KKR, the buyout firm that’s been scouting for takeover targets amid the recent market volatility, is considering a potential acquisition of Italian health-care technology firm GPI https://t.co/egctU4sCKW ...

Acquisition Details - Talos, a crypto infrastructure firm backed by Citi, acquires Coin Metrics [1] - The acquisition deal is valued at over $100 million [1] Industry Focus - The acquisition signifies consolidation and expansion within the crypto infrastructure sector [1]

Bitcoin Strategy - Metaplanet CEO 正在帮助收购亚洲公司，以推动比特币议程 [1]

TLDR: Windsurf employees may well get their exit, if remaining management just executes the dividend.After looking into this, I think the original intent was for that $100M+ cash balance to indeed be used to give employee distributions via a dividend. It corresponds very closely to the unvested equity number.But due to the legal overhead that attends any Big Tech acquisition nowadays, the founder was muzzled and couldn't say this outright. He could only say "dividending out the balance is an option."So: the ...

From a well-known investor I know:“Saw some people claiming common doesn’t get paid in the Windsurf acquisition. They are wrong, you are right. I checked with Windsurf investors, everyone is getting paid, including common.The one wrinkle may be employees who aren’t vested. And preferred may be taking a disproportionate tax hit, because it doesn’t qualify for QSBS, just like Scale didn’t qualify.”Caveats: I haven't seen the waterfall myself, and these deals are complicated, and I don't like to get involved i ...

Think of this as a game of regulatory limbo where you stay below the line of what an acquisition is.It’s a licensing deal.It’s only 49%.It’s a dividend.It’s all the personnel, but temporarily.And so on. You see the line, and you stay on the right side of the line. https://t.co/KeuBHKWdSvAntoun Nabhan (@AntounNabhan):@balajis You mean “license” the assets. Outright asset acquisition is a typical M&A. ...

Regulatory Approval - The Federal Communications Commission (FCC) cleared T-Mobile US Inc's acquisition of a significant portion of US Cellular Corp's wireless business [1] - The acquisition also includes some of US Cellular Corp's network infrastructure [1]

Transaction Overview - A Mexican soccer team was sold to an American-led group for over $120 million [1]

Acquisition & Strategy - Ferrero 以 31 亿美元的价格收购 Kellogg，标志着该公司财富的转变 [1] - 该公司的财富与含糖零食密切相关 [1]

Core Viewpoint - CoreWeave is acquiring Bitcoin miner Core Scientific in a $9 billion all-stock deal, which is expected to yield significant benefits with limited risks compared to typical large acquisitions [1][2]. Group 1: Benefits of the Acquisition - The acquisition allows CoreWeave to secure future capacity, achieve operational cost savings, and lower financial costs of capital [2]. - CoreWeave will gain Core Scientific's 1.3 Gigawatt (GW) data center footprint, including 840 Megawatts (MW) leased to CoreWeave and 500 MW of Bitcoin mining infrastructure [3]. - The acquisition includes over 1 GW of future power capacity contracted with power providers, addressing the current bottleneck in AI growth [4]. - CoreWeave will save $10 billion in future lease payments, resulting in over $500 million in annual savings by the end of 2027, translating to an 18 forward P/E multiple on the acquisition value [5][6]. - The combined companies are expected to save "several hundred basis points" on interest rates for future debt financing due to increased size and scale [7]. Group 2: Risk Mitigation - CoreWeave is financing the acquisition entirely with equity, avoiding increased leverage and debt risks [10]. - The high stock price of CoreWeave, which has quadrupled in the past three months, makes the acquisition appear cost-effective [11]. - The automatic realization of cost savings from eliminating $10 billion in future lease payments mitigates typical acquisition risks [12]. Group 3: Core Scientific's Perspective - Core Scientific is pivoting from less profitable Bitcoin mining operations and sees the acquisition as a strategic move to align with CoreWeave's growth in AI [14][16]. - The transition to an AI data center host is seen as a more attractive business model compared to its previous operations [15]. Group 4: Future Outlook - The acquisition is expected to close in the fourth quarter of this year, strengthening CoreWeave's position in the market [17]. - While the acquisition reduces certain risks, CoreWeave's high valuation and relationship with Nvidia still present challenges [18].