CEE M&A Virtual Forum

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Agenda

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  • 09:45
  • 10:00
  • 10:05
    Keynote presentation: CEE Macro-economic outlook

    An overview of macroeconomic trends and developments in CEE and forecast for 2021 and beyond. 

  • 10:25
    Panel: CEE M&A updates and sentiments for future

    Despite the challenges caused by the Covid-19 pandemic, the CEE M&A deal making remained robust in 2020. Although the M&A volume fell by 22%, the total disclosed deal value rose by 11% to €49.2b. In this session, our panel of prominent M&A practitioners will discuss current sentiment and explore the outlook for M&A across the region in 2021. Panellists will examine how the ongoing pandemic will impact M&A and how the region is likely to emerge.  

    • What are the current trends in investments and what is the market feelings for 2021? 

    • Which sectors have the most potential for increased deal flow over the next year?  

    • How has the pandemic changed the M&A transactions in the region and what factors will shape the market? 

    • What are the key catalysts for deal making? 

  • 11:05
    Panel: CEE healthcare investment trends and opportunities

    The CEE healthcare M&A value has increased in 2020 and the global pandemic, ageing population and the growing biotech subsector have boosted the M&A activity in the pharmaceutical, medical and biotech (PMB) sector this year and have contributed to accelerate and attract new investors. In this panel, speakers debate the attractiveness of certain healthcare sub-sectors linked to government policy and funding. Panellists will also what has changed in the healthcare industry M&A landscape.  

    • What are the implications of the Covid-19 crisis on specific healthcare subsectors? And what are the effect on valuation and deal structures? 

    • What are the market and regulatory drivers impacting Healthcare M&A transactions? 

    • PE owned players such as Stada and Zentiva on an acquisition drive - Is "innovation through acquisition" a relevant deal driver? 

    • Is the fragmented CEE market with several regional champions supporting "buy and build" strategies? 

    Mv
    Matthias von Behr
    Associate Director , Archimed
  • 11:45
  • 12:00
    Panel: Hot and bright or cold and dark opportunities for renewables? 

    The energy sector was amongst industries in 2020 that remained the highest performing sector by value. It is expected to see a robust level of activity in the solar, onshore and offshore wind sectors and it is attracting investors interest due to stable cashflows and the ongoing transition from conventional to green energy. What are the expectations for 2021? The potential for renewable energy generation in the CEE region is high, including solar, wind, hydro and geothermal sources. Our panel of energy players will discuss how this source can be deployed and what the key challenges are.  

    • Are regulatory frameworks for renewables favourable for M&A transactions, which CEE countries are particularly attractive? 

    • What are attractions and drawbacks for different types of renewables: wind / solar / hydro / biomass / others?    

    • Can conventional energy assets (including coal, oil, gas, etc.) still be interesting M&A targets? 

    • Does climate change impact on energy investments? Are companies more aiming to power their operations on renewables?  

  • 12:40
    Panel: The deal landscape and M&A trends in the infrastructure industry

    The appetite for infrastructure investment remains strong. The M&A activity for the infrastructure sector in the CEE region is likely to continue to gather pace this year. In this session, panellists will analyse the current landscape of infrastructure dealmaking and discuss the current challenges and opportunities.   

    • What are the key challenges to invest in infrastructure in the CEE region? 

    • Are there sufficient and attractive infrastructure M&A opportunities available in CEE, what is the outlook? 

    • Acquisitions versus greenfield developments – what is the preferred way to enter / expand for which types of investors? 

    • What are expected levels of returns of infrastructure assets in the region and what premia are necessary vis-à-vis Western European infrastructure assets? 

  • 13:20
    Panel: Is it a good or bad time for Private Equity to invest?

    The region’s private equity deals fell year on year from 56 to 52 deals, however, activity picked back up once economies were reopened and total deal value rose marginally from €2.3bn in 2019 to €2.6bn in 2020. Speakers will give an overview of the current state of the market and discuss what trends are expected across the CEE private equity sector in the wake of these challenging time. 

    • What type of deals are private equity houses considering for 2021? 

    • What is the best approach for financing transactions in CEE region?  

    • Who are the main international investors interested in the region and what are their long-term goals?  

    HC
    Harold Chatelus
    Managing Director, The Rohatyn Group
  • 14:00