Episode 27 of Mergerspresso, Addleshaw Goddard’s corporate finance podcast, explores whether fear of missing out is one of the most powerful drivers of M&A activity.

Host Lucy Robson is joined by Angus Rollo to discuss how rumours of mega deals and sector consolidation can quickly trigger competitive responses across a market. From insurance to natural resources, they consider how talk of mergers between major players sharpens strategic focus, accelerates partner searches and pushes companies to pursue scale or acquire key capabilities.

The episode examines the balance between strategic necessity and reactive deal-making. While consolidation can deliver genuine synergies and competitive advantage, Lucy and Angus reflect on the risks of allowing FOMO to override discipline, particularly in volatile markets where timing and valuation remain critical.

Is it a sharp catalyst or an expensive impulse purchase? They unpack the difference, all in the time it takes to make your coffee.

Episode 26 of Mergerspresso, Addleshaw Goddard’s corporate finance podcast, looks at the rise of modern shareholder activism and the growing risk of stock drop claims against listed companies.

Host Simon Wood is joined by AG litigators Sivan Daniels and Emily Tilden-Smith to discuss how the accuracy of ESG credentials and public disclosures can make or break a PLC’s reputation. They explore why shareholder claims are increasingly focused on alleged misstatements, how litigation funding models are evolving, and why settlements are thriving in the legal grey areas these claims create.

The episode also considers what this shifting landscape means for boards and directors, as governance, disclosure and investor expectations continue to converge, all in the time it takes to make your coffee.

Episode 25 of Mergerspresso, Addleshaw Goddard’s corporate finance podcast, explores the key M&A themes shaping financial services and technology deals in 2026.

Host Simon Wood is joined by AG sector leaders Hardeep Plahe and Elvan Hussein to discuss how businesses are balancing scale and transformative growth. They examine consolidation in banks, insurers and wealth managers, the strategic role of AI and fintech in digital transformation, and the importance of cyber resilience for tech companies.

The episode also considers the rising influence of private equity in financial services, and how carve-outs of high-tech divisions are driving value creation and investment opportunities.

For a deeper dive into the trends shaping 2026, AG’s 2026 M&A Outlook brings together detailed insights on the next wave of strategic M&A activity and business reshaping across sectors.