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.

Page 4

Private Equity

Mubadala's Plan to Digitize Corporate Enterprise

By Chris Nolter
|
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.
M&A

Resetting Expectations for IFF's Pharma Exit

By Tom Terrarosa
|
Published: December 5th, 2023
The chemicals conglomerate is said to need a deal for its pharma business, but the market may deliver it a disappointment on valuation.
Activism

Adviser, Index Votes Show Contest Correlation

By Ronald Orol
|
Published: December 4th, 2023
Similarities between recommendations made by ISS and Glass Lewis and the votes of big index funds managers drive election outcomes.
Activism

Activist Target: Divestiture Pressure Builds at Leidos

By Ronald Orol
|
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
|
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.