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:
Mergers and acquisitions in 2026 are being reshaped by several converging forces. Artificial intelligence is streamlining due‑diligence, while ESG considerations are increasingly factored into valuations and integration plans. Cross‑border activity is surging, especially in Asia‑Pacific, and private‑equity firms are expanding into technology and healthcare despite a fundraising slowdown. At the same time, earnouts, data‑privacy scrutiny, and antitrust reviews are adding complexity, making virtual deal‑making the new norm.
He made $4B for his old firm and $900M for himself. Then sued to break a noncompete—and launched a hedge fund that gained 20% in year one.
Multi‑currency collateral agreements create optionality that requires discounting with a cheapest‑to‑deliver (CTD) curve. While Monte‑Carlo simulation can price this exactly, it is computationally heavy. Researchers propose an analytic approximation that combines the Clark algorithm and Gauss‑Hermite quadrature, delivering near‑Monte‑Carlo accuracy...
Today's Consumer Finance Monitor podcast examines the rapid consumerization of small‑business lending, highlighting a surge in state‑level protection statutes. Host Alan Kaplinsky interviews Louis Caditz‑Peck of the Responsible Business Lending Coalition about the shift from self‑regulation to formal legislation, including...
Visa announced it will reacquire Argentina’s Prisma Medios de Pago and Newpay from Advent International, bringing the payment processors back under its control. The acquisition, expected to close by the end of March, restores Visa’s card‑issuer processing, real‑time payments, ATM...
Lightkeeper has introduced Beacon, an AI‑enabled feature that lets hedge funds and asset managers ask plain‑English questions about their portfolios. The tool pulls answers from Lightkeeper’s validated, institutional‑grade data rather than unverified sources, preserving transparency and auditability. Beacon connects client...
The episode dissects Yelp’s deteriorating business model, highlighting a sharp slowdown in revenue growth and a recent year‑over‑year decline driven by weaker ad clicks and economic uncertainty. It argues that a toxic sales culture, high‑pressure outbound tactics, and a disgruntled...
Private equity deal value surged to $2.6 trillion in 2025, a 19% increase over 2024 and the second‑largest total on record. The total number of deals fell 9%, continuing a post‑2021 decline in transaction volume. Holding periods have stretched, with the...
Remitly announced that former Santander executive Sebastian J. Gunningham will replace co‑founder Matt Oppenheimer as chief executive effective Thursday. Oppenheimer, who led the company for nearly 15 years, will move to board chair and focus on strategic initiatives. The leadership...
The article introduces the market implied discount rate (MIDR) as a forward‑looking alternative to the traditional weighted average cost of capital (WACC). Using S&P Capital IQ data on the S&P 500, it shows that MIDR often diverges from WACC, with energy...
Remitly announced Sebastian Gunningham, a former Santander Consumer Finance chair with executive experience at Amazon, Apple and Oracle, will become its chief executive on Thursday. Co‑founder Matt Oppenheimer will transition to board chair as the company reported a strong 2025...
Choice Hotels International posted a record $369.9 million net income for 2025, accompanied by an all‑time adjusted EBITDA of $625.6 million. The company added 440 new hotels, with international openings surging 82% and net rooms expanding 12.5% worldwide. U.S. extended‑stay...
Is Malaysia about to witness a construction monopoly? A "too big to fail" monopoly. 🏗️ The proposed Sunway-IJM merger is under fire for its potential to stifle competition and inflate costs. Here is the 5-point TL;DR on why this deal needs a rethink. 🧵👇
Today, @TheStablecon and @Artemis drop "The State of Stables," our quarterly report on the trends driving the fast-moving stablecoin ecosystem. It’s impossible to know today what the legacy of stablecoins will be. Entrepreneurs have barely begun to challenge the dominant paradigms in...
The British Business Bank announced a £60 million commitment to NorthEdge IV, marking its first foray into private‑equity investments under a new growth‑equity strategy. The government‑owned development bank will back the Manchester‑based firm’s fourth fund, which targets founder‑led SMEs across technology, healthcare...
One positive aspect of the evolution of this market cycle has been how the market has become less reliant on multiple expansion. Earnings and dividends now comprise almost half of the cumulative gains since October 2022, with the P/E expansion...
Anthony Escamilla, CFO of Protos Security, says the modern CFO has morphed from a budget keeper into a strategic leader who oversees finance, data analytics, technology, risk and even operational functions. He highlights the accelerating pace of decision‑making, with stakeholders...
Solinex, a specialist law firm, offers a full‑service model that merges legal counsel, cryptocurrency analytics, and international coordination to track and recover stolen digital assets. The firm reports a 97% case completion rate and has served over 4,800 clients in...
I Love and Endorse the Bipartisan 3 % of GDP Budget Deficit Solution In the House of Representatives there is now a bipartisan bill in the works to enact, and a growing agreement that we need, a 3% cap on the budget...
The Foothill Gold Line Construction Authority released a report quantifying the economic impact of the 2.3‑mile Claremont Extension of the Metro A Line light‑rail system. The study projects more than $1.1 billion in construction‑phase economic output, over 4,700 jobs, and $154 million...
Yopa’s analysis of English homes on sale finds that properties with sea, countryside or cityscape views command an average asking price 28.1% higher than comparable homes without such vistas, translating to roughly £156,000 extra value. The premium peaks in the...
Francois Rochon on being fully invested "If we continue to find companies that we believe can do five percentage points better than that on an annualized basis over many years, why would we hold cash?"
The post examines how the 10‑year US‑German bond yield spread correlates with the USD/EUR exchange rate, showing that higher US yields usually coincide with dollar appreciation. A notable exception occurred after April 2 2025, when a sharp US yield rise was followed...
Enterprises are shifting treasury management from error‑prone spreadsheets to AI‑driven automated pipelines. Infosys’ Ashish Kumar and IBS FinTech CEO CM Grover highlight that real‑time data integration with ERP, trading platforms, and banks is essential for AI to add value....
📊 "Person A has $125K which has been sitting comfortably in a bank account for 5 years now. Person B had $3M, but this is now reduced to $1.5M due to market volatility and taking risks in the market. Both started with...
Lawrence G. McMillan’s February 19, 2026 webinar dives deep into the option Greeks—delta, gamma, theta, and vega—explaining their mathematical roots in the Black‑Scholes model and how they interact in real‑time risk management. The session moves beyond textbook definitions to demonstrate practical techniques...
📊 If you are a beginner and want to learn the key Sector ETFs to track. Below is a good starting point. Here is the full suite of SPDR S&P 500 Sector ETFs from State Street: $XLK – Technology $XLC – Communication Services $XLY...
The latest editorial highlights that Business Development Companies (BDCs) are increasingly mirroring broader credit stress in the market. Deteriorating loan performance and tighter financing conditions are evident across BDC portfolios. At the same time, a looming maturity wall—large volumes of...
📺 STOP WAITING FOR THE BREAKOUT, TRADE THE RANGE FOR NOW Get today's newsletter: https://t.co/Rqp84Wg39F My core message to everyone today: stop expecting big follow-through and start trading the range that’s actually in front of you. That’s the environment right now: quick pushes,...
$LSBK has performed well over the 6 months since Stillwell filed a 13D (+22%) Stillwell (owns ~10%) is making his next move: nominating a director for the 2026 AGM and pushing for buybacks while the stock trades below TBV. He also warned...
European high‑net‑worth investors are gravitating back to alternative UCITS funds, a liquid hedge‑fund‑style vehicle, as assets under management rose 22% to $287 billion in 2025. The sector logged four consecutive quarters of inflows, the longest streak in four years, driven by...
Finian O'Shea of Wells Fargo just asked this question on this morning's $OBDC conference call and mgmt confirmed nothing behind the scenes, no bonus economics or shenanigans behind the $1.4bn private credit loan sale at par value to 4 institutional...
JM Financial Asset Management has launched a ₹1,500 crore pre‑IPO Alternative Investment Fund (AIF) under SEBI’s Category II, marking its entry into the pre‑IPO investment space. The fund will invest in companies slated to go public within the next 18 months, leveraging...
The UK government announced a £4 billion Industrial Strategy allocation targeting creative industries, with the British Business Bank taking a leading role. A £45 million cornerstone investment was made in Redrice Ventures, a seed‑stage investor for creative firms. The Bank is also...
JLL’s Hotels & Hospitality Group projects a strong rebound in global hotel investment, with 2025 transaction volumes rising 22% from the 2023 trough. The Americas posted the steepest growth at 27%, while Asia‑Pacific fell 20% but is slated for recovery...
J.P. Morgan now handles nearly two billion API requests each month, but only about 13% stem from direct customer‑initiated actions. Historically, open‑banking data flowed freely, enabling budgeting apps, lending tools and countless fintech services. In 2025 the bank began negotiating paid...
The SEC’s Division of Corporation Finance, led by James Moloney, announced a sweeping set of rule revisions that will affect disclosure, crypto assets, and reporting frequency. CFOs should anticipate changes to Regulation S‑K aimed at trimming immaterial disclosures, new interpretive guidance...
Macquarie has highlighted two key risks in PhonePe’s upcoming IPO: elevated Employee Stock Ownership Plan (ESOP) expenses that compress EBITDA margins, and a heavy reliance on a few revenue streams that could be hit by regulatory shifts. The broker estimates...
The volume of retail-focused private credit funds has ballooned over the last few years, and is expected to grow to trillions of dollars of assets in that next few years. This points to why this could challenge the broader industry:...
In an interview, Mohan Paranthaman and Karthik Iyengar of We Build Products argue that compliance agility, not sheer technology scale, is the true differentiator for banks and fintechs. They cite their experience at Citi, Shopify and other institutions to show how small,...
Carlyle’s Taj Sidhu expressed optimism about Europe’s private‑debt market, citing strong borrower resilience and attractive financing conditions. He highlighted low‑interest‑rate environments and a growing pipeline of mid‑market deals as catalysts for continued asset growth. Meanwhile, Configure’s latest M&A snapshot described...
Devarsh Vakil, head of prime research at HDFC Securities, says Indian equities are showing a broader base for upside after rebounding from the February 2, 2026 lows. He highlights resilient corporate earnings and a particularly positive outlook for financial stocks....
IHG Hotels & Resorts posted a 13% jump in operating profit to $1.3 bn for 2025, driven by a record 443 hotel openings that added 65,100 rooms. Group RevPAR rose 1.5% overall, with Europe‑EMEAA up 4.6% while Greater China fell 1.6%....
Between February 12 and 19, 2026, U.S. exchanges saw a flurry of 25 new exchange‑traded funds covering a wide range of sectors and strategies. Highlights include the first share‑class offering from F/m Investments, Simplify’s DBi CTA Managed Futures Index ETF,...
SEC Chair Paul Atkins used a Texas A&M law symposium to unveil a second wave of securities‑litigation and disclosure reforms. He urged Texas to consider "loser‑pays" fee‑shifting bylaws and to permit mandatory arbitration provisions for corporations incorporated under state law....
FTSE Russell reports that China’s economy remained robust in 2025, achieving its 5% GDP growth target despite a deceleration in the final quarter. Industrial activity continued to be a bright spot, offsetting persistent deflationary pressures. The slowdown to 4.5% growth...
Regional banks with $10‑$100 billion in assets leveraged mergers and acquisitions to outpace the broader market in 2025, boosting core deposits by more than 8% versus the industry’s 4% average. The 27 midsize lenders that completed deals saw a collective 29%...
FPIs have finally started some buying, it looks like - in equity, they've added about 14,000 cr. in Feb this far: https://t.co/6Ag6kWbKnh
Brookfield Asset Management announced the formation of a dedicated team to pursue 401(k) investment opportunities. The move follows a 40% increase in the firm’s private‑wealth capital‑raising last year, underscoring strong fundraising momentum. By targeting retirement‑plan assets, Brookfield aims to broaden...
Starbreeze Entertainment reported a 18.8% rise in 2025 revenue to SEK 221 million ($24.5 million), yet the company posted a larger net loss of SEK 402.7 million ($44.6 million). Quarterly sales slipped 10.7% in Q4, driven by a decline in third‑party publishing and mixed performance of...
