Strategy, M&A & Investments

Strategy, M&A & Investments

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Best of LinkedIn: M&A Insights CW 23/ 24

Jun 17, 2025

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3 min read

Best of LinkedIn: M&A Insights CW 23/ 24

Over the past two weeks LinkedIn voices in M&A signal a market moving from cautious optimism to precise execution. Boards are pairing rigorous valuation tools with AI-powered diligence while elevating people integration and leadership continuity as the main levers for value protection.

Thomas Allgeyer

Strategy, M&A & Investments

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Best of LinkedIn: Strategy & Consulting CW 22/ 23

Jun 12, 2025

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3 min read

Best of LinkedIn: Strategy & Consulting CW 22/ 23

Over the past two weeks, the Strategy & Consulting community zeroed-in on safeguarding value against geopolitical shocks, sharpening execution discipline, and embedding AI as a core growth engine. New platforms, operating models, and playbooks signal a shift from experimentation to scaled impact.

Thomas Allgeyer

Strategy, M&A & Investments

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Best of LinkedIn: Private Equity Insights CW 22/ 23

Jun 10, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 22/ 23

The past two weeks in Private Equity were defined by a push for liquidity, a pivot toward faster value-realization, and renewed investor appetite for Europe’s mid-market. Managers balanced macro headwinds with creative capital strategies and an intensified focus on operational levers to protect return ambitions.

Thomas Allgeyer

Strategy, M&A & Investments

+1

Best of LinkedIn: Venture Capital CW 21/ 22

Jun 5, 2025

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3 min read

Best of LinkedIn: Venture Capital CW 21/ 22

In this two-week window, Venture Capital conversations shifted from broad market enthusiasm to disciplined execution. Founders focused on data-driven fundraising, investors sharpened sector theses in AI, defense and nature tech, and a new wave of micro-funds signalled fresh capital formation despite a more selective environment.

Thomas Allgeyer

Strategy, M&A & Investments

SuperReturn International 2025: Scaling Private Credit, AI-Driven Value Creation, & Climate-Focused Capital

Jun 3, 2025

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3 min read

SuperReturn International 2025: Scaling Private Credit, AI-Driven Value Creation, & Climate-Focused Capital

SuperReturn International 2025 in Berlin is running at full throttle, drawing investors, GPs, LPs and advisors into a week-long debate on where private markets go next. Conversations on the ground coalesce around credit, tech and climate – all underpinned by a push for new capital-raising tools and deeper LP-GP connectivity.

Thomas Allgeyer

Strategy, M&A & Investments

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Best of LinkedIn: M&A Insights CW 21/ 22

Jun 2, 2025

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4 min read

Best of LinkedIn: M&A Insights CW 21/ 22

Persistent macro-volatility is not dampening dealmakers’ appetite for transformative bets. Across the past two weeks, LinkedIn thought leaders spotlighted disciplined pre-deal planning, people-centric integration, and sector-specific rebounds as the critical levers for unlocking value in 2025’s recovery phase.

Thomas Allgeyer

Strategy, M&A & Investments

+1

Best of LinkedIn: Strategy & Consulting CW 20/ 21

May 29, 2025

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3 min read

Best of LinkedIn: Strategy & Consulting CW 20/ 21

Over the past two weeks, the Strategy & Consulting conversation on LinkedIn has centred on three imperatives: scaling generative AI across the firm, hard-wiring geopolitical and sustainability shocks into strategy toolkits, and pushing industry-specific value plays that defend margin in a slower growth world.

Thomas Allgeyer

Strategy, M&A & Investments

+1

Best of LinkedIn: Private Equity Insights CW 20/ 21

May 27, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 20/ 21

During the last two weeks, Private Equity leaders shifted the narrative from capital deployment to operational capability. AI enablement and sector specialisation took centre stage, while Europe’s market strength and fresh fundraising channels kept capital in motion despite elongated exit cycles.

Thomas Allgeyer

Strategy, M&A & Investments

+1

Best of LinkedIn: Venture Capital CW 19/ 20

May 22, 2025

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3 min read

Best of LinkedIn: Venture Capital CW 19/ 20

Over the past two weeks, venture investors locked in new pools of capital, wrote targeted cheques into industrial and fintech scale-ups, and doubled down on AI and sustainability themes. Alongside the deal flow, GPs sharpened portfolio discipline, governance, and storytelling to stand out in a crowded market.

Thomas Allgeyer

Strategy, M&A & Investments

+1

Best of LinkedIn: M&A Insights CW 19/ 20

May 19, 2025

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3 min read

Best of LinkedIn: M&A Insights CW 19/ 20

Global dealmakers are steering through persistent macro volatility toward targeted acquisitions that accelerate digital capability, sector focus, and geographic reach. The past two weeks signal a pivot from defensive cost control to proactive talent and technology bets. Integration discipline – especially around people, data, and working-capital hygiene, now separates winners from the pack.

Thomas Allgeyer

Strategy, M&A & Investments

+1

Best of LinkedIn: Strategy & Consulting CW 18/ 19

May 14, 2025

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4 min read

Best of LinkedIn: Strategy & Consulting CW 18/ 19

Across the past two weeks in Strategy & Consulting, Generative AI kept the strategic spotlight as leaders raced to turn proofs of concept into profit, while mounting trade frictions forced fresh operating-model moves. Behind the headlines, disciplined execution, leadership behaviour, and data strategy emerged as the real differentiators.

Thomas Allgeyer

Strategy, M&A & Investments

+1

Best of LinkedIn: Private Equity Insights CW 18/ 19

May 12, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 18/ 19

Liquidity, leadership, and AI dominated Private Equity conversations over the past two weeks. Investors leaned into defensible mid-market assets and sharper governance while operating teams sharpened digital and talent playbooks. Tariff uncertainty added a dose of geopolitical risk, demanding disciplined scenario planning.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: M&A Insights CW 17/ 18

May 5, 2025

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3 min read

Best of LinkedIn: M&A Insights CW 17/ 18

Over the past fortnight, the M&A landscape focused on sharpening deal fundamentals, de‐risking integrations, and accelerating technology‐led growth. Private‐equity sellers moved early to lock in exits, while acquirers tightened valuation methods and integration playbooks to protect returns in an increasingly volatile macro and regulatory backdrop.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: Venture Capital CW 16/ 17

May 2, 2025

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3 min read

Best of LinkedIn: Venture Capital CW 16/ 17

VC sentiment over the past two weeks blends cautious optimism with disciplined execution. Capital is flowing, but only toward clear narratives of efficiency, sector depth and verifiable user value, redefining both fundraising tactics and portfolio management for 2025.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: Strategy & Consulting CW 16/ 17

Apr 30, 2025

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3 min read

Best of LinkedIn: Strategy & Consulting CW 16/ 17

Leaders doubled-down on execution discipline as generative-AI pilots scale, geopolitical shocks intensify, and innovation gaps become more visible. The posts signal a clear pivot from concept-driven dialogue to hard-edged action: redesigning control frameworks for “agentic” AI, hardening resilience playbooks, and re-tooling organisations for faster growth.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: Private Equity Insights CW 16/ 17

Apr 28, 2025

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4 min read

Best of LinkedIn: Private Equity Insights CW 16/ 17

Focus in the past two weeks in Private Equity shifted from raising fresh capital to deploying it with greater precision. Operating partners, data-led governance, and practical AI roll-outs dominated the discussion while firms looked for operational alpha in a slower exit market.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: M&A Insights CW 15/ 16

Apr 21, 2025

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3 min read

Best of LinkedIn: M&A Insights CW 15/ 16

LinkedIn commentary in M&A over the past two weeks shows dealmakers shifting from trophy buys to disciplined value creation. Execution risk, AI‐driven diligence and investor optionality dominate the debate - sector snapshots confirm today’s market is a patchwork of micro‐cycles rather than a single wave.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: Venture Capital CW 14/ 15

Apr 18, 2025

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3 min read

Best of LinkedIn: Venture Capital CW 14/ 15

Over the past two weeks LinkedIn’s Venture Capital community has mapped a market that is stabilising after last year’s reset yet doubling‐down on AI, climate and deep‐tech plays. New micro‐funds and focused Series A rounds kept capital formation alive, while operators shared hard‐won lessons on disciplined scaling and investor alignment.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: Strategy & Consulting CW 14/ 15

Apr 16, 2025

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3 min read

Best of LinkedIn: Strategy & Consulting CW 14/ 15

Over the past two weeks, Strategy & Consulting players have intensified their focus on collaborative ventures, innovative services, and emerging market trends. These moves signal a strong commitment to reshaping client offerings through partnerships, sustainability initiatives, and cutting-edge thought leadership. By emphasizing adaptability and strategic investment in new capabilities, firms are positioning themselves for sustained growth.

Thomas Allgeyer

Strategy, M&A & Investments

Best of LinkedIn: Private Equity Insights CW 14/ 15

Apr 14, 2025

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2 min read

Best of LinkedIn: Private Equity Insights CW 14/ 15

In a span of just two weeks, private equity players have demonstrated their agility in adapting to evolving market conditions. From pioneering fund strategies to forging impactful alliances, the sector continues to exhibit resilience and a forward-looking approach.

Thomas Allgeyer

Strategy, M&A & Investments

U.S. Tariffs - Business Sentiment Summary of LinkedIn Posts

Apr 8, 2025

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6 min read

U.S. Tariffs - Business Sentiment Summary of LinkedIn Posts

U.S. tariffs have triggered broad anxiety among global businesses, intensifying cost pressures and undermining cross-border trust. While a handful of domestic voices see short-term gains, the prevailing sentiment across regions and industries is heightened uncertainty and looming economic risk.

Thomas Allgeyer