Know What's Happening in M&A
Know What's Happening in M&A
Paramount CEO David Ellison revealed his favorite HBO series—Game of Thrones—during a March 2 investor call, shortly after the $111 billion Warner Bros. Discovery auction that merged the two giants. The combined Paramount‑WBD entity is being framed as a new media "kingdom" battling tech‑driven streaming rivals. Ellison also mentioned The Sopranos, hinting at a broader cultural palate as the companies navigate integration and leadership reshuffles.
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National Express has completed roughly 30 acquisitions of family‑owned transportation firms, largely by contacting private sellers directly. The company balances the benefits of broker‑mediated deals—more organized processes—with the flexibility of unrepresented negotiations, where early valuation ranges help manage inflated seller...
In a recent podcast, Anirvan Sen of Fifth Chrome argues that post‑merger integration should prioritize growth capabilities and revenue synergies over traditional cost‑cutting targets. He advocates a blueprint‑style integration plan that starts at the strategy stage, mapping key customer journeys...
SouthCraft Home Builders announced it will operate as SouthCraft by Empire Homes, reflecting its 2025 acquisition by Empire Homes. Matt Roesch, a veteran homebuilder, was named division president to steer the rebranded unit. The new brand leverages Empire’s scale and...
Anheuser‑Busch completed a $490 million acquisition of 85% of Austin‑based RTD brand BeatBox, finalizing a deal announced in December. BeatBox, which posted over $340 million in retail sales and a 50% revenue jump last year, joins AB InBev’s expanding Beyond Beer portfolio...
BioAtla announced it is slashing roughly 70% of its staff as it evaluates strategic alternatives, leaving only essential personnel for the review. The move follows a 30% reduction last year and leaves the company with about $7.1 million in cash, down...
Hexagon AB announced the creation of Octave, a new brand that will house its Asset Lifecycle Intelligence division, Safety, Infrastructure & Geospatial portfolio, and the Bricsys, ETQ and Projectmates businesses. The spin‑off aims to form a standalone industrial‑software company delivering...
Paramount Chairman David Ellison outlined a plan to merge HBO Max and Paramount+ after a $110 billion acquisition of Warner Bros. Discovery, creating a streaming platform with over 200 million subscribers. The combined entity will inherit blockbuster franchises such as Harry Potter, Lord...
Nedbank has secured regulatory clearance to acquire a 66% controlling stake in Kenya’s NCBA for $855.5 million, marking one of the largest cross‑border banking deals in recent African history. The acquisition gives Nedbank access to NCBA’s $5.4 billion in assets, more than...
Fox Corp. CEO Lachlan Murdoch warned that U.S. regulators will likely attach a third‑party content‑licensing condition to the $110 billion Paramount‑Warner Bros. Discovery merger. He also noted that CNN, under David Ellison, will continue to challenge Fox News as a strong competitor....
DAZN is positioning itself to bid for a domestic NFL package as the league prepares for its next round of broadcast negotiations. The streamer already distributes NFL Game Pass internationally and saw a 24% subscription increase in 2025, signaling appetite...
Episode 56 of the Special Situations Report features Ehsan Ehsani, executive director at Crescendo Partners and Columbia Business School adjunct, promoting his new book "Finding Value in Numbers." The interview delves into quantitative investing tools, the Kelly Criterion for portfolio...
Bandai Namco Holdings announced a company‑wide restructuring affecting its film, toy, arcade and video‑game divisions, effective 1 April. The move follows Sony’s purchase of 16 million shares—about 2.5% of the firm—for roughly $464.5 million, and precedes Nintendo’s planned acquisition of Bandai Namco Studios Singapore. The...
Paramount plans to merge its Paramount+ service with HBO Max once its $110 billion acquisition of Warner Bros. Discovery closes, creating a single streaming platform with over 200 million direct‑to‑consumer subscribers. The combined service will sit between Netflix’s 325 million global base and...
Canadian facilities‑management firm BGIS has entered an early‑stage sale process led by private‑equity sponsor CCMP. Sources indicate the transaction could be priced at roughly 12 times EBITDA, valuing the business near $2.2 billion. The move reflects heightened interest in stable, cash‑generating...
Amadeus IT SA is in advanced talks to acquire Idemia Public Security for an estimated €2‑3 billion, a move that would combine the airline‑tech group’s travel‑focused biometric suite with Idemia’s law‑enforcement and border‑control capabilities. Idemia PS brings core biometric algorithm IP...
HVS Brokerage & Advisory closed the sale of two midscale hotels in Apopka, Florida: the 81‑key Hampton Inn & Suites by Hilton and the 77‑key Holiday Inn Express & Suites. Each property was sold separately to private regional investors, with the Holiday Inn purchased by a Connecticut 1031‑exchange...
Industry watchers are focused on the pending merger between Hapag‑Lloyd and ZIM Integrated Shipping Services. Readers of Container News flag regulatory approval and Israel’s “golden share” as the most likely obstacles, while labor unrest is viewed as a secondary concern....
Global Eggs announced a private‑equity investment of up to $1 bn from Warburg Pincus. The deal values the multinational egg producer at roughly $8 bn. The company, founded in 2018, now runs more than 50 farms across the United States, South America and...
Dwight Capital has purchased Midland States Bank’s HUD mortgage‑servicing rights portfolio, encompassing more than $500 million in unpaid principal balance tied to skilled nursing facilities, assisted living centers, and hospitals. The acquisition pushes Dwight’s total loan‑servicing assets above $15 billion, reinforcing its...
Ferrero, valued at $62.7 bn, is leveraging its iconic brands, vertical integration and a string of acquisitions to expand beyond chocolate into biscuits, ice cream and snacks. Product innovation and premium positioning have driven a 4.6% revenue increase to €19.3 bn in...
Spanish ice‑cream group Grupo Alacant, backed by private‑equity firm InvestIndustrial, announced it will acquire Ireland’s Silver Dairy Ventures (Silver Pail). The deal, terms undisclosed, is projected to generate roughly €300 million in annual revenue for the combined entity. Silver Pail, based in Fermoy...
London‑based estate agency Dexters posted an 11% revenue increase to £247 million and a 10% profit rise to £52 million for the year to 30 September 2025. Growth was split between 9% organic expansion and acquisition‑driven gains, notably the Keatons purchase. Lettings revenue grew...
Fertitta Entertainment, the Houston Rockets’ owner, is in talks to acquire Caesars Entertainment, a $5 billion market‑cap casino operator. If the deal closes, conflict‑of‑interest rules would force Caesars to drop all Rockets betting lines from its online and brick‑and‑mortar sportsbooks, echoing...
Andrew Levison, who started buying small New Haven apartments after college, now serves as chief investment officer of The Dermot Company, a 35‑year‑old multifamily firm that manages roughly $5 billion in assets and over 7,500 units. Under his leadership Dermot has...
Mintoak, the Mumbai‑based merchant SaaS platform, will raise Rs 80 crore in debt through non‑convertible debentures issued by BlackSoil to fund the acquisition of Dubai‑based loyalty‑tech firm ICC Loyalty. This marks the company’s second acquisition in twelve months, after buying Digiledge in...
Talon acquires Lundin’s US Ni, Cu subsidiary, taking Eagle Mine and Humboldt Mill in Michigan. https://www.metalnomist.com/2026/03/talon-acquires-lundins-us-ni-cu.html
Polus Capital Management has purchased a 26.54 percent stake in Arqiva from Macquarie, becoming the company’s largest external shareholder. Polus, which manages roughly $14 billion in assets, highlighted Arqiva’s role in the UK’s national communications backbone and its stable, sustainable growth trajectory....
Canva closed 2025 with a $4 billion revenue run rate and a user base exceeding 265 million monthly active users. The company announced two strategic acquisitions—MangoAI, which automates video‑ad optimization, and Cavalry, a 2D animation platform—to broaden its pro‑design toolkit. Enterprise revenue...
J. Safra Sarasin Group has completed the purchase of a 71% stake in Copenhagen‑based Saxo Bank for €1.609 billion, after securing approvals from FINMA and the Danish regulator. The deal, initially announced in March 2025, was adjusted downward following a $50 million AML fine....
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A rare post about an Australian stock: L1 Group (L1G-ASX) which reverse-acquired my former employer last year, looks interesting. The stock is not optically cheap, but when you look at... 1. The run-rate cost savings (guiding to $30-$35m, ~75% of...
Jeff Shell a No-Show as Paramount Brass Brief Wall St. on WBD Merger https://t.co/HsMvPz26yJ via @sportico @crupicrupicrupi
John Oliver mocked Paramount’s $110 billion acquisition of Warner Bros. Discovery, a deal that outbid Netflix after the streaming giant raised its offer to $31 per share. The merger creates a media powerhouse combining Paramount’s film and TV assets with Warner’s extensive library...
Fox Corp. CEO Lachlan Murdoch says he expects Paramount-Warner to continue to sell content to third parties and anticipates that will be a condition of the deal.
David Ellison today: "As we've said, the HSR waiting period has expired. Obviously, domestically, which means that there is no reason if we had cleared globally why we couldn't close in the U.S. today legally."
Pantheon’s Amyn Hassanally and Charlotte Morris argue that continuation vehicles are increasingly appealing to sponsors targeting small and mid‑cap companies. As more investors explore this structure, the pool of opportunities in the lower‑mid market deepens. The firm highlights that smaller...
Out @Lmanfredi7 lays out the path for Paramount to clear the Warner deal- the hurdles and the company’s secret weapon.
Today's M&A notes - $WBD to be acquired by $PSKY for $31.00, 147.2% premium, $110bn - $AES to be acquired by GIP / EQT / CalPERS / QIA for $15.00, 35.5% premium, $33.4bn - $ASCU.to to be acquired by $HBM.to for 0.242x shares,...
Paramount CEO David Ellison says no asset sales planned at this time if WBD deal goes through.
Paramount CEO David Ellison calls deal to acquire Warner, "a unique and thrilling moment." Alas he said it with the enthusiasm of a parking attendant telling you to head to the roof for a space. Pre-recordings never sound exciting.
On investor call, Paramount confirms it plans to put P+ and HBO Max together, making one service from the two.
.@charter is crushing it in mobile and bleeding in home internet. So Charter just hired the operator who made Frontier acquisition-ready. 🧵📉
Combined Par-WBD estimated to have $69 billion in proforma revenue and $18 billion in EBITDA.
Paramount CEO David Ellison says deal with Warner is opportunity to help shape the future and build the next generation media and entertainment company.
Paramount investor call to discuss merger w Warner is about to begin.... $PARA $WBD https://t.co/fMPs2jSr2O
🚨 UNDERTAKE 🚨 $AES to be acquired for $10.7B in CASH by a consortium (GIP, EQT, CalPERS, QIA). Friday’s market cap? $11.6B. Haven’t seen one like this in a while, bought out below where it was trading.
Merger Monday…..AES Corp (AES) in deal for$15 per share …take under as it closed over $17 per share
Toyota Asset Preparatory Co announced it had lifted the TOB Price for Toyota Industries to from ¥18,800 to a best and final ¥20,600. Elliott agreed to tender. They made big money, but this is still a really disappointing outcome for...
