M&A: proactive risk management, hedging, and beyond
Summary
In our second episode of Expert Conversations: Beyond, Kern Roberts and Benoit Duhil de Benaze explore the challenges and opportunities in deal structuring and M&A activity. They highlight the importance of financial risk planning, discussing strategies such as pre-hedging, scenario analysis, and managing multi-currency exposures to help mitigate exposure in volatile markets.
Kern and Benoit cover
- Key trends in M&A activity, including private equity and corporate deal activity
- The importance of proactive financial risk planning in M&A transactions
- How capital structuring approaches impact financial risk management
- M&A hedging strategies, including deal-contingent hedging and cross-currency swaps
- Business intelligence and automation for exposure management, accounting, and valuations
- Aligning hedging and hedge accounting programs post-M&A deals
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About the authors
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Kern Roberts
Managing Director
Global Accounting Practice LeadLondon
Kern Roberts leads Chatham’s Global Accounting Advisory team, overseeing the team's strategic direction and operational excellence. Kern sits on the European and North American Accounting Working Groups of ISDA. -
Benoit Duhil de Benaze
Managing Director
Hedging and Capital MarketsPrivate Equity | London
Benoit Duhil de Benaze is a member of Chatham’s European Private Equity team. He helps clients with their risk management, from FX deal-contingent hedges in multibillion, cross-border M&A to large interest rate financing/ refinancing situations.
Disclaimers
Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit chathamfinancial.com/legal-notices.
Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.
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