贝恩：2022全球并购报告( 英文 144页)

Contents

Letter from the M&A Team: Beneath the M&A Headlines 1

State of the Market 3

Hot Topics 11

Reimagining Talent in M&A 12

Bringing Science to the Art of Revenue Synergies 18

The ESG Imperative in M&A 24

Delivering Results in Joint Ventures and Alliances Requires a New Playbook 28

Harnessing the True Value of Corporate Venture Capital 34

Industries 39

Consumer Products M&A: Creating Value by Acquiring Insurgent Brands 41

Retail M&A: Keeping Pace with the Rise of Quick Commerce 47

Healthcare M&A: Record-High Valuations Are Forcing Acquirers

to Get Creative 51

Technology M&A: How Hyper Acquirers Integrate New Capabilities 57

Telecommunications M&A: A Year of Resilience and Possibilities 61

Media M&A: Deepening Customer Engagement through Adjacencies 66

Energy and Natural Resources M&A: Deals to Deliver the Energy Transition 70

Diversified Industrials M&A: Shaping Portfolios via M&A 74

Automotive and Mobility M&A: How Companies Tune Up Their M&A Engines 80

Aerospace and Defense M&A: Finding Footing in an Era

of Downturn and Disruption 85

Banking M&A: A Push for Scale in a Competitive Market 90

Insurance M&A: How Deals Are Changing the Shape of an Industry 94

Payments M&A: The Deals behind the “Buy Now, Pay Later” Boom 98

Asset Management M&A: Building Scale and Differentiation 102

Wealth Management M&A: Scale Up and Digitize 105

Regions 110

India M&A: Insurgents Are Going Shopping 111

Japan M&A: The Emergence of Transformative M&A 115

China M&A: Tighter Regulations Mean New Rules for Deals 119

Brazil M&A: A Year of Strong Activity 123

Bain’s Bedrock Beliefs on How to Create Value from M&A 127

Methodology 134

Key Contacts 137

内容

并购团队的来信：并购头条之下 1

市场状况 3

热门话题 11

重新构想并购中的人才 12

将科学引入收入协同效应的艺术 18

并购中的 ESG 要求 24

在合资企业和联盟中取得成果需要新的剧本 28

利用企业风险投资的真正价值 34

行业 39

消费品并购：通过收购叛乱品牌创造价值 41

零售并购：与快速商务的兴起保持同步 47

医疗保健并购：创纪录的高估值迫使收购方

发挥创意 51

技术并购：超级收购者如何整合新能力 57

电信并购：充满韧性和机遇的一年 61

媒体并购：通过邻接加深客户参与 66

能源和自然资源并购：实现能源转型的交易 70

多元化工业并购：通过并购塑造投资组合 74

汽车和移动并购：公司如何调整并购引擎 80

航空航天和国防并购：在一个时代站稳脚跟

经济低迷和混乱 85

银行业并购：在竞争激烈的市场中扩大规模 90

保险并购：交易如何改变行业形态 94

支付并购：“先买后付”繁荣背后的交易 98

资产管理并购：建立规模和差异化 102

财富管理并购：扩大规模和数字化 105

地区 110

印度并购：反对者忙于购物 111

日本并购：变革性并购的出现 115

中国并购：更严格的监管意味着新的交易规则 119

巴西并购：活跃的一年 123

贝恩对如何从并购中创造价值的基本信念 127

方法论 134

主要联系人 137

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