Blog•Mar 1, 2026
InsideArbitrage Special Situations Newsletter: March 2026
InsideArbitrage’s March 2026 Special Situations newsletter warns of a continuing "Software Nuclear Winter" in the SaaS sector, describing deep valuation pressure and market disruption. The firm recently acquired SaaS company Navan (NAVN) and highlights another discounted SaaS opportunity, suggesting the disruption cycle is still early. Full analysis is gated behind a premium subscription.
By Inside Arbitrage – Blog
Blog•Feb 28, 2026
Paramount Skydance to Acquire Warner Bros. Discovery in a $110 Billion Deal
Paramount Skydance Corp. announced a $110 billion agreement to acquire Warner Bros. Discovery, offering $31 per share—a 10.05% premium. The transaction is financed by $47 billion in equity backed by the Ellison family and RedBird Capital, plus $54 billion of new debt from...
By Inside Arbitrage – Blog
Blog•Feb 27, 2026
Roman DBDR Acquisition Corp. II (DRDB) to Combine with ThomasLloyd in $1.5Bn Deal
Roman DBDR Acquisition Corp. II (ticker DRDB) announced a definitive agreement to merge with ThomasLloyd, an impact‑investment manager. The transaction values the combined entity at roughly $1.5 billion, providing a substantial cash war chest for ThomasLloyd’s sustainable‑infrastructure pipeline. The deal will...
By SPACInsider
Blog•Feb 27, 2026
BlackRock’s GIP and EQT Line up Potential $12.4bn AES Takeover
BlackRock’s Global Infrastructure Partners (GIP) and private equity firm EQT are in advanced talks to acquire AES Corp for roughly $12.4 billion, a deal that could be announced as early as next week after AES shares jumped 6.8% in New York....
By Private Equity Insights (Substack)
Blog•Feb 27, 2026
Advent Among Suitors as Senior Draws $1.78bn Takeover Interest
Senior plc, a British aerospace component maker, saw its shares surge 22.5% to a seven‑year high after rejecting multiple takeover approaches and confirming that Advent International is among several suitors. Two higher cash offers were also turned down, and two...
By Private Equity Insights (Substack)
Blog•Feb 27, 2026
Calpers Unfazed by AI-Driven Software Risks in $1.8tn Private Credit Market
Calpers, the $615 billion California public‑employees pension, holds about 4 percent of its assets in private credit, a market now worth $1.8 trillion. UBS analysts warn AI could destabilize software borrowers, pushing default rates from 3‑5 percent to as high as 15 percent. Despite these...
By Private Equity Insights (Substack)
Blog•Feb 27, 2026
Advent Seals Takeover of Southeast Europe’s Fast-Growing Tbi Bank
Advent completed its takeover of tbi bank, a fast‑growing mobile‑first challenger bank operating in Bulgaria, Romania and Greece. Advent manages roughly €85 billion ($92 billion) in assets and has made 448 investments across 44 countries. tbi serves 2.7 million customers, operates a network...
By Private Equity Insights (Substack)
Blog•Feb 27, 2026
Saudi AI Boom Draws Buyout Interest as QST Explores Strategic Options
Saudi joint venture Quantum Switch‑Tamasuk (QST) is exploring strategic options, with Rothschild advising on a potential transaction that could value the firm at well over $500 million. QST runs two 9 MW data centres in Dammam, forming part of Saudi Arabia’s broader...
By Private Equity Insights (Substack)
Blog•Feb 27, 2026
DE Supreme: Accountant May Resolve Earnout Claim Involving No Calculation
The Delaware Supreme Court in Fortis Advisors v. Stillfront held that an earn‑out dispute clause referencing the “calculation of the earn‑out amount” triggers arbitration, not merely expert determination. The court affirmed that the accounting firm acting as arbitrator could resolve...
By DealLawyers.com Blog
Blog•Feb 27, 2026
Blackstone Private Credit Fund Prices $400m 2029 Bond Amid Software Volatility
Blackstone's Secured Lending Fund priced a $400 million 2029 private‑credit bond at a 2 percentage‑point spread over Treasuries, wider than its earlier 2025 issuances that traded around 1.5 percentage points. The pricing follows a fresh markdown on the fund’s large Medallia loan, now...
By Private Equity Insights (Substack)
Blog•Feb 27, 2026
Humm Group Limited: Our View on Takeovers Panel Findings
On February 27, 2026 Humm Group Limited issued a formal response to the Australian Takeovers Panel’s findings concerning its recent acquisition proposal. The company addressed the panel’s concerns about compliance with ASX listing rules, disclosed remedial actions, and reaffirmed its...
By Raper Capital
Blog•Feb 27, 2026
Illumination Acquisition Corp. I (ILLUU) Prices $200M IPO
Illumination Acquisition Corp. I announced the pricing of its $200 million initial public offering, with units slated to begin trading on Nasdaq under the ticker ILLUU on February 27, 2026. The SPAC, led by CEO John Lipman, Chairman David I. Rosenberg and Steve Kaplan, will seek...
By SPACInsider
Blog•Feb 27, 2026
February 2026 Reincorporation Update
The February 2026 reincorporation update adds seven new filings, expanding the list of companies shifting their legal domicile. Notable moves include Datadog’s transfer from Delaware to Nevada, boosting Nevada’s market‑cap share to roughly $44 billion, and ArcBest’s relocation to Texas with...
By Business Law Prof Blog “Mission Alignment / M&A”
Blog•Feb 26, 2026
Carlyle Sets $200bn Inflow Target by 2028 as Turnaround Gains Traction
Carlyle Group announced a $200 billion capital‑inflow target by 2028, aiming to boost fee‑related earnings to $1.9 billion and raise earnings per share above $6. The private‑equity firm, now managing about $477 billion in assets, also approved a $2 billion share‑repurchase program to reinforce...
By Private Equity Insights (Substack)
Blog•Feb 26, 2026
Case Study: A Broken LOI, the Right Advisor, and a Successful Exit
Owners of a concierge medical practice attempted a sale, but the first Letter of Intent (LOI) collapsed, leaving them to restart the process. They turned to Axial's Advisor Finder, which quickly presented four vetted M&A advisors with healthcare expertise. After...
By Axial Forum