Flint Global perspective on Burnham's National Care Service announcements Prime ministers do not usually spend political capital on social care. It is the issue that has ended careers and sunk manifestos (such as Theresa May in 2017) over two decades. The standard move has been to commission a review (e.g. the 2011 Dilnot review) and […]
Key takeaways for investors Ten key considerations for investors into the UK and Europe in 2026 This blog was written by Martin Summers Director in the Private Markets team, Joe Jones, Partner and Dylan Saralis, Associate Director. We offer buy and sell side services: regulatory, policy and political DD, advice on trade, on competition policy […]
Flint sees a pivotal moment for the tech sector and its investors to shape the UK policy and regulatory environment, enabling technology innovation and economic progress with the support of a government that is prioritising growth. Overview The political and regulatory risks and opportunities for investors in tech and tech-enabled services have increased markedly in […]
The UK Labour government is likely to amplify the digital transformation (DX) delivery trajectory set in train by the previous government, creating opportunities for digital firms and providers of tech-enabled public services – especially those that can provide a business case of efficiency savings and improved public services at a time of heightened VFM scrutiny. Further […]
Labour’s recent Business Conference and commitment to not increasing corporation tax shows it wants to reassure business it will pursue largely centrist, business-friendly policies in government. But Labour has also challenged business in areas like employment reform and there is policy uncertainty and risk in others. The sell-side needs to get potential investors comfortable with […]
The Procurement Act recently became law and the new regime it introduces is expected to go live in October 2024, close to the anticipated General Election. The Act and the likelihood of a Labour government, with expectations of higher public spending, has seen increased investor and corporate interest in B2G. While there are genuine growth […]
Sub-sector risks and opportunities for private providers and investors We outline the risks and opportunities for a series of sub-sectors where there are currently high levels of private provision or interest in potential expansion under a Labour government. 1. Insourcing The NHS has record waiting lists – a situation that is likely to be broadly […]
A Labour-led government from next Autumn is the most likely scenario and is now the main political and regulatory focus for investors. Known policy risks (i.e. those derived from Labour’s public commitments) are relatively limited and arguably decreasing, as Starmer and Reeves increasingly ensure that Labour does not commit to anything that might present fiscal or […]
A more complex and rapidly shifting external environment will continue to require major changes in political and regulatory due diligence (PDD.) We see the following key trends in PDD over the next five years, some of which were discussed at the recent Real Deals’ annual due diligence roundtable, which Flint director Martin Summers attended alongside […]
After a tumultuous political year, 2023 will see a more stable political environment in the UK. This will create opportunities for investors, but business should continue to hedge against geopolitical risk. Below we set out some of the key opportunities and themes: 1. Companies and investors should start to engage with and prepare for Labour […]
A wider look at how a Labour administration could reshape investment, regulation and deal scrutiny is set out in Policy outlook for investors 2023+, including implications for valuations, leverage and political risk. Take-private deals will increase Take-private deals are back in the spotlight, driven in part by lower valuations on the London markets, the impact […]
