Unilever Explores Food Unit Spin‑off with McCormick
SCOOP: Unilever is in talks to separate its food business and combine it with spice maker McCormick. $UL $MKC https://t.co/dkrabAnWwZ
DOJ, FCC Clear Tegna‑Nexstar Deal, Forming Largest Local Broadcaster
Both the DOJ and the FCC have approved the merger of Tegna and Nexstar, a deal that would create the largest owner of local stations in the US. https://t.co/BcB7uDquKX
Amazon Acquires Autonomous Robotics Startup Rivr
Amazon $AMZN has acquired autonomous robotics startup Rivr Rivr was valued at $110 million in an August 2024 funding round which included investment from Jeff Bezos and Amazon - The Information
Money Wins: Ellisons Unlikely to Dump WBD Deal
I wish I could agree with The Ankler position on the PSKY acquisition of WBD “one good push and the thing unravels.” But money changes everything. Pretty much always. Governments flex a lot… rarely pull a trigger. Do we really think...
Democrats Sue to Block Broadcaster Merger over Censorship
Democrats are actually targeting the censorship machine, aka our corporate media. Eight state enforcers just filed a case to block the merger of the broadcaster giants who had Jimmy Kimmel thrown off the air. https://t.co/TfV2oxQ4lk
Bezos Plans $100B Fund to Automate Manufacturing with AI
"Jeff Bezos is in early talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation." https://t.co/UmA1I3g0xp
Restructured Deal Paves Path for DirecTV‑Dish Merger
EchoStar's restructured agreement with Dish DBS unit creditors could clear the way for another attempt to combine DirecTV with Dish's video business. @Light_Reading https://t.co/mfCCgX4u8a
Ecolab Nears $5B Acquisition of CoolIT Systems
SCOOP: Ecolab is nearing a deal to acquire data-center cooling company CoolIT Systems from KKR for between $4.5 billion and $5 billion. $ECL https://t.co/1tDHzEKlYQ
Bearish Pressure Threatens Previously Bullish Deal Market
The best news may be in the rearview... Bears encroach on bullish dealmaking market https://t.co/Gc2v7KSjbQ
Tina Turner's Music Rights Switch to Pophouse
Tina Turner's music rights have switched hands for the second time in five years. 2021: Turner sold catalog + NIL rights to BMG for $50M 2026: Pophouse bought majority stake from BMG Pophouse launched the ABBA Voyage show in London. Let's see what...
Predictive Analytics Flagged BVNKFinance Before Mastercard Deal
Crunchbase called it. Three months ago, we flagged @BVNKFinance as a likely acquisition target, & @Mastercard just announced plans to acquire it for up to $1.8B. That’s the power of predictions — you can spot opportunities early & move before competitors....
FTC’s Missed Block on Meta Reveals Bigger Risks
After my Supernatural report last month, I chatted with former FTC Chair Lina Khan to talk about why her agency’s failed attempt to block Meta’s acquisition mattered. Critics mocked the case at the time but hindsight is 20/20. https://tinyurl.com/5ae6xhjd
Regulators Demand More Data on Union Pacific‑Norfolk Southern Merger
US regulators are seeking additional information about Union Pacific’s proposed takeover of Norfolk Southern, an unexpected hurdle for the rail industry’s biggest-ever deal https://t.co/YELIEDfiKf
DOJ Refuses Politically‑motivated Fast‑track on Paramount‑Warner Deal
DOJ Will ‘Absolutely Not’ Fast-Track Review of Paramount-Warner Bros. Deal for Political Reasons, Antitrust Chief Says https://t.co/sQogt9Eyeq via @variety
Nexstar Refuses Station Divestitures Amid Consolidation Concerns
Nexstar has not offered to make any station divestures to try to appease states concerned about media consolidation resulting from its deal to merge with Tegna, says California AG Rob Bonta.
Network‑Driven M&A Fuels Rapid Growth for Young Operator
Just finished a conversation with a true operator. "Being boots on the ground. Getting punched in the face."- type of guy. (As he described himself...= He scaled his firm organically from zero to $20M in sales. Then sold it to a strategic,...
BA Exits Air Astana with $30M AA80 Sale
#BA. selling final holding in Air Astana #AA80 for about $30m; good thing to be out of.
California AG Leads Multi-State Lawsuit to Block $6.2B Nexstar‑Tegna
California Attorney General Rob Bonta Files Lawsuit Seeking to Block $6.2 Billion Nexstar/Tegna Broadcasting Merger. Other states part of suit include NY, VA, CO, IL, CT and OR. https://t.co/yZIDbjQZLK
Our ROI Dwarfs Zuck’s Scale Acquihire
To be fair, this is still infinitely better ROI than Zuck has seen on his acquihire of half of Scale.
Worthington Steel's $1.3B Deal Makes No.2 US Metal Center
Worthington Steel to buy Kloeckner for $1.3bn, creating the No. 2 North American metal service center. https://www.metalnomist.com/2026/03/worthington-steel-to-buy-kloeckner-for.html
Oscar Night Cheers, Yet WB Sale Threatens Auteur Vision
Mike De Luca & Pam Abdy had a great #Oscar night, but will their auteur-friendly approach survive WB's sale to Paramount? One insider says David Ellison wouldn't back anything that would 'lose $100 million out of the gate' (a reference...
Unilever, Kraft Heinz Eye Condiment Merger,
Vertical integration of fry sauce Unilever and Kraft Heinz held talks over food merger uniting ketchup and mayo - FT $KHC $UL
SilverVarden‑Contango Merger Approved, JV Details Upcoming Changes
No drama here. @SilverVarden's merger with Contango just got the green light from shareholders. What changes now? JV breaks it down: https://t.co/Pn3csAb89P
Jana Partners Demands Board Overhaul, Immediate Sale of FUN
Jana Partners is done waiting for $FUN turnaround. Activist is officially demanding a board overhaul and an immediate sale process. As a reminder, Jana was part of the group that pushed for a turnaround at the end of last year. This must...
Microsoft Asserts Amazon's OpenAI Investment Violates Exclusive Deal
Interesting, Microsoft is essentially claiming it acquired OpenAI through an exclusive deal and therefore Amazon's investment in the company is illegal. https://t.co/lffdAbvWVN
White House, Oracle, Silver Lake Dodge $10B TikTok Sale Questions
The White House, Oracle and Silver Lake won't answer questions about a $10 billion payment that was apparently required to secure the TikTok sale. It's unprecedented. And officially undisclosed. U.S. investors and biz leaders should want answers. https://t.co/Y0n8MTHFKa
RBC Flags Revolution, Xenon, Arrowhead as Top Biotech Takeover Targets
RBC: Revolution, Xenon, Arrowhead among top #biotech takeover targets https://t.co/h1toH9szrU by @realJacobBell $ARWR $XENE $RVMD $DYNE
Beazley Acquires kWh Analytics to Boost Renewable Underwriting
Beazley to acquire kWh Analytics to expand renewable underwriting #energysky -- via pv magazine global: https://t.co/wCWG390fQB
United CEO: JetBlue Deal Decision Amid 50% Travel Drop
United CEO Scott Kirby Says Buying JetBlue Is Up To Them — As Government Travel Falls 50% - View from the Wing https://t.co/SCDu2KV8hV
FT‑Targeted Biotech Stocks Deliver Short‑Term Alpha
Good read on Biopharma M&A by RBC , little mention to Betaville, Bloomberg, FT , oand ofc the standout $RVMD Our biopharma team is out with an M&A discussion piece - given the importance of M&A to the sector, it is...
Altai Capital Presses OSUR Sale, Activ
$OSUR is a cash box with a diagnostic business attached. Altai Capital is pushing for a full strategic review/sale. Activist has also nominated two directors for the upcoming AGM. Altai's SOPT in the screenshot. https://t.co/tAJzNe8cMy
Infocom's Text Adventure Legacy Ends with 1986 Activision Merger
#TechTuesday. June 22, 1979. Infocom, the software company that made text role based games famous was ended when it merged into Activision June 13, 1986. (The Deal Dragon) #Vintage #Gaming #JVGpost https://t.co/wxU4o6JWq9
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