Opposite Deal Waves Collide, Future Finance Will Gasp
PE deals to take public companies private, and SPACs to take private companies public, are all ramping up simultaneously. We will look back at this time in finance history with bewilderment.
Zero‑cash Acquisition Using Full Vendor Note and Holiday
the vanilla pop structure: – boring business found off market – vendor carries 100% as note – payment holiday: 9 months – DSCR above 1.5x – personal capital: $0
Small Firms Can Justifiably Acquire Larger Ones via Debt‑equity Deals
I get why people want to hate on this douchebag. But imho it's totally reasonable for a small company to buy a much much larger company with debt and equity issuance. Anyone with even a few years of...
AI‑focused Long Lake Seals $6.3B Amex GBT Takeover
Long Lake, one of our very first AI roll ups, has agreed to acquire Amex GBT for $6.3 billion. @alextaubman had a vision to take durable franchise businesses with decades of customer trust and make them better with AI. In two years:...
SAP Expands Data Platform with Dremio, Prior Labs Acquisitions
.@SAP acquires @Dremio, @PriorLabs as it builds out its data platform plan https://t.co/78ISBnRjAP SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP...
From $150k to $5B: Bet on Yourself
In 1973, George Lucas was offered $500k to direct Star Wars. His counter: $150k + merch & sequel rights. After minting billions, he sold LucasFilm to Disney for $4B in 2012. Lucas turned $350k into $5B+ and the world's greatest collection...
Ex‑rental Owner Seeks Hands‑on Investor, Not Banker
Over the past 2-3 years, I’ve built a great relationship with this one traditional business owner. He used to run a heavy equipment rental company. Sub-$2M in EBITDA. This deal died for me at the last minute as the other...
Burry's GameStop‑eBay Praise Misread as Oversimpl
Think this headline is a biiiiiiit of a misread or at the very least a drastic oversimplification of Burry’s thoughts on the proposed tie-up. *BURRY SAYS GAMESTOP BID FOR EBAY 'MAKES PERFECT SENSE' $GME $EBAY More here: https://t.co/LM9ZfauUTs
AI‑Driven Travel Roll‑up: Long Lake Buys Am
Biiiiiiiiiiig fintech news today: Long Lake Management, a startup backed by @generalcatalyst, agreed to acquire @AmexBusiness Global Business Travel (Amex GBT) for approximately $6.3 billion. This is probably mixed news for @tryramp, @brexHQ, and @Navan. Validation that there's an opportunity, but new...
BASF’s Q1 Investment Spike Reveals €124M AgBiTech Purchase
A look at the AgBiTech Acquisition by @BASF. In Q1 2026 BASF announced the acquisition of AgBiTech. One thing to note from their report is the “Investments” line. The AgBiTech acquisition was finalized in Q1 and investments were up ~€120 million...
SOLV Energy Bolsters Utility Platform with Roberson Waite Acquisition
SOLV Energy expands utility infrastructure platform with acquisition of Roberson Waite Electric #energysky -- via pv magazine usa: https://t.co/Bje3Dui1oP
Long‑term Acquisitions Gamble on Static Competition; Know when to Exit
The thinking exercise when it comes to buying a company and holding it for a long period of time... Doing that, you’re basically hoping that, over a generation time frame, the competitive environment doesn’t change, which, in a way, is a...
Musk Eyes Spirit Takeover to Launch AI‑powered Airline
There are rumors that Elon Musk may be exploring a takeover of the bankrupt Spirit Airlines, with ambitious plans to revolutionize the air travel experience. Imagine the possibilities: Optimus humanoid robot flight attendants, seamless Starlink connectivity, AI-powered travel planning, frictionless payments...
Real Deal Outcomes: What Happens After Buying
3 Real Business Deals (What Actually Happens After You Buy) https://t.co/PmkHIRS7pL #BuyABusiness #BusinessAcquisition #Entrepreneurship #SmallBusiness #DealMaking #ETA #BusinessTips #Investing https://t.co/MvNHqP8UhR
Cohen Proposes GameStop Issuing Stock to Acquire eBay
Ryan Cohen tells CNBC GameStop could issue more stock to buy the much larger eBay: CNBC $GME $EBAY
Carlyle Combines Knack and EqualizeRCM for AI-Driven Revenue Platform
Carlyle merges Knack RCM and EqualizeRCM to build AI-native healthcare revenue cycle platform Read the full story here: https://t.co/S4YaeVbFCv https://t.co/8wLsNx9jZC
Framework, Not Capital, Stops Most Roll‑Up Starts
the roll-up in 5 levels: level 1: buy 1 business level 2: buy 3 competitors level 3: regional dominance level 4: national holdco level 5: significant exit most never start level 1 not from lack of capital from lack of framework
MBK Partners Mulls $100M Sale of Pierre Marcolini Stake
MBK Partners weighs sale of Pierre Marcolini stake in deal worth up to $100m Read more here: https://t.co/annpmK6tGD https://t.co/spAMTC0Ol4
Escom Acquires Commodore's Assets Post-Bankruptcy, 1995
#ThisDayInTechHistory. May 4, 1995. Commodore Assets the rights to the name, patents, and intellectual property of Commodore Electronics, which had declared bankruptcy in 1994 were purchased out of Bankruptcy by German company Escom AG. https://t.co/xEPGpf8204
PE Fuels $1.5B Anth
Macro: PE demand backs Anthropic $1.5B JV with Blackstone & Goldman. Key: $300M anchors, $150M GS; Risks: execution, valuation, regulation. Trade: buy select AI names. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
HP Seals $19 Billion Takeover of Compaq, Reshaping PC Industry
#ThisDayInTechHistory. May 3, 2002. @HP completes $19 Billion buyout of Compaq Computer. #Computer #History https://t.co/xZGkwYMZsw
Buy Essentials, Structure Deals, Build Platform, Sell High—Timeless Wealth Formula
the wealth pattern across 200 years of history: buy what people can't avoid structure the deal correctly combine into a platform sell at institutional multiples carnegie did it rockefeller did it buffett does it the pattern is available to anyone who learns it
Learn Acquisition Skills Without Capital: 9 Essential Tools
9 skills that create serious acquisition operators: – cold outreach – deal sourcing – reading P&Ls – seller psychology – structure engineering – negotiation – timeline control – integration – knowing when to walk none require capital all are learnable
Retiring Owners Leave Legacy; Operators Inherit for Free
9 million business owners retiring this decade most built something real: – profitable for 20+ years – loyal staff – recurring customers – no succession plan the operators who call first inherit everything they built for nothing out of pocket
Fund Managers Sell Magnificent 7 to Fund SpaceX Bets
Interesting article from @theinformation's @coryweinberg and @validapau. To sum it up (as I can't post it): Fund managers are getting ready by planning to sell big chunks of “Magnificent 7” tech stocks — especially Apple, Nvidia, Microsoft, and Tesla — to...
Educating Owners: Cutting Through Unrealistic Valuation Expectations
Not a week goes by without hearing about traditional business owners with valuation expectations that are completely detached from reality... I've seen and experienced that to be one of the real drawbacks of proprietary deal flow. When no broker or advisor has...
S&P 500 Drops Profit Rule, Becomes PE Dumping Ground
On S&P 500 Rule Changes: “The S&P 500 is removing long-standing profitability requirements — the “enshittification” of the index. This change potentially turns the index into a “dumping ground” for Private Equity to offload unprofitable, highly leveraged companies onto retail index...
Grassroots Spirit Airline Buyout Promises $22M, Lacks Funds
Viral Grassroots Effort To Buy Spirit Airlines Claims $22 Million In Pledges — But Has No Cash And No Business Plan - View from the Wing https://t.co/Cek09e5wjC
Buy Turpaz: Phoenix Deal Boosts US Footprint
Macro: Turpaz expands US via $95M Phoenix acquisition. Key: $36.8M rev, $6.9M adj EBITDA, $2M synergies, strong liquidity. Risk: integration & rich valuation. Trade: buy the consolidation. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Turn Healthcare Roll‑Ups Into 2‑X Returns Without Personal Capital
the healthcare roll-up nobody talks about: buy at 4–5x EBITDA combine into platform sell to PE at 10–12x i run a multi 7 figure healthcare org built this way vendor financed zero personal capital
Zero Capital, Vendor‑Financed Deals Scale Healthcare Acquisitions
healthcare acquisition proof: my multi 7 figure organisation: – vendor financed every deal – zero personal capital – off market sourcing only my radiology friend: – $200M exit – zero personal capital the structure works in every healthcare vertical
PE‑owned Carrier Contracts Show Zero Concern
This happens all the time. Carrier wise contracto s owned by PE that don't appear to give a shit
Healthcare Platform Gold Rush: Fragmented Market, Easy Funding
the honest truth about building a healthcare platform: the sector is fragmented now motivated sellers are everywhere vendor finance is available i built multi 7 figures before institutions arrived the window is still open
True Private Equity Deals Should Never Hit Zero Value
Value degradation in the space of business acquisitions and private equity... “Within any given portfolio in finance, you probably should expect one or two deals to go to zero...” Craig Dupper of Elan Growth Partners believes this is not the case at...
California Bill Demands Transparency From Private Equity Funds
This is good California legislation. It would force PE funds to disclose write-downs, actual performance statistics, and the use of ponzi style continuation funds. https://t.co/DNO3TCVSvD
Private Equity Targets Universities Amid Enrollment Decline
This the reality of the private equity marriage to higher ed, which begins with athletics but I think will move toward education as schools are crunched for money with the enrollment cliff (fewer kids born in U.S. starting in 2008)...
Blackstone Launches AI-Focused Fund, Appoints Jas Khaira
Blackstone launches dedicated AI and tech investing arm, names Jas Khaira to lead Read more here: https://t.co/tKbwIwKPVr https://t.co/Q28FGsDTda
Big 12 Deal Could Redefine Athlete‑NCAA Legal Landscape
The Big 12’s multimillion dollar private equity deal with RedBird and Weatherford isn’t just new money—it could rewrite the legal relationship between athletes, schools, conferences, the NCAA & investors. I break down the stakes + risks for @Sportico.👇 https://t.co/uPrjJNUHFz.
Clearlake Acquires Qualus, Exits New Mountain's Grid Bet
Clearlake takes Qualus off New Mountain Capital's books in grid infrastructure bet Read more here: https://t.co/IDKdYzVS5P https://t.co/Y1eH1XSX4z
Founders Fund Secures Record $6 B for New Fund
Founders Fund has raised $6 billion for a new fund, reports @nmasc_ on @TheTerminal Will discuss details of it on the show today. This is the firm's largest haul ever.
Uber Reportedly Acquires Hong Kong’s FlyTaxi, Details Unconfirmed
Sing Tao Daily reports Hong Kong taxi app FlyTaxi has been acquired by Uber. The Next Web says the transaction has not yet been independently confirmed by Uber or FlyTaxi and the financial terms have not been disclosed in the available...
Thoma Bravo Exits Medallia, Absorbs $5 Bn Equity Hit
Thoma Bravo walks away from Medallia, taking $5bn equity hit Read more here: https://t.co/9G35OGrOHt https://t.co/dvChCgadBM
Reverence Capital Secures $2B Osaic Recap with Top Investors
Reverence Capital closes $2bn Osaic recap, drawing in Ares, Lexington, and Bain Capital Read more here: https://t.co/0VcHyKoq7B https://t.co/CFLnBR7rBK
KKR and Neuberger Private Markets Acquire Flow Control Group
KKR partners with Neuberger Private Markets in joint acquisition of Flow Control Group Read the full story here: https://t.co/7B490ti3yJ https://t.co/EgmoZQ7xJh
Starcloud Eyes $2.2B Valuation Amid SpaceX Interest
Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest — The Information https://t.co/x8wmuzDcmW
CVC Pumps €210M Into Tea Amid Falling Demand
CVC injecting EUR210M into its tea business to avoid debt restructuring Bought from Unilever for EUR4.5B in 2021 Tea consumption declining as young people switch to coffee Can't restructure consumer preferences
Weekly AI Q&A Captures Seller’s Brain in 90 Days
Incredible business buying tip: > During transition, sit the seller down with 50 AI-generated questions. > Input every answer. > The next week, bring 50 more. > Input those too. > Repeat weekly. After 90 days, you’ll have a deep archive of institutional knowledge, about as...
Vireo’s Fluent Buy Crowns It #4 Global Cannabis Leader
With the purchase of Fluent, $VREOF is the #4 largest cannabis company in the world by revenue and has clear sights on being the largest. One of the most fascinating stories in cannabis is how Vireo keeps rolling up distressed...
Investindustrial Raises €1.5bn Fund in Four Months
Investindustrial closes fourth lower mid-market fund at €1.5bn hard cap in under four months Read more here: https://t.co/OdrXVbdiey https://t.co/PN7biwPjHQ
Targeting the Underserved Turned NetZero Into a Nasdaq Star
Back in 1999, I met Mark Goldston through Jennifer Fonstad. We became friends instantly. Mark saw something most people missed: America Online was only going after the high-end user. The low-end of internet access was completely ignored. He called it "Joe Sixpack." I called...