AT&T Leads as Top Buyer for NextNav, Shares up 24%
"with AT&T the most logical fit, but SpaceX and Verizon Communications are also credible buyers of NextNav" NextNav shares have gained nearly 24% so far this year, https://t.co/FXVYWITgRW
Kraken's Acquisition of Bitnomial Boosts Speed and Compliance
Kraken @krakenfx is a powerhouse and this is a great acquisition. @Bitnomial moves fast and has good regulatory positioning.
Private Equity's College Sports Deal: Profit Mystery, Not Hype
blogged about the learfield sale, which I don't think warrants a OH MY GOD PRIVATE EQUITY IS COMING TO COLLEGE SPORTS type reaction but I do kinda wonder how this becomes profitable for everybody https://t.co/q2bQ1lNVca
Kraken’s Parent Payward Acquires Bitnomial for $550M
JUST IN: Payward, Kraken's parent company, is buying the Bitnomial derivatives exchange for $550 million.
NorthStar E&S Targets $300M Valuation in SPAC IPO
Space-based space situational awareness co @NorthStarEandS to IPO on @NYSE via merger with SPAC #VikingAcquisition. Minimum gross proceeds of $30M, pre-money valuation $300M. @SpireGlobal @LuxSpaceAgency @CartesianCap. https://t.co/coJbF6PboG https://t.co/leePWtbfAm
Global Strategic M&A Hits $718B, Beating 2021 Record
GS: Global strategic M&A volumes total $718 billion so far this year—already outpacing the prior record of 2021 https://t.co/jHjx8NpER8
Jardine Matheson Poised to Dominate Hong Kong Grocery Market
Jardine Matheson is in talks to acquire CK Hutchison's supermarket business ParknShop and merge it with Wellcome. Competition in Hong Kong's grocery industry would go down significantly, with the combined entity controlling >50% of the market. https://t.co/4MD3n7ptN1
FCC Defends Nexstar‑TEGNA Merger Amid Senate Inquiry
News: 🚨@FCC counsel filed this letter today with the U.S. Court of Appeals for the D.C. Circuit. It is @BrendanCarrFCC response to @tedcruz and @SenatorCantwell March 30 letter regarding the agency's March 19 approval of the @NXSTMediaGroup -@TEGNA transaction. $NXST...
Netflix Ready to Walk Away From Warner Deal
Ted Sarandos: Netflix Was ‘Willing to Put Emotion and Ego Aside’ and Walk Away from Warner Bros. Acquisition https://t.co/yPdLBCoAos via @variety
Padres Sale Bids Near $4B, Shattering MLB Record
The latest bids are in for the San Diego Padres sale process, and three were at least $3.5 billion, including one nearing $4 billion. The sale will shatter the current MLB record of $2.42 billion for the Mets in 2020...
Mike Davis' Choice Sparks Allegations of Corrupt Merger Drop
So a Mike Davis picked candidate. Dropping this merger challenge was gross and corrupt. https://t.co/d85hG8s3hx
Paramount Is the Ideal Buyer for Warner Bros.
That’s the thing: Paramount was the BEST option for WB sale Anyone who doesn’t understand that does not truly care about theatrical
Paramount's Extravagant CinemaCon Video Raises Acquisition Doubts
Not sure how Paramount can afford to buy WB, considering how much money they must have spent on their INSANE, star-studded, #CinemaCon intro video that ends w/ Tom Cruise on top of the water tower. Cameron, Chalamet, Will Smith, Pratt, Wahlberg,...
Palo Alto Founder to Acquire California Bank for AI Overhaul
Exclusive | Palo Alto Networks Founder Agrees to Buy California Bank for AI Revamp - WSJ https://t.co/z7UjSbA4Cv
Coastal Bend Bancshares to Acquire First National Bank
Deal Profile: Coastal Bend Bancshares to acquire First National Bank in Port Lavaca | S&P Global Market Intelligence https://t.co/prXztdmOoY
Deal Sourcing Wins: Shaq’s Ring Investment Story
Shaq story investing in Ring before Amazon bought it for $1B is very entertaining. He wanted a security camera. One firm tried milking him for $80k (“no…beat it”). So, he went to Best Buy, saw Ring camera and bought it. Loved the...
New Bank Bill Set to Unlock Capital for Midsize M&A
Data Dispatch: Bank bill could unlock capital, fuel M&A for midsize banks | S&P Global Market Intelligence https://t.co/Ny9wGdikDE
Replimune Downsizes While MeiraGTx Regains Eye Therapy
Replimune cuts staff; MeiraGTx reacquires eye gene therapy https://t.co/LqGPyNzRA3 $REPL $MGTX $JNJ $BIIB $RVMD $APLS
Activist Ainsworth Ups Offer, Resolution Still Uncertain
$AGI.AX saga continues. The activist who played an instrumental role in blocking Novomatic’s lowball A$1/share bid is at it again. Ainsworth is now tendering for 5.5% of the company at A$1.30/share, ~30% above Novomatic’s offer. That said, with Novomatic management in turmoil (CEO...
Compass Commands 32% Boston Market, Dwarfs Rivals
#Compass poised to bc 'market-dominating force' sez a thinktank. In #Boston, brokerage has market share of abt 32%. Next largest is #Williams at just over 4%. In wake of paying $1.6B for #Anywhere, 2d largest brokerage. #realestate #ConsumerPolicyCenter https://t.co/jvHt9oV5Ou
Netflix's $72B Warner Bid Missed, Earnings Loom
The $72 Billion Netflix Question Facing Netflix Heading into Q1 2026 Earnings Tonight $NFLX You were prepared to a write a $72 billion cash check to acquire Warner Bros. studio and HBO up until last month when you got outbid and...
Media Ad Measurement Still Attracts Startups and M&A
Why we continue to see startup formation and m&a in media and ad measurement. https://t.co/uCJ23GTccm
FCC's Weak Merger Enforcement Meets NATE's Build America Push
The @FCC enforcement of merger conditions is not exactly stellar. But @BrendanCarrFCC has courted NATE as a major constituency in the "Build America" agenda, so we'll see what happens.
TIG Poised for Value Boost Amid Strategic Sale
I think we might see some action on $TIG soon. They have been pretty quiet so far, while normally the full financials would already have been published. $TIG is undergoing a strategic review, basically intending to unlock the large SOTP value...
Total Metals Secures Full Ownership of High‑Grade Pick Lake Property
Total Metals $TT.V $TTTMF Acquires 100% Interest in the High-Grade Pick Lake Critical Minerals Property from Frontier Energy Limited 🔥🔥🔥https://t.co/vHOmtQ19ql https://t.co/KF6rrVQY2P
NextNav's PNT Service Offers 100k× GPS Power
Get your hands on the NextNav $NN Oppenheimer piece if you can "NN's Spectrum and GPS Backup (PNT) are Critical for Drones/Physical AI" It goes above the upgrade Cherry Pick "We see several strategic acquirers across wireless/satellite, with T the most logical fit,...
MGTX Buys Back XLRP Gene Therapy for $25 M
$MGTX just announced that it has entered into an asset purchase agreement with $JNJ to acquire back its bota-vec Gene Therapy program for the treatment of X-linked retinitis pigmentosa (XLRP) 🧵👇 for an upfront cash payment of $25M & a...
Deregulation Driving Airline Failures, Not FTC Action
First, it’s not the FTC who challenged the deal. Second, Spirit was asked specifically if they were in trouble by the judge. They said no. Third, JetBlue is going under as well because of its high debt load. Deregulation needs to...
AMBZAMPOLLI Fuels Trump’s $20bn, 20‑minute Deal Spree
A sneak peak into Trumplandia - @AMBZAMPOLLI ‘$20bn in 20 minutes’: the man turning Donald Trump into a global deal machine https://t.co/TGlBhHcgiS via @ft
Sysco‑Restaurant Depot Merger Threatens Local Restaurant Margins
Fabulous article by @biketrouble on the $29 billion Sysco-Restaurant Depot merger and its impact on local restaurants. https://t.co/qGv4I6Q1bN
Biden Blocks JetBlue Deal, Opens Cheap Asset Grab
Great work by Biden admin blocking JetBlue acquisition. Now acquire the assets on the cheap so a win for $JBLU ?
FinTech Fund Helps CarryHQ Secure AngelList Sale
Big congrats to @ankurnagpal and the team at @carryhq_ on the sale to @AngelList. Glad that we could support you from @thefintechfund 🙌 https://t.co/ToMKqLpS99
US M&A Deal Volume Drops 15% in March
"U.S. M&A deal activity decreased in March, going down 15.4% with 946 announcements compared to 1,118 in February. Aggregate M&A spending decreased as well. In March, 51.3% less was spent on deals compared to February." -FactSet
Spirit Airlines May Cease Flights This Week, Sell Assets
Spirit Airlines Could Stop Flying This Week And Sell Off Its Assets - View from the Wing https://t.co/145CNkriZg
Doubling Business With Zero Capital Through Vendor‑Financed Acquisition
the acquisition that doubled my business: not through: – more marketing spend – more staff – more locations – more effort through one deal: – motivated seller – vendor financed – zero personal capital
Government Aims to Retain 51% Stake Post‑merger, Reassuring Investors
Merger Progress & Ownership Structure: Recent reports (April 7, 2026) indicate the government is actively exploring ways to maintain a 51% stake in the combined entity following the PFC-REC merger. This clarity has reassured investors about the entity's continued status...
Iberdrola Hits 400 MW Italy Capacity with Lazio Acquisition
Iberdrola reaches 400MW in Italy with acquisition of Lazio solar plant #energysky -- via pv-tech: https://t.co/VAieQ86UrX
Vox Media CEO Poised to Sell Multiple Assets
NEW: Vox Media C.E.O. Jim Bankoff is likely to agree to multiple deals to sell various assets of his company, including the Vox Media Podcast Network, New York magazine, and the portfolio of digital brands…. Full details @PuckNews: https://t.co/hfYxhq0oky
Hollywood Merger Advocacy Is Legal, Not Just Politics
These Paramount advocates want to portray Hollywood advocacy around mergers as standard frivolous politics. They don’t get it’s a legal matter. Letters from industry stakeholders absolutely matter in antitrust cases.
Activist Galloway Backs JETMF, Claims 10x Upside
$JETMF is attracting activist attention. Galloway has become the 2nd largest shareholder with an 8.2% stake. Activist claims fair value is c. $9.5/share, implying 10x+ upside from current levels. Has anyone looked into this? Feels way too promotional. https://t.co/NxEzYYcTGj
Essential Service Sectors See Quiet Consolidation Surge
10 industries serious operators quietly consolidate: – radiology networks – waste management – trucking fleets – medical labs – pest control – senior care – cold storage – commercial cleaning – security firms – HVAC groups
Saudi Funding Withdrawal Threatens LIV Golf, Paramount Deal
Well, this is good news. And really, the best chance to kill the Paramount purchase of WBD would be for the Saudis to pull their investment. So hope on another front. LIV Golf Facing Imminent Closure as Saudi Backers Weigh...
New Documents Raise Doubts on Trump's TotalEnergies Deal
New Documents Add to Doubt Over Trump’s Deal With TotalEnergies #energysky -- via Heatmap News https://t.co/MDZMa61dPh https://t.co/E8CjnYUAek
Execution Drives Acquisition Value Over Price Premium
Acquisition value often comes from cost, capital, and revenue synergies realized through integration. Strong execution becomes decisive because strategic buyers must offset the higher prices financial investors can pay Source @McKinsey Link https://t.co/Bem75xvreG via @antgrasso https://t.co/bmG4SXpc12
CATL Must Acquire Ganf
Desperate times call for desperate measures. @catl_official should buy @GanfengOfficial & or #Tianqi. Even with 100% of both, they would still need more #lithium. https://t.co/NBTEIaIRFs
X Possibly Suppresses Accounts After OpenAI Acquisition
Echoing @jasonlk, @tbpn has completely disappeared from my feed. Is X now burying it due to its acquisition by OpenAI?
Enhanced Ltd to Debut on NYSE May, Reshaping Sports
Enhanced Ltd is expected to start trading in early May under the ticker $ENHA on the New York Stock Exchange, subject to customary closing conditions. For those of you interested in participating early: if you buy SPAC trust shares $APAD...
Mark Ruffalo Testifies Against Paramount‑WBD Merger Today
Actor Mark Ruffalo -- who has strongly opposed the Paramount-WBD merger -- will testify via videoconference at the Senate hearing today, according to Booker's office https://t.co/QKABiKeZiH via @variety
Law Firm Salaries so High, Can They Play Shortstop?
At these $ figures, my only question is can anyone at Kirkland or Latham in New York play short stop?
Carry Acquired, Expanding Mission to Empower Business Finances
Carry has been acquired by Angellist and Lettuce We started this company 3.5 years ago to help business owners make better financial decisions These two transactions allow us to continue to do this important work in a bigger way Thank you to everyone...