Know What's Happening in M&A
Know What's Happening in M&A
Bill Holdings, a San Jose‑based business‑payments software firm, is weighing a sale after activist investors demanded higher profitability. The company reported a $2.6 million loss for Q4 2025, a sharp reversal from a $33.5 million profit a year earlier, while revenue rose 14% to $414.7 million. New board members, including two from Starboard Value, will decide whether Bill pursues a standalone turnaround or a sale to private‑equity. Analysts estimate a take‑out value of $59‑$70 per share, well above its current $47 price.
Business services private equity firms continued a busy week of M&A, completing multiple platform acquisitions—including Kingswood Capital’s purchase of Safran Passenger Innovations (renamed RAVE Aerospace), H.I.G. Capital’s buy of CargoTuff, Trinity Hunt Partners’ launch of Allvia, KPS Capital’s pending acquisition...
Xanadu, the Canadian quantum‑computing startup, announced a $3.1 billion business combination with Crane Harbor Acquisition Corp., a special‑purpose acquisition company listed on NASDAQ. The deal, disclosed in November, positions Xanadu as one of the few quantum firms to go public via...
Harro Höfliger, a German machinery maker, is expanding its Debrecen plant with a €15 million investment, creating 100 jobs. The project follows the 2024 acquisition of Manz’s Hungarian operations and was ranked the second most impactful small‑scale FDI in the 2026 Investment...
Ouch. Stash selling for $425MM after raising $747MM As a founder who has met a liquidation preference once in a while, this is PTSD. It is a tough hurdle to raise so much and then return the capital. Am sure the team...
The Reverse Expansion: East Acquires West 🔄 Singapore's Grab is buying U.S. fintech Stash for $425M — not for the users, but for the AI Money Coach: an SEC-regulated, auditable AI wealth advisor with $5B+ AUM. Super-apps are now importing American regulatory...
The episode examines Grab’s turnaround from losses to a US$268 million profit, its US$500 million share buyback, and investor concerns about growth and the US$425 million Stash Financial acquisition. It also breaks down Singapore’s 2026 budget, highlighting AI initiatives, tighter CDC payouts, and...
BriefCatch announced the acquisition of WordRake’s core product, technology assets, and its twelve editing patents. The deal merges two leading legal‑writing tools into a single platform, with WordRake CEO Scott Johns joining BriefCatch as a strategic advisor. The integration follows...
Frazier & Deeter, an Atlanta‑based Top 50 accounting firm, is finalizing the integration of three firms it acquired in 2023 while positioning for further selective deals. Under new CEO Jeremy Jones, the firm has grown revenue from $29 million to over $200 million...
Credit managers are accelerating mergers and acquisitions, sparking a wave of private‑debt GP consolidation. Fund allocators such as Goldman Sachs’ external investing group and Allianz Global Investors are sharpening their focus on this trend. The surge in deals expands assets...
Hg has completed the acquisition of OneStream for $6.4 billion, paying $24 per share—a 31% premium to the prior market price. The deal positions Hg as a major player in corporate performance management (CPM) and business intelligence, leveraging its software expertise...
UK launcher startup @orbexspace starts bankruptcy procedure after merger/acquisition/funding talks fail. @spacegovuk launch policy looks to be a puzzle. Remaining @nyxcapsule interest uncertain. @esa @defis_eu @SaxaVord_Space. https://t.co/h0Gu8UB0cx https://t.co/RsfCNjTv3u
A TD Cowen survey of 58 institutional investors and mining executives identified Toronto‑listed Iamgold Corp. as the leading M&A candidate for 2026, with 20 % of respondents flagging the company. The poll also showed near‑universal expectations of heightened gold and silver...
Wabtec announced a definitive agreement to acquire Dellner Couplers for $960 million in cash, funded by cash on hand and short‑term debt. The deal values Dellner at roughly 12.5 times its projected 2025 EBITDA and includes anticipated $22 million in cost synergies over...
The episode discusses Britney Spears' reported sale of her music catalog to independent publisher Primary Wave, noting the lack of confirmed details and price. It places this deal in the context of recent high‑profile catalog sales by artists like Queen,...
Harbor Health, an Austin‑based primary care and health‑insurance group, announced the acquisition of Rippl, a Seattle‑based dementia‑care platform. The deal, terms undisclosed, adds Rippl’s CMS GUIDE‑model services for Medicare Advantage and traditional Medicare beneficiaries to Harbor’s condition‑focused care pathways. By...
Canada’s Competition Bureau has released draft merger enforcement guidelines that embed structural presumptions, mirroring the 2023 U.S. thresholds of a post‑transaction HHI above 1,800 and a combined market share over 30 percent. The draft also eliminates the statutory efficiencies defence...
Teciem Launches as Standalone Firm After Apax Acquires Finastra’s TCM Division - Fintech Schweiz Digital Finance News - FintechNewsCH https://t.co/8Q95tmVsv6 https://t.co/w4YfeaaFtC
Orbex, the UK‑based small‑sat launch provider, has entered insolvency proceedings after its planned acquisition by European space‑logistics startup The Exploration Company fell apart. The collapse follows a January shutdown of its Danish engine factory and 90 redundancies, leaving roughly 150...
The Delaware Superior Court in JanCo FS 2, LLC v. ISS Facility Services clarified how a materiality scrape should be applied in M&A indemnity clauses. The court first inserts the full definition of “Material Adverse Effect” and then strikes materiality qualifiers, effectively expanding the...
Bain Capital announced a strategic pivot toward more locally‑focused private‑equity investments, citing heightened macro‑economic uncertainty and tighter cross‑border financing. The shift aligns with broader industry trends, as firms anticipate a surge in take‑private transactions through 2026 driven by low financing...
Life‑sciences M&A rebounded in 2025 after a brief slowdown, highlighted by J&J’s $14.6 billion Intra‑Cellular acquisition and a surge in platform‑focused deals addressing $150 billion of patent‑cliff risk. Regulatory dynamics shifted as the FTC adopted a more predictable, traditional antitrust approach, while...
The Hart‑Scott‑Rodino (HSR) filing calendar showed a sharp February 2025 spike followed by sustained high volumes through December 2025 and a solid January 2026 count. This surge compresses M&A diligence windows, forcing cyber, data‑privacy and eDiscovery teams to operate at...
Mattel announced it will acquire NetEase’s 50% stake in the mobile‑gaming joint venture Mattel163, valuing the studio at $318 million. The deal, slated to close by the end of Q1 2026, will be funded largely with cash generated from the existing partnership....
Wonder, the mealtime platform, announced the acquisition of Blue Ribbon Fried Chicken, taking full ownership of the iconic NYC brand and its East Village location. Financial terms were undisclosed, but the deal aligns with Wonder’s strategy to absorb beloved restaurant...
Attabotics, the robotic cube‑storage specialist, is restarting operations after its September 2025 acquisition by LaFayette Systems. The privately held LaFayette group will provide a stable financial base and engineering expertise, allowing Attabotics to retain its Calgary engineering, business, and manufacturing...
In this episode, Chris Mitchell, Doug Dawson, and Sean Gonsalves dissect recent telecom mergers, examine Starlink’s attempts to influence the BEAD (Broadband Equity, Access, and Deployment) funding rules, and discuss new research linking reduced competition to higher consumer prices. They...
The skilled‑nursing sector entered 2026 with strong occupancy and higher state reimbursements, restoring profitability for many facilities. Financing remains robust, but activity has shifted toward acquiring and refurbishing existing homes rather than new construction. Regional operators are snapping up underperforming...
Evans Senior Investments brokered the sale of the nonprofit Glencroft Center for Modern Aging in Glendale, Arizona, fetching $30.15 million—about $134,000 per bed—despite a 47% occupancy rate and a 1‑star CMS rating. The deal doubled the seller’s expected proceeds by creating...
Roll‑up acquisitions in software markets combine multiple niche firms to achieve scale and cost efficiencies. While the consolidation can enhance operational performance and pool technological talent, it also reduces the number of independent competitors, raising antitrust concerns. Successful integration hinges...
In this 30‑minute episode, the hosts break down how earnouts can bridge the valuation gap for VC‑backed companies during M&A transactions, emphasizing the need for solid legal structures rather than verbal promises. They walk listeners through the key clauses that...
The episode dissects the going‑private deal of ROK Resources by Blue Alaska Oil Trading, highlighting how a seemingly straightforward transaction with a 27.5% premium unraveled when the acquirer defaulted on its cash payment, prompting a deadline extension to March 17,...
A TD Cowen note suggests Oracle could sell its health‑tech unit, formerly Cerner, to finance massive AI datacenter spend. The company faces over $500 billion in capital commitments, including a $300 billion OpenAI contract that alone may require $156 billion in capex. To free...
The episode spotlights TransactIQ.Tech, a disciplined SEC filing ingestion and analysis platform built by engineers who actually read the filings, emphasizing correctness over flashy AI features. It details how the system reliably fetches, extracts, and summarizes transaction-relevant sections with strict...
Investors are targeting B2B media firms that combine proprietary data, subscription revenue, and live events, a hybrid model seen as AI‑proof and resilient. Recent deals include Bridgepoint’s minority stake in Exile Group, Montgomery’s acquisition of Halldale, and DVV Media’s split...
