Analyze This: Deal Making Picking Up?


Could Merck’s acquisition of Schering-Plough trigger a slew of M&A deals?

As you may know Merck said on Monday that it will acquire Schering-Plough for $41 billion. The deal follows Pfizer $68 billion planned purchase of Wyeth.

And FM trader Karen Finerman full expects Genentech to accept Roche recently raised offer to $45 billion.

Are more mergers and acquisitions on their way?

For insights we turn to one of the most followed experts in the field, attorney Frank Aquila, a partner at Sullivan & Cromwell

He tells the Fast Money traders, a lot of boards of directors are interested in making strategic moves but the challenge is getting financing. “Once we see stability in the market then, I think we see more deals.”

And Aquila might be doing more than just speculating. He suggests to the traders that a lot deals are being worked on right now -- but he can’t reveal which. “Certainly there will be more (deals) in Parma and Health Care,” he says.

Acquila also expects to see consolidation in the banking sector. And he suggests keeping an eye out for distressed acquisitions -- "particularly in real estate and retail.”

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Trader disclosure: On Mar. 9th, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Najarian Owns (GDX); Najarian Owns (DNA) Calls; Najarian Owns (FCX) Spread; Najarian Owns (MS) & (MS) Calls; Najarian Owns (MSFT) & (MSFT) Calls; Najarian Owns (PNC) Put Spread; Najarian Owns (X) Call Spread; Najarian Owns (V) & (V) Calls; Najarian Owns (MOS) Call Spread; Najarian Owns (GD) Long Calls; Finerman's Firm Owns (MSFT); Finerman's Firm Owns (DNA) & (DNA) Calls; Finerman's Firm Own (RIG); Finerman's Firm Owns (WFC) Preferred; Finerman Owns (WFC) Preferred; Finerman's Firm Is Short (IYR), (IJR), (IWM), (MDY), (SPY), (USO), (BBT), (VNO); Seymour Owns (BIDU), (EEM), (FXI), (RIG), (BAC), (CHL); Karabell Owns (AAPL), (BHP), (FCX), (GOOG), (GLD), (GE), (JPM) with wires