Aiello on What's Driving M&A Activity

The video discusses the current M&A environment, highlighting the role of low interest rates and market confidence in driving M&A activities. It examines the influence of activist investors and the challenges faced by board members in balancing short-term and long-term goals. The discussion includes recent trends where markets reward companies for engaging in M&A, even when it involves taking on debt or uncertain valuations. The video also explores the evolving strategies of activist investors and the pressure on companies to deliver short-term results while focusing on long-term value creation.

What challenges do board members face in balancing short-term and long-term goals?

How does the pressure from the market affect a company's execution of its plans?