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.
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Insight | Jun 2015
M&A at $60 – the buying window opens
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