Know What's Happening in M&A
Know What's Happening in M&A
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 trends and favorable reimbursement policies that are expanding the hospice market. Analysts see these transactions as a catalyst for consolidation and valuation uplift across the sector.
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...
The Delaware Supreme Court in Fortis Advisors v. Stillfront held that an earn‑out dispute clause referencing the “calculation of the earn‑out amount” triggers arbitration, not merely expert determination. The court affirmed that the accounting firm acting as arbitrator could resolve...
Athena Gold announced an all‑share acquisition of the 4,900‑hectare Forester Gold Project in north‑western Ontario, securing a full interest while inheriting a 2% net smelter return royalty that can be repurchased for $2 million. The project sits less than 30 km from...
Kellogg’s 2023 split produced two stand‑alone companies—Kellanova, a global snacking platform, and WK Kellogg, a North‑American cereal specialist. Both entities quickly attracted strategic buyers, with Mars acquiring Kellanova for roughly $36 bn and Ferrero purchasing WK Kellogg for $3.1 bn. The spin‑offs...
In this episode, host Jonas interviews uranium expert Brandon Munro about Bannerman Resources' landmark deal with China National Nuclear Corporation (CNNC), which sees CNNC acquire a 43% stake in the Etango uranium project in Namibia. Munro explains the decade‑long journey,...
Canada Pension Plan Investment Board (CPP Investments) and global data‑center operator Equinix have signed a $4 billion agreement to develop the atNorth platform across the Nordics. The partnership will fund the construction of multiple hyperscale facilities, targeting the region’s growing demand...
Glencore buys Quechua in Peru to strengthen its Cusco copper hub around Antapaccay and Coroccohuayco. https://www.metalnomist.com/2026/02/glencore-acquires-quechua-copper.html
The episode examines the recent slowdown in REIT take‑private activity as market conditions improve, highlighting the $3.4 billion Affinius Capital acquisition of Varus Residential REIT as a benchmark. Guests Jonathan Brass, Sarah Marks, and Matthew Norris explain that higher valuations, abundant...
NVIDIA announced a non‑exclusive agreement with Groq valued at up to $20 billion, positioning the startup’s low‑latency processing units (LPUs) as a core component of its inference strategy. CEO Jensen Huang likened the integration to the earlier Mellanox acquisition, suggesting LPUs...
Prime exits® and American HealthCare Capital are offering a fully licensed behavioral health platform in Northern Colorado, comprising two ready‑to‑operate outpatient facilities. The business currently generates no revenue but retains all licenses, accreditation, EMR, billing systems and payer contracts, dramatically...
A national healthcare staffing firm generated roughly $16.4 million in 2025 revenue and $3.7 million gross profit while operating two divisions—Health Information Technology (HIT) and travel nursing/allied health. The company leverages a proprietary database of over 174,000 clinicians and HIT professionals and...
On February 27, 2026 Humm Group Limited issued a formal response to the Australian Takeovers Panel’s findings concerning its recent acquisition proposal. The company addressed the panel’s concerns about compliance with ASX listing rules, disclosed remedial actions, and reaffirmed its...
I’d say yes overall, but arguments can be made to the opposite as well. In #TedSarandos case for instance, truth is that #Netflix didn’t need WB, it’s already miles ahead of everyone else even without WB. And he walks away with...
California Attorney General Rob Bonta warned that the Paramount‑Warner Bros. Discovery merger is not finalized, citing an open state investigation. Paramount’s $31‑per‑share offer has been deemed superior, prompting Netflix to step aside. Regulators must still clear the deal amid concerns...
Paramount Skydance announced a presumptive offer to acquire Warner Bros. Discovery, the parent of CNN, after Netflix withdrew its competing bid. The announcement was made live on CNN’s "The Lead" by Jake Tapper, highlighting immediate relevance to the network’s staff. Political figures, including former...
Sen. Adam Schiff: “What was true for Netflix is still true now for Paramount. The merger of two of Hollywood's biggest studios must be subject to the highest levels of scrutiny, free from White House political influence, to determine...
Hollywood's mega-merger battle ends with Warner Bros. as the real winner with a 78% stock bump since September - https://t.co/Ue55w8GTQk
Warner Bros. Discovery announced that its gaming division will refocus on its flagship franchises—Harry Potter, Game of Thrones, DC and Mortal Kombat—with new releases expected in 2027‑28. The company described 2025 as a reset year after shutting down MultiVersus and...
Special committee decision is in on $INMD. All bids were deemed inadequate, so the buyout thesis is off the table, at least for now. The stock has basically never moved from pre-announcement levels. The market was highly efficient on this one.
Even people who write about mergers for a living, have a way of forgetting about the states and their merger review powers https://t.co/txf7WOgAjH
Skydance‑Paramount’s proposal to merge with Warner Bros. Discovery is being framed as a traditional media consolidation, but analysts argue the real value lies in the combined content library as a high‑fidelity training data source for generative AI. The deal would...
Feel like the some of the reporting on Paramount-Warner Bros has kinda forgotten this little thing called federal and state antitrust review
As Paramount Skydance Grabs Warner Bros. and Netflix Bows Out, the Mood Inside All Three: Champagne Toasts vs. ‘Gut Punch’ https://t.co/7WOc11cdK3
Calumet Specialty Products Partners reported Q4 2019 adjusted EBITDA of $49.9 million and full‑year adjusted EBITDA of $262.8 million, driven by a 24% rise in specialty segment earnings to $207.9 million. The company reduced debt by $391 million, bringing leverage down to 4.0 times EBITDA...
Bottom line: Netflix walked away from an expensive bidding war that wasn't prudent and in doing so, it conveniently leaves one competitor saddled with debt and two competitors burdened by a very long, distracting regulatory approval process — Investors agree. $NFLX...
Tomorrow’s IN THE ROOM will have answers to all your questions about what the Paramount-WBD tie up means for CNN, CBS, Bari Weiss, etc… Sign up here: https://t.co/aUkyssMv7F
Camber Property Group sold a rent‑stabilized Brooklyn portfolio for $79.9 million, nearly matching its 2020 purchase price of $81.5 million. The eight pre‑war buildings comprise 387 units and benefit from a Section 610 rent‑subsidy amendment and a 40‑year Article XI tax abatement. The deal...
Hostile M&A is always bloodsport, but I can't remember an acquirer coming out of a process this bloody. Netflix has a shareholder problem (which doesn't understand why it wanted to buy a legacy studio), a Hollywood talent problem (which doesn't...
Uh, Democrats can stop the Paramount merger. State attorneys general have jurisdiction. California AG Rob Bonta said he’s watching it closely.
Private equity firms are increasingly targeting the fragmented accounting and consulting sector, where tens of thousands of CPA practices present a ripe consolidation landscape. Investors aim to roll up these firms into national platforms that can leverage scale, technology, and...
Here’s what I wrote back in December, the day after the Netflix deal with WBD was announced: https://t.co/aiNBd98ACC
So Netflix ending its WBD bid means WBD's movie business and cable channels should stay together. Paramount has sought the whole package even as WBD planned to spin off its cable assets. Lots of sports media angles now with...
Pat McGrath Labs has entered Chapter 11 bankruptcy and is being marketed to potential buyers by investment bank Gordian Group. The sale follows private‑equity firm GDA Luma’s recent acquisition of a controlling stake in the brand. Any transaction must settle over $60 million in debtor‑in‑possession...
Confirmed: Netflix pulls offer for Warner Bros Discovery's streaming & studio assets The Ellisons look to roll up Paramount and Warner into a Hollywood behemoth Justice Department antitrust regulators have yet to weigh in... but Trump has warming ties to Ellisons
Netflix’s stock is down ~30% since the WBD merger drama began. While losing WBD removes the last clear major growth lever, it likely reestablishes some investor confidence. Longer-term, we’ll see if they miss the lost IP. But recent major media...
Nexstar Media Group expects its $2.5 billion acquisition of Tegna to close by the end of the second quarter, aligning with the anticipated surge in political advertising ahead of the 2026 election cycle. The company reported Q4 net revenue of $1.29 billion,...
As I wrote months ago, there was only one “win win win” here … 1) Netflix gets the break fee 2) WBD gets even more money from Para 3) Para gets the bone it wants
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
Butterfly Equity, a private‑equity manager with roughly $7 billion in assets under management, has undergone a control shift following an internal partner dispute. Co‑founder Adam Waglay has emerged as the sole decision‑maker, consolidating ownership previously shared among partners. The restructuring resolves...
Warner Brothers Discover,,,board checked the boxes and declared paramount the high bidder …what will Netflix have to do.. need all cash And bid more ..or in the words of a great ceo say “they won.we https://t.co/BTEFBOV9AI! ‘’
Axios Pro Rata on Feb. 11: "It feels like the next act already has been written. The 'Davids' get over themselves, Paramount raises its bid and then Netflix has a decision to make."
Augmentum Fintech has agreed to a £185.7 million cash takeover by Norwegian buyout firm Verdane, representing a 27 % premium at 111 pence per share. The board unanimously recommended the offer, targeting completion in the second quarter. Augmentum’s portfolio includes 27 fintechs such...
WBD says Paramount bid > Netflix. Mr Sarandos, the ball is now in your court.
*WARNER BROS. SAYS PARAMOUNT OFFER IS 'SUPERIOR PROPOSAL' Seems like a good opportunity for $NLFX to graciously bow out of the $WBD bidding war and take the break fee paid for by $PSKY
Attabotics, the Canadian robotics firm behind a patented cubic goods‑to‑person storage system, filed for bankruptcy in 2025 and was acquired by Danville‑based LaFayette Systems in September. The deal keeps Attabotics' engineering, business, and manufacturing operations in Calgary, with key legacy...
Warner Bros says the Paramount deal is now superior. The ball is in Netflix’s court.
FTC compliance with the second request is ongoing in Alcon’s $LNSR takeout. Closing pushed again: now H1’26 from Q1’26 (already delayed from YE’25). With an ~18% spread to the cash offer, it’s getting harder to believe this deal closes.
Antitrust subcommittee wants a second chance to beat up on Netflix - WBD deal and has hearing scheduled for March 4. Will they add Paramount to mix if at that point they are in driver's seat?
