16 results in the archive

Where in central Europe could Orkla look next for M&A? - analysis 9 May 2016

Column: M&A Watch

After a series of disposals in central Europe over the last nine years, Orkla has recently snapped up a food maker in the Czech Republic. just-food M&A columnist Stefan Kirk looks at where in the region the Nordic food group could look next.


The potential M&A in niche dairy products in the UK 30 Mar 2016

Column: M&A Watch

just-food M&A columnist Stefan Kirk looks at the possible M&A candidates in more niche dairy categories in the UK - and suggests three potential targets.


Mondelez International's European cheese and grocery unit - weighing up possible interest in business behind Philadelphia 23 Feb 2016

Column: M&A Watch

With continued speculation over the future of Mondelez International's European cheese and grocery business, just-food's M&A columnist Stefan Kirk weighs up what kind of interest there could be in the asset, which features the Philadelphia brand.


just-food's three top tips for M&A deals in 2016 26 Jan 2016

Column: M&A Watch

just-food M&A columnist Stefan Kirk runs the rule over the potential deals that could be struck in the food industry in 2016 - and puts forward three companies that could be targets.


Why Lactalis could move for Dairy Crest 5 Oct 2015

Column: M&A Watch

Earlier this month, with the UK's Competition and Markets Authority's decision on the disposal of Dairy Crest's milk business on the horizon, M&A adviser Stefan Kirk looked at why the group could become a takeover target - and which companies could be interested.


What US companies might Nomad Foods buy? 26 Aug 2015

Column: M&A Watch

Within a year of being established, Nomad Foods has made waves in Europe's frozen food sector, snapping up Iglo Group and agreeing a deal for much of Findus Group's assets. The UK-listed company is eyeing opportunities in the US. Stefan Kirk, just-food's M&A columnist and advisor at M&A consultants Glenboden, puts forward some possible targets for Nomad.


M&A Watch - Campbell Soup Co. should be more acquisitive - but avoid fresh 27 Jul 2015

Column: M&A Watch

Campbell Soup Co. has looked to inject growth into its business through acquisitions in recent years and the indications are this is likely to continue. But where should the US giant look to do deals? Stefan Kirk, just-food M&A columnist and advisor at M&A consultants Glenboden, weighs up the group's options.


M&A Watch - ConAgra should divest its commercial foods division 25 Jun 2015

Column: M&A Watch

The investment in ConAgra's shares by hedge fund Jana Partners has prompted speculation that the group will sell one of its divisions, in order to better realise shareholder value. While the emphasis seems to be so far on ConAgra's troubled Private brands business, Stefan Kirk of M&A advisory Glenboden believes that the Commercial foods unit should be the divestment priority.


M&A Watch - Could Cloetta be takeover target? 26 May 2015

Column: M&A Watch

With a new CEO at Cloetta, the European confectioner has already faced questions about its possible acquisition targets. However, Stefan Kirk, just-food M&A columnist and advisor at Glenboden, believes the company could itself be on the radar.


M&A Watch - Nomad's post-Iglo opportunities 23 Apr 2015

Column: M&A Watch

Nomad Holdings, the recently-established, UK-listed company set up by FMCG veterans Martin Franklin and Noam Gottesman to buy consumer goods firms, made its first move this week with the acquisition of European frozen food supplier Iglo Group. Stefan Kirk, just-food M&A columnist and advisor at Glenboden, weighs up where Nomad could move next.


M&A Watch: Where could pure-play Wessanen pounce? 31 Mar 2015

Column: M&A Watch

After selling US drinks business American Beverage Corporation earlier this month, Dutch food group Wessanen has completed its plans to be a pure-play healthy and sustainable foods group. Our M&A columnist Stefan Kirk says Wessanen has the balance sheet to make more acquisitions in food and surveys the market for targets.


M&A Watch: Where next in eastern Europe could Maspex pounce? 25 Feb 2015

Column: M&A Watch

Poland-based food and drink group Maspex has grown to become one of the sector's largest companies in central and eastern Europe. A move in December for parts of local peer Agros Nova's business pushed Maspex's turnover above EUR1bn. In his latest M&A Watch column, Stefan Kirk of advisory firm Glenboden, looks where Maspex could swoop next.


M&A Watch: Who could be on 3G Capital's radar? 12 Jan 2015

Column: M&A Watch

Given 3G Capital's industry focus, its background of partners and track-record, the next big takeover target for the co-owner of Heinz is almost certainly a legacy branded business in the FMCG world. But which companies other than PepsiCo and Campbell Soup Co. could or should be on that big-ticket target list? We tip Kellogg and, lower-hanging in terms of rationale, General Mills.


M&A Watch: Emmi shareholders should consider sale 14 Oct 2014

Column: M&A Watch

The recent sale of Italian unit Trentinalatte confirms growth through acquisition is not something Emmi is always successful at. Would, Stefan Kirk asks, the Swiss group's shareholders consider a liquidity event that would make them a participant in European dairy consolidation, plus earn them lots of money?


M&A Watch: Why Danone/Lifeway deal could be on horizon 18 Sep 2014

Column: M&A Watch

The over 25x EBITDA valuation in General Mills' recent acquisition of Annie's clears the path for Danone, a main rival in dairy, to pay top dollar for another innovative food business in the US, which it has targeted as a growth geography. A clear candidate is Lifeway Foods, in which Danone has had a stake for many years and which the French group could feasibly grow by three times within a few years.


M&A Watch: Why Raisio should sell to private equity 14 Aug 2014

Column: M&A Watch

Raisio, the Finland-based group behind brands including Benecol, Honey Monster cereals and Fox's confectionery, has, in recent years, tried to grow via M&A. However, Stefan Kirk of M&A advisors Glenboden questions the company's strategy and believes it should be sold to a private-equity firm to unlock value.

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