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The current U.S. Administration's imposition of tariffs on U.S. imports has sent shock-waves through the global economy, with sweeping implications for international trade, supply chains, M&A deals, including valuations. join us for an overview of the far-reaching consequences of the U.S. administration’s tariff actions and threats, as well as their implications on cross-border deals.
Specifically, the panel will cover the following topics:
• Overview of the U.S. administration’s tariff actions – what is new, what is out, what is still in the making
• Impact of the tariffs on the U.S. and EU macroeconomic environment
• Microeconomic and supply chain implications including global business restructurings and reorganizations
• Impact on the EU and U.S. deal environment including M&A transactions, divestitures, spin-offs
• Technical implications on valuations
> Deal activity and volume, scoping of global valuation assignments
> Financial statements and projections (e.g., expense projections and any transfer pricing adjustments)
> Economic indicators applied in valuations (e.g., inflation expectations, currency volatility, and long-term growth)
> Underlying valuation assumptions (e.g., discount rates, company specific risk premium and country risk premium)
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