CVC Dreams Big with $5B Dream Games Acquisition
Plus: We outline portco M&A and exits from last week.
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Thoma Bravo’s $10.5B Boeing Deal Braces for Turbulence
Plus: Fitch downgrades ‘deteriorating’ global leveraged finance market and we outline portco M&A and exits from last week.
KKR’s $3.1B OSTTRA Play is Firm’s First Foray into Post-Trade Services
Plus: We outline portco M&A and exits from last week.
Mega Merger? Behind Bain’s 30x EBIDTA Price Tag on HealthEdge
Plus: We outline portco M&A and exits from last week.
Colonial Joins Brookfield’s Growing Pipeline Portfolio in $9B Deal
Plus: We argue that data centers are a bubble and outline portco M&A and exits from last week.
Clearlake’s $7.7B Dun & Bradstreet Deal Among Largest B2B Data Plays
Plus: We warn that infrastructure portco valuations are at risk with the impending IRA repeal and outline portco M&A and exits from last week.
Sixth Street’s $3.8B Giants Deal May Cost Fans
Plus: We argue why the IRS should keep the ‘DA’ in ‘EBITDA’ and outline portco M&A and exits from last week.
Burgeoning Small Cells Low Risk? Behind EQT’s $4.25B Crown Castle Deal
Plus: We doubt anti-ESG crusaders will make real inroads with private markets and outline portco M&A and exits from last week.
Analyst Predicts Sycamore to Strip Assets, Close Stores at Walgreens
Plus: We introduce Portco News and outline portco M&A and exits from last week.
Can Warburg Pincus Make Its $1B VIP Play Another Triple Threat?
Plus: We’re skeptical of PE firms’ interest in accounting firms and outline portco M&A and exits from last week.
Bain’s $3.3B Tanabe Carve-Out Rewrites Rules for Japanese Pharma
Plus: We lament that LBOs may return to their debt-heavy heyday and outline portco M&A and exits from last week.
Dissecting Bain’s $3.2B Surgery Partners Bid
Plus: We wonder just how bad tariffs will be for PE and outline portco M&A and exits from last week.
Will HIG’s Old Playbook Work with $1B Kantar Media Carve-Out?
Plus: We challenge the long-term viability of healthcare roll-up strategies and outline portco M&A and exits from last week.
Was New Mountain’s $2B Access Healthcare Deal Worth the Wait?
Plus: We dissect the antitrust risk of a roll-up strategy and outline portco M&A and exits from last week.
Can Blackstone Continue Citrin Cooperman’s Explosive Growth?
Plus: We argue why NAV loans should never finance add-ons and outline portco M&A and exits from last week.
Portco News' 2024 Wrapped
We examine operations trends from 2024, make predictions for 2025, and outline portco M&A and exits from the holiday season.
Checking the Pulse on CVC’s $1.2B CompuGroup Medical Bid
Plus: We discuss David Bonderman’s legacy and outline portco M&A and exits from last week.
Will General Atlantic Duplicate Duolingo’s Success with $1B LTG Deal?
Plus: We wonder why sports fans play defense against private equity and outline portco M&A and exits from last week.
Mubadala Plans 'Long-Term Approach' for $8.7B CI Financial
Plus: We explore the link between fundraising and the rise in wealth management portcos and outline portco M&A and exits from last week.
Cinven Settles $1.6B Account with Grant Thornton UK
Plus: We wonder why on earth PE firms would buy chain restaurants and outline portco M&A and exits from last week.
KKR’s Next Chapter in EdTech: the $4.8B Instructure Take-Private
Plus: We argue why ESG needs to remain core to operations (even during a Trump presidency) and outline portco M&A and exits from last week.
European Data Centers Have “PE-style Risk-Return” For Bain
Plus: The Buffalo Bills eyes Arctos investment, CVC joins KKR on SuperStruct, and Shore Capital and Silver Lake talk pet care.
Will EQT Get Schooled on Education? Behind the $14.5B Nord Anglia Deal
Plus: Thoma Bravo buys Secureworks via portco Sophos and Vinted reaches $5.4B valuation.
Union Backlash, Regulatory Restrictions: CD&R (Finally) Seals €16B Sanofi Deal
Plus: Squarespace and Zuora go private, Ingram Micro goes public, and Blackstone and TPG work on a joint bid for Bausch + Lomb.
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