Core Insights - EP Wealth Advisors has acquired Clearview Wealth Advisors, adding approximately $218 million in assets under management to its Phoenix region [1] - The acquisition enhances the client experience by providing Clearview's team access to EP Wealth's extended planning, tax, and investment resources [1][4] - This marks EP Wealth's ninth partnership in 2025, indicating its ongoing growth strategy across the US [3] Company Details - Clearview Wealth Advisors operates in the Phoenix area and the Pacific Northwest, focusing on planning-led client relationships [2] - The Clearview team, led by Michael and Corbin Coursey, will integrate into EP Wealth's Phoenix operations under Regional Directors Adrian Larson and M.J. Nodilo [2][3] - EP Wealth aims to maintain Clearview's client-focused approach while leveraging its broader capabilities [4] Strategic Implications - The partnership allows Clearview to enhance its service offerings by accessing additional expertise and resources from EP Wealth [3][4] - The integration is designed to preserve the personalized attention and care that Clearview has historically provided to its clients [3][4] - EP Wealth's previous acquisition of NBS Financial Services in April 2023 further demonstrates its strategy to strengthen its regional footprint [4][5]

Core Viewpoint - Yunqi Capital Limited, a 5.1% shareholder of STAAR Surgical Company, has released a letter to STAAR shareholders addressing the recent reports from Institutional Shareholder Services Inc. and Glass, Lewis & Co. regarding the proposed acquisition of STAAR by Alcon Inc. [1] Group 1 - Yunqi Capital is an investment management firm that advises funds and holds a significant stake in STAAR Surgical Company [1] - The letter is a response to updated reports from ISS and Glass Lewis concerning the acquisition proposal [1] - The acquisition by Alcon Inc. is a central topic of discussion in the letter [1]

Core Viewpoint - Alexium International has announced the acquisition of Microtek's Microencapsulation and PCM businesses, which is expected to significantly advance the company's development [2]. Group 1: Transaction Overview - The acquisition includes intellectual property, manufacturing assets, key employees, and customer relationships from Microtek, an industry leader based in Dayton, Ohio [2]. - The transaction is funded through an equity issuance to Microtek's current owners, who will hold approximately an 11.6% interest in Alexium International post-transaction [3]. Group 2: Entitlement Offer - Alongside the acquisition, Alexium International has announced a non-renounceable entitlement offer to raise approximately $6.8 million (around USD 4.5 million) [4]. - The entitlement offer is structured at a ratio of 3.44 shares for every 5 shares held, with an issue price of $0.006, representing a discount of approximately 14.3% [4].

Core Viewpoint - Fortescue has entered a binding agreement to acquire the remaining 64% of Alta Copper's shares, valuing the company at C$139 million ($100.92 million) with a 50% premium over its 30-day volume-weighted average price [1][2]. Group 1: Acquisition Details - Fortescue currently owns approximately 35.7% of Alta Copper's outstanding shares and will acquire the remaining shares through its subsidiary, Nascent Exploration [2]. - Alta Copper shareholders will receive C$1.40 per share in cash as part of the acquisition [2]. - The deal has received unanimous support from Alta Copper's directors, who recommend that shareholders approve the transaction [2][3]. Group 2: Shareholder Support - Directors, officers, and shareholders holding 12.5% of Alta Copper's outstanding shares have signed voting support agreements to vote in favor of the acquisition [3]. Group 3: Cañariaco Project Overview - Alta Copper is the sole owner of the Cañariaco copper project in northern Peru, which is located in a promising porphyry corridor with significant exploration and development potential [3]. - The Cañariaco project covers 91 km² and includes the Cañariaco Norte and Cañariaco Sur deposits, as well as the Quebrada Verde prospect [4]. - The project has a reported mineral resource estimate of 1.1 billion tonnes at 0.42% copper equivalent grade in the measured and indicated category, and 900 million tonnes at 0.29% copper equivalent grade in the inferred category [4]. Group 4: Transaction Conditions - The completion of the transaction is contingent upon meeting customary conditions, obtaining necessary regulatory approvals, and receiving approval from securityholders and the court [5]. - Alta Copper's president and CEO emphasized that the cash premium offer is a favorable outcome for shareholders, considering the costs and risks associated with advancing the Cañariaco project [5][6].

Doeren Mayhew, an accounting practice based in Houston, Texas, US, has acquired TBK CPA, a move that it says will double its local growth in 2025. The acquisition brings nearly 35 employees to Doeren Mayhew, with four individuals joining the leadership team. Financial details of the transaction have not been disclosed. The acquisition is part of Doeren Mayhew’s growth strategy for 2025, focused on expanding its presence while maintaining its core values and vision. Doeren Mayhew Advisors Houston manag ...

Core Viewpoint - Radian Group Inc. has received all necessary regulatory approvals for its acquisition of Inigo Limited, marking a strategic expansion into multi-line specialty insurance [1][3]. Group 1: Acquisition Details - The acquisition is valued at approximately $1.7 billion, primarily in cash, and is expected to close in February 2026, pending customary closing conditions [4]. - Following the acquisition, Inigo will operate as a business unit under Radian while retaining its underwriting presence in London [4]. Group 2: Financial Impact - The deal is anticipated to roughly double Radian's annual revenue, providing increased flexibility in capital allocation across its various insurance lines [3]. Group 3: Growth Opportunities - Inigo's CEO Richard Watson emphasized that the acquisition presents significant growth opportunities, focusing on strengthening customer relationships and enhancing the use of data and analytics [5].

Core Viewpoint - Alamo Group Inc. has signed a definitive agreement to acquire Petersen Industries, Inc. for a purchase price of $166.5 million, which is expected to enhance Alamo's product offerings and market position in the industrial equipment sector [1][3]. Group 1: Acquisition Details - The acquisition price of $166.5 million is subject to customary post-closing adjustments and will be financed through cash on hand and Alamo Group's credit facility [1]. - When accounting for expected tax benefits, the effective purchase price is approximately $150 million, representing about 7.9 times Petersen's EBITDA [1]. - The transaction is anticipated to close in the first quarter of 2026, pending regulatory approval and customary closing conditions [3]. Group 2: Company Background - Petersen Industries is a market leader in truck-mounted grapple loader equipment, primarily serving governmental customers for bulky waste collection, with annual revenue of approximately $75 million in 2024 [2]. - Founded over 65 years ago, Petersen has been recognized for its innovative contributions to the bulky waste collection industry [2]. Group 3: Strategic Fit and Future Outlook - The acquisition aligns with Alamo Group's strategy of acquiring profitable companies with innovative product portfolios that serve stable and growing markets [3]. - Alamo Group expects to unlock significant cost savings and revenue growth by integrating Petersen into its supply chain and dealer networks [3]. - Petersen's products are expected to complement Alamo's existing offerings, enhancing the company's growth and margins while providing recurring revenue from aftermarket parts and services [3].

Core Viewpoint - Pharma Equity Group A/S has signed a Letter of Intent to acquire Otiom A/S, marking a significant step in its strategy to consolidate within the Life Science sector, including Pharma and MedTech [1][4]. Company Strategy - The acquisition aligns with Pharma Equity Group's strategy to identify and scale Nordic innovation companies addressing significant unmet medical needs [2]. - The integration of Otiom A/S into Pharma Equity Group's portfolio demonstrates a shift from pure drug development to include commercializable MedTech solutions [3]. Acquisition Details - The transaction values Otiom A/S at an Enterprise Value (EV) of DKK 15 million [5]. - Payment for the acquisition will primarily be made through a share-for-share exchange, expected to amount to approximately 10% of the current share capital, minimizing dilution [7]. - The acquisition is structured to ensure Otiom's current owners become co-shareholders in Pharma Equity Group, aligning interests for long-term value creation [7]. Otiom A/S Overview - Otiom A/S is a Danish MedTech company that enhances safety for individuals with dementia through advanced IoT technology [6]. - The company has a strong market presence, operating in 24 countries with over 9,700 units produced and 13 distributors in the EU [13]. Financial Performance - Otiom A/S generates revenue of approximately DKK 1.5 million per quarter, equating to an annual revenue of DKK 8 million, and operates close to break-even [13]. - The management expects Otiom to positively influence Pharma Equity Group's cash flow from operations and EBITDA for the financial year 2026 [13]. Next Steps - An exclusive Due Diligence process is being initiated, focusing on IP rights, commercial roadmap, and legal matters, with a final Share Purchase Agreement expected by the end of January 2026 [8].

Core Viewpoint - Netflix was considering acquiring Warner Bros. Discovery for $82.7 billion but is unlikely to pursue a deal with Disney due to prohibitive costs and Disney's strong market position [1][3][14] Group 1: Acquisition Dynamics - Paramount Skydance has made a hostile bid of $108 billion for Warner Bros. Discovery, which complicates Netflix's acquisition plans [2] - Warner Bros. Discovery's stock has increased by 160% this year, reflecting the competitive bidding environment [5] - Disney's market cap is $192 billion, with an enterprise value of $237 billion, making it a significantly more expensive target than Warner Bros. Discovery [6] Group 2: Financial Considerations - A serious offer for Disney would need to exceed $300 billion to be considered by its board, which is substantially higher than the potential cost for Warner Bros. Discovery [9] - Netflix's current market cap is $410 billion, indicating that a merger with Disney would be akin to a merger of equals, which Netflix is not seeking [9][10] Group 3: Content and Market Position - Netflix would gain valuable intellectual properties from Warner Bros. Discovery, such as DC Comics and Harry Potter, but would prefer Disney's assets like Marvel and Pixar [11] - Disney+ has already surpassed HBO in premium streaming audience size, showcasing Disney's strong position in the streaming market [12] - Disney operates popular theme parks and cruise ships, which would provide Netflix with a significant advantage in consumer-facing markets if a deal were to occur [13]

Core Viewpoint - Sintana Energy Inc. has announced a recommended acquisition of Challenger, which will be executed through a Court-sanctioned scheme of arrangement under Isle of Man law [1][3]. Acquisition Details - The acquisition agreement was reached on October 9, 2025, and the Scheme Document was sent to Challenger Shareholders on November 3, 2025 [1][2]. - On November 26, 2025, Challenger confirmed that the Scheme was approved by the requisite majority of Scheme Shareholders at the Court Meeting and the General Meeting [3]. - The acquisition is subject to various conditions, including final approval from the TSXV, which is anticipated shortly [5]. Conditions and Approvals - The ANCAP Condition has been satisfied, allowing Sintana to confirm compliance with this requirement [4]. - The Court Sanction Hearing was initially scheduled for December 9, 2025, but has been rescheduled to December 12, 2025, due to the timing of approvals [7][6]. - The Scheme is expected to become effective on December 16, 2025, pending the Court's sanction and other conditions [8]. Severance Shares - Sintana plans to issue 4,262,962 common shares at a deemed price of CDN$0.52 per share as severance payments to certain directors and officers due to the acquisition [10]. - The total severance amount owed to these individuals is CDN$2,216,740 [10]. - The issuance of Severance Shares is classified as a related party transaction, exempt from formal valuation and minority approval requirements [13]. Timetable of Events - Key dates include: - Court Sanction Hearing on December 12, 2025 [19] - Last day for dealings in Challenger Shares on December 15, 2025 [19] - Effective Date of the Scheme on December 16, 2025 [19] - Admission of New Sintana Shares on December 30, 2025 [19]