SMBC Nikko’s planned merger with Jefferies may extend beyond equities to other investment banking areas, its CEO said https://t.co/FDCRdf5kuv ...

Core Insights - Shutterstock, Inc. (NYSE: SSTK) is identified as a rare investment opportunity with an attractive risk/reward profile, particularly in light of its merger with Getty Images Holdings, Inc. [1] Company Analysis - The company is positioned to potentially outperform the broader market due to its robust, consistent, and predictable cash flows, which facilitate accurate valuation and sensitivity analysis [1]. - The merger with Getty Images is highlighted as a significant event that could enhance Shutterstock's market position and financial performance [1]. Market Context - The analysis emphasizes the importance of macroeconomic factors in driving market cycles and affecting valuation discounts or premiums, indicating that Shutterstock's performance may be influenced by broader economic conditions [1]. - The investment approach is sector and asset class agnostic, suggesting that opportunities can be found across various markets, including fixed-income markets depending on market cycles [1].

In today's sign of the timesThe House of Doge, the corporate arm of the Dogecoin Foundation, is going public with ticker TBH through a merger with Brag House HoldingsThey plan to generate recurring revenue through payments infra, merchant services, licensing & more https://t.co/Z9OPGCO7CR ...

⚡️ UPDATE: House of Doge plans to list on NASDAQ through a merger with Brag House, holding 837M $DOGE and $50M in funding. https://t.co/5G06dg8xLG ...

Group 1: Company Performance - Middle Coast Investing's collective portfolio outperformed the S&P 500 in Q3 2025, with a return of 9.6% compared to 7.8% for the S&P 500 [1] - The Core U.S. portfolios returned 10%, while the Russell 2000 returned 12%, the S&P 600 returned 8.7%, and the Nasdaq generated 11.2% during the same period [1] - European Portfolios appreciated by 5.5% in Q3 2025 [1] Group 2: Steelcase Inc. Overview - Steelcase Inc. (NYSE:SCS) had a one-month return of 0.59% and a 52-week gain of 32.86%, closing at $16.98 per share on October 6, 2025, with a market capitalization of $1.948 billion [2] - Steelcase Inc. is a major position for Middle Coast Investing, which noted that the company agreed to merge with HNI Corp [3] Group 3: Merger Details - The merger between Steelcase Inc. and HNI Corp was unexpected, with Steelcase not actively seeking buyers, indicating potential for a better deal [3] - Shareholders of Steelcase will own 36% of the combined company post-merger, and Middle Coast Investing plans to retain its shares while accepting the $7.2 per share cash offer from HNI [3] Group 4: Hedge Fund Interest - Steelcase Inc. is not among the 30 most popular stocks among hedge funds, with 20 hedge fund portfolios holding the stock at the end of Q2 2025, down from 25 in the previous quarter [4] - While Steelcase is recognized for its investment potential, the company believes certain AI stocks present greater upside potential and lower downside risk [4]

Core Viewpoint - Getty Images Holdings, Inc. is issuing $628.4 million of 10.500% Senior Secured Notes due 2030 to finance its proposed merger with Shutterstock, Inc. [1][2] Group 1: Notes Offering - The offering consists of $628,400,000 aggregate principal amount of 10.500% Senior Secured Notes due 2030 [1] - The Notes will be senior secured obligations and guaranteed on a senior secured first lien basis by the same guarantors of Getty Images' existing 11.250% Senior Secured Notes due 2030 [1] - The offering is expected to close around October 21, 2025, subject to customary closing conditions [1] Group 2: Use of Proceeds - Gross proceeds from the sale of the Notes will be deposited in an escrow account and secured by a first-priority security interest [2] - The net proceeds will be used to pay cash consideration to Shutterstock common stockholders, refinance Shutterstock's indebtedness, and cover associated fees and expenses [2] Group 3: Merger Conditions - If the merger agreement is terminated or not consummated by October 6, 2026, the Notes will be redeemed at 100% of the issue price plus accrued interest [3] - The Issuer must inform the escrow agent if it believes the merger will not be completed by the specified date [3] Group 4: Regulatory Compliance - The Notes are offered only to qualified institutional buyers under Rule 144A and to non-U.S. persons outside the United States under Regulation S [4] - The Notes have not been registered under the Securities Act and cannot be sold in the U.S. without registration or an exemption [4]

Avalanche Treasury Co. strikes $675 million merger deal to form AVAX DAT https://t.co/r4hg8brFOv ...

Let's talk about Larry and David Ellison. They're making massive media moves both in legacy and social media. Let's talk about the legacy stuff first.Paramount Sky Dance merger is basically a month old and already CEO David Ellison, that's Larry Ellison's son, is looking to acquire Warner Brothers Discovery. As you probably know, they're run by David Zazlov. They own CNN, HBO, DC Comics, Discovery, a bunch of other brands.And that would put the Ellison's in charge of not just CBS News, which owns 60 Minutes ...

Mergers and Acquisitions - Strive acquires Semler Scientific in a $675 million all-stock merger [1] Financial Implications - The merger involves a $BTC (Bitcoin) treasury component [1]

Core Viewpoint - DallasNews Corporation has announced that shareholders approved the merger with Hearst, which will result in an all-cash consideration of $16.50 per share for DallasNews common stock, leading to the company ceasing to trade as a public entity [2][3][4]. Group 1: Merger Details - The merger with Hearst was approved at a Special Meeting of Shareholders held on September 23, 2025 [2]. - DallasNews shareholders will receive $16.50 per share in cash as part of the merger agreement [3]. - The transaction is expected to close on or about September 24, 2025, pending the satisfaction or waiver of closing conditions [5]. Group 2: Company Background - DallasNews Corporation is the holding company for The Dallas Morning News, a prominent daily newspaper known for its journalistic excellence and community ties, having won nine Pulitzer Prizes [6]. - Medium Giant, a creative marketing agency under DallasNews, has received multiple industry awards, including the AAF Addy and the AMA DFW Annual Marketer of the Year Award for Campaign of the Year in 2024 [6]. Group 3: Leadership Statements - John A. Beckert, Chairman of the Board, expressed gratitude to shareholders for their approval of the merger, emphasizing the value created for them [4]. - Jeff Johnson, President of Hearst Newspapers, highlighted the alignment of the merger with Hearst's commitment to enhancing local media in growing markets [4].