Investment Banking Social Media and Updates
Investment Banking Social Media and Updates
Investment Banking Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
$ONL is a left-for-dead small-cap REIT spin-co. - Entered a cooperation agreement with Kawa Capital (~10%) and launched a strategic review - Kawa offered $2.75/sh last year (stock ~$2.55 today) - Board rejected it as undervaluing, triggering a proxy fight from Kawa. https://t.co/UAlAiUmg9p
Today's M&A and SPAC notes $ACLX to be acquired by GILD for $115 cash + CVR worth up to $5, 79.4% premium, $7.8 billion $VRE to be acquired by Affinius Capital / Vista Hill Partners for $19.00 cash per share, 23.2% premium,...
Consolidation in Oil & Gas keeps accelerating - $KNTK is reportedly being approached by $OXY-backed $WES. - Delaware Basin pipeline operator is up 10%+ on the news and even more ytd - Upside looks limited, any deal likely prices near the current mcap....
Merger Monday….ACLX (Arcellx ) being bght for $115 cash per shr +CVR worth as much as$5
$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
Mergers & Acquisitions 101 M&A and how you can profit from it Here’s what you’ll learn: • What Is M&A? • Why M&A? • Types of M&A Deals • How M&A Works • Benefits of M&A • The Risks • Who Drives M&A? • The Hard Truth • Serial Acquirers 📚 Grab...
Almonty seeks $112.5mn to advance Montana tungsten, Portugal Panasqueira expansion, and Korea Sangdong Mo drilling. https://www.metalnomist.com/2026/02/almonty-tungsten-funding-targets-1125mn.html
A seller with no succession plan Is the most motivated counterparty in any negotiation on earth
The European Commission has launched another attempt to reform capital markets, rebranded as the ‘Savings and Investment Union’. https://t.co/UQ2DvCgG3f
Banks won’t lend you money for: – A nightclub – A Shopify store – A crypto token But they’ll trip over themselves to fund: – A plumbing company with 30 years history – A logistics business with 5 contracts – A clinic throwing $500K/year The capital exists. You’re just...
US GDP: A gauge of underlying domestic demand—real final sales to private domestic purchasers (GDP less inventory change, net exports, and government spending)—grew at a 2.4% annualized rate in Q4 https://t.co/XefZvVp18v
Macro: HSBC trims ~10% of US DCM in broader $1.8bn cost overhaul and pivot to Asia/Middle East. Key factors: management cuts, M&A/ECM pullback. Risk: execution/credit cycles. Trade: favor Asian bank equities. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
🚨NEWS: Moelis has been retained to sell Wasserman, source tells Sportico. Moelis has been active in the space. Presided over, among others, Goldman buy of Excel Sports and Athlete’s First sale to General Catalyst.
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.
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...
Blue Owl is permanently halting redemptions at its inaugural non traded private credit fund for retail investors as part of a plan to instead sell down assets over time. With @EricGPlatt https://t.co/GmiIAdaLVK
Month-to-date SPAC statistics: IPOs: 21 Definitive agreements: 1 As Jerry Seinfeld said, "That's not gonna be good for anybody."
My favorite part of my job is working with C-suite officers. Right now, I’m helping build the Office of a CIO ahead of a corporate split. Day 1, she inherits a brand-new company. We meet daily and work through org design, capital allocation,...
Periods of high return dispersion are an opportunity for investors. As return performance gaps widen and valuation spreads develop, the ability to quantify the current rotation regime and anticipate the next one can deliver outperformance relative to...
Largest merger arbitrage books (by 13-F*) Pentwater: $10.6 billion HBK: $8.1 billion Millennium: $7.8 billion Balyasny: $5.3 billion Fidelity: $4.4 billion Citadel: $2.9 billion Qube: $2.7 billion AQR: $2.4 billion Glazer: $2.3 billion Magnetar: $2.1 billion h/t Cantor
Record bond issuance. Record trading volumes. Tighter spreads. More supply should widen spreads. Instead buyers are so hungry that more issuance actually improves liquidity and compresses risk premiums. This works until it doesn’t.
Today's M&A and SPAC notes $IHS to be acquired by MTN Group for $8.50 cash, 3.3% premium, $6.2 billion $MCW to be acquired by Leonard Green & Partners for $7.00 cash, 16.5% premium, $3.1 billion $POLE / StoreDot deal terminated $AACIU $225 million IPO https://t.co/ugQ3GsLFCw
Clean Max Enviro IPO Review Detailed Analysis about the Company Final Decision https://youtu.be/rAJXURG4Tlc #ipo #ipoalert #cleanmaxipo
Remember the excitement in the business media about the Gemini IPO? $GEMI The shares have crashed from over $45 to $6... Remember the softballs thrown to the executives and the admiration bestowed on the Winkelvoss twins by the Fin TV community? I do....
AMC moving to clean up its maturity wall. $2.5B package taking out 2027 notes (12.75%) and 2029 TL If it prices well, decently lower interest burden. $AMC
New: Paramount is taking Warners up on its offer. Says in statement that it's "prepared to engage in good faith and constructive discussions" while also proceeding with tender and proxy fight.
🚨 News: @followarmstrong Enters into Definitive Agreement to Acquire @MCTVOhio from the Gessner family | https://t.co/fFOMiRLbGY https://t.co/VATsTCCLBE
The FTC has signed off on Sony's $460 million deal to acquire the Peanuts franchise, per a Hart-Scott-Rodino filing. Deal was announced in December. https://t.co/Y9ayPm2bI8
🔬 Research links: the stocks retail investors favor, the impact of IPO timing, and why base rates matter so much. https://t.co/cjmTGAY0wz chart: https://t.co/rvyduDs39u https://t.co/EKv26rorKm
china’s two ai model company minimax and zai have grown 2x in public markets in the last month they’re now $30-35b companies surely that should prompt western labs to go public already
Contact Energy seeks US$316 million equity raise to lead New Zealand’s renewable energy transition #energysky -- via pv-tech: https://t.co/CQl7b5EnIT
Today's M&A notes $MASI to be acquired by $DHR for $180.00 cash, 38.3% premium, $9.9 billion $KW to be acquired by $FFH.to for $10.90 cash, 45.9% premium, $6.5 billion $ZIM to be acquired by $HLAGF for $35.00 cash, 125.8% premium, $4.2 billion https://t.co/ayupP5Rv2J
What a re-rating for Walmart stock. From 6x EBITDA in 2011 to 23x today. Sometimes buying good businesses cheaply just works. https://t.co/ORuNNv1HBY
Just a few days ago: "It feels like the next act already has been written. The 'Davids' get over themselves, Paramount raises its bid and then Netflix has a decision to make. Right now we're just in an intermission." https://t.co/bmehOb9b18
#DEBS to do a fundraise of around £35m at 20p a share. Reiterates it's previous financial guidance and expects a lot of cost to come out of the business. New focus on Cash Flow.
Big deal scoop by @sindap and @mroliverbarnes - US healthcare manufacturer Danaher is closing in a $10bn deal to buy medical tech group Masimo. A deal could be announced as early as Tuesday provided it does not hit any last-minute...
Unsure whether this will be because they're in the money or via an out-of-court restructuring
Our story on PE giants like Blackstone, KKR, EQT's attempt to tap Japan's wealthy retail investors for funds as institutional money wanes. Most see Japan as the largest private wealth opportunity outside of the US, but the market comes with...
Daré Bioscience with an approved product and a pipeline in women’s health is raising money from investors in a crowdfunding like construct (reg A offering with minimum investment of $250). https://t.co/NA3JKe6Irg haven’t seen too many of these
