Know What's Happening in M&A
Know What's Happening in M&A
Sirona, the Gurugram‑based feminine hygiene brand, saw its FY25 revenue drop 23% to Rs 77 crore after a turbulent ownership transition. The company was bought back by its founders earlier this year for roughly Rs 150‑180 crore, far below the Rs 450 crore Good Glamm paid in 2024. Cost reductions, especially a 36% cut in advertising, lowered total expenses to Rs 91 crore and halved the loss to Rs 22.6 crore. Despite the revenue decline, the brand now holds Rs 12 crore in cash and aims to revive growth.
Life360 has accelerated its entry into advertising by acquiring Fantix’s AI‑driven ad unit and the native‑ad platform Nativo for $120 million. Nativo generated $63 million in revenue in 2023, and its white‑label ad server now powers Life360’s family‑focused ad stack. The combined...
The DOJ and FTC under the Trump‑era “Deal Friendly” approach have shifted toward expediting non‑problematic mergers, reviving early termination practices, and favoring structural remedies such as divestitures. In 2025, agencies filed 12 enforcement actions, with nine settled via consent orders,...
*DENSO MADE BUYOUT OFFER TO ROHM, DEAL SEEN ABOUT ¥1.3T: NIKKEI Did not fact check attached, but assuming AI overlord is correct on the valuation of Toshiba stake + Prefs, this 1.3T takeover price looks way too low. I'm all for...
David Ellison, backed by Skydance and RedBird Capital, has embarked on a $125 billion media buying spree, acquiring Paramount for $8 billion, securing a $7.7 billion UFC broadcast deal on CBS, and moving to purchase Warner Bros. Discovery for roughly $110 billion. These transactions dramatically expand...
Mammoth Energy Services reported $16.4 million revenue in Q2 2025 but posted a $35.7 million GAAP net loss, driven largely by a $31.7 million non‑cash impairment on its Northern White Sand mine. The quarter featured three major portfolio moves: a $108.7 million sale of infrastructure...
Asian biotech firms outside China announced 72 deals in 2024‑25, emphasizing first‑in‑class assets over me‑better or me‑too programs. At least four transactions involve novel targets such as CNTN4, GPR52, MTARC1 and OK‑1, spanning new modalities and indications. Global pharmaceutical companies...
Broadcast Electronics, a longtime provider of transmitter systems and media management software, has been acquired by its CEO Rich Redmond and majority investor The Alzana Group. The undisclosed‑price transaction will re‑organize the business under the legal name BE Systems Inc.,...
Carlos Vela has joined Los Angeles FC as a limited partner, purchasing a 6% equity stake in a transaction that valued the club at $1.25 billion, one of MLS’s highest ever stake sales. The deal also saw longtime investors Joe Tsai and...
Kimberly and Kenneth Smith have created Ice Cream Castle LLC in West Union, Ohio, and are set to purchase two FM stations: a Class A outlet serving Georgetown and its Class C3 sister station in Ripley. The acquisition marks the...
Glencore has offered an $800 million pre‑payment to finance Kazakh entrepreneur Shakhmurat Mutalip’s $1.4 billion bid for a 40% stake in Eurasian Resources Group (ERG). The funding would be secured against future ferrochrome deliveries, helping Mutalip outpace a rival offer from ERG...
Quantum Computing Inc. (QCi) completed a $5 million cash‑and‑stock acquisition of NuCrypt, a quantum communications specialist. The deal makes quantum communications a core vertical of QCi’s hardware roadmap, merging NuCrypt’s photonic signal‑processing patents with QCi’s thin‑film lithium niobate (TFLN) platform. The...
Nexstar Media Group announced a cash tender offer to repurchase its 5% senior notes due 2029, a move directly tied to the pending acquisition of TEGNA. The offer, managed by BofA Securities, J.P. Morgan, and Goldman Sachs, will remain open...
There are businesses generating $600K profit right now with owners who: • Haven’t had a holiday in 3 years • Have no succession plan • Would seller-finance the whole deal just to escape You just need to know how to find them and what...
Boston Properties (BXP) sold three of seven buildings on its 31‑acre Rockville office campus to homebuilder Toll Brothers for $24.7 million, a fraction of the $116.5 million it paid in 2021. The original plan for a 1.3 million‑square‑foot life‑sciences‑focused mixed‑use district has been...
Private equity firm EQT Real Estate has agreed to purchase a 4.4‑million‑square‑foot portfolio of 25 East Coast warehouses from Singapore‑based Mapletree Investments for $575 million. The assets span Connecticut, New Jersey, North Carolina, Georgia and Florida and include a mix of single‑tenant, multi‑tenant,...
Carolina Hurricanes owner Tom Dundon agreed to sell a 12.5% minority stake, valuing the NHL franchise at $2.66 billion. The transaction introduces three undisclosed partners and may provide liquidity for Dundon's pending $4.25 billion acquisition of the Portland Trail Blazers. The Hurricanes'...
Netflix has acquired InterPositive, the AI filmmaking startup founded by Ben Affleck, integrating its team and appointing Affleck as an advisor. The stealth‑mode company built a proprietary video model that trains on raw footage to assist post‑production tasks such as...
Ryan, a leading tax and software provider, announced the acquisition of Hucke and Associates, a boutique New York City property‑tax firm. The deal adds Hucke’s expertise in hospitality, office, retail, industrial and multifamily tax appeals to Ryan’s commercial real‑estate services. Hucke’s...
Alnylam Pharmaceuticals has signed a deal with Tenaya Therapeutics, providing $10 million upfront and the potential for up to $1.13 billion in milestones to discover up to 15 new genetic targets for heart disease. Tenaya will apply its modality‑agnostic platform to validate...
Waynova Group has combined four specialized rail‑technology firms—ZEDAS, Railroad Software, Raspberry Software and Automated Rail—into a single international platform. The unified solution delivers software and hardware for asset management, maintenance, inspection, yard operations, revenue protection and field devices across North...
Bridgepoint is evaluating how to position its capital in Europe’s burgeoning defense sector. A recent Carlyle Group white paper projects that the continent could allocate up to €14 trillion to defense and related infrastructure over the next ten years. The magnitude...
Open World, the marketing consultancy division of Loaded Holdings, has acquired influencer platform Drope.me to add automation and performance‑tracking tools to its gaming creator campaigns. The acquisition enables Open World to scale activations from dozens to thousands of creators simultaneously....
Beretta Holdings, already the largest single shareholder of Ruger with a 9.95% stake, is pushing to place four hand‑picked directors on Ruger's board and has launched the ReloadRuger website to court shareholders. Ruger’s stock has slumped 42% from its 2021...
Wabash unveiled a cargo‑assurance platform at Manifest 2026 that turns the trailer into a secure, connected system, leveraging its 2025 TrailerHawk.AI acquisition. The solution combines a physical lock, a mobile app digital seal, and multi‑factor driver, tractor, carrier and insurance...
BNP Paribas Asset Management is winding down its €750 million sustainability fund following the acquisition of AXA IM Alts. The purchase created overlapping equity strategies between the two managers, prompting a strategic consolidation. BNP Paribas cited redundancy elimination as the primary...
Oura announced the acquisition of Doublepoint, a Helsinki‑based AI gesture‑recognition startup, to embed natural, biometric interactions into its wearable platform. The deal brings Doublepoint’s four founders and AI architects into Oura’s R&D, reinforcing a roadmap that blends voice and gesture...
Activists close in on a net-net trading at ~60% of cash - $SEER trades at $1.83/shr vs ~$3/shr in net cash - Founder lost super-voting control in Dec ’25 - Now activists (7.6%) are pushing for a sale - Board is declassified and up...
What’s News in Earnings: Merger News Dominates the Entertainment Business -- @benfritz and I discuss quarterly results and challenges ahead. https://t.co/sZopc3Z4Bf
MakeMyTrip has signed an agreement to acquire a majority stake in regional tour operator Flamingo Transworld, though the purchase price remains undisclosed. Flamingo, with a 30‑year history, runs group travel packages across Gujarat, Maharashtra, Rajasthan and Madhya Pradesh through 51...
If a broker charges rates in line with Realtors, say 5 or 6% then they likely are trying to ‘buy business.’- How to Sell my own Business https://t.co/l2EObkfURN https://t.co/Jq7DIDeNGv
This is exactly the type of deal I discuss in today's newsletter ... will a Paramount/WBD merged company do these smaller sports rights deals anymore? The calculus will definitely change for TNT ... https://t.co/DvKzUkqcDr
In this episode, partners Mauro Sambati and Donato Romano of Gianni Origoni discuss the intricacies of cross‑border M&A in Italy, emphasizing the importance of cultural communication, relationship building, and navigating the country’s evolving Golden Power regulations. They explain how Golden...
After Hollywood turned on David Zaslav for being too much of a bean counter/financier, I’m sure The Town will appreciate David Ellison’s answer to being asked how many layoffs are coming w/ merging w/ WBD: “We absolutely need to rationalize the...
The Goldman banker was smart enough not to let them print that he works there. The Barclays banker though... https://t.co/XQUyhDbCNS
Semtech Corp announced it has acquired HieFo Corp for approximately $34 million in cash. HieFo supplies indium phosphide (InP) optoelectronic devices, including lasers and gain chips, used in data‑center interconnects. The deal, cleared by CFIUS, expands Semtech’s domestic semiconductor portfolio and...
This week’s CNBC Sport newsletter is out: *Why TNT Sports’ strategy no longer makes sense if WBD & Paramount come together *Jeff Shell’s future up in the air *There will be no David Ellison/David Zaslav “men in blazers” photo on the...
Pasqal / Bleichroeder Acquisition II deal overview Quantum computing company $2.0 billion enterprise value Closing H2 2026 PR: https://t.co/Y8kjd8LJdO IR deck: https://t.co/27uxUkWA9t Disclosure: Long $BBCQ shares + warrants in $ARB.to https://t.co/EfgkoWpFiI
The Competition and Markets Authority (CMA) has cleared Constellation Developments’ acquisition of ABVR Holdings (Aston Barclay) through its British Car Auctions (BCA) business after a phase‑2 inquiry. BCA is the UK’s largest B2B used‑vehicle auction provider, while Aston Barclay ranks...
Who Should Acquire PayPal? 5 Potential Acquirers Nobody’s Talking About PayPal is now considered to be a prime acquisition target. Who besides Stripe would be a good acquirer? Here are 5 potential candidates. Try to keep an open mind. https://t.co/rrD4BdDrG8
Canstar Resources signed a non‑binding letter of intent with LithOps to acquire full ownership of three exploration licences in Sweden’s Skellefte district, covering about 310 km². The deal provides LithOps with 15 million common shares, $150,000 cash and a 2.5% net smelter...
Pacific Goal Investments (PGI) has acquired a 51% majority stake and operational control of the Muchesu coal project in north‑western Zimbabwe after obtaining registration from the Reserve Bank of Zimbabwe. The ownership restructuring transfers the US$20 million funding commitment originally made...
ITV confirmed it is still negotiating a potential sale of its Media & Entertainment unit to Sky for about £1.6 billion, while reporting a modest decline in ITV Studios profit and a 5% drop in advertising revenue for 2025. Total external...
The article examines whether fast‑growing firms should go public via a traditional IPO or a SPAC merger, emphasizing the role of forward‑looking statements. SPAC deals historically allow more detailed projections, which can attract both sophisticated and unsophisticated investors. The SEC’s...
Sumitomo Mitsui Trust Group announced a strategic alliance with U.S. brokerage Raymond James, aiming to combine expertise in finance, M&A, real‑estate and asset management. The partnership gives SM Trust access to Raymond James' $1.8 trillion in client assets and its network...
Power Minerals (ASX:PNN) has signed an agreement to acquire the Morro do Ferro rare‑earth project in Minas Gerais, Brazil, a high‑grade deposit that has returned multiple drill hits exceeding 5% total rare‑earth oxides (TREO). The acquisition is being funded by...
Sony Pictures Television is selling its 30% share in The Whisper Group after five years of partnership. The divestiture returns Whisper to private ownership, with external financing to fund its strategy and an employee equity plan. During Sony’s tenure, Whisper’s...
Nah. It was cut-and-dried law. He signed the deal and chose not to do the due diligence.
Netflix CFO Spencer Neumann told investors that the company walked away from the Warner Bros. Discovery (WBD) acquisition solely because the price was unacceptable, not due to political pressure or antitrust concerns. Netflix had an $82.7 billion offer on the table...
A leading UK construction investor warns that reliance on EBITDA for valuations is causing deal failures as buyers shift focus to net profit before tax and cash flow. Bradley Lay of Peak Capital notes the valuation gap has widened over...
