Legendary Entertainment may be looking to acquire Lionsgate Studios, which has just spun off on its own ticker on Wall Street. Lionsgate split itself up, Starz going one way, Lionsgate Studios, the other so that either or both could be primed for M&A. We’re getting word that Moelis & Company investment bank is involved with the early talks here. What’s clear is that Lionsgate and Legendary are having conversations on a couple of feature co-productions. That’s bound to be the litmus test in regards to seein ...

I hear from CEOs who were excited about this administration coming in. They thought that this was going to open the door for mergers and acquisitions, that the FTC was going to be more progressive, more open-minded, and now they're not engaging in mergers and acquisitions because of the uncertainty and the volatility around tariffs. If the tariffs were to be implemented at exactly what the promise is coming out of the White House, would that be better than than the uncertainty surrounding it.Uh potentially ...

A little-known Japanese elevator stock has surged nearly 6,000% — by buying up heirless family-run firms https://t.co/XDhFiTZ348 ...

Goldman Sachs has promoted Ben Wallace as co-head of mergers and acquisitions in the Americas https://t.co/eZnr7GEr5A ...

Group 1: Acquisition Details - WK Kellogg has agreed to be acquired by Ferrero for approximately $3.1 billion, amid challenges from weakening consumer demand due to high inflation [1] - Ferrero has offered WK Kellogg's shareholders $23 per share, which represents a 31% premium over the stock's last closing price [2][5] - The acquisition is Ferrero's largest in recent years and will consolidate brands like Nutella, Kinder, and Frosted Flakes under one umbrella [3][7] Group 2: Market Context - The snacking sector is experiencing increased deal-making activity as food brands face muted sales following price hikes driven by higher input costs and a shift towards healthier options [1][7] - WK Kellogg and other packaged food companies, including J.M. Smucker and Kraft Heinz, have reported subdued demand due to cautious consumer spending in the U.S. [7][10] - WK Kellogg's projected second-quarter net sales are expected to be between $610 million and $615 million, falling short of analysts' average estimate of $653.7 million [8] Group 3: Company Background - WK Kellogg was spun off from Kellanova and represents the North American cereal business of Kellogg, the original parent company [4] - Kellanova, the maker of Cheez-It, is also in the process of being acquired by Mars in a deal valued at nearly $36 billion [4] - Ferrero has expanded significantly through acquisitions, including the purchase of Nestle's U.S. confectionery business for $2.8 billion in 2018, and reported revenue of €18.4 billion ($19.2 billion) for the financial year ending August 31 [9]

Key Takeaways DNBBY is set to report Q2 results, with NII likely pressured by lower deposit margins. A rebound in mergers and acquisitions can support modest gains in DNBBY's investment banking revenues. Elevated personnel, benefits and restructuring costs are expected to weigh on DNBBY's Q2 expense base.DNB Bank ASA (DNBBY) is slated to announce second-quarter 2025 results tomorrow.In the last reported quarter, this Zacks Rank #3 (Hold) stock reported an increase in net interest income (NII), as well as ...

Key Takeaways FIX acquired Century Contractors in Q1 2025, adding $90M in expected annual revenues. The company ended Q1 with $130M in net cash after buybacks and earn-out payments. FIX's $6.9B backlog and strategic acquisition strategy support its long-term growth focus.Comfort Systems USA, Inc. ((FIX) continues to maintain a disciplined but active approach to acquisitions in 2025, supported by a strong balance sheet. While recent deal activity has moderated compared with prior years, the company remains ...

Core Viewpoint - AES Corp. is exploring options for a potential sale to large investment firms, leading to a significant increase in its stock price [1][3] Group 1: Stock Performance - AES shares have risen for two consecutive weeks without obvious news, culminating in a 16% increase in one morning [1] - Despite recent gains, AES stock is down 38% over the past year, indicating a potential undervaluation [3] Group 2: Potential Buyers - Brookfield Asset Management and BlackRock's Global Infrastructure Partners are reported to be interested in acquiring AES [3] Group 3: Valuation Metrics - AES stock is valued at 6 times trailing earnings and 5 times forward earnings, suggesting it appears cheap [4] - The enterprise value of AES, considering its net debt of nearly $30 billion, is calculated at $37.3 billion, leading to a steep enterprise value of 27 times earnings based on the $1.3 billion earned over the past year [5] Group 4: Financial Concerns - AES has no free cash flow, raising concerns about its financial health despite its low stock price [5]

>> Microsoft getting an upgrade this morning from Oppenheimer. Upgrading the stock to an outperform $600 price target. The analyst says I revenue will be a big driver for the company.The stock up just fractionally up 8/10 of a percent premarket. >> All right. Let's talk about mergers and acquisitions in the IPO market.What could drive deals in the second half of the year. Joining us now is Robert Kindler, global chair of the mergers and acquisitions group at Paul Weiss. Good morning.It's been a while. It's ...

Acquisition Overview - TopBuild will acquire Progressive Roofing for a cash consideration of $810 million[3] - The acquisition represents a valuation of 91x Progressive Roofing's EBITDA[3] - Post-synergies, considering $5 million in synergies, the valuation is 86x EBITDA[3] - The transaction is expected to close in early Q3 2025[3] Progressive Roofing Highlights - Progressive Roofing has a revenue of $438 million and an EBITDA of $89 million, resulting in an EBITDA margin of 203%[3] - Approximately 70% of Progressive Roofing's revenue comes from re-roofing and maintenance services, which are considered non-discretionary[6,22] - Progressive Roofing has a customer retention rate of approximately 80% with multi-year repeat customers[10] Market Opportunity - The commercial roofing market has a total addressable market (TAM) of $75 billion[3,4,27] - The top 20 commercial roofing companies hold approximately 10% of the market share, indicating a highly fragmented market[27,30] TopBuild's Financial Performance - TopBuild's sales increased from $1617 million in 2015 to $5330 million in 2024, representing a CAGR of 142%[32] - TopBuild's adjusted EBITDA increased from $107 million in 2015 to $1075 million in 2024, representing a CAGR of 292%[33]