As the official Sponsor of Growth at DealMAX 2025, Datasite was proud to host one of the most anticipated keynote sessions of the conference: “The Good, Bad, and the Ugly: How Investment Strategists Think New Federal Policies Will Impact Dealmaking.”

The session was introduced by our Americas Chief Revenue Officer, Colin Schopbach, who offered a data-packed overview from Datasite's vantage point. M&A is rebounding, with new US deal activity jumping 9% in Q1 year-over-year, fueled by private equity, AI-driven disruption, and a return to market by previously paused transactions. Hot sectors include TMT (+23%), consumer (+17%), and real estate (+35%). Buyers are proceeding more cautiously in healthcare and energy, where diligence timelines are extending due to policy uncertainty — underscoring a shift toward quality and precision in today’s deal environment.

The session featured two of the industry’s most well-known strategists: Brian Belski, Chief Investment Strategist at Bank of Montreal, and Dan Greenhaus, Chief Economist and Strategist at Solus Alternative Asset Management. Both are respected voices in the financial world, having appeared on outlets such as Bloomberg, CNBC, and The Wall Street Journal. If you missed their thoughtful and spirited presentation live at DealMAX, it’s worth checking out their latest commentary on CNBC here or here.