UBS M&A Deals
Any recent US-based UBS M&A deals other than Credit Suisse? May need it for an interview I have tomorrow, thank you!
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All pitching and failed processes here sorry
Say this tomorrow, offer guaranteed.
what is your confidence level about future deals and if work will get around. I assume the group is large from the merger.
What industry do you need this for?
Just applied to global banking but interested in real assets whether RE or infrastructure
CapIQ screen returned the following for LTM in Real Estate/Energy & Utilities M&A deals:
1. MMA Offshore Ltd bought by Cyan Renewables (Announced March 2024, TEV: ~630mm)
2. MPC Partnership Holdings bought by The RMR Group (Announced August 2023, TEV: $100mm)
3. Prelios bought by X3 Group (Announced August 2023, TEV: Undisclosed)
Those are all the announced deals I could find. Not sure about geography/where the deals were covered, I’m not in that group. The below FIG deals mentioned by another commenter were all done out of the NY office though.
UBS RE is very weak and has a toxic culture. I would heavily recommend you reconsider that group if you end up at UBS. Ultimately, people matter most and if your goal is buy-side infra exit, it's very doable from other groups. If Infra is of interest, look into GIG at UBS which is relatively strong and significantly less toxic(very button-down culture, but overall collegiate).
Only failed processes and pitching obviously. As some commentators on WSO that seemingly show up in every UBS post note: UBS is the single worst bank on the street.
In case you want real deals though, the following are two UBS US deals that I saw them get credited for in Bloomberg: GTCR - AssetMark and, AON - NFP, and StonePoint -Truist Insurance.
All credits to the legacy CS sponsor team. The Aon deal is credited to Bob Murley
Us tradurh
Was looking through internal deal announcements, never realised how only the big transactions come from EMEA/APAC aside from the ones mentioned earlier during the past few months.
Ye UBS is actually a top APAC bank and is t10 nearing t5 in EMEA league tables. For reference, they are 12th in the Americas, not exactly a shocking fact the big deals are mostly from APAC/EMEA. The only league tables UBS are top 10 in this year in the Americas are FIG deals, M&A from sponsors, LevFin from sponsors, and lev loans lead-lefts. This isn't new news, the new hires have strengthened the already good groups more so than the groups they initially wanted to strengthen(HC and TMT).
They are also performing in US IPOs this year
Lol my team closed two M&A deals in the last two years… M&A deal volume here is much worse than at other BB banks.
Yeah, UBS America coverage groups outside of GIG/FIG simply do not close deals. HC and TMT have had a lot of new hiring, but no M&A deal closes even there. The GIG/FIG team in all fairness has closed deals recently, a lot of which were in the MM space with some large caps happening semi-frequently. This remains better than other groups which don't have anything.
Above post is spot on
Most of the big m&a deals at ubs don't even involve the m&a team (look.it up...the transaction announcements sent around internally hardly ever mention m&a americas
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