date:Feb 05, 2013
ergers specifically, so it is unclear what concessions are likely to be needed.
But, we believe A-B InBev sees the Mexico business as the crown jewel of the deal and will find a way to get it.
The analyst suggested, however, that the deal could still collapse completely. It is unclear what concessions in the US could be palatable to the DoJ, given that it views any connection to Modelos US production as too much control.
But, Levy said she believes A-B InBev would be willing to walk away fro