Know What's Happening in M&A
Know What's Happening in M&A
The FCC’s Wireline Competition Bureau approved Charter Communications’ $34.5 billion acquisition of Cox Enterprises’ residential cable, fiber, and managed‑IT businesses. The deal, signed in May 2025, will rebrand the combined consumer offering under the Spectrum name while adopting the Cox corporate name. The merger creates the nation’s largest residential internet service provider and promises expanded rural broadband investment and new U.S. jobs. FCC Chair Brendan Carr highlighted lower‑priced plans and anti‑discrimination protections as key benefits.
Botkeeper Infinite has been revived after Xendoo acquired its AI assets and re‑established the platform as a distinct division. The acquisition follows a brief shutdown announced by CEO Enrico Palmerino, but the software remained live to give customers time to...
Chicago’s industrial market is demonstrating steady fundamentals, with vacancy holding at 4.6% in 2025 and leasing activity climbing to 40.5 million sq ft, while rents rose 4.6% to $8.97 per sq ft. Mid‑market investors Matterhorn and SparrowHawk each secured $300 million in equity, giving Matterhorn...
Permian Resources Corp. says a wave of asset divestitures is looming as large oil‑and‑gas players unwind recent mega‑deals, and the Midland‑based operator is ready to act. The company can comfortably spend up to $3 billion on acquisitions through 2027 without stretching...
First Brands Group, currently in a multi‑billion‑dollar bankruptcy, has identified four prospective buyers for its auto‑parts factories, three of which supply components to Ford Motor Co. Ford is prepaying for parts and administrative expenses, a move described by its counsel...
The HVS Europe Hotel Transactions Bulletin for the week ending 20 February 2026 lists a series of high‑profile hotel deals across the continent. Indian conglomerate SanRaj, via Clearsense Ventures, bought three Accor‑branded hotels in the UK (478 rooms) from Ares and EQ....
The TEGNA Board of Directors approved a regular quarterly cash dividend as the company prepares to release its Q4 and full‑year 2025 results. The decision comes while TEGNA and Nexstar Media Group await final regulatory clearance from the FCC and...
Activist fund Irenic Capital Management has lodged an unsolicited takeover offer for Reservoir Media, valuing the Nasdaq‑listed music rights company at $1.1‑$1.2 billion, or $10‑$11 per share. Irenic, which owns roughly 9.2% of Reservoir, triggered a 15% surge in the stock...
Fonterra’s Mainland Group sale has been cleared, unlocking a $3.2 billion capital return for New Zealand dairy farmers. The average payout will be $392,000 per farm, with larger operations slated to receive $2‑3 million. Settlement is slated for the end of March 2026,...
The Paramount-Warner Bros. Discovery Bros. deal can be best understood through four objectives. 1. Buying IP that audiences already love — because nobody builds DC or Harry Potter from scratch. 2. Protecting valuable IP—after this deal closes, Netflix will lose "fat tail"...
Three years ago, David Zaslav was called "the most hated man in Hollywood." Now he's pulled off one of the biggest deals in media history, engineering a bidding war that earned him $790.5 million. How it all happened, with @LaurenSHirsch: https://t.co/jaz2VIbdCe
Evernorth, Cigna’s health‑services arm, has confirmed it now fully owns CarepathRx after completing the acquisition last year. CarepathRx provides home and ambulatory infusion solutions to roughly 10% of U.S. hospitals, strengthening Evernorth’s specialty pharmacy footprint. The deal builds on a...
Netflix, in SEC filing, says Paramount 'on behalf of WBD, paid the $2,800,000,000 termination fee owed to Netflix in accordance with the terms of the Merger Agreement.'
Last Saturday, Netflix was the heavy favorite to buy Warner Bros. What changed? How did David Ellison pull it off? Why did Netflix back off? Behind the scenes of one of the biggest deals in business history with @MichelleF_Davis and @joshua_sisco...
Dan Chancellor of Norstella explains that the looming patent cliff and persistent growth gaps are forcing pharma companies to rely heavily on mergers and acquisitions. 2025 saw a record $220 billion in deal value, driven by several mega‑transactions and numerous bolt‑on...
.@ShenLucinda argues that Stripe isn't a logical buyer for PayPal. But JPMorgan may be. https://t.co/5mg3m05s44
I take @sama point on circular dealmaking concerns -- that the revenue growth is key metric. And will leave profit concerns for another day. But also true that these companies are becoming something of a borg. If one goes down, it's...
The NEXUS conference highlighted a tightening deal pipeline at Goldman Sachs, dubbed the “Goldman handful,” as the firm scales back mid‑market transactions. Speakers warned that a wave of “zombie” companies—firms surviving on low‑interest debt—could strain private‑equity exits. Market participants noted...
Warner Town Hall: Management sounds shell shocked about the Paramount deal. Do they really want to sell? https://t.co/XWnrLMB7zM
NEW Charter tells @BrendanCarrFCC that it ended DEI, as it continues to pursue its merger with Cox: https://t.co/s4uJ8LIA1d Charter also said it will do some onshoring: https://t.co/JqEELKcoU4 $CHTR
Woven Solutions, a Reston‑based software provider for the national security community, announced the acquisition of Valence, a government consultancy. The deal is backed by private‑equity firm Falfurrias Capital Partners, which has been fueling Woven's expansion. Valence brings deep advisory expertise...
Paramount, Warner Bros deal would unite film, news and social media forces in the age of Trump My analysis for NPR: https://t.co/zsdkP7wB8K
Anderson, cooped. Jake, tapped. Erin, burnt. Kasie, hunted. Wolf, blitzed. Fears are running high among CNN staff after parent company Warner cleared the way for a sale to Paramount, which has been a shaky custodian of its own journalism assets https://t.co/c3LvI7HQXl
Primary Wave is in advanced talks to acquire Kobalt Music Group, with a potential valuation north of $1.5 billion—roughly double the price paid by private‑equity owner Francisco Partners in 2022. The deal would merge Primary Wave’s $6 billion catalog portfolio with Kobalt’s...
CNN Staffers Fear Warner Bros.-Paramount Deal Will Hurt Their Journalism and Network’s Financial Health https://t.co/c3LvI7Hj7N via @variety
"I'm excited to announce that we recently acquired the HPUE or High Power User Equipment product line from Nextivity." https://t.co/qJSVIM8AGg $AIRG
The episode covers three main business stories: Tamarin Bio’s $13.6M Series A to build an AI model‑coordination platform that makes tools like AlphaFold accessible to wet‑lab biologists; the FDA’s reversal on Moderna’s mRNA‑1010 seasonal flu vaccine, spurring a modest stock...
AT&T paid $85.4B for Warner Bros. and failed to create value. Disney paid $71.3B for Fox and has struggled to consistently wring value out of it. Discovery paid $43B for Warner Bros. and failed to create value. Paramount will pay $111B...
Who really won in Paramount’s acquisition of Warner Discovery? Plus new details on the mountain of debt awaiting the Ellisons. My debate with Bill Cohan @PuckNews ⬇️⬇️ https://t.co/xl4sfxLQQD
Japan’s regional banks, once pillars of local growth, now face shrinking deposits and borrowers as the nation records its 16th consecutive year of population decline. Consolidation is accelerating, highlighted by the 2025 Aomori Bank‑Michinoku Bank merger that now controls about...
California legislators could hit back at the Warner-Paramount deal by passing a strong state level merger law.
Today's M&A notes $NATL to be acquired by $BCO for $30.00 cash + 0.1574x shares, 22.6% premium, $6.6 billion $KORE to be acquired by Searchlight Capital / Abry Partners for $9.25 cash per share, 132.4% premium, $726 million $RNA / $NVS deal closed https://t.co/J7D2HirSUh
Netflix has withdrawn its $83 billion bid to acquire Warner Bros. Discovery’s studio and streaming assets, paving the way for Paramount Skydance’s $111 billion hostile offer, which the board has deemed superior. Paramount’s proposal, backed by Larry Ellison, now awaits regulatory clearance...
The Ellisons nab Warner and CNN in the biggest leveraged buy-out in history. Who's going to run it? https://t.co/KOQeZ3NQTy
It’s not actual cash raised, this deal adds to the thicket of circular financing from the biggest companies in the worlds. A whiff of Ponzi.
Paramount Skydance Global and Warner Bros. Discovery have announced a $111 billion merger that would unite two major studios and their extensive content libraries. The combined entity would blend HBO’s premium brand with Paramount’s franchises such as Star Trekk, Mission: Impossible, Transformers and...
Trump is considering spinning off Truth Social, so now his company theoretically would be a Bitcoin stockpile (likely underwater) and the nuclear fission bet.
PE in 2009: We tried to be legends but got jammed (Caesars, NXP, IntraWest) PE in 2026: Wheels are coming off our janitorial, car wash, dental clinic and gritty Glengarry glenross-esque insurance brokerage rollups. One fund spotlights PEs problems https://t.co/O0PB4vXT6T
UK retail property is re‑emerging as a high‑yield asset class, with prime shopping centre yields near 8% and secondary assets offering double‑digit returns. Transaction volumes in 2025 were modest at £5.83 bn, but the market saw a flurry of marquee deals,...
D.C. Memo: Nexstar CEO Sook – Washington Has Not Said Company Needs to Sell Stations to Close TEGNA Deal | $NXST @NXSTMediaGroup $TGNA @TEGNA https://t.co/md3Cz4tI5F
Netflix walked away from its proposed acquisition of Warner Bros. Discovery, letting the bid lapse as Paramount Skydance raised its offer to $31 per share. The decision erased a major overhang, sending Netflix stock up about 8% in pre‑market trading while Warner Bros. Discovery slipped...
Searchlight Capital Partners and Abry Partners announced a joint acquisition of IoT platform provider Kore, taking the company private for approximately $726 million. The deal values Kore at $9.25 per share, covering all outstanding shares not already owned by the investors....
In February 2026, fintech M&A activity highlighted five marquee deals reshaping banking, asset management, digital payments, and wealth services. Santander agreed to acquire Webster Bank for $12.2 billion, positioning itself among the top‑ten U.S. retail banks. Nuveen’s £9.9 billion purchase of Schroders will...
In 2024 paddlesports retailer Todd Frank bought inflatable canoe maker SOAR Inflatables, merging his 50‑year retail background with manufacturing. Frank leveraged his own Trail Head River Sports as the first outlet and has added three more retailers after showcasing at...
Astorg announced that Edouard Pillot, co‑head of its mid‑cap private‑equity team, will depart the firm. Lionel de Posson, Pillot’s fellow co‑head, will assume sole leadership of the mid‑cap unit. The change follows an internal restructuring aimed at streamlining decision‑making. Astorg...
Private equity firms are intensifying focus on hospice care platforms, with five notable deals reported this quarter. Kinderhook, Renovus and Revelstoke are among the investors leading the charge, targeting fragmented providers to build scalable platforms. The surge reflects broader demographic...
Eli Lilly’s oral GLP‑1 small‑molecule orforglipron demonstrated greater A1C reduction and weight loss than oral semaglutide, while offering flexible dosing without fasting. GSK announced a $950 million acquisition of 35Pharma, securing HS235, an activin‑signaling inhibitor aimed at pulmonary hypertension. The deal taps...
