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Electronica 24: M&A Special, Strategic Insights, Geopolitics and Trends with Shaan Tharani
Manage episode 454924267 series 2982797
Το περιεχόμενο παρέχεται από το Philip Spagnoli Stoten. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Philip Spagnoli Stoten ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Explore the shifts in the electronics manufacturing services industry alongside special guest and M&A expert Shaan Tharani at Electronica 2024. In a year fraught with challenges like high inventory costs and rising interest rates, discover how the sector is being reshaped by financially distressed companies seeking salvation through mergers and acquisitions as well as larger players exploring options for scale, technology and footprint. Private equity-backed consolidations are forming formidable alliances. As we dissect these trends, we also confront the transformative potential of political changes, including Trump's election and expected tariffs, and how these factors might fuel a new wave of strategic consolidations.
Our conversation with Shaan also uncovers the critical role of strategic planning in this volatile landscape. We delve into how expert guidance can help companies not just survive, but thrive, by aligning acquisitions with future visions. The importance of a comprehensive strategy that transcends mere transactions is underscored, offering a roadmap to long-term success. We also explore the importance of a deep domain understanding in the industry, which Shaan has developed over many years and numerous deals.
Join us as we navigate the complexities of upcoming deals, the lessons learned from past strategies, and the imperative of global diversification. This episode promises a wealth of insights for anyone invested in the future of electronics manufacturing M&A.
EMS@C-Level at electronica 2024 was hosted by IPC (https://www.ipc.org/)
Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com).
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
Κεφάλαια
1. Electronica 24: M&A Special, Strategic Insights, Geopolitics and Trends with Shaan Tharani (00:00:00)
2. Trends in Electronics M&A Industry (00:00:08)
3. Strategic Planning for Electronics M&A (00:09:07)
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