Tom Burton argues that interest rate cuts could spark a wave of M&A deals next year, but only if two things happen: cheaper financing and a friendlier regulatory environment. He points to an SEC departure and hopes the FTC under Lina Khan will ease up on antitrust enforcement.
Chapters
Interest rate cuts could spur M and A spike next year. There's two components really to that that has to happen. Interest rates, right? You got to be able to access money easier. And then the other side of it is what happens with both the SEC and the ftc, right? And so we already heard within the securities and Exchange Commission that Gimpler I think is his name is stepping down. That was he and Trump were going to have some struggles. Trump had said right away he was going to get rid of him and he's kind of been that anti, I guess anti merger and acquisition, right along with the FTC with Lina Khan. We'll see what happens with Lina Khan there. And it's not to say that everything that Lina Khan has done there is bad. She's put some pressure on some organizations that probably need it. But we need to see more M and A going on and frankly in IPOs as well.