Know What's Happening in M&A
Know What's Happening in M&A
Ivanhoe Electric will receive approximately $58.4 million from Cordoba Minerals' cash distribution after Cordoba sold its remaining 50% stake in Colombia's Alacran copper‑gold project for $128 million. The distribution amounts to $1.01 per Cordoba share, with Ivanhoe holding 57.8 million shares. The inflow lifts Ivanhoe's liquidity, which already includes $173.3 million in cash and $82.6 million from recent warrant exercises. The company is simultaneously pursuing U.S. copper projects and a new exploration alliance with BHP.
New Mountain Capital has teamed with Holt to negotiate a deal exceeding $30 billion, aimed at consolidating a suite of healthcare‑technology assets. The transaction centers on a portfolio that includes data‑exchange specialist Datavant, AI‑driven diagnostics firm Machinify, and service providers Office...
SunPower announced the completion of its integration of Sunder Energy, a residential solar contractor it bought in September. The deal was valued at $40 million plus 10 million shares of SunPower stock. Sunder, operating in 21 states and Washington, D.C., specializes in...
Private‑equity firms are finding it increasingly difficult to exit portfolio companies, even those acquired before the recent market froth. Elevated interest rates, a slowdown in IPO activity, and a thin strategic‑buyer pool have created a bottleneck in the exit pipeline....
Mercury Systems announced the acquisition of SolderMask, Inc., securing its dry‑film solder mask technology, intellectual property, and a five‑person team. The deal, closed on March 3, 2026, integrates SolderMask’s capabilities into Mercury’s Huntington Beach site while a parallel line is built in...
Ali Group announced the completion of its acquisition of Bunn Commercial LP, formerly Bunn‑O‑Matic, adding the iconic coffee equipment maker to its global portfolio. The deal’s financial terms were not disclosed. BUNN will operate under Ali Group’s Welbilt brand in...
European insurance M&A activity climbed 14% in 2025, reaching 789 announced transactions across brokers, MGAs, service providers and carriers. The United Kingdom and Ireland saw a 23% year‑on‑year decline, yet remained the region with the most deals at 219. Continental...
M&A deals often overlook technology, turning integration into a hidden cost. Technical debt, undocumented dependencies, data model mismatches, and security gaps surface when due diligence is delayed. Involving CIOs early and using a structured tech diligence checklist reduces surprises and...
Ramp announced the acquisition of Billhop, a UK‑ and Sweden‑licensed payments platform, to accelerate its European push. The deal brings Ramp its first international offices in London and Stockholm, giving direct access to UK and EU customers. Nearly half of...
A wave of Integrated Care Board (ICB) mergers and clustering is set to roll out across England, with many consolidations taking effect in April 2026 and further changes slated for 2027. The reforms aim to cut ICB operating and programme...
Chinese EV giant BYD is weighing the construction of a wholly‑owned plant in Canada, a market that recently lifted tariffs on up to 49,000 Chinese‑made EVs per year. The company also left open the option of acquiring a legacy automaker,...
Zhenjiang New Energy Equipment Co. announced plans to sell its U.S. subsidiary, Zhenjiang New Energy (USA) Technology Corp., to India’s Zetwerk for $22.15 million. The Shanghai Stock Exchange has issued an inquiry, demanding clarification on asset quality, the buyer’s financial capacity,...
Industry Analyst on HPE growth following Juniper Networks acquisition https://t.co/kGZAxKRnuP via @ein_news @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analystrelations #wirelessanalyst #telecomanalyst #tech #technology #techanalyst #technologyanalyst #pr #publicrelations #pressrelease #marketing #ceo #cmo #caio #column #columnist #keynotespeaker #speaker #ces26 #ces2026...
Shanghai Stock Exchange queries Zhenjiang New Energy Equipment’s US subsidiary sale #energysky -- via pv-tech: https://t.co/IX0DXmPR5T
ArcLight Capital Partners has agreed to buy InfraBridge’s 50 % stake in the Invenergy‑managed AMPCI Thermal Power (IATP) portfolio, a collection of 11 power generation assets delivering about 5.4 GW across North America. Invenergy will retain its ownership share and continue operating...
D.C. Memo: Did @Google President Ruth Porat Decide the GFiber ‘Other Bet’ Wasn’t Working? GFiber opted to combine with a company in Astound Broadband that is 85% DOCSIS technology when plenty of pure-play fiber operators are still out there. What...
Arctos Partners has completed a $1.4 billion sale to private‑equity giant KKR, integrating its sports‑focused investment platform into KKR’s broader portfolio. Historically, Arctos allocated 80% of capital to minority stakes in U.S. franchises, but the partnership will pivot toward larger opportunities...
The Delaware Supreme Court’s *Thompson Street Capital* ruling applied the equitable doctrine “common law abhors a forfeiture” to a seller’s failure to meet notice‑of‑claims deadlines in a private‑company merger. In response, researchers found that roughly 20% of 4,200 examined private...
In this episode Mark Connelly discusses his reputation as a "for‑sale" board member, explaining that every mining company ultimately seeks a willing buyer and that his role is to maximize shareholder value through strategic exits or growth. He outlines how...
Glencore CEO Gary Nagle sees the recent 26% jump in coal prices as a catalyst to revive talks with Rio Tinto on a $240 billion mega‑merger that previously stalled over valuation disputes. The surge has boosted Glencore’s share weight in a potential...
Japanese shipping giant NYK has acquired full ownership of Saga Welco, ending its 12‑year 50:50 joint venture with Norway’s Westfal‑Larsen. The deal, with undisclosed financial terms, gives NYK control of Saga Welco’s fleet of 48 open‑hatch vessels that serve global...
Prime exits® and American Healthcare Capital are marketing a fully integrated AI‑driven speech‑therapy platform in Northern California. The business combines a proprietary assessment and autism‑intervention suite funded by over $2.28 million in federal and corporate grants with a profitable clinical services...
A Medicare-certified hospice and home health agency based in Southern California’s South County is up for sale, serving six Northern California counties. Founded in 2016, the firm generated $1.64 million in revenue in 2025 with an adjusted EBITDA of $238,770. Its...
The episode examines how a sudden oil price shock from Middle East tensions is reigniting dual risks in commercial real estate: sticky inflation and slowing growth. Stephen Bushbaum explains that this volatility is likely to tighten financing conditions, widen credit...
California Attorney General Rob Bonta announced an open investigation into Paramount’s proposed $110 billion acquisition of Warner Bros. Discovery, warning that federal antitrust enforcement has receded. Bonta said the state could file suit or join other AGs to block the deal, citing...
New Mountain Capital and Holt Capital have orchestrated a landmark transaction exceeding $30 billion, marking one of the largest GP‑stake sales in private equity history. The deal involves Holt acquiring a substantial portion of New Mountain's general partner interests, providing immediate...
Luxury e‑tailer Matches, once valued at $1 billion, was sold by Apax Partners to Frasers Group for just £52 million in 2024. The company’s founders, Ruth and Tom Chapman, built it from a West London boutique into a digital showcase for designers...
The International Brotherhood of Teamsters has formally asked the Department of Justice to block the $111 billion Paramount‑Warner Bros. merger unless enforceable worker protections are included. Union leaders highlighted concerns that the deal could trigger layoffs and diminish domestic production for...
Atlanticus Holdings reported a blockbuster fourth‑quarter 2025, posting $734.4 million in total operating revenue—a 108% year‑over‑year jump—and $7.0 billion in managed receivables, up 155%. Net income rose 24.9% to $32.8 million, delivering $1.75 diluted earnings per share. The results were powered by the...
Early 2026 data shows wealth‑management M&A remains resilient despite a modest dip. Announced RIA deals fell 8.3% year‑over‑year but are 14.5% higher than the same period in 2024, with 51 transactions recorded through February, well above 2024 levels. Industry insiders...
Farmers of North America (FNA) is pursuing a separate Plan of Arrangement to acquire AgraCity’s assets after being barred from the court‑appointed sales process. The Saskatchewan court has given FNA until March 16 to file the plan, with a member‑commitment...
Caesars Entertainment (CZR) shares surged 11.76% to $29.07, the strongest rally in months, driven by speculation of a premium acquisition. The stock’s market capitalization stands at $5.93 billion, and the company has posted consecutive quarterly losses, heightening the appeal of a...
Erik Mogensen, Indy Pass director and Entabeni Systems CEO, has bought back Black Mountain ski area in Jackson, New Hampshire, rebranding it as an Independent Mountain Laboratory. The original co‑op plan with community shareholders was abandoned after shareholders voted to...
Concord announced the acquisition of London‑based independent label Ninja Tune, bringing both its recorded‑music catalog and publishing arm Just Isn’t Music under Concord’s umbrella. The deal adds a roster that includes The Prodigy, Bonobo, Flying Lotus and many other electronic...
$PRTH spread remains wide at 17% - Co just reported earnings, with rev and EBITDA in line with guidance - Expected a 19% slowdown from LDD in one of the segments, making the overbid thesis harder. - Yet, the bid still looks too...
Warburg Pincus is working with Citigroup to explore a sale or strategic partnership for Oona, its Southeast Asian digital insurer. The potential deal could value Oona at several hundred million dollars, though discussions are still early and may not materialise....
Packaging firms face stagnant organic growth post‑pandemic, prompting a shift toward mergers and acquisitions. McKinsey’s new report highlights a surge in programmatic M&A—multiple small‑to‑medium deals—as a preferred lever for scaling and entering high‑growth segments. Top‑quartile companies that pursued such disciplined...
What should be the business objectives behind any future M&A deal by Netflix $NFLX? @Adweek s Mark Stenberg (@MarkStenberg3) asked me for specific deal predictions. A few of my answers are in the On Background newsletter below, alongside some other smart...
9 million businesses changing hands this decade the acquirer in your market is already calling owners already signing NDAs already in due diligence the sellers they close with this year were always going to sell to someone the only question was whether that someone was you
Korean Air announced it will acquire the remaining 80% stake in Korean Air C&D Service from Hahn & Company for an estimated KRW 750 billion, bringing the in‑flight catering and duty‑free business back under full ownership. The board approved the purchase...
Teamsters Union Says DOJ Must Block Paramount’s Warner Bros. Takeover Unless There Are ‘Enforceable’ Job Protections https://t.co/omvw2m3xrr via @variety
It's actually quite shocking how mergers and acquisitions – which in theory are "press button to win" operational efficiency gains – immediately go titsup after spending hundreds of millions of magic money, and nothing happens to anyone involved
While we're seeing panic in certain areas of the market (private credit), it has not translated to merger arbitrage, where the current average yield of 10.8% is far below a March 2020-type environment. Once we see arbitrage yields nearing 20%, then...
All competition enforcers will find our deal is pro-competitive says Paramount Chief Legal Officer Makan Delrahim of Warner deal. This is opportunity to build a "true champion" for the creative community that can compete effectively global stage and streaming market.
Paramount Chief Legal Officer Makan Delrahim says Netflix - Warner deal would have had "serious consequences for the future of Hollywood." A Paramount-Warner deal is about "increasing the amount of content."
Not just another #MandA. #Savills aims for #Eastdil's prestige as it pays $1.1B for #capitalmarkets giant. 'Creates a global #realestate powerhouse' #EastdilSecured #mortgage #CRE #investmentsales https://t.co/5wlSWrEAp5
“Paramount is spending 110 billion dollars to take out a rival” — antitrust attorney Ethan Litwin at Capital Forum conference.
Data from New Street Research shows that the proposed combination of Astound Broadband and GFiber will have the biggest competitive overlap with AT&T, Comcast and Charter. @Light_Reading https://t.co/jUVW6Uq9gE
California AG Rob Bonta blasts proposed Nexstar-Tegna deal, saying if deal goes through a "a single massive company will have outsized influence" and consumers will suffer higher prices and less access to news and sports.
CA AG Rob Bonta says his office will be vigorous in its review of Paramount - Warner deal. Concern of higher consumer costs, job loss, etc.
