Know What's Happening in M&A
Know What's Happening in M&A
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 positioned as a high‑quality, last‑mile distribution center catering to e‑commerce demand. The deal expands SERT’s portfolio and diversifies its income streams.
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...
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...
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...
French jewellery entrepreneur Julien Jarjoura is negotiating with Claire’s administrators and landlords to rescue the retailer’s UK and Ireland operations, potentially preserving many of its 154 stores and hundreds of jobs. Over the past year Jarjoura has taken control of Claire’s...
The Deal Lawyers Download podcast features Morrison & Foerster’s Mike O’Bryan outlining M&A trends for 2026. Topics include AI‑driven due diligence, evolving antitrust and national‑security review regimes, new SB 21 safe‑harbor rules, recent tax law changes, and strategies for acquihires, earnouts, and activist‑influenced...
IDBI Bank shares tumbled about 15% on March 16, sliding to ₹78.05 and approaching their 52‑week low. The plunge followed reports that the Indian government and LIC are likely abandoning a planned sale of their combined 94.7% stake after bids...
In this episode, Recon Analytics announces its first acquisition—Atom Insights—bringing Hanish Patia and his device‑data team into the fold and expanding the firm’s footprint into Canada and India. The hosts explain how the new device‑level data, captured down to SKU...
Stephen and Allison Ellsworth sold their gut‑healthy soda brand Poppi to PepsiCo for $1.95 billion, capping a seven‑year journey that saw the product hit over $100 million in sales and high‑profile celebrity partnerships. At SXSW, the couple announced they are already plotting...
Meta is the latest to “Do a Dorsey”. Oracle already did. Who’s next? Amazon, Google? The ones to really watch out for are OpenAI & Anthropic.
Private equity firm Bain Capital has agreed to acquire the wealth‑management division of Australia’s Perpetual for an upfront A$500 million, with potential earn‑out payments of up to A$50 million. The business, Perpetual Wealth, oversees A$20‑22 billion in assets for high‑net‑worth families and will...
The February 2026 Hart‑Scott‑Rodino (HSR) filing count rose to 188, modestly above January’s 180 but well below the year‑end peak of 232. Effective February 17, the jurisdictional threshold jumped to $133.9 million, pushing larger, data‑intensive deals into the filing pool. eDiscovery,...
Google closed a $32 billion purchase of cybersecurity firm Wiz, marking the largest deal in its history and the biggest ever for a venture‑backed startup. The acquisition positions Google at the nexus of artificial intelligence, cloud infrastructure, and rising security spend....
Paramount Global announced a plan to merge its Paramount+ streaming service with BET+ and HBO Max, creating a single super‑streaming platform. The move follows Paramount Skydance’s $110 billion acquisition of Warner Bros. Discovery and aims to combine libraries, technology and subscriber...
David Ellison, Skydance Media chief and son of Oracle co‑founder Larry Ellison, is spearheading a merger that would combine Paramount and Warner Bros. into a single entertainment powerhouse. The deal, valued at roughly $30 billion, promises up to 30 theatrical releases...
KCB Group aims to enter Ethiopia by the end of 2026, planning to acquire control of a local bank that fits its cultural and strategic objectives. The deal must navigate Ethiopia’s 49% foreign‑shareholding ceiling, though the regulator can grant exceptions...
Monica Nassif, the Iowa‑raised founder of Mrs. Meyer's Clean Day and its upscale sibling Caldrea, sold both brands to SC Johnson in 2008 after struggling to scale distribution. The brands, inspired by her mother Thelma Meyers' garden herbs, had moved from niche...
Axel Springer outbid Lord Rothermere with a £575 m offer to acquire the Telegraph, ending a three‑year ownership saga. The German media group promises editorial independence while pledging a digital‑first, AI‑driven strategy. CEO Mathias Döpfner has already visited the newsroom, signalling potential...
𝗠𝘆 𝗣𝗵𝗶𝗹𝗶𝗽𝗽𝗶𝗻𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 "𝗔𝗧𝗜 𝗗𝗲𝗹𝗶𝘀𝘁𝗶𝗻𝗴 — 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗕𝗮𝗰𝗸 𝘁𝗼 𝗪𝗼𝗿𝗸" On 1 March 2026, I shared the notice regarding the delisting of Asian Terminals Inc. (Ticker: ATI). The development came after Maharlika Investment Corporation (MIC), the Philippines’ sovereign wealth fund,...
Yes... the holding company that has acquired 160 companies in nine years is Evergreen. Ramsey, the co-founder in the middle next to Alex and me, spends his time speaking with business owners and leading Evergreen’s new platform and add-on acquisitions. He was...
Mach Natural Resources LP announced a 109% jump in proved reserves to 705 MMboe, driven by $1.3 billion of acquisitions in the Permian and San Juan basins. The company posted fourth‑quarter revenue of $388 million, net income $73 million and adjusted EBITDA $187 million, while full‑year...
Warner Bros. Discovery investors anticipate a roughly 14% upside if the $111 billion Paramount‑Skydance merger closes by the Sept. 30 deadline. WBD’s stock slipped to $27.14, down from $29, after Netflix withdrew its $83 billion offer, while Paramount has pledged $31 per share...
I’m genuinely interested in everyone’s thoughts. IMHO, what’s stoking fear @AcaciaCap isn’t our bid but the massive declines in everything from OTF, TCPC, FSK, OXLC, BPRE, the tripling of outflows for Cliffwater and Blue Owl, the frauds, the rise in...
"Some of the new investors have ties to the administration: --> Larry Ellison, a co-founder of Oracle, is friendly with Mr. Trump and is backing the acquisition of Warner Bros. Discovery by his son, David Ellison, the chief executive of Paramount -->...
The Los Angeles Angels have bought Main Street Sports Group’s 50 percent stake in FanDuel Sports Network West, gaining full ownership of the regional sports network. The deal eliminates the bankruptcy‑related uncertainty surrounding Main Street and allows the Angels to launch an...
Redbird’s Gerry Cardinale and Jeff Zucker expressed interest in buying Washington Post in 2023, per @nytimes: https://t.co/v5fCZ26uuf
India's Vodafone Idea is courting strategic investors as it grapples with heavy debt and a shrinking market share. Singapore‑based ST Telemedia and India's JSW Group have entered exploratory talks to acquire a stake, joining other domestic and foreign suitors. The government,...
Exit activity accelerated in January, with 148 sponsor‑backed transactions—the highest monthly count since 2023. The total deal value reached $51.6 billion, surpassing the trailing‑12‑month average by 26 %. This heightened exit velocity indicates stronger portfolio distributions for private‑equity and venture‑capital firms. Analysts...
WOW. ANOTHER ONE. Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month This week, Japan-based Hajime Construction agreed to buy Utah-based Wright Homes My latest for ResiClub: https://t.co/FgJwjNewbx
Comedian Larry David is launching a new sketch comedy series on HBO, officially titled “Larry David’s America”. The show will feature a cameo by former President Barack Obama, marking a rare political figure’s participation in a comedy program. At the...
Health system CEOs are increasingly choosing to deepen services within their existing footprints rather than pursue cross‑market mergers. California’s stringent oversight and seismic safety mandates make out‑of‑state acquisitions financially risky for Scripps Health. Valleywise Health and Saint Francis Health System...
AT&T CEO John Stankey met with President Trump as the Justice Department conducts a $23 billion antitrust review of AT&T’s planned purchase of EchoStar’s spectrum licenses. The meeting was framed as a preview of AT&T’s broader $250 billion commitment to U.S. infrastructure...
Medtech M&A rebounded in 2025 and accelerated in 2026, with firms pursuing targeted acquisitions and divestitures across cardiovascular, diagnostics, and manufacturing. Notable deals include Boston Scientific’s $14.5 billion purchase of Penumbra, Danaher’s $9.9 billion acquisition of Masimo, and Blackstone/TPG’s $18.3 billion takeover of...
This man pulled off the greatest heist in media history. In 2020, he sold Barstool Sports for $500+ million. Everyone thought he'd retire in peace. Instead, he turned around and bought it back - for $1. Here’s how he did:
Developers at a Bisnow South Florida event dissected the Biscayne 21 condo‑tower debacle, where Two Roads’ attempt to lower the termination threshold sparked a lawsuit that forced a $65 million repair bill. The case highlighted how a minority of holdout owners can halt...
Controlled Thermal Resources (CTR) will go public through a $4.7 billion SPAC merger with Plum Acquisition, listing on Nasdaq as CTRH. The deal funds the Hell’s Kitchen geothermal‑lithium project in California’s Imperial Valley, starting with 25,000 t/yr lithium carbonate capacity and a...
There is a holding company acquiring technology services businesses. Since its founding in 2017, it has completed more than 150 acquisitions. Its highest annual acquisition volume has been as many as 47 companies in a single year. Today, the company generates $1.5...
The International Association of Sheet Metal, Air, Rail, and Transportation Workers – Transportation Division (SMART‑TD) sent a letter to Congress urging support for the Union Pacific‑Norfolk Southern (UP‑NS) merger. The union argues the deal will stabilize the rail workforce, create...
Today's Thought: The M&A Signal Everyone Should Be Watching In 2015, Accenture acquired Cloud Sherpas. At the time, most people in the channel saw it as a Salesforce play. I saw it as something bigger: a signal that the world's...
Leaving aside the bad precedent (govt threatening to shut down a co unless it gets paid), the fee itself is kinda insane. The entire enterprise value was only around $14 billion. So this would be a 71% “banker’s” fee.
Aditxt, Inc. announced the acquisition of Ignite Proteomics for $36 million in Series A‑2 convertible preferred stock, adding a CLIA‑certified functional proteomics platform to its oncology portfolio. Ignite’s Reverse Phase Protein Array (RPPA) assay quantifies 32 phospho‑ and total‑protein biomarkers, offering therapy‑selection...
Paramount Skydance Buying Out Tyler Perry’s Stake in BET+; Streaming Service to Be Phased Out and Content Merged With Paramount+ https://t.co/Q19beETCv4 via @variety
Thanks @shardul_shah for joining @EquityPod to break down Google's $32B Wiz acquisition. https://t.co/ZDi32DEnwx via @techcrunch
Mercedes is negotiating to acquire a 24% stake in the Alpine F1 team, currently owned by venture‑capital firm Otro Capital, which includes celebrity investors such as Ryan Reynolds and Rory McIlroy. Alpine’s de‑facto boss Flavio Briatore assures that Mercedes will...
$PZZA is back in the rumor mill - This time Irth Capital is mentioned alongside Brookfield. - Irth already owns ~5% and reportedly tried to bid last year. - Rumored price: $47/share vs $36 today. - At ~10x EBITDA, there’s room for...
Zim. Q4 loss. What does that mean to buying them? If the union calms down, what is Hapag-Lloyd getting? A smart move? Or a mistake?
Stellantis is reportedly exploring partnerships with Chinese automakers such as Xiaomi and Xpeng to bolster its struggling European operations. Discussions include possible equity stakes in brands like Maserati and access to electric‑vehicle and software technology, while the group aims to...
New on $MAPS: I think the public record is now strong enough to reject lazy, tape-anchored valuation—and strong enough to make a future “premium” bid answer much harder questions than management might like. Linked below. 1/2 https://t.co/ApS7y2tctJ
Facebook bought Moltbook. Just before the acquisition, I wrote an article for the Bulletin explaining exactly what they were buying. https://t.co/PQsZ0uKJ0B
