Resisting Record Buyout: Seven & i Holdings Co., the parent company of 7-Eleven, is resisting a record $47 billion buyout proposal from Alimentation Couche-Tard, representing a 22% increase from the initial offer. Strategic Corporate Split: In...
Strategic Acquisition: Rio Tinto's $6.7 billion acquisition of Arcadium Lithium positions it as a major player in the lithium (lithium mining) sector, securing significant resource supply and competitive advantage. Surging Lithium Demand: Lithium...
Corporate Governance Scrutiny: Pfizer's legal threats against former executives Ian Read and Frank D'Amelio for collaborating with activist investor Starboard Value have raised concerns about corporate governance and executive accountability....
Alarming Default Rates: Private equity-backed firms faced a 17% default rate from Jan 2022 to Aug 2023, nearly double the 9% rate for non-PE firms. Top Sponsors Impacted: Major PE sponsors like Platinum Equity, Apollo, and Clearlake Capital...
Strategic Acquisition Target: HPS Investment Partners, a leading $117 billion private credit firm, emerges as a prime $10+ billion acquisition target for BlackRock. Sector Growth: The private credit market has experienced significant expansion,...
Corporate Governance Scrutiny: Pfizer's legal threats against former executives Ian Read and Frank D'Amelio for collaborating with activist investor Starboard Value have raised concerns about corporate governance and executive accountability....
Strategic Shift: Sanofi's $16.4B deal to sell 50% stake in Opella consumer health unit to CD&R signals strategic focus on innovative medicines and vaccines. Industry Trend: Major pharma players like GSK and J&J are divesting consumer divisions to...
Strategic Pivot: Bausch + Lomb's exploration of a sale represents a strategic shift from its tumultuous spin-off process, aiming to streamline operations and unlock value. Market Positioning: With a comprehensive portfolio of 400+ products, Bausch...
Strategic Exit: Bain Capital and Parthenon Capital are exploring the sale of a 20-25% minority stake in healthtech company Zelis at a valuation of $17 billion. Healthtech Disruption: Zelis specializes in digitalizing healthcare payments,...