Market Updates

Leigh Golombick Leigh Golombick

Macquarie AGM: A Clean Sweep & A Clear Signal from Investors

Macquarie’s latest AGM sent shockwaves through the financial world—executive pay challenged, succession plans unclear, ESG pressure rising, and investor activism louder than ever. Is this a turning point for corporate accountability in Australia?

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Leigh Golombick Leigh Golombick

Watch This Space!

Today, I had the absolute privilege of filming with the incredible Justin Smith from Ansarada—not just our go-to M&A dataroom partner, but a true ally in championing women in finance. We’re thrilled to share more soon about how this collaboration is amplifying impact and elevating the voices that matter.

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Leigh Golombick Leigh Golombick

Are Markets on Edge: Tariffs, Tech, and Tumbling Stocks

Global markets are on edge as U.S. tariff hikes, tech disruptions, and mixed macroeconomic signals send shockwaves through stocks, commodities, and currencies. From tumbling airline shares to surging oil service stocks and record-breaking Bitcoin highs, investors are scrambling to read the tea leaves in a volatile financial landscape.

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Leigh Golombick Leigh Golombick

Australia’s M&A Market: A Tale of Two Halves

Australia’s M&A market revealed a year of contrasts—an active first half driven by strategic deals, followed by a slower second half amid rising rates and regulatory pressure. Despite the shift, targeted opportunities persisted in resilient sectors like infrastructure and healthcare.

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Leigh Golombick Leigh Golombick

All eyes on VIRGIN AUSTRALIA

Virgin Australia’s long-awaited ASX return sparked excitement, with shares surging 8.3% on debut. The $685 million IPO was oversubscribed, underscoring institutional confidence in the airline’s post-restructure growth under Bain Capital. Now holding a 35% domestic market share, Virgin’s revival also hints at broader IPO market recovery in Australia.

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Leigh Golombick Leigh Golombick

Power Plays & Paydays: AI Wars, Activist Investors, and Market Momentum

Silicon Valley is abuzz as Meta, under pressure to stay relevant in the AI arms race, is offering jaw-dropping $100 million sign-on bonuses to top developers — just to get them in the door. Meanwhile, Australia’s corporate landscape is undergoing its own shakeup, with activist investing gaining traction and reshaping how deals get done. From Nufarm to Lendlease, activist investors are no longer just shareholders — they're strategists with playbooks, pitch decks, and M&A agendas.

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Leigh Golombick Leigh Golombick

Global Growth Upgraded — But Geopolitical Risks Loom

S&P Global has revised its global growth forecasts upward, buoyed by resilient Q1 activity and looser financial conditions — but the fragile calm may not last. Geopolitical flashpoints and looming U.S. policy decisions could still derail momentum.

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Graham Morgan Graham Morgan

Time Management for CEOs: A Review of Vistage’s Ultimate Toolkit

In a world where every minute counts and leadership never sleeps, effective time management isn’t a luxury—it’s a leadership imperative. I recently explored The Time Management Toolkit for Busy CEOs by Vistage, and it’s easily one of the most practical, strategy-packed reads I’ve come across for executive productivity. This isn’t just theory—it’s a distillation of real habits, data, and expert tactics grounded in 60+ years of coaching experience.

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Leigh Golombick Leigh Golombick

Sneak peek from last night

With over 110 amazing women registered, last night’s By Women in Finance event was a powerful reminder of what happens when ambitious, supportive, and driven professional women come together.

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Leigh Golombick Leigh Golombick

Inbound M&A into Australia Soars to Near-Record Highs in 2025

Inbound M&A into Australia has surged to USD 19.6bn across 160 deals in 2025 so far — its second-highest year-to-date on record. Japan and the US are leading the wave, fueled by megadeals in mining, technology, and financial services. As global uncertainty rises, Australia shines as a low-risk, high-opportunity destination for capital.

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Leigh Golombick Leigh Golombick

Another Milestone for Morgan Shaw Advisory!

On Friday, MSA proudly stepped in as the first-ever official sponsor of The Friday Lunch Club — an exceptional networking hub for visionary founders and business leaders.

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Leigh Golombick Leigh Golombick

Trump tariff saga CONTINUES…

Tariff Turbulence: Trump Doubles Down on Steel and Aluminum Imports
In a late-night move, President Donald Trump signed an executive order doubling tariffs on steel and aluminum imports, igniting fresh concerns across global markets and manufacturing sectors.

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Leigh Golombick Leigh Golombick

Let's Talk about the Economy ...

Working in M&A, you move in lockstep with the rhythm of the economy — and right now, the beat is unmistakably marked by one word: uncertainty. Whether it’s political upheaval, interest rate turbulence, or shifting liquidity conditions, the current climate has many holding their breath.

But let’s be clear — the word isn’t recession. And that’s key.

Beneath the caution lies resilience. As dealmakers recalibrate, one thing is certain: where there is flux, there is opportunity. The bull may just be stretching its legs.

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Leigh Golombick Leigh Golombick

President Trump's Tariffs

Just a day after a federal trade court blocked most of President Trump’s tariffs, they were reinstated—setting off a wave of uncertainty that could rattle global markets throughout the summer. While equity indexes rebounded on investor optimism, signs of deeper caution remain under the surface.

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Leigh Golombick Leigh Golombick

SALESFORCE Mega Deal

Salesforce seals the deal to acquire Informatica for $25/share, marking a major move in data management and integration. With voting control in hand via Permira and CPP Investments, and potential signals from Bank of America's Q1 positioning, the transaction is set to close early FY2027. This could reshape Salesforce's data ecosystem strategy — and shake up the broader cloud landscape.

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