Magic Markets #245: How Big Deals Create Big Problems

08/10/2025 20 min Episodio 245

                    Magic Markets #245: How Big Deals Create Big Problems

Listen " Magic Markets #245: How Big Deals Create Big Problems "

Episode Synopsis


The quality (and track record) of corporate M&A ranges from incredibly smart deals through to corporate disasters. One thing is for sure: results may vary when you see companies announcing large transactions.
After dedicating Magic Markets Premium this week to the proposed Keurig Dr Pepper - JDE Peet's transaction, which has all the makings of a mess, we decided to use our free show to discuss more fundamental principles around M&A and why large deals are often a flop. It almost always comes down to the same problem: misalignment between management and shareholders.
We also brought some balance to the discussion by looking at great examples of successful M&A strategies both in South Africa and abroad. 
As always, this podcast is a way to share our ideas with listeners and drive debate. It is for informational purposes only and should not be treated as financial advice.