Episode 27 of Mergerspresso, Addleshaw Goddard’s corporate finance podcast, explores whether fear of missing out is one of the most powerful drivers of M&A activity.

Host Lucy Robson is joined by Angus Rollo to discuss how rumours of mega deals and sector consolidation can quickly trigger competitive responses across a market. From insurance to natural resources, they consider how talk of mergers between major players sharpens strategic focus, accelerates partner searches and pushes companies to pursue scale or acquire key capabilities.

The episode examines the balance between strategic necessity and reactive deal-making. While consolidation can deliver genuine synergies and competitive advantage, Lucy and Angus reflect on the risks of allowing FOMO to override discipline, particularly in volatile markets where timing and valuation remain critical.

Is it a sharp catalyst or an expensive impulse purchase? They unpack the difference, all in the time it takes to make your coffee.