When government policy provides value creation opportunities

Across the spectrum of due diligence there is, understandably, a focus on risk identification and assessment. This is also true for political, policy and regulatory due diligence, with PE deal-teams interested in whether and how Brexit or a Corbyn government could pose risks to an asset’s business model or key markets. But private equity and their companies are increasingly interested in how political and regulatory changes can drive market opportunities. Our due diligence is moving away...

What investors should watch out for in big tech regulation

We have known for a while that the relatively lenient regulatory environment for big tech companies is coming to an end. While western governments have encouraged growth of these companies through a soft approach to taxation and user rights, they are now making moves to crack down on the skewed distribution of power between tech giants, their competitors and users. The issue is now overlaid by ongoing US-EU trade tensions as a result of US President Donald Trump’s threat of sanctions on...