Know What's Happening in M&A
Know What's Happening in M&A
PTC announced the completion of its divestiture of the Kepware industrial connectivity and ThingWorx IoT platforms to TPG, receiving $523 million in cash. After taxes and transaction costs, the net proceeds total roughly $375 million, which the company will allocate to an accelerated share repurchase program and ongoing buybacks. The sale enables PTC to sharpen its focus on its Intelligent Product Lifecycle vision and updates its FY‑2026 guidance to reflect a $464 million gain and adjusted cash‑flow expectations. Management reaffirmed prior guidance aside from the divestiture‑related adjustments.
Serial Acquirers, Stockholm and The Story of 47 Acquisitions Per Year Why serial acquirers remain one of the most powerful business models in the world. The best of them have acquired as many as 275 companies and traded at valuations as high...
🚨 MASSIVE: Mastercard just acquired BVNK for $1.8B. This one hits different. --- BVNK had a rough road. Previous acqusitions that fell through. Competing against massive companies. But they made it. Now they're the stablecoin infrastructure layer inside the world's second-largest card network. 130+ countries....
Contango Ore Inc. entered a transitional 2026, with Manh Choh gold output falling to 40‑45 k ounces as the mine shifts from the North Pit to higher‑grade South Pit ore. Production in 2025 delivered 60,200 gold‑equivalent ounces, including 57,315 ounces of silver,...
IJM says no to a massive takeover offer, a corporate mafia victim speaks out, and Pharmaniaga finally escapes the danger zone. Are you paying attention to these market moves? Major Updates, March 17, 2026: 1. IJM Corp shuts down Sunway's bid. 2. Victor Chin's...
Ettienne Brandt, a vet of both broadband and mobile, is the new CEO of Astound Broadband, which just struck a deal to combine with GFiber (@googlefiber). Brandt most recently led Frontier's commercial business unit. @Light_Reading https://t.co/QQkVv0H6y6
Synechron has merged its Australian acquisitions—Chamonix IT, Exposé and iGreenData—under the Synechron brand, appointing Scott Grigg as Australia Country Managing Director. The unified unit will target secure, end‑to‑end digital transformation for financial services, government, defence, utilities, education and healthcare. Synechron plans to...
A deal Foxconn has been chasing for quite a while. Mitsubishi Electric to sell 50% stake in auto parts unit to Foxconn https://t.co/djtmqFxZPE
Senator Adam Schiff is convening a spotlight hearing in Burbank to scrutinize Paramount’s proposed merger with Warner Bros. Discovery and the broader push for federal film‑production tax incentives. Actor Noah Wyle, IATSE President Matthew Loeb, policy researcher Jax Deluca, and...
When I say that one day people will have a real look at #DavidZaslav’s role at WB’s fate… In the latest SEC filing submitted by WBD, it was unveiled that Zazzy expects to earn almost $900M in total compensation payouts for...
🚨 Hiring Signal: ServiceNow ServiceNow announced a $7.75B acquisition of Armis, its largest deal ever. Large cybersecurity acquisitions create immediate demand for: • platform security architects • post-merger integration leads • cybersecurity workflow engineers Action: Cybersecurity professionals should start connecting with ServiceNow ecosystem partners and security product...
Earnout provisions are increasingly used in private‑company M&A to bridge price gaps, but they often spark post‑closing disputes over performance targets. The article outlines practical steps—selecting clear revenue‑based metrics, defining accounting methods, involving CPAs, attaching detailed financial models, and establishing...
The Trump administration brokered a sale of TikTok's U.S. operations to a consortium that includes Larry Ellison, Silver Lake and UAE‑controlled MGX. Investors are paying a $10 billion fee to the Treasury, with $2.5 billion already transferred. The fee is far larger...
Micron Technology announced the completion of its purchase of Powerchip Semiconductor Manufacturing Corporation’s P5 site in Tongluo, Taiwan. The acquisition, first disclosed on January 17, gives Micron control of a 300,000‑square‑foot, 300 mm clean‑room facility. Located roughly 15 miles from Micron’s...
U.S. military action against Iran is slowing the momentum of 2024 M&A activity, with deal announcements falling 13% year‑over‑year and sitting about 25% below the 2021 peak. Advisors report stretched timelines and deeper due‑diligence as firms brace for heightened geopolitical...
Goldman Sachs resumed coverage of Fidelity National Information Services (FIS) with a Buy rating and a $70 price target, citing the firm’s transformation into a pure‑play banking‑software supplier after its Worldpay and TSYS acquisitions. The bank projects mid‑single‑digit recurring‑revenue growth...
New Providence Acquisition Corp. III (NPACU) announced a definitive agreement to combine with Abra, a digital‑asset platform, in a transaction valued at approximately $846 million. The merger will deliver roughly $200 million of SPAC cash proceeds to Abra and list the combined...
Jensen Huang is on stage right now at GTC 2026. But the real story isn't the keynote — it's the $20 billion move Nvidia made on Christmas Eve that's about to reshape the entire AI hardware industry. Here's why the...
Private equity firms are actively targeting HVAC service providers and component manufacturers as deal flow intensifies. Scaled residential HVAC platforms are commanding valuations of 16‑19 times EBITDA, while commercial HVAC transactions span a broader 10‑17 times EBITDA range. The disparity...
$LNSR spread to the $14 cash offer back to ~40% after the latest update. Co disclosed a credit line allowing it to borrow up to $9.2m. Market seems to read this, together with the last update, as a signal that the...
London‑listed ACG Metals is actively pursuing up to ten copper‑mine acquisitions, focusing on assets already producing or near production. The company completed its first 2024 deal, buying Turkey's Gediktepe gold‑silver mine for $300 million and plans to start copper output there...
Blackford Capital has created a new HVAC, electrical and construction services platform by merging its recent acquisitions, Habco Partnership and Moro Corporation, under the Habco brand. The combined entity, led by CEO Andrew Habel, offers design‑build electrical, HVAC, structural steel...
Apollo Global Management has become the leading bidder for a stake in Syntegon, a packaging‑machinery specialist serving pharmaceutical and food markets. The potential transaction is valued at roughly €4 billion, following CVC Capital Partners' 2019 acquisition of Syntegon for about $1 billion....
Glacier, backed by Davidson Kempner and Afendis Capital, has merged Gelato d’Italia and Ysco to create a €600 m private‑label ice‑cream platform across five European factories. The company positions itself as a consolidator in a fragmented market, focusing on co‑manufacturing and avoiding...
Union Pacific and Norfolk Southern are pushing an $85 billion merger that would combine UP’s western rail network with NS’s eastern system, covering 43 states. The Surface Transportation Board rejected their initial filing in January, prompting the carriers to prepare a...
The Independent Football Regulator (IFR) will take over vetting of English club owners and directors from May, prompting clubs to flag any ongoing takeover discussions by the end of the week. Sheffield Wednesday’s preferred bidder, US‑based Arise Capital Partners, is...
Farewell Shell, this marks the end of their petrol stations in South Africa. 🇿🇦 Shell will be selling their downstream assets, which includes a network of roughly 600 petrol stations across the country.
The UK Competition and Markets Authority (CMA) has approved a Slot Release Agreement that lets Virgin Atlantic operate a daily London‑Seoul service, extending the remedy timeline to the summer 2026 season. Earlier, the CMA accepted undertakings in lieu of a...
Arvato SE announced the acquisition of Canadian third‑party logistics provider THINK Logistics, expanding its footprint across the United States and Canada. The deal adds roughly 20 Canadian fulfillment sites and 20,000 employees worldwide, integrating THINK’s technology‑driven operations with Arvato’s existing...
Finlight and Atrato Onsite Energy have merged under the Finlight brand, creating one of Europe’s largest distributed‑generation operators. The combined entity now manages 700 MW of commercial‑industrial solar and 23,000 residential projects across the UK, Spain and Portugal. Finlight will invest...
Crypto wealth‑management platform Abra announced a merger with blank‑check firm New Providence Acquisition Corp III to become a publicly listed company on Nasdaq. The transaction values Abra at a $750 million pre‑money equity, with existing investors such as Pantera Capital and Adams...
U.S. startup acquisitions priced under $300 million generated roughly $8.7 billion in 2023, still well below the peaks seen a decade ago. The total value of $100‑$300 million deals remains lower than historic levels, while a single mega‑deal like Google’s $32 billion purchase dwarfs...
Greystar announced the acquisition of Native, a UK‑based property‑management firm, to deepen its presence in the British market. The deal is a cornerstone of Greystar’s broader European third‑party management strategy, aiming to offer integrated services across the continent. By adding...
Harena Rare Earths has signed an exclusivity agreement to evaluate buying 100% of Paradigm Critical Minerals, which holds heavy‑rare‑earth and uranium exploration permits in San Bernardino County, California. The assets boast historic drilling that returned up to 2 % total rare‑earth oxide...
Good Morning from #Germany, where UniCredit has launched a €35bn hostile takeover bid for Commerzbank, offering a premium of just 4% over Friday’s closing price, acc to BBG calculations. Commerzbank's management is likely to rebuff UniCredit's €30.8 per share offer,...
David Zaslav to Receive $887 Million in Compensation Related to Warner Bros.-Paramount Merger https://t.co/2887qml6gI via @variety
Tech.eu tracked more than 85 technology funding rounds across Europe last week, collectively raising over €4 billion. The cloud sector attracted the most capital at €1.7 billion, followed by artificial intelligence with €1 billion and legaltech at €488.9 million. Regionally, the United Kingdom led...
Kudos sir - this was a good tweet LENSAR Announces Termination of Merger Agreement with Alcon Research "We understand that the Federal Trade Commission intends to seek to enjoin the acquisition" $LSNR $ALC
"Wiz is at the center of three tailwinds: AI, cloud, and security spend." @shardul_shah on why Google's $32 billion acquisition of Wiz makes it the "deal of the century," or at least the deal of the month. https://t.co/hlHecAdAEO
Stoneweg Europe Stapled Trust (SERT) announced the acquisition of a logistics facility in the Netherlands for €35 million. The transaction represents SERT’s first property purchase since its 2022 acquisition spree, signaling a renewed focus on European industrial assets. The asset is...
Finlight, Atrato merge, target 2GW of operational distributed solar PV capacity in Europe by 2030 #energysky -- via pv-tech: https://t.co/4CImn8i29f
It's amazing the recidivism rates among activist targets. Fortune Brands was one of the big activist breakups in the 2010s, everyone celebrated. Apparently, it needs another activist now. I guess what happened was like a bad home repair? https://t.co/zISRV2GETa
South32 CEO Graham Kerr, who will depart after 12 years, says the Perth‑based miner is too risky for larger acquisition predators. He highlights a strategic pivot toward base metals, targeting 90% of production in that sector within 18 months, with...
Merger Monday…NationalStorage (NSA) a REIT (real estate investment trust)that operates storage facilities being bght by Public Storage(PSA)..also a REIT .. for 0.14 share of its stock per share of NSA
Looks like Trump already views Paramount's acquisition of Warner Bros Discovery as a done deal based on this infographic he shared on Truth Social https://t.co/xUKYoMv9hq
Air Lease Corporation will be acquired for $7.4 billion by a consortium including Sumitomo, SMBC Aviation Capital, Apollo and Brookfield, and will be rebranded as Sumisho Air Lease Corp (SALC) in early 2026. Class A shareholders receive $65 cash per share. SMBC...
Abra / New Providence Acquisition III deal overview Digital asset wealth management platform $846.3 million enterprise value Symbol $ABRX PR: https://t.co/PKIWSdVOsf IR deck: https://t.co/4K0equHQqD Disclosure: Long $NPAC shares + warrants in $ARB.to https://t.co/2X7jjFOvzd
$LEG merger arb is getting juicy. Deal is non-binding. Spread now ~18%. Spread went from ~6% → 18%, mostly on recent mkt turmoil. Mgmt gave $SGI long DD access, cancelled the conf call, and multiple execs just got CoC bonuses. Downside ~10% if...
StoneX Group, the Nasdaq‑listed financial services firm behind FOREX.com and City Index, has submitted an all‑cash offer to acquire CAB Payments at 95 pence per share. The bid represents a 32% premium to CAB’s undisturbed price of 72 pence and...
In 2025 IT‑related mergers and acquisitions captured a larger slice of the overall deal market than in any prior year, according to Pitchbook data. The chart shows the IT share of total M&A value climbing to a new high, driven...
