Know What's Happening in Finance
Know What's Happening in Finance
Flex to Acquire Electrical Power Products for $1.1B, Expanding Power Infrastructure Portfolio
Flex Ltd. announced a definitive agreement to acquire Electrical Power Products for approximately $1.1 billion in cash. The target contributes roughly $323 million of annual revenue and delivers a mid‑to‑high‑teens EBITDA margin. Flex expects the transaction to be accretive to adjusted earnings per share in the first full fiscal year after closing.
Also developing:
Saks Global secured a $1 billion emergency loan, part of a $1.75 billion financing package approved by a Houston court. The package also refinances existing debt and aims to stabilize the retailer's supply chain. Supplier approval was secured, allowing the deal to move forward. The infusion provides short‑term liquidity while the company restructures its balance sheet.
Nebius Group $NBIS price tgt raised to $232 at Northland Conservatively raising CY26 ending ARR estimate to $5.4B from $4B on strong 4Q25 incremental ARR and low end of CY26 capex plans. While we are not changing our...
Swiss watchmaker Breitling’s valuation has been slashed by up to half from 2023 levels as private‑equity owners CVC and Partners Group reassess strategy amid weaker demand, aggressive store expansion, and US tariffs. CVC now values its remaining 20% stake at...
Hapag‑Lloyd’s pending acquisition of Zim will reshape the Asia‑US east‑coast trade, especially the five vessel‑sharing services currently run with MSC. The carrier can either keep Zim’s premium, time‑sensitive strings separate or fold them into the Gemini alliance, each option raising...
European equity ETFs recorded a record €7.69 billion net inflow during the week of 16‑20 February, dwarfing all other asset classes. Materials and Industrials led sector inflows, while Financials suffered the largest outflow at €382 million. Geographic flows were dominated by Developed Markets,...
Gilead Sciences agreed to acquire the remaining shares of Arcellx for an equity value of $7.8 billion, paying $115 per share—a 79.4% premium to the prior close. The deal secures full rights to Arcellx’s BCMA‑directed CAR‑T therapy anito‑cel, which is in...
Finland's Fazer Group reported record €1.19 bn sales in 2025, up from €1.18 bn, despite a 2.5% dip in comparable EBITDA to €137.8 m. CEO Christoph Vitzthum signaled openness to M&A to reinforce growth, especially after strong confectionery performance and easing cocoa prices....
Major private‑equity firms such as KKR, Blackstone and CVC reported no publicly disclosed full exits from mainland Chinese portfolio companies in 2025. The exit drought reflects strained liquidity, higher interest rates and depressed valuations that have throttled deal activity. While...
Bloomberg unveiled ASKB, a conversational AI interface now in beta on the Bloomberg Terminal, aiming to accelerate investment research. The agentic system taps Bloomberg’s massive data, news, and research libraries, delivering answers with transparent source attribution and even the underlying...
Bharti Airtel announced a ₹20,000 crore capital infusion into its non‑banking financial company arm, Airtel Money, to accelerate its digital finance push. The funding is expected to expand the company’s payments, credit and savings offerings across its telecom customer base. Following...
The Council of Institutional Investors (CII) submitted a comment letter backing Nasdaq’s proposed rule that adds initial listing criteria for Chinese micro‑cap companies, including a $25 million minimum proceeds requirement. CII applauds the effort to curb abnormal trading in the smallest...
The Council of Institutional Investors (CII) submitted a comment letter supporting Nasdaq’s proposed rule that adds an initial listing requirement of at least $25 million in proceeds for companies primarily operating in China. While endorsing the rule’s aim to curb abnormal...
Malaysia’s banking sector is poised for further gains despite a recent rally, according to AmInvestment Bank analyst Paul Yap. He cites continued buying from local and foreign investors and relatively attractive valuations versus Singapore peers as key drivers. The note...
February often becomes the first reality check for startups as revenue lags behind optimistic pipelines and cash outflows intensify. UK SMEs face a £22 billion funding gap, with loan approval rates dropping below 50 % and late‑payment‑driven closures around 14,000 annually. The...
In this episode, Jacob Oros interviews serial entrepreneur James Gardner about his experience selling a manufacturing business and staying on as part of the acquiring company—a situation he describes as "golden handcuffs." Gardner shares how the post‑sale transition felt restrictive,...
The SEC enforces the broad antifraud provisions of the federal securities laws as powerful tools, often proceeding without showing that investors relied on deceptive statements. Historically, the Commission has treated reliance as irrelevant, a stance rooted in a 1949 dicta...
Jim DeLoach’s article revisits 14 timeless risk‑oversight principles, urging leaders to refresh them with today’s digital capabilities. He stresses that avoiding risk is itself a risk, and that AI, machine learning, and real‑time data can dramatically improve early‑warning systems. The...
Crypto hedge funds are dramatically cutting exposure as Bitcoin steadies in a narrow mid‑$60,000 range, a full 50% drop from its October peak. The market’s steepest single‑day fall in four years triggered a wave of liquidations, prompting managers to prioritize...
Internal controls are a cornerstone of financial governance, blending preventive measures that stop fraud and cyber threats with detective mechanisms that flag anomalies after they occur. Finance leaders, especially those overseeing IT, must balance these controls to match their organization’s...
The UK government published an updated Charter for Budget Responsibility (Autumn 2025) on 26 January 2026, with a final version laid in Parliament on 23 February 2026. The revision makes small technical changes to operationalise the Budget 2025 pledge for an annual fiscal‑rules assessment, dovetailing with...
The SEC’s Division of Trading and Markets issued guidance allowing broker‑dealers to apply a 2% haircut to proprietary holdings of payment stablecoins when calculating net capital. Previously many firms used a 100% haircut, effectively excluding stablecoins from regulatory capital. By...
Chartered Investment, a German fintech, received BaFin approval to operate a regulated fund platform and launched Opus PRIME, a white‑label service for active and thematic ETFs. The subsidiary will also support tokenised fund units, leveraging AI and blockchain to streamline...
A recent Cleary memo highlights a surge in convertible‑note issuances driven by the AI boom, with private‑placement (PIPE) and pre‑IPO converts adopting highly customized terms. Features now include governance and consent rights, guarantees, financial covenants, prepayment provisions, anti‑dilution ratchets, equity...
Stocks in Asia and Europe fell as investors digested the U.S. Supreme Court’s tariff ruling and President Trump’s threat of new 10‑15 percent duties. Goldman Sachs’ Risk Appetite Indicator slipped, and gold jumped 1.81 % toward a record high. While the S&P 500...
Senegal’s public debt has surged to roughly 132% of GDP, placing the country in a severe fiscal bind. With limited access to cheap financing, the government faces a stark choice between costly debt service and a structured debt‑restructuring process. Analysts...
RemotePass, a global HR and payroll platform, introduced SpendCards, corporate cards tailored for distributed workforces in over 150 countries. The solution gives finance teams instant visibility, automated limits, real‑time categorization and eliminates cross‑border reimbursement tax liabilities. Employees can spend without...
The European Banking Authority released a follow‑up to its 2022 peer‑review on ICT risk assessment under the Supervisory Review and Evaluation Process (SREP). The report finds that competent authorities have markedly strengthened ICT risk supervision, largely due to the Digital...
Santander has rolled out Invensa, an inventory‑finance solution that lets the bank hold physical stock for clients, easing balance‑sheet constraints amid volatile supply chains. The bank also introduced Navigator Global, a platform that blends financing with market intelligence to act...
Artificial intelligence has moved from pilot projects to core finance processes, speeding close cycles, automating reconciliations, and refreshing dashboards in real time. This acceleration creates a mismatch: traditional governance operates on periodic reviews while financial activity now unfolds continuously. CFOs...
Small and mid‑size brands are losing cash flow when inventory induction time— the period between arrival at a fulfillment center and being sale‑ready—gets stretched. Delays lock capital, force costly expedited freight, and can miss seasonal demand, squeezing margins. A hybrid...
Major banks have invested billions in generative AI, yet a MIT study shows 95% see no measurable return. Isolated task‑level gains have not translated into enterprise‑wide efficiency, leaving boards and CFOs uneasy. The root causes are the sequencing problem—guessing which...
Municipal fleets face tighter budgets as city revenues dip and confidence in meeting future fiscal needs wanes, prompting officials to scrutinize new technology spend. New research from Wakefield for Samsara shows dash cams delivering rapid ROI, with 96% of agencies...
Prime Capital, a European infrastructure‑debt specialist, announced it will lower the fundraising target for its debut infra‑debt fund. The manager also extended the fundraising window by roughly six months to tap renewed investor appetite for infrastructure assets. The revised target...
The InsideArbitrage Event Driven Monitor reports several key regulatory and corporate developments on February 23, 2026. Paramount Pictures cleared the 10‑day HSR waiting period and secured German approval for its bid to acquire Warner Bros. Discovery, while the FTC terminated...
The RM400 million "ghost" project has finally caught up to the boardroom. For C-suite leaders, this isn't just news—it’s a masterclass in why governance is your only real hedge. Here’s the breakdown of the high-stakes charges against a former Telco MD. 🧵👇
From April 2026 the UK government will introduce two permanent business‑rates multipliers for retail, hospitality and leisure (RHL) properties with rateable values under £500,000, set 5 p lower than the national multipliers. The small‑business multiplier covers properties below £51,000 RV, while...
Goldman Sachs’ alternative investment arm Petershill is launching its fifth flagship fund, aiming to raise about $5 billion, equal to the size of its 2020 fund. The fund will continue the firm’s strategy of taking minority stakes in private‑market managers in...
Consumer‑goods giants face a three‑fold headwind: private‑label brands now command over 40 % of UK grocery value, prestige beauty growth is slowing after a 2.2 % contraction in China, and tightening sustainability regulations are driving billions in restructuring costs. Companies such as...
Enel announced a €53 bn investment plan for 2026‑28, boosting its previous budget by roughly €10 bn and adding €15 bn of financial flexibility. The plan allocates about €20 bn to renewables, targeting 15 GW of new capacity, and more than €26 bn to grid upgrades,...
BTCC has launched BTCC TradFi, a cross‑market platform that lets users trade forex, commodities, indices and stocks using USDT as margin and settlement currency. The service builds on the exchange’s tokenized precious‑metal success, which generated $5.72 billion in 2025 trading volume...
The Reserve Bank of India relies on non‑deliverable forwards (NDFs) to support the rupee without draining reserves, but $7 billion of contracts are set to mature this week, creating rollover pressure. RBI’s total forward book stands at $62.3 billion, a size that...
Prediction markets have evolved from niche mood indicators to liquid platforms handling billions in weekly turnover. Asset managers are increasingly viewing them as direct hedges for event risk that traditional derivatives cannot cover. Regulatory clarity, exemplified by CFTC approval of...
The Africa Markets Conference 2026 (AMC26) opened in Cape Town, hosted by Standard Bank, to examine how heightened global volatility—particularly U.S. Trump‑era tariffs—affects the continent. Organisers aim to channel private and sovereign capital into African infrastructure and growth sectors amid...
Early in my career, I recommended a hedge fund to five clients. Impressive track record. Global brand everyone would recognise. 28% annual returns for three years. I felt like I'd found something special. I was wrong.
Merger Monday….ACLX (Arcellx ) being bght for $115 cash per shr +CVR worth as much as$5
The article outlines ten practical do’s and don’ts for crafting a smart Own Risk and Solvency Assessment (ORSA) report. It highlights that many insurance CEOs, CFOs, and CROs view ORSA as a burdensome compliance exercise rather than a strategic tool....
FP&A creates real impact when embedded early — not after decisions are already taking shape. Jagan Kallaganti (Questas Group) discusses FP&A’s shift from stewardship to decision enablement and why many teams remain credible, but not truly influential: https://t.co/jaR4Oo66Wk https://t.co/4eeRpVrUe1
$LIS.V merger arb worked out just as expected. Despite vocal retail opposition, shareholder approval passed easily. The spread narrowed from 19% to 3% in exactly two months following the post on SSI. https://t.co/UWBmq2fWGx
UK banks are confronting mounting flood‑risk exposure as climate change pushes millions of homes into high‑risk zones. Nationwide led the way by halting loans to flood‑prone properties, prompting peers such as Barclays, NatWest, Lloyds and HSBC to map flood exposure...
In this episode, M&A expert Sebastian H. Amieva explains how he acquired four businesses without using his own cash by leveraging seller financing, senior debt, and equity partners. He emphasizes the importance of early preparation—defining clear acquisition criteria, cultivating lender...
