Ep 37: A Brighter Outlook for M&A in South Africa - Ruven Naidoo & Marc Ackermann

Ep 37: A Brighter Outlook for M&A in South Africa - Ruven Naidoo & Marc Ackermann

Mergers and Acquisitions in South Africa are experiencing positive momentum, fuelled by a newfound optimism within the country. To unpack this, Michael Avery was joined by Ruven Naidoo, Head of M&A, and Marc Ackermann, Head of Corporate Finance and Co-Head of SA Investment Banking at Investec.

They discussed how recent local political and economic developments - from loadshedding and the formation of the GNU government to potential interest rate cuts and the resilient rand - are shaping deal-making trends, and what to expect for the rest of this year and into 2025.

Moreover, Ruven and Marc shared valuable insights into the most active sectors for M&A, potential opportunities for South African companies looking to expand beyond our borders, and practical advice on what M&A truly involves and how to navigate the process successfully.

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Episoder(132)

Ep 132: Payments: Where the Real Value Lies - Richard de Roos

Ep 132: Payments: Where the Real Value Lies - Richard de Roos

Standard Bank processed R88 trillion in payments in the first half of 2026 alone - but as payment systems become increasingly open and interconnected, where will the real competitive advantage lie? Mi...

10 Sep 24min

Ep 131: The Intelligence Behind Reputation - Daniel Munslow

Ep 131: The Intelligence Behind Reputation - Daniel Munslow

In reputation management, the real work happens before the crisis. Michael Avery spoke to Daniel Munslow, Managing Executive for Group Communications and Reputation at Absa Group, about why organisati...

3 Sep 27min

Ep 130: From AI Pilots to AI-Powered Banks - Ravi Bhat

Ep 130: From AI Pilots to AI-Powered Banks - Ravi Bhat

South Africa is leading Africa in generative AI adoption, but the real opportunity lies not in using AI for everyday tasks, but in fundamentally changing how work gets done. Michael Avery spoke to Rav...

27 Aug 32min

Ep 129: Entrepreneurial Spirit vs. Systemic Barriers - Angus Bowmaker-Falconer & Prof Natanya Meyer

Ep 129: Entrepreneurial Spirit vs. Systemic Barriers - Angus Bowmaker-Falconer & Prof Natanya Meyer

South Africa has no shortage of entrepreneurial ambition - so why are so many businesses struggling to survive and scale? Michael Avery was joined by Angus Bowmaker-Falconer, research fellow at Stelle...

20 Aug 35min

Ep 128: AI, Equities and the Q3 Investment Outlook - Peter Armitage & Nolan Wapenaar

Ep 128: AI, Equities and the Q3 Investment Outlook - Peter Armitage & Nolan Wapenaar

To understand the investment opportunities shaping the third quarter, Michael Avery spoke to Anchor Capital Chief Investment Officers Peter Armitage and Nolan Wapenaar. They unpacked whether the scale...

13 Aug 23min

Ep 127: A Mid-Year Look at South Africa’s Insurance Landscape - Cedric Masondo

Ep 127: A Mid-Year Look at South Africa’s Insurance Landscape - Cedric Masondo

South Africa’s risk landscape has changed - but has insurance kept pace? Michael Avery spoke to Cedric Masondo, CEO of PSG Insure, about the mounting pressures on South Africa’s insurance sector, from...

6 Aug 27min

Ep 126: SA's Venture Capital Story: From Local Startups to Global Exits

Ep 126: SA's Venture Capital Story: From Local Startups to Global Exits

South Africa's venture capital ecosystem has quietly come of age. The question is: who's paying attention? Michael Avery was joined by Alison Collier, MD of Endeavor South Africa; Antonia Bothner, Cap...

30 Jul 30min

Ep 125: A New Blueprint for Affordable Housing Finance - Alessandro Scalco

Ep 125: A New Blueprint for Affordable Housing Finance - Alessandro Scalco

Can finance help solve South Africa's housing crisis? Michael Avery was joined by Alessandro Scalco, Sustainable Finance Transactor at RMB, to explore how innovative funding models are unlocking affor...

23 Jul 29min

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