Insights from Mizuho Americas
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Category: Expert Opinions
Mizuho Growth Conference '24: exploring equity and private capital markets, M&A and more
Mizuho recently hosted its inaugural Growth Conference to showcase early-stage Israeli firms in the tech and healthcare space to investors. During the lunch panel, attendees heard from Mizuho and Greenhill & Co. experts on the outlook for monetization strategies in equity and private capital markets and M&A. Open windows in the IPO market followed by renewed interest in the private market are creating fertile ground for more investment. Megadeals in energy and healthcare have driven M&A volume so far in 2024, but headwinds continue persist for the remainder of 2024, highlighting the importance of creative financing strategies and structural considerations designed to bridge valuation gaps.
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Category: Expert Opinions
Mizuho Investor Survey - 2024 Outlook for IG DCM
At the close of 2023, we surveyed bond investors on their sentiment and outlook for the coming year. In the latest installment of Markets Mindset, Mizuho’s Head of IG DCM, Moshe Tomkiewicz, gives his take on key findings from the survey results.
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Category: Expert Opinions
Cleared for Conversation: A Fireside Chat with Apollo’s Jim Zelter
Apollo Co-President Jim Zelter, joined Rich Park, Co-Head of Financial Sponsors & Strategic Solutions at Mizuho Americas, to discuss the alternative asset management firm’s investment strategy during Mizuho’s “Cleared for Conversation: Aviation Insights and Networking Summit” event in October. Mizuho served as Lead Arranger and Advisor to Apollo’s aviation lending platform PK Airfinance’s acquisition of a $920 million portfolio of secured aviation loans from Standard Chartered in August.
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Category: Expert Opinions
Merging Forces: Is the wave of consolidation in shale over?
The U.S. oil and gas industry is experiencing a period of rapid consolidation, marked by a flurry of mergers and acquisitions. With two of the largest deals announced this year, Nitin Kumar, Senior U.S. Energy Analyst, dissects the impact of this rapid consolidation and how the current market landscape plays a role in these major acquisitions.
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Category: Expert Opinions
Finance Leaders Forum: A Conversation with Kevin Costantino, Seth Mair and Moshe Tomkiewicz
The period of cash-only (or mostly) M&A transactions spurred by near zero interest rates has been replaced with tighter monetary policy, uncertain capital markets, anti-trust regulatory challenges and geopolitical conflicts. During our recent Finance Leaders Forum in September, Atish Basu, Mizuho Americas’ Head of Industrials Investment & Corporate Banking, led a panel discussion with Kevin Costantino, President and Co-Head of US M&A, Greenhill & Co. and Mizuho Americas’ Moshe Tomkiewicz, Head of Investment Grade Debt Capital Markets, and Seth Mair, Managing Director, Head of Investment Grade Loan Capital Markets, on current M&A dealmaking and financing trends as the market adjusts to a new normal.
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Category: Expert Opinions
Capital Markets Q3 2023 Perspectives: Debt Capital Markets and Leveraged Finance
In our latest Markets Mindset roundtable, Mizuho Investment & Corporate Banking experts, Jeb Slowik and Moshe Tomkiewicz give their thoughts on recent trends within the Leveraged Finance and Investment Grade markets respectively. Victor Forte, Head of Investment Grade Capital Markets & Syndicate, leads the discussion on the factors affecting their markets including recent events in the Middle East and if the Fed will keep rates higher for longer.
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Category: Expert Opinions
Capital Markets Q3 2023 Perspectives: A Focus on ECM
In this quarter’s Markets Mindset, Mizuho experts Josh Weismer and Andy Laszlo explore the current state of Equity Capital Markets, their insights from Q3 and outlook for the remainder of 2023 and beyond. After a volatile 18 months, the IPO market is rebounding. Alignment between investor demand and seller valuation has led to increased activity spurred by deal making in the Technology, Media & Telecom sector.
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Category: Expert Opinions
Finance Leaders Forum: A Conversation with Eric Rosengren, Former President and CEO, Federal Reserve Bank of Boston
Steven Ricchiuto, Chief Economist at Mizuho Americas, sat down with Eric Rosengren, Former President and CEO of the Federal Reserve Bank of Boston, to discuss the U.S. macroeconomic outlook, what factors go into interest rate policymaking and what steps the Fed may take to achieve its targeted inflation rate.
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Category: Expert Opinions
Trailblazers: A Conversation with Lise Buyer, Founder of Class V Group
When will the IPO markets reopen? Few are better placed to answer this question than Lise Buyer, founder of IPO advisory firm, Class V Group.