Africa’s MTN Group to Acquire IHS Holding for $6.2 Billion in Cash
MTN Group announced a $6.2 billion cash acquisition of IHS Holding, offering $8.50 per share—a 2.53% premium to the prior close. The deal will be funded by $1.1 billion of MTN cash, $1.1 billion from IHS’s balance sheet, and a rollover of existing debt, with a requirement of $355 million cash at closing. IHS, a leading tower and fiber operator in Africa and Latin America, will join MTN’s existing 24% stake, bringing the combined entity to roughly 7 times EBITDA. The transaction is slated to close in 2026 pending asset sales and regulatory approvals.
Danaher to Acquire Masimo for $9.9 Billion
Danaher Corporation announced a $9.9 billion cash deal to acquire Masimo Corporation at $180 per share, a 38.3% premium. The acquisition will place Masimo as a standalone unit within Danaher’s Diagnostics segment alongside Radiometer and Beckman Coulter. Danaher expects the transaction...
Kennedy-Wilson to Be Acquired by a Consortium Led by CEO McMorrow and Fairfax Financial for $6.16 Billion
Kennedy-Wilson Holdings announced a definitive agreement to be acquired by a consortium led by its CEO William McMorrow and Fairfax Financial for $6.16 billion. The deal offers $10.9 in cash per share, a 10.21% premium to the last closing price. Fairfax...
Insights From Jeremy Grantham: Bubble Risks in Today’s Market
In this episode, Jeremy Grantham discusses the persistent risk of bubbles in today’s market, emphasizing that while transformative tech narratives—especially around AI—can be genuine, they often inflate valuations beyond realistic expectations. He warns that the real bubble may lie in...
Top Superinvestors Are Buying Cal-Maine Foods Inc. (CALM)
The episode reviews recent 13F filings that show several top institutional investors, including Bridgewater, Gotham, Fisher, AQR, GMO, Pzena, and newcomer Bill Miller, increasing or initiating stakes in Cal-Maine Foods, the largest U.S. egg producer. The analysts cite Cal-Maine’s defensive...
Transocean to Acquire Valaris in $6.5 Billion Offshore Merger – Merger Arbitrage Mondays
Transocean Ltd. announced an all‑stock acquisition of Valaris Limited for $6.51 billion, offering a 31.6% premium and an exchange ratio of 15.235 Transocean shares per Valaris share. The combined entity will operate 73 rigs across ultra‑deepwater, harsh‑environment, and jackup segments, creating...
Buy-Side M&A Process (The 7 Fundamental Steps Explained)
The article outlines a Buyer‑Led M&A™ framework that restructures the buy‑side acquisition journey into seven disciplined steps, from strategic target list creation to post‑merger integration. It emphasizes intentional deal sourcing, a unified data platform, and parallel diligence‑integration planning to achieve...
Morning SPAC News Roundup: February 13, 2026
The Morning SPAC News Roundup for February 13, 2026 was published on SPAC Insider, offering a curated list of SPAC‑related developments. Access to the full content requires a paid monthly subscription, limiting free readership. The post includes typical market commentary, deal announcements,...
InsideArbitrage Event Driven Monitor – February 13, 2026
InsideArbitrage’s February 13 2026 Event‑Driven Monitor bundles a wave of corporate actions across M&A, shareholder activism, insider buying, SPAC listings, and buyback authorizations. Highlights include Sumitomo Forestry’s $4.5 billion acquisition of Tri Pointe Homes at a 28.5% premium, shareholder approvals for the Qorvo‑Skyworks and...
Willow Lane Acquisition Corp. II (WLIIU) Prices $125M IPO
Willow Lane Acquisition Corp. II announced pricing of its $125 million initial public offering, with units set to begin trading on Nasdaq under the ticker WLIIU on February 13, 2026. The SPAC, led by CEO B. Luke Weil, CFO George Peng and COO Marjorie Hernandez,...
The Shrinking Safe Harbor
The Ninth Circuit in Funko v. Const. Laborers Pension Trust held that a forward‑looking risk disclosure can lose PSLRA safe‑harbor protection when an alleged omission suggests the risk has already materialized. The panel reasoned the disclosure implicitly comments on the...
RF Acquisition Corp. III (RFAMU) Prices $100M IPO
RF Acquisition Corp. III priced a $100 million initial public offering and will begin trading on Nasdaq under the ticker RFAMU on February 13, 2026. The SPAC is led by Chairman and CEO Tse Meng Ng and CFO Chee Soon Tham, with a...
New SPAC: BHAV Acquisition Corp. (BHAVU) Files for $100M IPO
BHAV Acquisition Corp. (ticker BHAVU) filed a Form S‑1 to launch a $100 million special purpose acquisition company (SPAC) IPO. The filing positions BHAVU to target strategic acquisitions in the technology and semiconductor sectors, with a particular focus on Intel‑related opportunities....
Dr. Christian Weedbrook and Bill Fradin on Xanadu’s $3.1B Quantum SPAC Deal (CHAC)
Xanadu, the Canadian quantum‑computing startup, announced a $3.1 billion business combination with Crane Harbor Acquisition Corp., a special‑purpose acquisition company listed on NASDAQ. The deal, disclosed in November, positions Xanadu as one of the few quantum firms to go public via...
XFLH Capital Corporation (XFLH.U) Prices $100M IPO
XFLH Capital Corporation priced a $100 million initial public offering, with its units set to begin trading on the NYSE under the ticker XFLH.U on February 12, 2026. The SPAC is led by CEO Yanzhe Yang and CFO Tianshi Yang, and its board...
DAT Question for Clear Street
Clear Street (CLRS) is set to price its IPO at $40‑44 per share, aiming to raise roughly $1 billion. The offering values the company at about 12 times revenue and over 25 times adjusted EBITDA, positioning it among high‑multiple fintech peers. Founded in...
Canada’s Merger Guidelines: Size on Trial
Canada’s Competition Bureau has released draft merger enforcement guidelines that embed structural presumptions, mirroring the 2023 U.S. thresholds of a post‑transaction HHI above 1,800 and a combined market share over 30 percent. The draft also eliminates the statutory efficiencies defence...
Cooley’s 2026 Year Ahead for Life Sciences M&A: Competition and Creativity in a Dynamic Environment
Life‑sciences M&A rebounded in 2025 after a brief slowdown, highlighted by J&J’s $14.6 billion Intra‑Cellular acquisition and a surge in platform‑focused deals addressing $150 billion of patent‑cliff risk. Regulatory dynamics shifted as the FTC adopted a more predictable, traditional antitrust approach, while...
Climate Disclosure and the Transformation of Gatekeeping
The SEC’s proposed 2024 Climate Rule would require large accelerated filers to disclose Scope 1 and Scope 2 greenhouse‑gas emissions and obtain third‑party assurance, mirroring EU sustainability mandates. Under Section 11, underwriters remain liable for non‑expertised portions of registration statements, shifting risk when...
JOSS Realty REIT (JOSS) IPO Deck
JOSS Realty REIT announced its initial public offering in a February 2026 investor deck. The REIT will acquire and actively manage multi‑tenant office assets located in the United States' top‑25 metropolitan areas. Its strategy centers on driving value through aggressive leasing,...
Guest Post: Low-Float IPOs and Pump-And-Dump Risk
Recent securities class actions against Charming Medical, PomDoctor, China Liberal Education Holdings, and Picard Medical illustrate a growing litigation focus on low‑float IPOs and social‑media‑driven pump‑and‑dump schemes. Plaintiffs allege that thin public floats, concentrated insider ownership, and inadequate IPO disclosures...
Risk Arbitrage Series: ROK Resources Inc. And a Counterparty Default
The episode dissects the going‑private deal of ROK Resources by Blue Alaska Oil Trading, highlighting how a seemingly straightforward transaction with a 27.5% premium unraveled when the acquirer defaulted on its cash payment, prompting a deadline extension to March 17,...