Versant Joins Talks to Buy Vox Media's Podcast Unit
scoop w/@jtes: CNBC and MS Now parent Versant is among the companies in talks to acquire Vox Media's podcast biz https://t.co/sWkoNWwPEH
Novartis Acquires Excellergy to Secure Xolair Successor
Novartis targets Xolair successor in buyout of startup Excellergy https://t.co/eGYQ2AxTd5 by @gwendolynawu $NVS $RHHBY #startups #biotech
Boards Can't Unilaterally Cancel Mergers; Shareholder Vote Required
I am dumbfounded that an institutional investor could think that a board of directors can just terminate a definitive merger agreement. I am even more shocked that they would admit this publicly in the media. For the uninitiated, a merger agreement can...
SAP Acquires Reltio to Boost AI‑ready Data Foundation
SAP to Acquire Reltio: Make SAP and Non-SAP Data AI-Ready - https://t.co/RBGqnJN8mq >> Congrats. A key move to bolster the data foundation in SAP BDC. MDM and out-of-the-box integration are critical for the se non dee needed in th Agentic...
Pharma Rushes Into Psychedelics, M&A Activity Surges
Pharma’s appetite for psychedelic therapies is rapidly accelerating, with M&A interest heating up across the sector.
Misguided Execs, Not Wall Street, Undermine Streaming
The counterargument is stronger. * Blaming Wall Street's infamous "streaming multiple" ignores every studio executive who convinced themselves that they could go from creative executives to tech executives in the blink of an eye w/o a background in DTC... they...
Sunway's 99.27% Win Clears Path for RM11B Deal
Sunway just crushed the IJM vote with a massive 99.27% win and the MACC finally got off their back. Is this RM11 billion deal unstoppable now? (Save this for later) 1. Shareholders aren't blinking. 2. The MACC drama is over. 3. Take it...
Judge Nunley Takes Over AGs' Merger Block Lawsuit
FWIW: The state AGs' lawsuit attempting to block the @NXSTMediaGroup-@TEGNA merger is under the care of Chief U.S. District Judge Troy L. Nunley, whose office is located in the Robert T. Matsui U.S. Courthouse in Sacramento. https://t.co/oNkplxefAw
Activist Targets $DRVN, Sees $30 Fair Value, 150% Upside
$DRVN is drawing activist interest. AWD is pushing to end the diversification era and return capital via a competitive sale process. The activist sees fair value north of $30/share, nearly 150% upside from current levels. https://t.co/Yjxfco0zMX
Questioning Whether Full Vote Would Change Legal Opposition
What would slow-track approval look like? Are you suggesting that a full commission vote would’ve altered your legal opposition to the transaction? Doesn’t seem like that’s the place you would’ve landed.
Pernod Ricard Mulls Buying Jack Daniel’s Owner Amid Downturn
Bloomberg: "Pernod Ricard is exploring a potential acquisition of Brown-Forman, the owner of Jack Daniel’s whiskey, as alcoholic drink companies look at ways to consolidate amid an industry downturn, people familiar with the matter said. They have held some initial...
Weedmaps Founders Claim Windfall Bypasses Ad Giants
And Weedmaps’ opportunistic co-founders want you to believe this windfall won’t accrue to scaled advertising marketplace leaders.
GLNG Eyes Sale After Strategic Alternatives Announcement
$GLNG finally started moving in recent days Yesterday, the company announced it is exploring strategic alternatives. A potential sale is on the table. This could get interesting over the next few months. Read @LuisVSanchez777’s pitch from Sep '25 for more details.
ERP Giants Face Threats, May Become Acquisition Targets
ERP providers like SAP, Oracle, and Workday might be acquisition targets as they face business model threats. Companies must decide whether to resist or embrace emerging tech by acquiring it. #ERP #BusinessStrategy #TechAcquisition https://t.co/CLuGMUXxRH
WBD Shareholders Vote April 23 on $110B Paramount Merger
That’s it! After being unanimously approved by both $WBD & $PSKY board of directors, WBD has now the date set for their shareholders to vote for or against #DavidEllison’s #Paramount deal to acquire WB: the special shareholders meeting is scheduled for...
WBD Schedules Shareholder Vote on Paramount‑Skydance Merger
Warner Bros. Discovery Sets Date for Shareholder Vote on Paramount Skydance Merger https://t.co/V3ENTx7eTr via @variety
Invesco Acquires Superstate Tokenized MMF, Marking Trad
BOOM: Invesco to Acquire Superstate's USTB Tokenized MMF Management One of first acquisitions of a crypto-native fund by TradFi asset manager. TradFi now majority of top 10 tokenized MMFs $2.2T asset manager Invesco acquiring management of $USTB ($950M AUM, 5th largest tokenized...
Trump's Washington Faces Massive Test of Dealmaking Possibilities
If this goes anywhere, it'll be a giant test of just what's possible dealwise in Trump's Washington https://t.co/4Vzk4MOANE
Lockdown Forces Closures; Giants Snap up Firms Cheap
Govt announces a lockdown businesses start shutting down and then the big boys buy them out at a 90% discount. Happening?
Buyout Likely as Activists Target Governance, Shares Plunge
Market is ignoring the looming governance catalyst. Super-voting shares are being phased out as two activists build meaningful stakes, one owning a highly complementary peer. With shares at multi-year lows and the biz stabilizing, the path to a buyout is increasingly likely....
Brookfield Leads $9B Deal as M&A Spree Continues
Today's M&A notes $BLX.to to be acquired by Brookfield / La Caisse for $37.25 cash per share, 31.8% premium, $9.0 billion $TERN to be acquired by MRK for $53.00 cash per share, 6.0% premium, $5.7 billion $JHG / Trian bumped bid by 6.1%...
AI Agents Deliver Rapid, Superior Merger Arbitrage Insights
The $TERN / $MRK deal announced this morning provides a good case study on how Accelerate's AI agents quickly analyze a merger arbitrage investment opportunity: - Equity research agent: Paste target ticker. Agent generates an initiating coverage report on the target. -...
Corporate Mafia Hijacks NexG, Recovery Restores Control
Deep-dive into PMX’s Proxy War 1. The Setup: Victor Chin joins NexG help diversify company that secures billions in govt contracts. 2. The Attack: Oct 2025, "Corporate Mafia" group raids NexG to hijack control. 3. The Tactic: "AMLA Code of Takeover" to freeze...
TERN's Termination Terms Hint MRK Could Be Outbid
For those wondering if $MRK might be outbid, here are the deal termination terms from $TERN https://t.co/TbM3rWyEoG
Merck Spends $6.7B on CML Drug Despite Gleevec Era
It's amazing that 25 years after Gleevec we are still watching drug companies pay billions for new drugs for CML. And that, in Adam's previous story, a once deadly cancer was referred to as a chronic disease. Anyway, $MRK buys $TERN...
Modern Mergers: Navigating the Oracle Bus Complexity
Hunting in Packs: The “Oracle Bus” and the Complexity of Modern Mergers by @Timothy_Hughes https://t.co/GXDJUSYuPN @DLAIgnite #SocialSelling #DigitalSelling #Sales #SalesTips #SalesLeader #Salesforce #SalesEnablement #RevOps #Marketing #Leadership #B2BSales #SalesLeadership https://t.co/nBhrtV9FNg
Multiple Acquisitions Outpace Single‑business Grind for Massive Exits
while you’re spending 30 years grinding one business to sell it for 4x… someone else is acquiring 16 businesses in 7 years and exiting the entire platform at 10x.
Mid‑Market Players May Challenge SAP, Oracle in $600B M&A
With M&A potentially hitting $600B in 2026, will SAP and Oracle be the big buyers, or will new mid-market players emerge? While some startups may go public, giants like Microsoft seem less at risk due to their AI investments. ...
Tern M&A Negotiations with Merck Need Better Valuation
$TERN M&A talks with $MRK Lot of upside positioning in it been highlighting, but need to see a stronger price tag https://t.co/MLOShQGHyF
Paramount‑Warner Merger Unraveling, Not Inevitable
Rushfield Quixote tilting at those windmills... The Paramount-Warner Deal Isn’t Inevitable. It’s Starting to Unravel, by @richardrushfield https://t.co/lWK9gdhl8z
Victory Capital Abandons Janus Deal over Committee Opposition
Victory Capital has pulled out of Janus acquisition after not getting support from Janus’ “special committee” https://t.co/VSWcoMUQal
Nvidia's Groq Acquisition Expands AI Hardware Portfolio
Here's a long (but hopefully worth it) story about how the @nvidia-Groq deal came about, the new Groq chip and how it fits into Nvidia's portfolio alongside Vera Rubin, how much of Groq's software stack will be used and what's...
AI Era Sparks Surge in PE Property Deals
Sign of the (AI?) times: Currently receiving ~3 emails per week from PE trying to buy our property management business
Reforge Joins Miro to Scale AI Product Education
I’m excited to announce that @reforge is joining @MiroHQ . 10 years ago @andrewchen and I ran the first Reforge Growth Series. What started as a single course has grown into a community of over 100,000 alumni and SaaS...
Canal+ Appears Dramatically Undervalued with Strong Synergies
Help me out here. Doesn't Canal+ $CAN looks pretty mispriced right now. The market is basically valuing MultiChoice (plus all the expected synergies) at less than zero. MultiChoice is already profitable and Canal+ is targeting €400m in annual synergies over the...
Trump's STB Shows Lukewarm Stance on UP‑NS Merger
This is interesting, the Trump STB does not seem excited about the Union Pacific-Norfolk Southern mega-merger. https://t.co/PZAfunTJBD
TotalEnergies Accepts Trump’s $1 B Offshore Wind Exit Offer
TotalEnergies Takes Up Trump’s $1 Billion Offer to Exit Offshore Wind #energysky -- via Heatmap News https://t.co/ApY6rOsRWt https://t.co/bpgjbtpiDu
Ascender and Maven Letters Prompt Bain to Extend Offer
MCJ (6670 JP) - the Letters from Ascender Capital and Maven Capital appear to have had something of an effect. Bain extended the TOB today. They would not extend if they had reached the minimum. I wrote about this on...
Meta Now Controls Both Human and AI Social Networks
Meta recently acquired the largest social network for AI agents. The largest human social network now owns the largest AI/Agent social media platform.
AI Firms Sprinting with Nonstop Talent Acquisitions
AI talent wars continue 👀 Dec 3: Anthropic acquires Bun Dec 8: Meta acquires Limitless Dec 29: Meta acquires Manus Jan 12: OpenAI acquires Torch Feb 15: OpenAI acqui-hires OpenClaw Feb 25: Anthropic acquires Vercept Mar 9: OpenAI acquires Promptfoo Mar 10: Meta acqui-hires Moltbook Mar 19: OpenAI acquires...
Heliostar Metals Secures Full Ownership of Utah Goldstrike
Mngt at @HeliostarMetals adds another piece to its growing #gold story, acquiring a 100% interest in the Goldstrike project in Utah. Check out JV's list of the company's momentum already this year. Plus, his take on gold's selloff and 2 baby...
Cencora Expands Monopoly with $1.1B Retina Acquisition
Another day, another acquisition by drug wholesaler monopolist Cencora. This one is EyeSouth Partners's retina business for $1.1 billion. https://t.co/F6Cj1hXCzy
AI Blurs VC and PE Lines in Construction Deals
AI: Where VC converges with PE! Historically, outstanding venture capitalists invested in high-growth software. Top-quality private equity firms acquired companies. And the two strategies were distinct. Those two paths may be converging. @generalcatalyst just invested $13.8M to back KP Reddy to launch @ZeroRFI_...
Democratic Senators Push FCC Review of Paramount‑Warner Deal
Democratic Senators Demand FCC Conduct Foreign Investment Review of Paramount-Warner Bros. Deal Over Backing by Middle Eastern Funds, China’s Tencent https://t.co/hEDGRnqwMl via @variety
Poste Italiane Bids €10.8bn for Telecom Italia
The re-Post Officication of telecoms was not something I expected to read this morning: Poste Italiane launches €10.8bn bid for Telecom Italia via @FT https://t.co/gR3vmnrlkX
Identify Motivation Early to Avoid Wasting Deal Time
If this is missing, you’re all wasting time. The exact moment he admitted his motivation to do a real deal. https://t.co/qN0ZgLYOqF #SmallBusiness & Deal Making #SMB https://t.co/mdeKboGQdn
Elon Preps Tesla‑SpaceX Merger; Terafab Advances Plan
Elon's been laying the groundwork for Tesla to merge with SpaceX. Terafab is a continuation of that goal...
Trump's Exit Forces Vance to Accept a Deal
By the time Trump is out of office the desperation will make this point moot. Vance will have no choice but to accede to a deal.
Yahoo's 2005 Acquisition of Flickr Marks Early Photo‑Sharing Takeover
#ThisDayInTechHistory. March 21, 2005. Yahoo announces that it will acquire the popular photo service Flickr. #Technology #Takeovers #History https://t.co/GxEp7H0Jm9
DIRECTV Joins Fight to Undo Nexstar‑Tegna Merger
🚨News Flash: @DIRECTV intervenes in the D.C. Circuit case in agreement with @NEWSMAX and several cable broadband associations seeking to reverse @FCC approval of the @NXSTMediaGroup-@TEGNA merger, which closed March 19. Can they really unscramble the egg? https://t.co/5CxQWIVDs9