Phocuswright Europe 2024 Executive Interview: M&A in travel
Jaime Sastre, portfolio manager and CEO of Juniper Group and Rita Lei, partner at MCF talk to PhocusWire senior reporter Linda Fox in the PhocusWire studio at Phocuswright Europe 2024.
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00:00 - Introduction
00:22 - Juniper Acquisitions
03:25 - Why Not Just Become Constellation
05:05 - Technology Rollup
08:44 - Pressure on Smaller Companies
10:01 - Travel Less Attractive to Investors
14:06 - Individual Bets
15:48 - What Should a Company Be Thinking About to Be Acquired
17:38 - Post-Covid is Scale Important
19:08 - Conclusion
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