Manufacturing Growth
Transact Capital managing director Justin Karr discusses the state of the consumer market in 2025, including private equity interest in contract manufacturing and better-for-you food.
Activist Investing Today: Litt Targets REIT CEO Pay
Real estate activist Jonathan Litt discusses concerns that REIT boards often identify distorted peer groups to justify problematic executive pay, as well as why specific directors at 15 REITs should face vote-no campaigns.
Drinks With The Deal: Gibson Dunn's Scrivani on Managing Job Demands
Gibson Dunn M&A partner Brian Scrivani talks about how he handles the stress of legal practice and the importance of maintaining a life outside of work, as well as how he thought about changing law firms.
Drinks With The Deal: Mintz's Reicin on Finding Meaning in Biotech Work
Cheryl Reicin, the co-chair of the life sciences group at Mintz, discusses how she became a biotech lawyer and why observing the Sabbath has been good for her as a lawyer.
Activist Investing Today: Lawndale's Shapiro on 'Problem' Boards
Andrew Shapiro, who ran an activist fund for 32 years, discusses how one campaign helped form his investment vehicle and talks about good and bad investor communication policies.
Activist Investing Today: Skadden's Breheny on Expected SEC Shifts
Brian Breheny, the former chief of the SEC's M&A division, discusses expected changes to regulations affecting activist investors, including why he thinks the nation's securities regulator can eliminate activist shareholder proposals.
Drinks With The Deal: K&L Gates' Giovannelli on Charlotte PE, Mentoring
Rick Giovannelli, the incoming co-chair of the management committee at K&L Gates, discusses the growth of private equity in Charlotte, N.C., over the course of his career and how his firm teaches lawyers to mentor and train the next generation.
Behind the Buyouts: HCI's McCormick on Consolidating Fragmented Markets
HCI Equity co-founder and chief investment officer Doug McCormick discusses the firm's approach to buy-and-build strategies in large, fragmented and stable markets as well as navigating the challenging M&A environment in 2025.
Drinks With The Deal: Rob Kindler of Paul Weiss on Career, Connectivity
Rob Kindler, an M&A partner at Paul Weiss, discusses his career as an M&A lawyer and banker, doing deals at Morgan Stanley and the importance of lifelong connectivity.
Activist Investing Today: Eldar on Anti-Activist Pill Evolution
When corporations install anti-activist poison pills they are less likely to implement new share buybacks and their operationally-focused capital expenditures tend to be higher, UC Berkeley School of Law professor Ofer Eldar explains.
Drinks With The Deal: Joele Frank on Building an M&A PR Behemoth
Joele Frank discusses how she came to public relations and her approach to growing her own firm.
Behind the Buyouts: Solomon's Shea on Residential and Facilities Services Frenzy
Solomon Partners head of business services Tim Shea discusses private equity's growing interest in residential and facilities services and dealmaking activity in the market in 2025.
Drinks With The Deal: Okapi's Goldfarb on Client Service, Firm Launch
Bruce Goldfarb, CEO and president of Okapi Partners, discusses launching the proxy solicitor in 2008 and how the client service skills he learned working in his father's dry cleaning business are relevant on Wall Street.
Drinks With The Deal: Petillo-Decossard Talks Changing Firms, Work-Family Balance
Kimberly Petillo-Decossard, the co-head of M&A at White & Case, discusses building her career, her decision to change firms and how her husband's willingness to retire from his career as a banker has been pivotal to her success.
Behind The Buyouts: TSG's LeComte on Consumer M&A in 2025
TSG managing director Pierre LeComte dives into the consumer-focused firm's investment strategy.
Drinks With The Deal: Debevoise's Regner Discusses Delaware Amendments, Mentor
William Regner talks about legal amendments enacted last month and what he learned from Debevoise's Meredith Brown.
Activist Investing Today: Gottfried Seeks Disclosure Regime Revamp for Activism
A disclosure regime set up for hostile takeovers and tender offers needs to be completely revamped for today’s modern activism campaign environment, defense adviser Keith Gottfried explains.
Drinks With The Deal: Chardan's Barudin Calls SPAC Market Normal
Managing director Guy Barudin of Chardan Capital Markets discusses how the investment bank has navigated the SPAC sector. Guest hosted by Bill Meagher, senior reporter.
Drinks With The Deal: Fried Frank’s Luftglass Talks About Mentors, Delaware Law
Scott Luftglass, an M&A litigator and vice chairman of Fried Frank, talks about mentorship, how he developed a specialty in Delaware corporate litigation and the proposed changes to the state's corporate law.
Drinks With The Deal: Lazard's McMaster Talks Corporate Splits, Approach to Banking
Mark McMaster, the global head of M&A at Lazard, discusses his career as a banker and his work with several companies that have created significant value by breaking themselves up.
Activist Investing Today: Mansouri on 'Defensive Refreshes,' Independent Boards
Richard Mansouri, who recently joined Arkhouse, discusses the phenomenon of companies replacing problem directors only when activists show up and why board members often just aren't independent.
Drinks With The Deal: Hunton's Danon Talks Firm Culture, Associate Goals
Sam Danon, the managing partner at Hunton Andrews Kurth, talks about the importance of firm culture, what associates want out of a law firm and how building his litigation practice helped him establish credibility as a manager.
Behind the Buyouts: Searchlight's Frey Unpacks Firm's Fiber Strategy
Searchlight Capital partner Andrew Frey discusses the firm's investment in Ziply, its preference for backing existing telephone companies over greenfield fiber and trends in telecom deals.
Behind the Buyouts: American Securities' Wolff on Industrials Rebound
American Securities president and managing director Scott Wolff dives into the firm's approach to investments and value creation, its specialty chemicals platforms and the industrial sector's slow recovery.
Activist Investing Today: Paul Weiss' Lu Talks Dual-Class, M&A, Multiple Insurgents
Carmen Lu, a partner focused on activism defense at Paul Weiss, discusses why one should never assume multiclass share companies are 'bulletproof' from activists, and she offers views on M&A and tech activism, plus white squire defenses.
Drinks With The Deal: Cleary's Gerstenzang Talks AI's Effect on Legal Practice
Michael Gerstenzang, managing partner at Cleary Gottlieb, believes generative AI will fundamentally change the practice of law. Our conversation with Michael is the second in a four-podcast miniseries with law firm leaders.
Behind The Buyouts: Brightstar's Weinberg on Generational Wealth Transfer
Brightstar founder and CEO Andrew Weinberg discusses the firm's investment strategy for family- and founder-owned businesses and its focus on resilient industry verticals.
Drinks With The Deal: Davis Polk's Barr Discusses Compensation, Comcast
Neil Barr, chair and managing partner of Davis Polk, talks about the logic behind the firm's 2020 change from lockstep compensation, his work for Comcast and why being a tax lawyer helped prepare him to run his firm. Our conversation with Neil is the first in a four-podcast miniseries with law firm leaders.
Behind the Buyouts: FEP's Esposito on Family-Owned Franchise Opportunities
Franchise Equity Partners founder and co-managing partner Michael Esposito dives into the investment firm's growth since its launch in 2021; its investments in restaurants, residential services and the auto aftermarket; and M&A expectations for 2025.
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