State Antitrust in 2025:
The New Frontier of M&A Scrutiny
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
5 minutes
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Course overview
Antitrust oversight in the U.S. has decentralised in 2025, with state Attorneys General expanding their authority through new laws, enforcement units, and coalitions. Pre-merger notification requirements, especially in healthcare, create new hurdles for deal-making.
Meanwhile, non-compete restrictions and algorithmic pricing regulation are reshaping employment practices and business models. State AGs are increasingly acting in coordination with federal agencies, but with unique priorities and enforcement strategies.
For investors, this raises the bar on due diligence, extending beyond federal clearance to a patchwork of state laws. Analysts must adjust valuation models and deal-risk assumptions accordingly.
Meanwhile, non-compete restrictions and algorithmic pricing regulation are reshaping employment practices and business models. State AGs are increasingly acting in coordination with federal agencies, but with unique priorities and enforcement strategies.
For investors, this raises the bar on due diligence, extending beyond federal clearance to a patchwork of state laws. Analysts must adjust valuation models and deal-risk assumptions accordingly.
What's included?
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1 video
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State AGs are no longer spectators — they are rewriting the rules of M&A.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This essay is designed for investment analysts, portfolio managers, and deal strategists who track regulatory risk. It highlights why state Attorneys General now exert decisive influence over merger outcomes, employment practices, and technology-driven pricing. Readers seeking to sharpen their understanding of transaction risk, valuation complexity, and sectoral hotspots will find actionable insights.
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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.






