Best of LinkedIn: Strategy, M&A & Investments

29 Episodes
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By: Thomas Allgeyer, Frenus GmbH

🎙️ Welcome to Best of LinkedIn: Strategy, M&A & Investments – your essential podcast bringing you insightful episodes distilled from LinkedIn’s top newsletter on strategic moves, mergers, acquisitions, and investment trends. Trusted by strategy leaders, investors, and corporate decision-makers alike, this podcast captures the best insights and critical updates in Strategy, M&A, and Investment developments—without the noise. We’re not just sharing insights—we’re building community. From carefully curated LinkedIn highlights to practical discussions on market shifts, we connect professionals committed to strategic growth and smart investing. If you’re ready to cut through the clutter and zero in on what truly dr...

Best of LinkedIn: Strategy & Consulting CW 36/ 37
Today at 1:20 PM

Shaping the Future Enterprise: Strategic Alignment, AI-Powered Transformation, and Human-Centric Resilience

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways.

This edition discusses the multifaceted landscape of modern business, particularly focusing on strategy, AI, and business transformation. Several authors highlight the crucial role of alignment – from managers understanding work impact and strategy, to C-suite executives collaborating for successful transformations, and the selection of FP&A tools fitting organisational philosophy. A significant theme is the integration of AI across various functions, emphasising that successful AI initiatives must prioritise business strategy over technology an...


Best of LinkedIn: Private Equity Insights CW 36/ 37
Last Tuesday at 12:36 PM

Shaping Value in Private Equity: Operational Excellence, Leadership, and Technology in a Shifting Market

We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive look into the evolving landscape of private equity (PE), focusing heavily on value creation strategies in the current challenging market. Several authors highlight the shift from traditional financial engineering to a greater emphasis on operational improvements, strategic execution, and effective leadership within portfolio companies. The role of technology, particularly AI and GenAI, is frequently discussed as a critical driver for efficiency, digital transformation...


Best of LinkedIn: Venture Capital CW 35/ 36
09/11/2025

The State of Venture Capital: Smarter Fundraising, AI Concentration, and Shifting Global Dynamics

We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.

This edition provides a comprehensive overview of the current landscape of venture capital, offering advice for both founders seeking investment and those looking to enter the VC industry. Key themes include strategic fundraising approaches, such as understanding term sheets and building investor trust through clear communication and demonstrated traction, and avoiding common pitfalls, including illegal fundraising practices and chasing 'startup porn' over actual revenue. The sources also highlight evolving...


Best of LinkedIn: M&A Insights CW 35/ 36
09/09/2025

The Next Wave of M&A: Strategic Focus, Human Capital, and Operational Resilience

We curate most relevant posts about M&A Insights on LinkedIn and regularly share key takeaways.

This edition is brought to you by our partner Dealroom. Don´t miss out their Buyer-Led M&A Summit on October 30: https://dealroom.net/buyer-led-ma-summit-fall-2025

This edition offers a comprehensive overview of Mergers and Acquisitions (M&A) in 2025, highlighting both strategic market trends and critical post-merger integration challenges. Several sources indicate a shift towards fewer but higher-value, strategic deals, often driven by investments in AI and n...


Best of LinkedIn: Strategy & Consulting CW 34/ 35
09/04/2025

Driving Tomorrow’s Growth: Intelligent Automation, Regulatory Resilience, and Purpose-Driven Performance

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways.

This edition focuses on developments in artificial intelligence, risk governance, and embedding sustainability into financial performance. It highlights the shift from AI pilots to enterprise operating models with a clear focus on return on investment and integrating AI expertise into business teams. The source also addresses tightening risk and compliance measures, including proactive fraud controls and the use of Generative AI for third-party risk management. Furthermore, it emphasizes the connection between su...


Best of LinkedIn: Private Equity Insights CW 34/ 35
09/02/2025

AI Reshaping Private Equity: Navigating Mega-Fund Growth, ESG Integration, and Operational Excellence in a Shifting Market

We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of current trends and challenges within the private equity (PE) industry, with a strong emphasis on the transformative impact of Artificial Intelligence (AI) across various functions. Several sources highlight how AI is streamlining processes such as due diligence and side letter management, while others discuss its role in value creation, particularly in sectors like healthcare and infrastructure. The discussions also...


Best of LinkedIn: Venture Capital CW 33/ 34
08/28/2025

The Future of Venture Capital: Secondary Deals, AI Bets, and the Democratization of Funding

We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.

This edition explores the multifaceted and evolving landscape of venture capital (VC), offering insights for both founders and investors. Several sources highlight the critical components of successful fundraising, from understanding complex VC term sheets and their potential pitfalls to crafting effective pitch decks and identifying the right investor fit. There is a significant discussion on the changing nature of VC firms, with many adopting private equity-like strategies, such...


Best of LinkedIn: M&A Insights CW 33/ 34
08/26/2025

M&A in 2025: Strategic Execution, Human Capital, and Sustainable Value Creation

We curate most relevant posts about M&A Insights on LinkedIn and regularly share key takeaways.

This edition discusses various aspects of mergers and acquisitions (M\&A), with a particular focus on market trends and valuations in 2025. Several sources highlight a shift towards fewer but larger, more strategic deals, often driven by factors like AI, digital transformation, and geopolitical considerations. There is significant emphasis on accurate business valuation, with experts suggesting metrics beyond price-to-earnings and advocating for rigorous, data-driven analysis that considers factors like business quality...


Best of LinkedIn: Strategy & Consulting CW 32/ 33
08/21/2025

Shaping the Future Enterprise: Artificial Intelligence, Geopolitical Shifts, and Sustainable Transformation

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways.

This edition discusses the evolving landscape of business and technology, highlighting the critical role of risk management across various sectors. Many sources emphasise the transformative impact of Artificial Intelligence (AI), not only in enhancing efficiency and innovation but also in demanding new approaches to governance, compliance, and workforce development. There is a significant focus on how geopolitical shifts and economic uncertainties, such as tariffs and changing trade policies, necessitate strategic agility...


Best of LinkedIn: Private Equity Insights CW 32/ 33
08/19/2025

AI, Digital Transformation, and Human Leadership: Redefining Value Creation in Private Equity

We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways.

This edition provides a comprehensive overview of current trends and strategies within private equity (PE). A significant theme is the evolving approach to value creation, moving beyond traditional financial engineering to focus on operational improvements, digital transformation, and the strategic deployment of AI. Experts discuss how PE firms are using AI for everything from deal sourcing and due diligence to enhancing portfolio company performance and internal operations, while also acknowledging...


Best of LinkedIn: Venture Capital CW 31/ 32
08/14/2025

The State of VC: Strategic Focus, Funding Realities, and Evolving Investor–Founder Relations

We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of the venture capital landscape, examining its current trends, inherent challenges, and evolving strategies. Several authors discuss the nuances of corporate venture capital, highlighting both its limitations, such as startups avoiding corporate investors, and its potential as a strategic force for innovation, especially in AI and deep tech. The sources also explore the dynamics between founders and investors, advocating for greater alignment, transparent pr...


Best of LinkedIn: M&A Insights CW 31/ 32
08/12/2025

From Thesis to Close: M&A Signals Point to Growth Strategy, Execution Discipline, and Ecosystem Expansion

We curate most relevant posts about M&A Insights on LinkedIn and regularly share key takeaways.

This edition offers an overview of recent Mergers and Acquisitions (M&A) activity and trends, summarised from LinkedIn posts. It highlights key developments in deal structuring, regulatory considerations, and technological innovations impacting transactions. The summary also covers market outlooks, cross-border nuances, and new products and tools designed for M&A professionals. Additionally, it references reports and research that shed light on sector-specific M&A growth...


Best of LinkedIn: Strategy & Consulting CW 30/ 31
08/07/2025

Driving Strategic Resilience: Artificial Intelligence, Global Trade Dynamics, and Leadership in Action

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways.

This edition discusses the complex interplay of artificial intelligence (AI), global trade, and strategic leadership in modern business. Several authors highlight that AI adoption, while boosting productivity, presents risks such as employee burnout and human disconnection if not managed with intentional leadership and proper training. Concurrently, a significant portion of the podcast addresses the increasing prevalence and impact of tariffs and evolving trade policies, particularly from the US, which are...


Best of LinkedIn: Private Equity Insights CW 30/ 31
08/05/2025

From Financial Engineering to Hands-On Transformation: The New Era of Private Equity

We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of current trends and future outlooks within the private equity (PE) sector, highlighting a significant shift towards operational value creation rather than solely financial engineering. A prominent theme across several sources is the increasing integration of Artificial Intelligence (AI), including Generative AI and Agentic AI, to enhance various stages of the investment lifecycle, from deal sourcing and due diligence to portfolio management and exit...


Best of LinkedIn: Venture Capital CW 29/ 30
07/31/2025

Navigating VC Today: Strategic Capital, Policy Disruption, and Founders in Focus

We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of current trends and challenges within the venture capital (VC) landscape, particularly focusing on investment shifts, geographic hotspots, and regulatory impacts. Several sources highlight a significant move towards deep tech and AI investments, noting a robust but increasingly selective funding environment, with concerns raised about the overconcentration of capital in a few dominant US companies and the potential for reduced innovation diversity. There is a...


Best of LinkedIn: M&A Insights CW 29/ 30
07/29/2025

From Deal Logic to Delivery: M&A Trends Reflecting Growth Strategy, Execution Focus, and Ecosystem Expansion

We curate most relevant posts about M&A Insights on LinkedIn and regularly share key takeaways.

This edition collectively offers a comprehensive overview of mergers and acquisitions (M&A), highlighting its various facets from initiation to post-deal integration. They cover the criticality of compliance and strategic alignment after a merger, the importance of proactive seller diligence and understanding the letter of intent (LOI), and how to maximise value through proper preparation and deal structuring. Several authors also discuss the increasing role...


Best of LinkedIn: Strategy & Consulting CW 28/ 29
07/24/2025

Embedding Strategy into Action: AI, Capability Building, and the Rise of Execution-Centric Consulting

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive look at how organizations are adapting to rapid global shifts, particularly concerning AI integration and evolving trade policies. Several authors highlight the critical need for strategic alignment across all business functions, from finance and HR to supply chains and sales, to ensure resilience and competitive advantage. Discussions also focus on the ethical implications of AI, the importance of governance and compliance in navigating new...


Best of LinkedIn: Private Equity Insights CW 28/ 29
07/22/2025

Rethinking Private Equity: From Financial Engineering to AI-Driven Value Creation Across a Shifting Global Landscape

We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways.

This edition collectively offer a comprehensive overview of the private equity (PE) landscape, highlighting its evolving strategies and current market dynamics. Several authors emphasise a shift from traditional financial engineering to a greater focus on operational excellence and value creation, often powered by Artificial Intelligence (AI) and robust talent management. Challenges such as fundraising difficulties, longer hold periods, and the need for enhanced board effectiveness are also...


Best of LinkedIn: Venture Capital CW 27/ 28
07/17/2025

Venture Capital Realities: Transparency, Valuation Trends, and Inclusive Growth

We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.

This edition collectively examines various facets of the venture capital (VC) landscape, offering guidance for founders and insights for investors. Several authors highlight the critical importance of a startup's operational transparency, candor, and team cohesion during due diligence, asserting that a strong execution engine matters more than just a compelling pitch. Other sources discuss the evolving dynamics of startup valuation, noting the impact of AI on inflated valuations and the shift towards larger...


Best of LinkedIn: M&A Insights CW 27/ 28
07/15/2025

Structuring for Success: Insights on Integration, Advisory Value, and the AI-Powered Evolution of M&A

We curate most relevant posts about M&A Insights on LinkedIn and regularly share key takeaways.

This edition collectively offer a comprehensive overview of current trends and strategies in Mergers & Acquisitions (M&A). Several authors emphasise the importance of structured milestones and effective post-deal integration, particularly focusing on cultural alignment and talent management, to ensure successful outcomes and value creation. The role of M&A advisors is highlighted as essential for deals of all sizes, while strategic tax planning and operational excellence...


Best of LinkedIn: Strategy & Consulting CW 26/ 27
07/10/2025

Strategising for Disruption: AI, Geopolitics, and Sustainability in the Next Era of Corporate Leadership

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of global economic and technological trends, with a strong emphasis on tariffs, geopolitical shifts, and the pervasive impact of Artificial Intelligence (AI). Multiple sources discuss how tariffs and trade uncertainty are reshaping supply chains, impacting corporate financial reporting, and influencing central bank policies, with a particular focus on recent US actions and their global ripple effects. Concurrently, AI is identified as a...


Best of LinkedIn: Private Equity Insights CW 26/ 27
07/08/2025

From Financial Engineering to AI-Driven Growth: Navigating Shifts in Private Equity Strategy and Risk

We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways.

This edition offer a comprehensive overview of current trends and challenges within the private equity (PE) sector, highlighting a significant shift from traditional financial engineering towards operational value creation. Many sources emphasize the increasing integration of AI and GenAI across PE operations, from deal sourcing and due diligence to portfolio management and internal efficiencies, with some noting its potential to enable smaller, more agile firms. Concerns are raised...


Best of LinkedIn: Venture Capital CW 25/ 26
07/03/2025

Venture Capital Rewired: Trust, Preparation, and Market Shifts

We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of the venture capital (VC) landscape, from the perspective of both founders and investors. Several articles underscore the importance of transparency and trust in fundraising, particularly when addressing sensitive issues like co-founder departures. There is also a strong emphasis on strategic preparation for founders, including mastering pitch decks, understanding valuation methods, and preparing professional data rooms. The collection highlights evolving market trends, such as the increasing focus on...


Best of LinkedIn: M&A Insights CW 25/ 26
07/01/2025

Beyond the Numbers: Strategic Shifts and Human Realities in M&A

We curate most relevant posts about M&A Insights on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of Mergers and Acquisitions (M&A), highlighting various facets from strategic planning to post-deal integration. Several authors emphasise the critical importance of human factors, culture, and clear communication for successful integration, noting that deals often fail due to these elements rather than financial aspects. The sources also discuss the necessity of thorough due diligence, including financial data, compliance, and cybersecurity, to mitigate risks and...


Best of LinkedIn: Strategy & Consulting CW 24/ 25
06/26/2025

Strategising for Disruption: AI, Geopolitics, and Sustainability in the Next Era of Corporate Leadership

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key takeaways.

This edition examines various facets of business and corporate strategy in a rapidly evolving global landscape. Multiple authors underscore the critical role of Artificial Intelligence (AI), highlighting its transformative potential for business models, the imperative for transparency and trust in AI implementation, and the need for leadership to effectively guide AI initiatives and prevent strategy fatigue. The impact of tariffs and geopolitical shifts on supply chains, financial decisions...


Best of LinkedIn: Private Equity Insights CW 24/ 25
06/24/2025

From Leverage to Leadership: How Operational Excellence and AI Are Redefining Private Equity Returns

We curate most relevant posts about Private Equity on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of the current landscape and future trajectory of private equity (PE). It highlights a significant shift from financial engineering to operational value creation as the primary driver of returns, particularly in a high-interest rate environment where leverage is reduced. Several authors emphasize the increasing importance of technology, especially AI, in due diligence, portfolio optimization, and overall business transformation for PE-backed companies. The...


Best of LinkedIn: Venture Capital CW 23/ 24
06/24/2025

Rethinking Venture Capital: Speed, Storytelling, and the Shifting Dynamics of Startup Fundraising

We curate most relevant posts about Venture Capital on LinkedIn and regularly share key takeaways.

This edition discusses various facets of venture capital (VC) and startup fundraising, offering guidance for founders and insights for investors. Several authors emphasise the importance of speed and focus in early-stage fundraising, advocating for tools like SAFEs to streamline the process and avoid unnecessary legal complexities. Others highlight the critical role of storytelling, authenticity, and a clear narrative in attracting investment, stressing that investors assess the inevitability of success, not...


Best of LinkedIn: M&A Insights CW 23/ 24
06/24/2025

Beyond the Deal: AI, Integration, and Execution Strategies Reshaping M&A Success

We curate most relevant posts about M&A on LinkedIn and regularly share key takeaways.

This edition offers a comprehensive overview of Mergers and Acquisitions (M&A), highlighting various facets from strategic planning to post-deal integration. Several authors discuss the increasing role of Artificial Intelligence (AI) in streamlining M&A processes, including drafting, data analysis, and due diligence, while others emphasize the continued importance of financial models and valuation strategies. A significant portion of the content addresses post-acquisition challenges, particularly focusing on cultural integration, HR...


Best of LinkedIn: Strategy & Consulting CW22/ 23
06/16/2025

Strategic shifts in consulting: AI integration, data-driven decisions, and evolving client engagement

We curate most relevant posts about Strategy & Consulting on LinkedIn and regularly share key take aways.

This episode discusses how businesses can achieve competitive advantage in a rapidly evolving global landscape. A central theme is the strategic integration of AI, not as a replacement for human talent, but as an augmentation that drives creativity, efficiency, and value across various functions, including supply chain, sustainability, and professional services. Several authors highlight the importance of strong leadership, particularly CEO involvement, in successfully navigating AI adoption and broader...