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
Q1 saw rare consumer megadeals as firms seek scale to counter slowing growth, tariffs and shifting tastes. Risks: integration and regulatory hurdles. Trade insight: buy McCormick for M&A premium capture. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
We know that OpenAI and Anthropic want to go public. The question is why, in an age of "stay private longer" https://t.co/6SiRk8bCTb
ICYMI: The HumanX & Crunchbase AI Funding Report is out. In 2025, AI companies raised $211B, nearly half of global VC. See where capital is flowing now, & which companies presenting at HumanX may be poised for funding, acquisitions, or...
NEW ODD LOTS: This is what investment bankers actually do all day. @tracyalloway and I talk to Scott Bok, former longtime CEO of Greenhill & Co, to understand better what the industry does and why companies pay up for their services https://t.co/bLORIQJ8Oq
I joined @jonathanmaze on his "Deeper Dive" podcast earlier this week to discuss the Sysco/Restaurant Depot deal. #restaurant #distribution #Sysco $SYY https://t.co/aJyWwsj04T
19 written questions. That's what a client brought to our meeting. But they were all asking the same thing: Can I trust you? Here's what that revealed about financial advisory.
Caixin: "For the first quarter of 2026, dim sum issuance totaled nearly 400 billion yuan, up 14% from a year earlier." https://t.co/yksX2koWPr
OpenAI buying a podcast for a few hundred million and SpaceX IPOing for a $2 trillion feels like a wierdly localized form of ZIRP. https://www.wired.com/story/openai-acquires-tbpn-buys-positive-news-coverage/
SpaceX trying to go public at 80x forward sales, 500x forward earnings, and 125x forward EV/EBITDA multiple https://t.co/rk6SKuODJy
Space sector seems to be heating up in anticipation of SpaceX IPO. Buy the rumor sell the news? https://t.co/sbYe78s3xY
Crunchbase called it. In March, our predictive intelligence confirmed 731 predictions. We flagged Granola’s $125M round months early and RIVR as an acquisition target before Amazon made it happen. Not guesswork. Powerful predictions that give you an edge. 🔮 https://t.co/ykNPWspQ8D
Blue Owl's non traded BDC, OCIC, received redemption requests for 21.9% of the fund. Is it cooked? No, it'll be fine. Here's why: 1) Portfolio turnover and 5% quarterly tender - OCIC tenders for 5% of its fund each quarter (20% per annum),...
LIVE - Buying a Business? What You NEED to Know First with Chris Papin https://t.co/2ry1qMoroe
Medallia loan value continues to decline, with latest marks at 69. With the term loan in distress, the $5.1 billion of equity has certainly been vaporized. This -100% private equity loss surpasses any private credit loss by an order of magnitude. Where's...
Blue Owl Credit Income (OCIC) with 21.9% tendering for redemption and Blue Owl Technology Income (OTIC) with 40.7% tendering for redemption makes sense as both have publicly-traded "sister" funds that trade at large discounts to NAV: Blue Owl Capital $OBDC trades...
She dropped a 600-word equity research note in 2007. It erased $369B in market cap, ousted a CEO, and made her a Wall Street legend.
Gilts are to the sitting UK government what Spoos is to Trump; the game will continue until either market says no more.
Macro: coastal marine services consolidate. Key: OTH buys Bellhart, adds 3 NC hubs to cut third‑party costs. Risk: low margins, approvals. Trade: buy OTH on weakness. 🚤 — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Wow, borrowing costs on Oracle data center projects have widened to as high as S+450 $ORCL is IG. The data centers being built for Oracle are pricing like high yield.
China’s No 3 foundry Nexchip files for Hong Kong listing to scale output Wave of Chinese tech listings builds in Hong Kong as semiconductor groups plan expansion to meet domestic demand... https://t.co/rcA6r9CkE2 via @scmpnews
Macro: LEO consolidation accelerates as Amazon eyes Globalstar (GSAT +12%). Key: Apple’s 20% stake complicates talks; SpaceX competitive pressure. Risk: deal uncertainty, regulatory review. Trade: buy on confirmed deal. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Wow, $AMZN in talks to buy $GSAT Been solid one all year, Jan 2028 calls hit my alerts 3/31 https://t.co/OvcOV5QTT1
my friend owned one radiology clinic then he acquired 23 more structured correctly zero personal capital exited the platform for $200M he didn't work harder he learned a different game
Thoguhts? We discuss the historic announcement of SpaceX's IPO, which could raise 40 to 80 billion dollars and value the company at over 1.75 trillion. We explore how this would make SpaceX one of the top seven most valuable companies...
Figma holds two stock price records: 1. Biggest "IPO pop" of major IPOs (or any SaaS company) since 1999 2. Largest subsequent loss from the IPO pop after 6 months (see thread) https://t.co/Z7h6AnLHkI
SpaceX is said to plan analyst day, data center tour amid IPO preparations @seekingalpha @wallsthorizon @christinelshort https://t.co/dgH1iq69mo
🆓 Wednesday links: defending private credit, the rush to IPO, and turning misfortune into content. https://t.co/FjF6EvQcdR image: https://t.co/JLHc6phWc7 https://t.co/NpoUqeZdSW
"Don Corleone, I am honored and grateful that you have invited me to your daughter's wedding. And I pledge my ever-ending loyalty." — Luca Brasi The big story beneath the story of OpenAI's $122 billion at an $852 billion valuation is...
Pretty momentous day when SpaceX files for possibly the largest IPO ever. I remember when VC colleagues used to say this company had stalled at $1B or so of revenues, and that a space taxi company could only be *this* big,...
In this episode, Jeremy breaks down the art of buying versus starting from scratch, teaching you how to identify the right businesses to acquire, mitigate risks, and exponentially increase your valuation through strategic scale and financial engineering. Tune in now: 📺 :...
SpaceX IPO likely in June. Here is how I'm thinking about participation: 1)priced at $1.75T i'll buy zero shares 2)priced at $1.5T i'll buy 25% position 3)priced at $1.25T i'll buy 50% postion 4)priced at $1T i'll buy a full position
JUST IN: Elon Musk owned SpaceX has confidentially filed to go public through an IPO SpaceX submitted its draft IPO registration to the 🇺🇸 SEC. The filing puts it on track for a June listing
"Rumors that SpaceX will buy GlobalStar were the buzz at SatShow 2026 last week." https://t.co/YuUnHqkpoE “I think everyone’s convinced that there will be a sale of Globalstar,” @TMFAssociates , founder of the satellite research firm TMF Associates, told @malleven33
Last year, the Crocs brand sold ~129 million pairs of shoes - or nearly 6x greater than the ~22 million pairs that were sold under the HeyDude brand. In early 2022, Crocs paid ~$2.5 billion for HeyDude. The company's market cap is...
Julian Hearn just sold Huel to Danone for €1bn. he walked away with £420m personally. that is 49% of the exit. most DTC founders who raise that much end up with 15%. two things made the difference: how he built the business, and...
One impact of remote or partially remote teams - lower purchase price if startup goes for a smaller exit / M&A (or in some cases acquisition doesnt happen at all) Reason: fewer buyers want fully remote teams, or teams w key...
And @tedcruz & @ChrisRuddyNMX & @AGomezFCC have a problem with the @NXSTMediaGroup - @TEGNA merger at $6.7 billion. #pathetic
JUST IN: OpenAI's $122,000,000,000.00 raise will cover operations for just 18 months before they need more funding.
JUST IN: SpaceX formed a 21-bank syndicate to handle its IPO, marking one of the largest private-to-public tech listings in years according to Reuters.
Megadeals are keeping the bankers and lawyers busy on Wall Street. It’s been the best start to the year ever for transactions valued at $10 billion or more. https://t.co/99uezBcTRB
When acquiring a business, building a deal flow engine is key. Here are three things I've learned about building a deal flow engine:
OpenAI completed the largest funding round in Silicon Valley history, raising $122 billion ahead of a blockbuster IPO expected by the end of the year https://t.co/jq6mF0qHvN via @WSJ
OpenAI adds $10 billion to its massive fundraising haul, including $3 billion from individuals. https://t.co/fYFIkCIpZB
When MDM Gets Absorbed: What the SAP-Reltio Deal Means for Customers Who Aren't SAP Shops https://t.co/pLHhNYHSPA
Hearing on $UNIT -- T-Mobile and TPG are partnering on a bid to acquire Uniti Group [NASDAQ: UNIT], according to sources. TMT FINANCE
Looks like some private credit is good. With Apellis $APLS set to be acquired by Biogen $BIIB, Sixth Street $TSLX is likely to earn a prepayment fee on its term loan (which is at SOFR + 575). https://t.co/AS5W0OFzUn
Some additional thoughts on the Sysco acquisition of Restaurant Depot (which still needs to get regulatory approval.) Here's a short thread but I'm curious what people in the #restaurant industry think about this deal? 1/10
$MSOS @thestreetpro Apropos to the possibility of takeover optionality in cannabis stocks mentioned in my previous post: https://t.co/PAAYQbNLtA In the first real precedent of tobacco companies taking an equity stake in cannabis - $BAT has elected to convert its debenture into...
The IPO window is back, & 2026 could be unprecedented. 🔥 In an interview with @SchwabNetwork, Crunchbase Research Lead @geneteare explains how AI is driving record venture funding & what an @OpenAI IPO could mean for the market. Watch the conversation. 🎥:...
"Valuation is a story" Great thoughts on Allbirds from @ProfPaulNary who I encourage you to follow for his thoughtful insights on the M&A space.
