M&A
The Billion-Euro Bitter: Unpacking the Campari Group’s Tax Evasion Allegations
Italian authorities seized €1.3bn from Campari’s parent firm in a tax probe, highlighting major risks in M&A and a global crackdown on corporate tax.
Gigaclear’s Billion-Pound Crossroads: Inside the High-Stakes Sale of a UK Fibre Giant
Broadband operator Gigaclear, burdened by over £1bn in debt, is up for sale, signaling a major consolidation wave in the UK’s fibre infrastructure market.
Thermo Fisher’s $10 Billion Bet: Unpacking the Mega-Deal for Clario and the Future of Drug Development
Thermo Fisher’s potential $10B acquisition of Clario signals a major shift in the drug development landscape, blending healthcare, data, and finance.
Beyond the Hype: Where to Find Real Value in a World Obsessed with Private Credit
Beyond the private credit craze, major shifts in media M&A and the space industry offer a glimpse into the future of the global economy.
Hollywood’s High-Stakes Gamble: Why a Warner Bros. Discovery Sale Could Reshape the Media Universe
Warner Bros. Discovery is exploring a sale, setting the stage for a bidding war over the media giant that could reshape the entertainment industry.
The End of an Era? Warner Bros. Discovery Hangs a “For Sale” Sign on a Media Empire
Warner Bros. Discovery signals it’s for sale, setting the stage for a massive media merger that could reshape Hollywood and the global streaming economy.
The €4 Billion Beauty Gambit: Why L’Oréal’s Acquisition of Kering’s Luxury Brands is a Market-Defining Move
L’Oréal’s €4bn acquisition of Kering’s beauty division, including Gucci and Balenciaga, is a game-changing move reshaping the luxury market.
Beyond the Ticker: Why Blackstone and TPG’s Megadeal for Hologic Signals a New Era in Healthcare Investing
A deep dive into the massive TPG and Blackstone take-private deal for Hologic, analyzing its impact on healthcare, finance, and the broader stock market.
Macquarie Goes All-In on London: A Deep Dive into the London City Airport Takeover
Macquarie’s takeover of London City Airport is a bold bet on UK infrastructure and the future of business travel. A deep dive into the multi-billion-pound deal.
Beyond Wall Street: Why the Real Value in Today’s Stock Market Is Overseas
The US value trade is a trap. Discover why smart investors are finding real value and robust returns in the overlooked stock markets of Europe and Japan.
The €17 Billion Gambit: Will France’s Telecom Giants Dismantle Drahi’s Altice Empire?
A consortium of French telecom giants has made a €17bn offer for Altice France, a move that could reshape the industry and solve a massive debt crisis.
The Dealmaking Drought Is Over: What Goldman and JPMorgan’s Earnings Reveal About the Economy
Goldman Sachs and JPMorgan’s Q1 earnings reveal a powerful resurgence in investment banking, signaling renewed economic confidence and a market rebound.