# M&A Is Heating Up. Is Your Dealmaking Still on Ice? Page: https://stenobird.com/podcast/the-so-what-from-bcg-4409188/m-a-is-heating-up-is-your-dealmaking-still-on-ice Text version: https://stenobird.com/podcast/the-so-what-from-bcg-4409188/m-a-is-heating-up-is-your-dealmaking-still-on-ice.md Podcast: [The So What from BCG](https://stenobird.com/podcast/the-so-what-from-bcg-4409188) Published: 2025-09-10T02:00:00+00:00 Episode link: https://the-so-what-from-bcg.captivate.fm/episode/ma-is-heating-up-is-your-dealmaking-still-on-ice Audio file: https://dts.podtrac.com/redirect.mp3/episodes.captivate.fm/episode/081bf890-b912-47fa-b614-30368ad89ab0.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-so-what-from-bcg-4409188/episodes/m-a-is-heating-up-is-your-dealmaking-still-on-ice Duration seconds: 1293 ## Resource M&A activity is waking up, but many companies are reluctant to leap into the fray. Daniel Friedman, BCG’s global leader of transactions and integrations, explains why bold moves now could pay off. Waiting may feel safe, but the cost could be forfeiting once-in-a-decade opportunities.  Learn More:  Daniel Friedman: https://on.bcg.com/4mWHyGW   Mid-2025 M&A Insights: https://on.bcg.com/3V6ENGF   BCG’s Latest Thinking on M&A: https://on.bcg.com/4ndP9QU   BCG’s M&A Sentiment Index: https://on.bcg.com/3VEdBzb   Chapters: 00:00-02:56 Intro/Daniel’s ‘So What’  02:57-04:34 What is different now vs. the beginning of the year?  04:35-06:13 How quickly will the market recover?  06:14-08:20 What regions and sectors are particularly active?  08:21-09:01What are risks that could impede recovery?  09:02-10:26 What is wrong with waiting on the sidelines?  10:27-12:00 Do downturn deals tend to deliver more value than boom time deals?  12:01-13:25 What can a company to do ensure that it finds the right deal?  13:26-17:02 How has M&A changed in a more uncertain world?  17:03-18:03 How will AI evolve?  18:04-19:45 What are the winners doing right in this new environment?  19:46-21:16 The ‘Now What’  21:17-21:33 Outro This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-so-what-from-bcg-4409188/episodes/m-a-is-heating-up-is-your-dealmaking-still-on-ice/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-so-what-from-bcg-4409188/m-a-is-heating-up-is-your-dealmaking-still-on-ice.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.