Insight

M&A at $60 – the buying window opens

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Report summary

We said in December that M&A would not bounce back until there was consensus on the shape and timing of oil price recovery. It seems we are reaching this point, with growing alignment – among companies, investors, lenders and analysts – that prices will steadily recover over the next few years, to average US$80-90/bbl longer-term. In this note, we look at how the M&A market might evolve in this consensus world, the implications for deal valuation, and the downside risks.

What's included

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  • Document

    M&A at $60 – the buying window opens

    PDF 682.49 KB

Table of contents

Tables and charts

This report includes 5 images and tables including:

Tables

  • 2. Key PE transactions October 2014 to date

Images

  • Oil price, Implied Long Term Oil Price, and deal activity
  • Sector market performance 2014/15
  • LT Brent price implied in market EV
  • Gearing ratio vs. WoodMac corporate cash flow breakeven estimate 2016/2017

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