Insights & Analysis

Industry insights that are curated and delivered to inform your dealmaking strategies. We select the most relevant information, providing a consistent, convenient source for exclusive intelligence and analysis.

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Activism

Activist Target: Divestiture Pressure Builds at Leidos

By Ronald Orol
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Published: September 22nd, 2023
A small accumulation by Jana in the defense and government technology services company may indicate that investors want a new CEO to explore divesting assets that haven't shown growth since acquisition.
Private Equity

Magnetar Targets White Space in AI, Computing

By Chris Nolter
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Published: September 20th, 2023
Magnetar's Ernie Rogers and David Snyderman sit down with The Deal to discuss their investment in GPU cloud operator CoreWeave, AI and finding investment white spaces.
M&A

Berry Announces Health Segment Review

By The Deal Staff
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Published: September 8th, 2023
The manufacturer of plastics packaging and engineered materials has launched a strategic review of its nonwoven fabrics business, which The Deal revealed it was considering selling in July.
Private Equity

Northleaf Buys Into U.S. Open-Access Fiber

By Chris Nolter
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Published: September 8th, 2023
Fiber demand, opportunities in the market and the appeal of open-access fiber networks are driving private equity and infrastructure fund investment in the space, Northleaf's Chris Rigobon says.