Public Matches Extra Space After NSA Acquisition, Consolidation Accelerates
So the National Storage Affiliates acquisition puts Public on par with Extra Space as far as total square footage managed. Industry consolidation continues apace. https://t.co/Ce69lYGYsk https://t.co/Rqz8xdySVZ
Sarandos Stands Firm on Final December Offer
Ted Sarandos (Politico interview): "We had a price where we thought this was good for our business. We made our best and final offer back in December and it was our best and final offer. So that’s all."
Lightspark Stands Alone as Independent Global Money Platform
Congratulations to our colleagues at @BVNKFinance for their acquisition by @Mastercard. After @Stablecoin got acquired by @stripe last year, @lightspark is now officially the only independent global stablecoin + Bitcoin +fiat global money movement platform on a neutral network.
Own the TV OS, Control the Consumer Journey
"there is tremendous power in owning a consumer’s journey from the moment he or she powers up the TV, to the content that’s displayed, to what they end up watching." “If I were David Ellison, I would have bought Roku,” Greenfield...
IBM Acquires Confluent to Power Real‑time Enterprise AI
.@IBM Completes Acquisition of Confluent, Making Real Time Data the Engine of Enterprise AI and Agents https://t.co/QqwqJPCT4P >> Congrats. A key augmentation for the IBM AI capabilities. Good news for customers. #NextGenApps https://t.co/aCKH7wuesW
Roku Thrives Yet Remains Unacquired Despite Profitability
Roku is scaled, growing, and profitable, so why hasn't anyone bought it? Via @loudmouthjulia. ⬇️⬇️ https://t.co/dyvtlQl7RB
AI Deal Surge Amid War Mirrors Endless Rate Cut
What's the deal w/ the surge of AI deals related announcements during the War? is this the equivalent of the rate cut that will never come ?
Roku Shares Surge Amid $18 B Valuation Talk
$ROKU gapping up , getting some attention on this M&A piece mentioning $122 Roku could cost in the range of $18 billion or more
Slow Starts, Strong Balance Sheets Fuel Serial Acquirer Success
Serial Acquirers, Stockholm and The Story of 47 Acquisitions Per Year Why serial acquirers remain one of the most powerful business models in the world. The best of them have acquired as many as 275 companies and traded at valuations as high...
Ettienne Brandt Named Astound CEO Amid Google Fiber Merger
Ettienne Brandt, a vet of both broadband and mobile, is the new CEO of Astound Broadband, which just struck a deal to combine with GFiber (@googlefiber). Brandt most recently led Frontier's commercial business unit. @Light_Reading https://t.co/QQkVv0H6y6
Mastercard Embeds Stablecoin Layer via $1.8B BVNK Acquisition
🚨 MASSIVE: Mastercard just acquired BVNK for $1.8B. This one hits different. --- BVNK had a rough road. Previous acqusitions that fell through. Competing against massive companies. But they made it. Now they're the stablecoin infrastructure layer inside the world's second-largest card network. 130+ countries....
Foxconn Acquires 50% of Mitsubishi Electric's Auto Parts Unit
A deal Foxconn has been chasing for quite a while. Mitsubishi Electric to sell 50% stake in auto parts unit to Foxconn https://t.co/djtmqFxZPE
IJM Rejects Takeover; Pharmaniaga Escapes Risk
IJM says no to a massive takeover offer, a corporate mafia victim speaks out, and Pharmaniaga finally escapes the danger zone. Are you paying attention to these market moves? Major Updates, March 17, 2026: 1. IJM Corp shuts down Sunway's bid. 2. Victor Chin's...
WB Executives Poised for $1B Payouts Amid Merger
When I say that one day people will have a real look at #DavidZaslav’s role at WB’s fate… In the latest SEC filing submitted by WBD, it was unveiled that Zazzy expects to earn almost $900M in total compensation payouts for...
ServiceNow-Armis Deal Sparks Immediate Cybersecurity Hiring Wave
🚨 Hiring Signal: ServiceNow ServiceNow announced a $7.75B acquisition of Armis, its largest deal ever. Large cybersecurity acquisitions create immediate demand for: • platform security architects • post-merger integration leads • cybersecurity workflow engineers Action: Cybersecurity professionals should start connecting with ServiceNow ecosystem partners and security product...
Zaslav to Earn $887 Million From Warner‑Paramount Deal
David Zaslav to Receive $887 Million in Compensation Related to Warner Bros.-Paramount Merger https://t.co/2887qml6gI via @variety
LENSAR Ends Alcon Merger Amid FTC Opposition
Kudos sir - this was a good tweet LENSAR Announces Termination of Merger Agreement with Alcon Research "We understand that the Federal Trade Commission intends to seek to enjoin the acquisition" $LSNR $ALC
Wiz Rides AI, Cloud, Security Wave; Google’s $32B Deal
"Wiz is at the center of three tailwinds: AI, cloud, and security spend." @shardul_shah on why Google's $32 billion acquisition of Wiz makes it the "deal of the century," or at least the deal of the month. https://t.co/hlHecAdAEO
Finlight and Atrato Aim for 2GW EU Solar by 2030
Finlight, Atrato merge, target 2GW of operational distributed solar PV capacity in Europe by 2030 #energysky -- via pv-tech: https://t.co/4CImn8i29f
Nvidia’s $20B Groq Deal Set to Redefine AI Hardware
Jensen Huang is on stage right now at GTC 2026. But the real story isn't the keynote — it's the $20 billion move Nvidia made on Christmas Eve that's about to reshape the entire AI hardware industry. Here's why the...
Activist Targets Keep Getting Re‑Targeted, Fortune Brands Example
It's amazing the recidivism rates among activist targets. Fortune Brands was one of the big activist breakups in the 2010s, everyone celebrated. Apparently, it needs another activist now. I guess what happened was like a bad home repair? https://t.co/zISRV2GETa
LNSR Spread Widens, Credit Line Hints at Deal Delay
$LNSR spread to the $14 cash offer back to ~40% after the latest update. Co disclosed a credit line allowing it to borrow up to $9.2m. Market seems to read this, together with the last update, as a signal that the...
Public Storage to Acquire National Storage in 0.14‑for‑1 Deal
Merger Monday…NationalStorage (NSA) a REIT (real estate investment trust)that operates storage facilities being bght by Public Storage(PSA)..also a REIT .. for 0.14 share of its stock per share of NSA
Shell Exits South Africa, Selling 600 Petrol Stations
Farewell Shell, this marks the end of their petrol stations in South Africa. 🇿🇦 Shell will be selling their downstream assets, which includes a network of roughly 600 petrol stations across the country.
Trump Claims Paramount-Discovery Merger Already Finalized
Looks like Trump already views Paramount's acquisition of Warner Bros Discovery as a done deal based on this infographic he shared on Truth Social https://t.co/xUKYoMv9hq
Abra's $846M Acquisition Highlights Digital Asset Wealth Management
Abra / New Providence Acquisition III deal overview Digital asset wealth management platform $846.3 million enterprise value Symbol $ABRX PR: https://t.co/PKIWSdVOsf IR deck: https://t.co/4K0equHQqD Disclosure: Long $NPAC shares + warrants in $ARB.to https://t.co/2X7jjFOvzd
LEG Merger Arb Spread Swells to 18% Amid Turmoil
$LEG merger arb is getting juicy. Deal is non-binding. Spread now ~18%. Spread went from ~6% → 18%, mostly on recent mkt turmoil. Mgmt gave $SGI long DD access, cancelled the conf call, and multiple execs just got CoC bonuses. Downside ~10% if...
UniCredit's €35bn Hostile Bid Meets Commerzbank Resistance
Good Morning from #Germany, where UniCredit has launched a €35bn hostile takeover bid for Commerzbank, offering a premium of just 4% over Friday’s closing price, acc to BBG calculations. Commerzbank's management is likely to rebuff UniCredit's €30.8 per share offer,...
Meta Follows Oracle; Watch OpenAI and Anthropic
Meta is the latest to “Do a Dorsey”. Oracle already did. Who’s next? Amazon, Google? The ones to really watch out for are OpenAI & Anthropic.
Asian Terminals Delisted After Maharlika Investment Acquisition
𝗠𝘆 𝗣𝗵𝗶𝗹𝗶𝗽𝗽𝗶𝗻𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 "𝗔𝗧𝗜 𝗗𝗲𝗹𝗶𝘀𝘁𝗶𝗻𝗴 — 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗕𝗮𝗰𝗸 𝘁𝗼 𝗪𝗼𝗿𝗸" On 1 March 2026, I shared the notice regarding the delisting of Asian Terminals Inc. (Ticker: ATI). The development came after Maharlika Investment Corporation (MIC), the Philippines’ sovereign wealth fund,...
Evergreen Secures 47 Acquisitions in One Year
Yes... the holding company that has acquired 160 companies in nine years is Evergreen. Ramsey, the co-founder in the middle next to Alex and me, spends his time speaking with business owners and leading Evergreen’s new platform and add-on acquisitions. He was...
Fear Stems From Market Declines, Not Saba’s Bid
I’m genuinely interested in everyone’s thoughts. IMHO, what’s stoking fear @AcaciaCap isn’t our bid but the massive declines in everything from OTF, TCPC, FSK, OXLC, BPRE, the tripling of outflows for Cliffwater and Blue Owl, the frauds, the rise in...
New Investors Linked to Trump Back Major Media Deal
"Some of the new investors have ties to the administration: --> Larry Ellison, a co-founder of Oracle, is friendly with Mr. Trump and is backing the acquisition of Warner Bros. Discovery by his son, David Ellison, the chief executive of Paramount -->...
Redbird Execs Considered Buying Washington Post in 2023
Redbird’s Gerry Cardinale and Jeff Zucker expressed interest in buying Washington Post in 2023, per @nytimes: https://t.co/v5fCZ26uuf
Japanese Builders Accelerate U.S. Homebuilder Acquisitions
WOW. ANOTHER ONE. Japanese builders are rapidly acquiring U.S. homebuilders—striking their third deal in a month This week, Japan-based Hajime Construction agreed to buy Utah-based Wright Homes My latest for ResiClub: https://t.co/FgJwjNewbx
Government's 71% Fee Threat Sparks Outrage
Leaving aside the bad precedent (govt threatening to shut down a co unless it gets paid), the fee itself is kinda insane. The entire enterprise value was only around $14 billion. So this would be a 71% “banker’s” fee.
Paramount Skydance to Acquire BET+, Merge Into Paramount+
Paramount Skydance Buying Out Tyler Perry’s Stake in BET+; Streaming Service to Be Phased Out and Content Merged With Paramount+ https://t.co/Q19beETCv4 via @variety
Google's $32B Wiz Deal Analyzed on EquityPod
Thanks @shardul_shah for joining @EquityPod to break down Google's $32B Wiz acquisition. https://t.co/ZDi32DEnwx via @techcrunch
Irth Capital Eyes $47 Takeover Bid for PZZA
$PZZA is back in the rumor mill - This time Irth Capital is mentioned alongside Brookfield. - Irth already owns ~5% and reportedly tried to bid last year. - Rumored price: $47/share vs $36 today. - At ~10x EBITDA, there’s room for...
Sold for $500M, Bought Back for $1
This man pulled off the greatest heist in media history. In 2020, he sold Barstool Sports for $500+ million. Everyone thought he'd retire in peace. Instead, he turned around and bought it back - for $1. Here’s how he did:
Zim's Q4 Loss Raises Questions on Hapag‑Lloyd Acquisition
Zim. Q4 loss. What does that mean to buying them? If the union calms down, what is Hapag-Lloyd getting? A smart move? Or a mistake?
Acquisition‑Driven Holding Co. Hits $1.5B Revenue
There is a holding company acquiring technology services businesses. Since its founding in 2017, it has completed more than 150 acquisitions. Its highest annual acquisition volume has been as many as 47 companies in a single year. Today, the company generates $1.5...
Accenture’s M&A Signals New AI‑Driven GSI Era
Today's Thought: The M&A Signal Everyone Should Be Watching In 2015, Accenture acquired Cloud Sherpas. At the time, most people in the channel saw it as a Salesforce play. I saw it as something bigger: a signal that the world's...
Public Record Undermines Lazy Valuation, Raises Premium Bid Stakes
New on $MAPS: I think the public record is now strong enough to reject lazy, tape-anchored valuation—and strong enough to make a future “premium” bid answer much harder questions than management might like. Linked below. 1/2 https://t.co/ApS7y2tctJ
I Predicted Facebook’s Moltbook Acquisition in My Article
Facebook bought Moltbook. Just before the acquisition, I wrote an article for the Bulletin explaining exactly what they were buying. https://t.co/PQsZ0uKJ0B
Shanghai Stock Exchange Probes Zhenjiang's US Subsidiary Sale
Shanghai Stock Exchange queries Zhenjiang New Energy Equipment’s US subsidiary sale #energysky -- via pv-tech: https://t.co/IX0DXmPR5T
Google Abandons Pure‑fiber GFiber, Turns to DOCSIX Partner
D.C. Memo: Did @Google President Ruth Porat Decide the GFiber ‘Other Bet’ Wasn’t Working? GFiber opted to combine with a company in Astound Broadband that is 85% DOCSIS technology when plenty of pure-play fiber operators are still out there. What...
Analyst Predicts HPE Growth Surge Post‑Juniper Acquisition
Industry Analyst on HPE growth following Juniper Networks acquisition https://t.co/kGZAxKRnuP via @ein_news @jeffkagan #jeffkagan #industryanalyst #ictindustryanalyst #ai #aianalyst #aiindustryanalyst #analyst #analystrelations #wirelessanalyst #telecomanalyst #tech #technology #techanalyst #technologyanalyst #pr #publicrelations #pressrelease #marketing #ceo #cmo #caio #column #columnist #keynotespeaker #speaker #ces26 #ces2026...
Teamsters Demand DOJ Block Paramount‑Warner Deal without Job Safeguards
Teamsters Union Says DOJ Must Block Paramount’s Warner Bros. Takeover Unless There Are ‘Enforceable’ Job Protections https://t.co/omvw2m3xrr via @variety
M&A Promises Efficiency, yet Costs Millions with No Results
It's actually quite shocking how mergers and acquisitions – which in theory are "press button to win" operational efficiency gains – immediately go titsup after spending hundreds of millions of magic money, and nothing happens to anyone involved