DCC.L's Offer Upgrade Signals Higher Success Odds
$DCC.L is following the script almost perfectly. Offer bumped 15%. Mgmt now plans to recommend and allow confirmatory DD. Spread is still ~9%, mostly non-binding/DD risk. Downside looks limited, yet the market prices only ~60% odds. I think odds are higher. Full pitch below👇 https://t.co/9DRDr7PxBo
Adyen Abandons Organic Growth, Pivots to Pricey Acquisitions
Adyen announced they are acquiring enterprise billing platform Orb for $335M in cash. Combined with the €750M Talon.One deal back in April, this pivot starts to feel weird. Adyen’s entire DNA and its historical premium valuation was based on a...
Sycamore Mulls $10bn Boots Sale, London Float Slows
Sycamore weighs $10bn Boots sale, cooling on a London float Read the full story here: https://t.co/sv9d6fRidm https://t.co/EQztE85Cv5
AI‑driven Roll‑ups Turn Fragmented Markets Into Billion‑dollar Wins
- Thrive Holdings is reportedly planning to bet $1 billion on this particular AI-powered roll-up. - @NWischoff said three companies in her portfolio have pivoted to roll-ups over the last 24 months and are crushing it (7-10x their entry valuation). -...
J&J to Buy Firefly, Securing Degrader Antibody Platform
J&J to acquire Firefly, maker of ‘degrader’ antibody drugs, for up to $1B https://t.co/7LR42oP7kZ by @gwendolynawu #biotech $JNJ
Blackstone Mulls $2bn Stake Sale Amid Stalled Buyouts
Blackstone weighs $2bn fund-stake sale as buyout exits stall Read the full story here: https://t.co/tg80WZ1arm https://t.co/nDbo7NJ5Td
AI Roll‑Up Dwelly Secures $200M After 9 Acquisitions
Want to see true product-market fit? Look at Dwelly. After 9 acquisitions in 24 months, Dan's AI-enabled roll-up is in talks to raise an additional $200m from General Catalyst and other investors. It's great news, as earlier this year they raised $93 million...
Carlyle Invests $700M in Korean Firm Chung Ho
Carlyle backs Korea's succession wave with $700m Chung Ho acquisition Read more here: https://t.co/RnFCgt8dzp https://t.co/FxYTb9loZa
Build a $50M Business via 90 Strategic Acquisitions
Since founding the firm in 2006, Brett has completed more than 90 acquisitions, compounded revenue at over 30% annually and built a business expected to generate roughly $50 million in EBITA in 2026. My conversation with Brett Kelly, the founder and...
Must‑Showcase PE Projects to Impress Recruiters
Top 5 Private Equity Projects That Impress Recruiters 👇 1. Leveraged Buyout (LBO) Model – Analyze acquisitions financed primarily through debt. 2. Private Equity Deal Screening – Evaluate potential acquisition targets using financial and operational metrics. 3. Company Valuation Project – Value a...
Idun’s Serial Acquisitions Yield 15% Annual Compounding
"The Next Great Swedish Serial Acquirer That Nobody Talks About?" Idun Industrier is a serial acquirer with a simple model: Buy niche, market-leading industrial businesses at 5-8x EBITA, keep them operationally independent and redeploy the cash they generate into further acquisitions. Do that...
Rare 30‑50% IRR: $5
The rare but real 30-50% IRR outcomes One example is a gentleman who bought a $5M EBITDA business and in short four years, paid back most of the $20M in debt. Also grew EBITDA by 50%. Then he exited the business for...
When Deals Collapse, Start the Next One Immediately
I once spent four months working on a deal that fell apart the night before completion. Investors in this specific deal pulled out last minute. Four months of work. Gone in one conversation I wasn’t part of. I drove home...
PAI Partners Acquires Majority Stake in Arlettie
PAI Partners to take majority stake in Arlettie through mid-market fund Read the full story here: https://t.co/b10E2iBo6a https://t.co/jCk6NYhhEL