Aug 12, 2026 · 14 min · 10 segments
In this episode, Evercore's Bill Anderson and Jamie Easton discuss today's market environment, including capital markets, M&A, AI, boardroom priorities, and the outlook for dealmaking. Bill Anderson…
Bill AndersonGuestJamie EastonHost
Well, Jamie, what's surprising is with all the turbulence we're seeing globally, how resilient the markets are.
Uh, the IPO level about double of what we had last year, so from 67 to 130 billion this year.
... from healthcare and tech and obviously some of the mega ones you've been reading about in the papers.
So you see a market that's, that's moving quickly and financing's available, and also antitrust is okay generally as far as that backdrop.
So boards are saying, look, they're pushing bankers to look at the strategy, looking at what's up, you know, as far as what opportunities.
Because once you have a transaction in your sector, people start getting worried about scale.
And one of the key themes I'd say this year is the disparity between, you know, companies trading on the S&P-
The stretch and, and the value of scale has become more prevalent, and I think some companies are taking that as a, a call to action.
... what we're seeing, are just more willing to, uh, just assess risk in a different way and take advantage of the environment.
Well, Jamie, what's surprising is with all the turbulence we're seeing globally, how resilient the markets are.
Uh, the IPO level about double of what we had last year, so from 67 to 130 billion this year.
... from healthcare and tech and obviously some of the mega ones you've been reading about in the papers.
So you see a market that's, that's moving quickly and financing's available, and also antitrust is okay generally as far as that backdrop.
So boards are saying, look, they're pushing bankers to look at the strategy, looking at what's up, you know, as far as what opportunities.
Because once you have a transaction in your sector, people start getting worried about scale.
And one of the key themes I'd say this year is the disparity between, you know, companies trading on the S&P-
The stretch and, and the value of scale has become more prevalent, and I think some companies are taking that as a, a call to action.
... what we're seeing, are just more willing to, uh, just assess risk in a different way and take advantage of the environment.
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