BJC Moves to Snap up MM Mega Market Vietnam in $720m Deal
Berli Jucker (BJC) announced a US$720 million acquisition of MM Mega Market Vietnam, buying 921.8 million shares of TCC Land International through its Singapore subsidiary C‑Distribution Asia. The deal, valued at 22.5 billion baht, targets completion in the second quarter pending shareholder and regulatory approval. MM Mega Market operates about 30 wholesale centres serving hotels, restaurants, caterers and institutional buyers, while expanding a consumer channel. The transaction is part of a wider reshuffle of the TCC empire and BJC’s long‑term regional growth strategy.
Keysight Technologies Inc (KEYS) Q1 2026 Earnings Call Transcript
Keysight Technologies reported Q4 fiscal 2025 revenue of $1.419 billion, a 10% year‑over‑year rise, and full‑year revenue of $5.375 billion, up 8%. The company posted record free cash flow of $1.3 billion, returned $375 million via share buybacks and announced a fresh $1.5 billion repurchase...
BioMarin Pharmaceutical Inc (BMRN) Q4 2025 Earnings Call Transcript
BioMarin Pharmaceutical raised its fiscal 2025 total revenue guidance, now starting at $3.15 billion, and reaffirmed Voxzogo revenue between $900 million and $935 million. The company lifted non‑GAAP operating margin guidance to 26‑27% and lifted diluted EPS guidance to $3.50‑$3.60. A $221 million IPR&D...
Primoris Services Corp (PRIM) Q4 2025 Earnings Call Transcript
Palomar closed 2025 with a record $2 billion in gross written premium, up 32% year‑over‑year, and delivered adjusted net income of $216.1 million, a 62% increase that exceeded guidance. The company posted a 25.9% adjusted return on equity and a combined ratio...
ConocoPhillips Explores $2-Billion Sale of Permian Basin Assets
ConocoPhillips is weighing a $2 billion sale of Permian basin assets located in the Delaware basin, assets it acquired through deals with Concho Resources and Shell. The move is part of a broader portfolio streamlining that followed its $17 billion Marathon Oil...
German Defense Firm Said to Be Weighing Bid for Mynaric
Rheinmetall, Germany's largest defence contractor, is weighing a bid for Munich‑based laser‑communications maker Mynaric, potentially derailing Rocket Lab's announced $150 million acquisition. The move reflects Europe’s push to keep critical aerospace and optical‑link technology under domestic control amid heightened scrutiny of...
Hollywood Merger Threatens Movie Theatres Just as They Recover
Netflix is pursuing a takeover of Warner Bros Discovery, a move that could reshape theatrical release windows just as cinemas rebound from pandemic‑induced losses. Analysts warn that a shorter exclusive‑theatre period would erode box‑office revenues for operators like AMC, Cinemark...
Chariot to Raise $20 Million to Fund Offshore Angola Oil Production Stake
Chariot Plc announced a $20 million equity placing to help finance the acquisition of a producing oil interest offshore Angola. The deal, in partnership with Shell Trading and Etu Energias, targets Blocks 14 and 14K, which currently produce about 8,000 barrels per day....
First Citizens Seeks New Mergers to Cross Growth Threshold
First Citizens BancShares, sitting at $230 billion in assets, is actively scouting acquisitions to push past the $250 billion regulatory threshold that imposes stricter capital and reporting rules. The bank recently secured 138 BMO Bank branches across 11 states, adding a solid...
Why Creators Are Ditching Ad Revenue for Chocolate Bars and Fintech Acquisitions
Creators are moving beyond ad revenue, launching product lines, acquiring startups, and building tangible businesses. MrBeast’s chocolate brand now out‑earns his media arm, and his purchase of fintech startup Step illustrates the shift toward diversified revenue. The TechCrunch Equity podcast...
The DOJ Expands Its Investigation of The Warner Bros. Discovery Sale to Netflix
The U.S. Justice Department has opened an antitrust probe into the $45 billion sale of Warner Bros. to Apex Media Holdings. Regulators are examining whether the deal could curtail competition for independent movie theaters by shifting distribution power toward Apex’s streaming...
Doeren Mayhew Adds Alabama Firm
Doeren Mayhew announced the acquisition of Birmingham‑based CPA firm Dent Moses and its affiliate Impact Technology Group, effective Feb. 10. The deal adds Doeren Mayhew’s first Alabama office, nine principals and roughly 65 staff, expanding its Southeast footprint. Impact Technology brings...
Hapag-Lloyd Set to Grow Its Intra-Asia Network Through Zim’s Gold Star Line
German carrier Hapag-Lloyd plans to leverage its $4.2 billion acquisition of Zim Integrated Shipping Services to expand its intra‑Asia footprint through Zim’s Hong Kong‑based affiliate Gold Star Line. Gold Star operates 20 liner services with a fleet of 40 vessels totaling roughly 100,000 TEU,...
Downtown Music Completes Merger with Virgin Music
The episode announces that Downtown Music Holdings has finalized its $775 million acquisition and merger with Virgin Music Group, a deal first revealed in December. Founder Justin Kalifowitz is exiting Downtown, marking a leadership transition as the combined entity positions itself...
How M&A Could Reshape K-12 in 2026
The K‑12 education market is emerging from a turbulent five‑year period as funding streams and enrollment patterns begin to stabilize. Industry insiders report that education providers are now actively scouting merger and acquisition opportunities to capture growth and mitigate risk....
14 Months Later, UMG’s Virgin Officially Wraps Its Downtown Buyout — Pieter Van Rijn Shifts to COO, Justin Kalifowitz Steps...
Universal Music Group’s Virgin Music Group has completed its $775 million acquisition of Downtown Music Group, finalizing the deal 14 months after announcement and shortly after EU approval. Pieter van Rijn, former Downtown head, is appointed COO of Virgin Music, reporting...
Sinclair Given FCC OK To Buy Three SSA Partner Stations
Sinclair Broadcast Group has received Federal Communications Commission approval to acquire three stations it already operates under shared services agreements. The transactions include the Howard Stirk Holdings NBC affiliate in Flint, Michigan, a Cunningham Broadcasting station in Traverse City, Michigan,...
Lone View-Backed CargoSprint Acquires Dray Dog
Atlanta‑based CargoSprint, a cargo‑industry software provider, announced the acquisition of Dray Dog, a drayage‑focused platform. The deal is backed by Lone View, the venture firm that previously funded CargoSprint. By combining Dray Dog’s real‑time drayage capabilities with CargoSprint’s broader freight...
Stellantis Takes $26B Write-Down over EVs, Sells Stake in Battery JV for $100
Stellantis announced a €22.2 billion ($26 billion) write‑down tied to its electric‑vehicle strategy and sold its 49 % stake in the NextStar Energy battery JV to LG Energy Solution for a nominal $100. The charge reflects cancelled EV platforms, supply‑chain resizing and quality‑related...
Howard Hughes Holding’s Earnings Wobble as Ackman Asks For More Time
Bill Ackman's Pershing Square bought Howard Hughes Holdings for $900 million in May 2025 and is reshaping the commercial‑real‑estate firm into a diversified holding company. The firm announced a $2.1 billion acquisition of Vantage Group’s insurance business, slated to close this quarter....
How an LP and a GP Are Approaching the Slower Exit Environment
In the inaugural episode of PEI Group’s "Commitment Issues" podcast, Children’s Health’s Yangge Seaman and Hg’s Steven Batchelor examine how limited partners (LPs) and general partners (GPs) are adapting to a slower private‑equity exit market. Both guests highlight a growing...
How Getting Building Data Early in an M&A Deal Can Add Value
Facilities managers are often left out of M&A due diligence, yet early access to building data can dramatically increase deal value. By collaborating with finance teams, they can inventory leases, square footage, occupancy, and technology stacks before the transaction closes....
BlackRock to Merge Two Investment Trusts Following Saba Backing
BlackRock announced the merger of two of its UK investment trusts, a move supported by activist investor Saba Capital. The consolidation will combine assets worth over £X billion, aiming to enhance scale and reduce operating costs. By streamlining the trusts, BlackRock...
Virgin Music Group Completes Downtown Acquisition; Pieter Van Rijn Named COO as Downtown Founder Justin Kalifowitz Steps Away
Virgin Music Group (VMG) completed its acquisition of Downtown Music Holdings on February 20, 2026, after the European Commission cleared the deal pending the divestiture of Downtown’s Curve royalty‑accounting unit. The transaction brings Downtown’s 5,000 business clients, four million creators and...
Virgin Music Group Completes Downtown Music Holdings Acquisition
Virgin Music Group, the Universal Music Group subsidiary, closed its $775 million acquisition of Downtown Music Holdings after securing European Commission approval. The deal elevates VMG’s footprint in the independent music services market, adding Downtown’s 5,000 business clients and four million...
CAGNY 2026 Day Three: Volume Recovery, AI Divergence, and Bold M&A Bets
Day three of CAGNY 2026 highlighted divergent AI adoption, aggressive revenue‑growth management, and bold M&A moves across leading CPG firms. Kraft Heinz announced a $600 million investment in a tiered portfolio to recapture lost volume, while P&G detailed its operational “AI...
Why eBay’s Depop Acquisition Matters More Than the Earnings Beat
eBay’s recent earnings beat was eclipsed by its strategic purchase of Depop, the Gen‑Z‑focused resale platform. The $1.6 billion acquisition expands eBay’s mobile‑first, social commerce capabilities and adds a youthful user base. Analysts note that Depop’s rapid growth and strong community...
Extreme Hospitality Adds The Franklin on Rittenhouse to Portfolio
Extreme Hospitality has incorporated The Franklin on Rittenhouse, a 20‑room boutique lifestyle hotel in Center City Philadelphia, into its managed portfolio. The property boasts individually decorated guestrooms and a Prohibition‑themed speakeasy, the Franklin Mortgage & Investment Company, reflecting a rebellious...
Flipping the Script: Inside DealMAX with GF Data’s Ruben Burke and Ryan McCann
GF Data’s senior leaders Ruben Burke and Ryan McCann joined the Inside DealMAX podcast to discuss how the Las Vegas conference is reshaping engagement between data providers and middle‑market dealmakers. They previewed GF Data’s Q4 2025 findings, highlighting a 30%...
Media Deals Value Surges to $250 Billion Last Year, Driven by Netflix-Warner Bros., Premium Content
Media M&A value surged to nearly $250 billion in 2025, more than double the prior year, even as deal count fell 10.1 %. The jump was anchored by two mega‑transactions: Netflix’s $82.7 billion acquisition of Warner Bros. Discovery and a $55 billion take‑private of Electronic Arts....
Ampyr Solar Europe Acquires UK Solar Farm Project
Ampyr Solar Europe announced it has acquired the East Yorkshire Solar Farm from BOOM Power, a 530 MWp photovoltaic project that will supply electricity to roughly 100,000 households. The farm, classified as a Nationally Significant Infrastructure Project, received its Development Consent...
CHS Could Slow Pace of Divestitures as It Makes Progress Paying Debt
Community Health Systems (CHS) announced it will decelerate its aggressive divestiture program as it focuses on strengthening core markets. The for‑profit hospital chain has cut its debt leverage to 6.6× in 2025, down from 7.4× the year before, and boosted...
Pure Treats Buys Primal Pet Foods From Private-Equity Owners
Pure Treats, the Montreal‑based pet‑snack maker behind PureBites and PureSnacks, announced the acquisition of rival Primal Pet Foods from Kinderhook Industries. The purchase price was not disclosed. The deal brings Primal’s freeze‑dried and frozen food lines and its manufacturing plants...
Ascentis Wealth Buys Newly Launched Practice In Dallas With $250M AUM
Salesforce Acquires Momentum: What It Means
The episode breaks down Salesforce’s acquisition of Momentum, a revenue‑orchestration startup that transforms unstructured voice and video conversations into structured CRM data and automated workflows via Agentforce 360 and Slackbot. It explains how this move lets Salesforce own the "ground truth"...
First Gen to Take 40% Stake in Prime Infra’s 2GW Pumped Storage Portfolio
First Gen Corporation will acquire a 40% equity stake in Prime Infrastructure Capital’s pumped‑storage portfolio for roughly 75 billion pesos ($1.34 bn). The deal covers the 600 MW Wawa project in Rizal and the 1.4 GW Ahunan (Pakil) project in Laguna, together delivering 2 GW...
Ericsson Set for MWC26; Meta Mega-Deal; Vodafone Dutch Sale
Meta Platforms signed a multiyear, multibillion‑dollar agreement with Nvidia to install millions of AI processors for both training and inference, including confidential‑computing GPUs for WhatsApp. Vodafone Group sold its 50% stake in Dutch joint venture VodafoneZiggo to Liberty Global for...
Bulgaria Court Confirms United Group’s Bulsatcom Infrastructure Deal Not Subject to Merger Notification
Bulgaria’s Supreme Administrative Court has upheld the competition authority’s view that United Group’s purchase of Bulsatcom’s telecom infrastructure does not constitute a notifiable concentration under Bulgarian law. The decision dismisses appeals from A1 Bulgaria, Yettel Bulgaria and CETIN Bulgaria, confirming...
Stories of the Week: Unemployment, Industry Consolidation, and Semi-Liquid Funds
This week’s investment roundup highlighted three interlinked themes: a resurgence in unemployment, accelerating consolidation among asset‑management firms, and a surge in semi‑liquid fund inflows. Unemployment edged to 5.2% in Q4 2025, prompting managers to boost cash buffers and reassess risk models....
Splash Wrap: ZIM Sale Tops the Agenda
A $4.2 bn transaction will see Germany’s Hapag‑Lloyd acquire Israeli carrier ZIM, then spin off its Israeli operations into a new entity controlled by FIMI. The deal, which preserves 16 vessels for direct Israeli routes, triggered protests and a strike as...
First Citizens, Buyer Of Collapsed SVB, Weighs Another Target
PSKY Clears DOJ Hurdle
Paramount Skydance (PSKY) has satisfied the DOJ’s second request, causing the 10‑day Hart‑Scott‑Rodino waiting period to expire. The filing notes that no statutory barrier remains to close a potential acquisition of Warner Bros. Discovery (WBD), but a definitive merger agreement...
DNOW Inc (DNOW) Q4 2025 Earnings Call Transcript
DNOW completed its merger with MRC Global on November 6, creating a larger, diversified distributor platform. Full‑year 2025 revenue rose 19% to $2.8 billion, and fourth‑quarter adjusted EBITDA reached $61 million, reflecting a 6.4% margin. The integration added $388 million of stub‑period revenue and...
Lamar Advertising Co (LAMR) Q4 2025 Earnings Call Transcript
Lamar Advertising reported Q4 2025 acquisition‑adjusted revenue growth of over 4%, driven by a 6% surge in December and continued digital expansion. Adjusted EBITDA rose 3.7% to $288.9 million, lifting margin to 48.5%, while diluted AFFO per share reached $2.24 and...
‘Having a “Human” Bank Is Very Important’: A Conversation with Citi CEO Jane Fraser
Citi CEO Jane Fraser emphasized that a "human" bank remains essential despite rapid digitalization. She highlighted Citi's strategy of blending technology with personal relationships to deepen client trust and improve outcomes. Fraser cited recent investments in employee training, AI‑augmented advisory...
The Dating Game: Why a CapitaLand-Mapletree Merger Could Turn Into a Marriage of Inconvenience
CapitaLand Investment reported a S$142 million H2 2025 loss, largely due to a drag from its China portfolio, while teasing a possible merger with Mapletree Investments. The combined entity could command roughly S$200 billion in assets, creating a headline‑grabbing real‑estate behemoth. However, the...
Hulking Wilmington Office Slated For Resi Conversion Following Life Sciences Firm's Exit
Buccini Pollin Group has purchased the 500,000‑square‑foot Bracebridge office complex from life‑sciences firm Incyte, announcing a mixed‑use redevelopment that will add residential units above ground‑level office and retail. Incyte will retain an 80,000‑square‑foot lease, while the developer aims to finish construction...
PMG To Build Another Supertall Next To Waldorf Astoria
Property Markets Group (PMG) announced a 90‑story, 985‑foot Delano‑branded condo tower at 400 Biscayne Blvd., adjacent to its 1,096‑foot Waldorf Astoria development in downtown Miami. The 421‑unit project will launch sales in March with prices starting at $800,000, offering studios...
Scale Computing Expands Edge Portfolio with Adaptiv Networks Deal
Scale Computing announced the acquisition of Canadian SD‑WAN and SASE provider Adaptiv Networks, integrating its cloud‑native networking stack into Scale’s SC//AcuVigil managed services. The deal, terms undisclosed, adds built‑in connectivity and centralized orchestration for distributed sites, targeting retail, hospitality and...
Qiddiya-Owned RTS Takes Control of Evolution Championship Series
Qiddiya City’s esports subsidiary RTS has acquired the remaining stake in the Evolution Championship Series (EVO) after India‑based NODWIN Gaming sold its equity. The transaction, whose financial terms were not disclosed, makes RTS the sole owner of the premier fighting‑game...