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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M&A

Creative Planning Heads North With Kistler-Tiffany

By Quratulain Tejani
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Published: February 7th, 2024
In its fifth transaction of the year, the Overland Park, Kan.-based wealth management firm will grow its presence in the Northeast, an area it will continue to target for deals, CEO Peter Mallouk says.
Scoops & Exclusives

BDCs Find Familiar Partners in Face of Market Headwinds

By Quratulain Tejani
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Published: February 7th, 2024
Though BDCs have fared well over the past few quarters, uncertainty for middle market companies and further interest rate fluctuations could spell more deals between the publicly listed firms.
Private Equity

GTCR Embraces Tech for Fresh Crop of Financial Platforms

By Quratulain Tejani
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Published: February 6th, 2024
Growth through investment in technology is in the cards for a number of recently acquired platforms including: liquidity management company R&T Deposit, nonprofit support platform Foundation Source, and compliance outfit Once For All, among others.
M&A

Chesapeake, Southwestern Merger Signals Step for LNG

By Huzair Latif
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Published: February 6th, 2024
The $7.4 billion merger moves the Haynesville Shale one step further to a long-awaited consolidation, while investors see the deal shoring up the future of the natural gas producers, as well as the U.S. liquefied natural gas industry.
Scoops & Exclusives

Janney's Journey to $1 Billion and Beyond

By Quratulain Tejani
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Published: February 6th, 2024
With a deal for TM Capital adding to an already successful list of acquisitions over the past few years, Janney is looking to stay on a path of growth in the years ahead.
Private Equity

Servexo Open to Grow With Ideal Capital Partner

By Quratulain Tejani
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Published: February 2nd, 2024
Security services provider Servexo is looking to accelerate its next stage of growth and is open to exploring the future with a capital partner in the next six months.
Activism

Elliott Gains FERC OK for NRG Stake Hike

By Ronald Orol
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Published: January 17th, 2024
The fund receives approval to hike its stake in the utility to 20%, a blow to an advocacy group’s efforts and a move that suggests the activist continues to put pressure on NRG after a settlement.
M&A

Dow Considers Options for Infrastructure Assets

By Tom Terrarosa
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Published: December 6th, 2023
The company is working with two bulge-bracket advisers to build a potential sale process around Gulf Coast infrastructure that sources said could amount to around $5 billion.
Private Equity

Mubadala's Plan to Digitize Corporate Enterprise

By Chris Nolter
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Published: December 5th, 2023
Direct investments unit technology head Ali Osman discusses the firm's approach to investing in software and collaborating with sponsors such as Thoma Bravo and Vista.