Big Deal

7-Eleven Owner Defies $47B Buyout, Plans Corporate Split

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...

Rio Tinto’s $6.7B Arcadium Buy: Lithium’s Soaring M&A Value

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...

Pfizer’s Legal Threats: A Governance Crisis Unfolds

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....

Private Equity Firms Face Soaring Defaults: Moody’s Analysis Reveals Higher Risks

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...

BlackRock Eyes $10B HPS Buyout: Private Credit Market Shakeup

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,...

Health & Life Sciences

Pfizer’s Legal Threats: A Governance Crisis Unfolds

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....

Sanofi’s $16B Consumer Health Unit Deal: A Strategic OTC Shift

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...

Pfizer’s Critical Turnaround: Activist Pressure and the Path Forward

Activist Pressure: Pfizer faces mounting pressure from activist investor Starboard Value's $1 billion stake, sparking strategic revamp. Internal Revitalization: BMO analyst recommends "fixing what they have" through operational efficiencies and...

Bausch + Lomb Mulls Sale: A Simpler Journey Ahead?

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...

Bain & Parthenon Seek $17bn Valuation for Zelis Stake Sale in Healthtech Boom

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,...