Know What's Happening in M&A
Know What's Happening in M&A
Walmart is mandating that owners of its newly released Vizio smart TVs sign in with a Walmart.com account to access streaming apps. The policy follows Walmart’s 2024 $2.3 billion purchase of Vizio and is designed to fuse TV viewing with shoppable advertising and retail data.
Native Instruments, a leading music‑software and hardware maker with 25 million users, filed for insolvency after years under private‑equity ownership. DJs and producers blame the financial engineering of its investors for the firm’s collapse, despite a pandemic‑driven sales surge. The company...
Unverified reports suggest Detroit Pistons owner Tom Gores is in talks to buy the San Diego Padres, highlighting a broader trend of private‑equity firms targeting marquee sports franchises. While deal specifics remain undisclosed, recent NBA expansion fee estimates of $15‑$20 billion...
FiEE, Inc. announced a $3 million investment that includes a $51,000 equity purchase and a $2.9 million convertible loan, giving it a 51% stake in YinLian Culture and control of the AI‑powered Maltose Culture music ecosystem. The move aims to embed AI‑generated...
U.S. District Judge Troy L. Nunley ordered a temporary halt to Nexstar Media Group's $6.2 billion purchase of Tegna Inc., citing antitrust objections raised by DirecTV and several state attorneys general. The pause gives regulators time to assess whether the combined...
Beretta Holding announced a near‑9% equity stake in Sturm, Ruger & Co., sparking a board‑approved poison‑pill defense to deter hostile moves. While Beretta says it does not seek control, it plans to discuss operational and strategic collaborations with Ruger’s management....
$LVMH laid out the strategy driving their acquisitions in 2002 Holding so many different luxury goods businesses would help to balance the cyclicality of each category. “Wines and spirits are stable businesses with long cycles” versus luxury fashion and ready-to-wear...
Several major U.S. real‑estate brokerages announced strategic team acquisitions and geographic expansions this week. eXp Realty welcomed the high‑performing Maximum Tampa group, which generated nearly $52 million in 2024 sales, while Compass added the billion‑dollar Avenue Realty Group in Virginia. Real...
Palladium Healthcare announced it will acquire DME Express, a durable medical equipment provider, from Waypoint. The deal, terms undisclosed, adds a national DME platform to Palladium’s growing healthcare services portfolio and reflects accelerating consolidation in the DME sector.
Bear Den Partners has merged Berkshire East Mountain Resort and Catamount Mountain Resort, creating a four‑mountain alliance that includes Burke Mountain and Smugglers’ Notch. The deal, announced on Feb. 11, adds to Bear Den’s $11.5 million bankruptcy‑sale acquisition of Burke Mountain and...
Info Edge approved a strategic swap, selling its 26.14% stake in Shopkirana E Trading to Trustroot Internet for $32.97 million and receiving preference shares that give it a 2.13% indirect holding in Trustroot. The company will also inject $1.72 million, bringing total...
Carl Hart has founded Millbank Capital, a Dallas‑based private equity firm that will target mid‑market companies facing succession gaps as baby‑boomer owners retire. The firm hopes to capture a share of the $14 trillion business value slated to change hands over...
The single largest shareholder in IJM just refused to vote on a RM3.15 per share takeover bid worth RM11b in total. That silence is not neutral — it is doing something specific. (Abstentions in public M&A rarely mean “no opinion.”) EPF, IJM’s...
The collapse of Larry Ellison's net worth since the start of Warner bidding is something. It has fallen by more than half, and is down $60 billion this year alone. He's worth 'just' $188 billion. He's highly leveraged. https://t.co/NBLRzGFr91
The Fertitta family, owners of the Houston Rockets, are set to buy the WNBA's Connecticut Sun for a record $300 million, with the franchise slated to move to Houston for the 2026 season and be renamed the Comets. Tilman Fertitta, a...
MarshBerry reported 55 RIA M&A deals in January‑February 2026, an 8.3% decline from the record‑setting 2025 pace but 14.5% above 2024, indicating sustained deal flow. Private‑capital‑backed buyers accounted for roughly 69% of transactions, with Hightower Advisors, CAPTRUST and Mercer Advisors...
SEALSQ Corp announced a Letter of Intent to acquire quantum‑interconnect specialist Miraex, granting a 60‑day exclusivity period for due diligence and targeting a June closing. The deal will be financed through SEALSQ’s Quantum Fund and is binding on Miraex. Miraex’s...
Japanese electronics giants Mitsubishi Electric, Toshiba and Rohm have signed a memorandum of understanding to begin talks on merging their power semiconductor businesses. The three firms, which together will hold about 11% of the global market by 2025, aim to...
Insurance M&A activity stabilized in 2025 after a steep 40% drop from 2023, with 211 carrier and broker deals globally, up from just over 200 in 2024. In the U.S. and Bermuda, 455 deals were recorded, but P/C carrier volumes...
An important reminder if you work for a family office or just a HNWI and you've done a wonderful job allocating their capital across various asset classes: fixed income, real estate, public equities, PE, venture capital, private credit, commodities, and traditional...
Former President Donald Trump is set to headline a Saudi‑backed investment summit in Miami Beach, drawing sovereign‑wealth officials and billionaire financiers. The event comes as the Iran‑Israel war pushes oil above $110 a barrel and rattles equity markets, raising stakes...
DKSH Holding AG disclosed a deal to purchase AIC Ingredients Sdn Bhd, a Malaysian bakery‑focused functional‑ingredients maker. The transaction, slated to close in Q2 2026, will create a third ekpi pillar in Malaysia and broaden DKSH’s food‑blending capabilities across Southeast Asia.
Toys “R” Us Canada has filed to start a formal sale process, seeking court approval in April 2026 with bids expected in May and a potential closing by mid‑July. The retailer’s footprint has shrunk from 81 stores in 2021 to just...
Ceconomy announced that Austrian authorities may block JD.com Inc.'s €2.2 billion (~$2.5 billion) offer to acquire the German consumer‑electronics retailer. The Austrian Federal Ministry of Economy has expressed doubts about the transaction’s approvability and refused to join a joint solution‑finding process. Ceconomy...
Rocky Mountain Public Media and Community Radio for Northern Colorado, the operator of KUNC, have signed a nonbinding agreement to explore a merger. The proposal would combine finance, fundraising and human‑resources functions while keeping both stations locally owned and pledging...
Meta has acquired Moltbook and folded its agent‑to‑agent directory into Meta Superintelligence Labs, signaling a pivot from experimental autonomous buying to a core commerce infrastructure. The integration eliminates traditional human‑behavior signals at checkout, replacing them with "agentic telemetry" that validates...
Versant, the parent of MS NOW and CNBC, is in early‑stage talks to acquire Vox's podcast division, which produces roughly 40 shows. The potential purchase aligns with Versant's strategy to broaden its political news, opinion, sports and entertainment verticals beyond traditional...
Citigroup executives are quietly evaluating a purchase of a major U.S. regional bank to dramatically boost deposits, a stark departure from CEO Jane Fraser’s recent focus on organic growth. Potential targets such as Truist and PNC each hold roughly $500 billion...
Janus Henderson Group plc will hold a shareholder vote on April 16, 2026, to approve a merger with a Jupiter subsidiary owned by funds linked to Trian Fund Management and General Catalyst. If approved, each JHG share converts to a...
IB at Goldman Sachs. PE at TPG. Then he pitched a $1B restaurant buyout at Paulson — now he’s fixing another $1B mess.
Sax Advisory Group announced the acquisition of CoMetrics Partners, a boutique consulting and technology firm, expanding its turnaround, profit‑optimization and performance‑analytics services. The deal brings three CoMetrics partners and the entire staff into Sax’s Parsippany, New Jersey headquarters, though financial terms...
Unilever is advancing talks with McCormick to spin off its Foods division, valued at roughly $33 billion, using a reverse Morris trust that sidesteps capital‑gains tax. McCormick, worth about $14.5 billion, would acquire the unit and grant Unilever shareholders a majority stake...
Primary Wave Music announced a definitive agreement to acquire Kobalt, with Brookfield joining as a strategic investor, creating a sizable independent publishing alternative. The U.S. Supreme Court unanimously ruled that ISP Cox Communications cannot be held liable for subscriber piracy,...
Vensure Employer Solutions announced a $450 million senior secured financing led by Stone Point Capital Markets. The capital will fund a wave of acquisitions and expand the company's AI‑powered payroll, benefits and compliance tools, cementing Vensure’s position as a fast‑growing private...
Nestlé is advancing the sale of a 50% stake in its European water division, which includes premium brands such as Perrier, San Pellegrino and Acqua Panna. The transaction is expected to value the division at roughly €5 billion (about $5.45 billion). Private‑equity heavyweight...
An analysis of private‑equity cross‑border activity from 2020 through 2026 shows U.S. firms executed 2,973 platform investments abroad while international firms made 1,330 platform deals in the United States. The report ranks the top ten U.S.‑based PE firms, led by...
AnaptysBio announced the spin‑out of its biotech operations into a newly formed independent public company, First Tracks Biotherapeutics. The separation isolates AnaptysBio’s early‑stage pipeline, giving First Tracks a focused platform to advance its candidates. The announcement also highlighted promising data...
I am dumbfounded that an institutional investor could think that a board of directors can just terminate a definitive merger agreement. I am even more shocked that they would admit this publicly in the media. For the uninitiated, a merger agreement can...
Merz signals Germany to take a stake in Franco-German tank maker https://t.co/aJxacfF0qI via @mcnienaber https://t.co/EwSEZpT2IP
UAE‑based CFDs broker Amana, through its Dubai holding 180 Capital, has sold its FCA‑licensed UK subsidiary to 11:FS Holdings, a partnership between David Brear and Max Koretskiy. The UK operation will be rebranded as Kinsworth Investments Ltd and will expand...
Programming note: I'm adding consumer/retail M&A to my beat while continuing to cover deals across sectors including health, media and telecom. Here's my take on the recent boom in consumer deals: https://t.co/QONxOmUWe1
#Canadian bacon saved as #Clarke, a co that operates ferries on the #StLawrence buys out struggling #REIT #Ravelin in deal that values REIT at $1.1B+adds 6.3MSF NA+#European offices to Clarke's portfolio. #realestate #CRE #mortgage #TSE https://t.co/O403vkrbXu
Norway’s competition authority has raised red flags over Telenor’s planned purchase of GlobalConnect’s fibre business, warning that the deal could lift broadband prices and degrade service quality by curbing competition. Regulators highlighted that many households might be left with only...
Cricket Team Sale Yields ROI for Investors, Including Lachlan Murdoch and RedBird Capital 🏏 https://t.co/hpOJwHSbxC via @sportico @LuisaRBeltran
Prediction: SpaceX and Tesla merge within the next 12 months @CCM_Ryan thinks it will be renamed to "X"
Lone Star Funds has completed its acquisition of Alliance Ground International (AGI), a Miami‑based airport services provider operating at more than 60 North American airports. The deal, announced after a definitive agreement in January, brings AGI’s 12,000‑strong workforce under Lone...
I forget that there are still megabanks who aren't yet barred from this kind of M&A (banks can't buy another solvent bank if they already control at least 10% of national deposits)
Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip @techmeme https://t.co/ieoQ0sDH4H
scoop w/@jtes: CNBC and MS Now parent Versant is among the companies in talks to acquire Vox Media's podcast biz https://t.co/sWkoNWwPEH
Novartis targets Xolair successor in buyout of startup Excellergy https://t.co/eGYQ2AxTd5 by @gwendolynawu $NVS $RHHBY #startups #biotech
