Speciality Sessions
In this episode, Bernd Schneider, Global Co-Head of Chemicals at Stifel, discusses the intricacies of M&A in the chemical industry, addressing misconceptions, the impact of ownership changes, and the evolving landscape of buyers. He shares insights on what makes a good chemical asset, the challenges faced in post-M&A scenarios, and offers advice for CEOs navigating ownership changes. Bernd also reflects on his unique journey from a polymer chemist to investment banking, emphasizing the importance of curiosity and continuous learning in career development. Chapters 00:00 Introduction to Bernd Schneider and Stiefel 02:47 Understanding the Chemicals Sector and Its Opportunities 03:46 Misconceptions About M&A in the Chemical Industry 05:19 Impact of Ownership Change on Employees 07:20 Advice for CEOs During Ownership Changes 09:43 Common Surprises in Post-M&A Scenarios 10:50 Shifts in the Chemical Asset Buying Landscape 12:05 Evaluating Value in the Bio Landscape 12:29 Strategic vs Financial Buyers 13:54 Current Market Dynamics in Chemical Assets 15:04 Characteristics of Good Chemical Assets 18:21 Future Predictions for M&A Activity 21:56 Transitioning from Chemistry to Finance 26:59 Advice to My Younger Self
13 episodios
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