The Titanium Economy Podcast

David Hunt: Unlocking Industrial Growth: The Role of AI, Technology, and M&A

David Hunt: Unlocking Industrial Growth: The Role of AI, Technology, and M&A

December 18, 2023

David Hunt, managing director and co-head of the industrials practice at Greenhill, with a rich background in advising industrial companies, particularly in the capital goods sector shares his thoughts on navigating the complex landscape of the industrial sector and its subsectors. He dissects the current macroeconomic factors, such as higher inflation and rates, and their impact on the sector. Hunt sheds light on the shift from resource hoarding during the pandemic to growth-focused strategies, especially corporate acquisitions, offering a unique insight into the sector's evolution.

Mr. Hunt joined Greenhill in 2017. He principally advises clients in the capital goods, environmental services, and industrial technology sectors. Prior to joining Greenhill, David spent 20 years at UBS where he was a Managing Director and the Head of Investment Banking for Capital Goods. He began his career at Dillon Read before it was acquired by UBS. David holds a BS in Economics from The Wharton School of the University of Pennsylvania.

Discussion Points

  • David Hunt details M&A shifts, from pandemic resource hoarding to growth-focused strategies, especially corporate acquisitions.
  • Explore multi-industrial evolution: from conglomerates to niche markets, emphasizing differentiation, mission, end-market choices, and their impact on investor returns.
  • Uncover successful business systems for multi-industrial M&A, dissecting boundaries, realistic valuation, and competitive landscape analysis.
  • Dive into industrial adaptation to technological disruption, emphasizing the significance of finding a competitive micro-niche for both organic and inorganic growth.
  • David Hunt closes optimistically, highlighting the Industrial Sector's future, referencing Infrastructure, Chips, and IRA Acts, along with other long-term trends.

Links

David Hunt LinkedIn

Greenhill

Book: The Titanium Economy

Ayna.AI Website

Fernweh Group Website

Siddharth Madhav LinkedIn

Hosts

Siddarth Madhav

President & CSO at Ayna.AI

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