Investment Banking Social Media and Updates
Investment Banking Social Media and Updates
Defense tech is surging. 🚀 After Swarmer’s 500%+ IPO pop, who’s next? Using Crunchbase predictive intelligence, @crunchbasenews identified 12 defense startups most likely to go public based on funding, hiring, and growth signals. See the list.👇 https://t.co/Pt0IqLUH5c
That’s it! After being unanimously approved by both $WBD & $PSKY board of directors, WBD has now the date set for their shareholders to vote for or against #DavidEllison’s #Paramount deal to acquire WB: the special shareholders meeting is scheduled for...
Warner Bros. Discovery Sets Date for Shareholder Vote on Paramount Skydance Merger https://t.co/V3ENTx7eTr via @variety
Macro: convertible issuance funds growth but signals investor caution. Key: Liberty upsized $475M 0% convertibles due 2032, $37.44 conv (~30% premium). Risks: dilution, unsecured notes, redemption triggers. Trading insight: avoid new longs pre-conversion. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
This book has a few too many TLAs (three letter acronyms) but it also contains valuable street wisdom in thinking about selling your company. Read it now, years before you want to sell, and save yourself time and heartache. Magic...
I talk to delusional Series A founders every day. So now, I just tell them this. If your company does under $10M ARR, burns over $200k/mo, and has low Gross Retention…you are not worth $50-100M to anyone. Doesn't matter what your...
SK Hynix files for US listing that source says could raise up to $14 billion https://t.co/QBH8wtKrug
BOOM: Invesco to Acquire Superstate's USTB Tokenized MMF Management One of first acquisitions of a crypto-native fund by TradFi asset manager. TradFi now majority of top 10 tokenized MMFs $2.2T asset manager Invesco acquiring management of $USTB ($950M AUM, 5th largest tokenized...
$IMMX - Morgan Stanley initiates coverage with a $20 PT and an outperform rating, implying ~120% upside. https://t.co/Pd4uIH5BkI
Market is ignoring the looming governance catalyst. Super-voting shares are being phased out as two activists build meaningful stakes, one owning a highly complementary peer. With shares at multi-year lows and the biz stabilizing, the path to a buyout is increasingly likely....
Today's M&A notes $BLX.to to be acquired by Brookfield / La Caisse for $37.25 cash per share, 31.8% premium, $9.0 billion $TERN to be acquired by MRK for $53.00 cash per share, 6.0% premium, $5.7 billion $JHG / Trian bumped bid by 6.1%...
The $TERN / $MRK deal announced this morning provides a good case study on how Accelerate's AI agents quickly analyze a merger arbitrage investment opportunity: - Equity research agent: Paste target ticker. Agent generates an initiating coverage report on the target. -...
For those wondering if $MRK might be outbid, here are the deal termination terms from $TERN https://t.co/TbM3rWyEoG
It's amazing that 25 years after Gleevec we are still watching drug companies pay billions for new drugs for CML. And that, in Adam's previous story, a once deadly cancer was referred to as a chronic disease. Anyway, $MRK buys $TERN...
while you’re spending 30 years grinding one business to sell it for 4x… someone else is acquiring 16 businesses in 7 years and exiting the entire platform at 10x.
With M&A potentially hitting $600B in 2026, will SAP and Oracle be the big buyers, or will new mid-market players emerge? While some startups may go public, giants like Microsoft seem less at risk due to their AI investments. ...
You ate their RM1.30 sushi while they built a RM235M empire and now they want your money. Launch IPO Prospectus today, March 25, 2026. (Save this for later) The Summary List 1. The retail onslaught of Empire Premium. 2. Building a fortune on cheap localized...
$TERN M&A talks with $MRK Lot of upside positioning in it been highlighting, but need to see a stronger price tag https://t.co/MLOShQGHyF
“They’re all our clients, but I’m shocked that people are shocked,” JPMorgan’s commercial and investment bank. Until 5 years ago, I legitimately thought that private credit was funded by investors not bank debt - all a big RWA/capital game by...
lol Along with JPMorgan, Bank of America had created a strategy for some clients to bet against stocks with exposure to private credit. But the bank quickly retracted it and apologized for the idea, with its research analysts later attributing the...
GSP Crop Science - IPO : Listedt Flat to Positive ✅ Much better listing compared to yesterday's IPO ⭐ It listed at ₹328 with (2% listing gain)⬆️ We asked to AVOID this IPO. ❌ @champ_trader
The circular relationships within the private credit ecosystem are fascinating. For example, Cliffwater invests in Carlyle's private credit fund. On the other end, Carlyle's private credit fund lends to Cliffwater (first lien loan shown below). So it appears that ultimately, Cliffwater is lending...
Interesting: @OpenAI calls out @Microsoft reliance as risk in investor document ahead of expected IPO. cc @dvellante @furrier @dhinchcliffe @DavidLinthicum @MarshaCollier @waqasmakhdum https://t.co/dsbT4BKzZu
HMH files $231.4M US IPO (10.5M sh @ $19–22). Macro: energy recovery lifts services. Key: drilling-equipment focus; led by J.P. Morgan/Piper Sandler/Evercore. Risks: cyclicality, oil-price volatility. Trade: selective long on rig-count breakout 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
$25B in orders on $EA’s $15B debt deal. Oversubscribed. Getting done. Capital markets are wide open… For the right issuers at the right price with the right Saudi SWF backstop.
Democratic Senators Demand FCC Conduct Foreign Investment Review of Paramount-Warner Bros. Deal Over Backing by Middle Eastern Funds, China’s Tencent https://t.co/hEDGRnqwMl via @variety
I have trouble believing that OpenAI is offering PE firms a "guaranteed minimum return of 17.5%" on preferred shares. This is the rate offered by highly distressed firms or those in contentious bankruptcies - not a firm operating as a going...
This is a US Treasury auction schedule and it’s actually a liquidity map in disguise. Here’s the simple breakdown:
Worst IPO Listing :(-25%) 🚨 Innovision IPO : Listed at ₹467 Listed at discount of 10% 🔻 After listing it slips below 25%📉 We asked to AVOID ❌ Stay connected for other IPO also. @champ_trader
The re-Post Officication of telecoms was not something I expected to read this morning: Poste Italiane launches €10.8bn bid for Telecom Italia via @FT https://t.co/gR3vmnrlkX
BofA: Weaker stock prices were behind the jump in share buybacks and M&A spending in 2015 and 2018. https://t.co/zOxaox8YSB
How do you build a company that $JNJ will buy for $15 billion? Listen here.
It is solely done to paint a narrative where the combined Tesla/SpaceX company (yes, this is going to happen) will need to raise $100 billion to keep the party going for Musk a few years more If this doesn't happen, we...
This is maybe not this week or even next month, but this is a failed auction waiting to happen. #TreasurySupply
🆓 Sunday links: the international stock turnaround, the 2026 IPO market, and the hollowed-out IRS. https://t.co/K7y1GDtIFd chart: https://t.co/1ZhwExGXjm https://t.co/HDuoFmgAEw
A bit of weekend announcement aimed at stabilising soaring mortgage rates FANNIE, FREDDIE PLACE LARGE BIDS FOR MORTGAGE-BACKED SECURITIES
The $200bn capital boost to US banks. More on this in the Chartbook Top Links of today. https://t.co/Z0naICa1tz
#ThisDayInTechHistory. March 21, 2005. Yahoo announces that it will acquire the popular photo service Flickr. #Technology #Takeovers #History https://t.co/GxEp7H0Jm9
"It’s perhaps no coincidence that low-float IPOs tend to perform poorly in their early years. Since 1980, there have been 11 firms that went public with a sub-5% float and inflation-adjusted annual sales of at least $100 million. All but...
"...in part because of post-IPO lock up periods, the median IPO’s free float share has typically climbed in the months following its launch." - Goldman https://t.co/bKTk8L4OEK
Several state broadband associations -- plus @NEWSMAX -- today asked the U.S. Court of Appeals for the D.C. Circuit to block @NXSTMediaGroup-@TEGNA merger, which closed on March 19, 2026, the same day the $6.2 billion deal was approved by the...
There is a new meta for merger arbitrageurs, such that traditional antitrust analysis is outweighed by the acquiror's political clout. In particular, if the acquiror employs Mike Davis, their M&A deal is getting done. https://t.co/B0QuYUxxv2
My thoughts on how private credit mangers can rebuild investor confidence in this weekend's @barronsonline: First, they should cut fees: "A lower fee structure would go a long way toward improving managers’ standing with investors". Investors will return to the asset...
Tokenization and the Future of Securities: Modernizing Our Capital Markets | U.S. House Committee on Financial Services Democrats https://t.co/DIllwrCy1U
It is as if the media is unaware of the broadly syndicated loan market https://t.co/7VASp4fFsN
Quick Biotech IPO stats for 2026, with six offerings: $AKTS $AGMD $EIKN $SGP $MANE $GENB - Average post-IPO stock performance (offer price to 3/20/26 close): +38%. Without $MANE, avg is negative. - Median post-IPO stock performance: -24% - Total IPO gross proceeds:...
Regulators proposed Thursday letting banks hold less capital, freeing billions for lending, while critics say it increases risks of crises and bailouts.
🚨Small modular reactor and nuclear fuel startup X-energy is going public via IPO. #energy #nuclear link to @axios’ @ChuckMcCutcheon’s item in next post.
I’m sure there’s no desire, or rush, to go public anytime soon, clearly. But as a thought exercise, based on their current numbers: >$1.5b revenue >$250m adjusted EBITDA >10% organic ARR growth >ca$1.4T technology services TAM What do you think the public markets would pay for...
Yields on the two-year Treasury note are up 0.516 pp since Feb. 27, the day before strikes on Iran, to 3.893%. That’s the highest close since July. The gain over the last three weeks is the largest since May 2023 (the...
