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Past Issues Β· 60 Recent Editions

Tuesday, November 3, 2026

3 Leads 12 Quick Hits
DIAMOND
Moody's / France πŸ“ˆ
Moody's holds France's rating while Fitch turns negative on 124% debt-to-GDP.
PLATINUM
Nasdaq Private Market / Nasdaq Fund Secondaries πŸ“ˆ
Nasdaq PM acquires Nasdaq Fund Secondaries, expands $XB fund-liquidity platform.
GOLD
Vail Resorts / Oasis Management
Vail's largest shareholder backs management against Oasis proxy fight.

Monday, November 2, 2026

3 Leads 11 Quick Hits
DIAMOND
Odisha State Government / Compound Semiconductor Consortium πŸ“ˆ
Odisha commits $4.7B to India's first compound semiconductor fab.
PLATINUM
India Primary Markets Consortium πŸ“ˆ
India's mainboard launches β‚Ή2,600 Cr across 5-6 IPOs in one week.
GOLD
Churchill Downs Incorporated
Churchill Downs greenlights $750M share repurchase program.

Monday, November 2, 2026

3 Leads 11 Quick Hits
DIAMOND
Marvell Technology πŸ“ˆ
Marvell buys Lumentum for $115B in optical data-center play.
PLATINUM
Odisha (India) πŸ“ˆ
Odisha commits $4.7B to build India's first compound semiconductor fab.
GOLD
CBRE
CBRE acquires data-center services firm for $1B infrastructure play.

Monday, November 2, 2026

3 Leads 12 Quick Hits
DIAMOND
Marvell Technology πŸ“ˆ
Marvell paid $115B for Lumentum. AI connectivity just got monopolized.
PLATINUM
Shell πŸ“ˆ
Shell announced $5B buyback while Europe's oil majors fight for yield
GOLD
Christie's
Kandinsky $80M guarantee signals art market floor is holding.

Monday, November 2, 2026

3 Leads 13 Quick Hits
DIAMOND
Norway's Government Pension Fund Global πŸ“ˆ
Norway's $2 trillion wealth fund lifts nuclear arms ban to access defense majors.
PLATINUM
Blackstone Strategic Partners πŸ“ˆ
Blackstone acquired $1.3 billion PE portfolio at a discount through secondaries.
GOLD
Nasdaq Private Market
Nasdaq completed acquisition of Nasdaq Fund Secondaries division; named Marshall Widom lead.

Monday, November 2, 2026

3 Leads 13 Quick Hits
DIAMOND
Anthropic πŸ“ˆ
Anthropic files for IPO amid unresolved valuation and governance questions.
PLATINUM
Multiple (Activist Investors) πŸ“ˆ
Five public equities flagged by activist investors in single SEC reporting cycle.
GOLD
Ananym Capital / CTS Eventim KGaA
Ananym Capital disclosed stake in CTS Eventim; stock trades 31.27% above yearly low.

Monday, November 2, 2026

3 Leads 12 Quick Hits
DIAMOND
LVMH / Luxury Sector πŸ“ˆ
Luxury market cap erased $398B as China demand collapses.
PLATINUM
Climb Global work (CLMB) πŸ“ˆ
CLMB acquired French IT distributor with 300 resellers in EU.
GOLD
Dollar General Corp (DG)
Dollar General reports material event; operational signal pending.

Monday, November 2, 2026

3 Leads 13 Quick Hits
DIAMOND
Viatris Inc. πŸ“ˆ
Viatris launches $36.50 per share tender for Pacira BioSciences.
PLATINUM
SkyAI πŸ“ˆ
SkyAI commences $3.00 per share tender for up to 95% of shares.
GOLD
KISCO Holdings
KISCO Holdings files KRW 13,000 tender for Korea Iron & Steel.

Monday, November 2, 2026

3 Leads 11 Quick Hits
DIAMOND
CD&R / Global Payments πŸ“ˆ
CD&R pursues $40B buyout of Global Payments processor.
PLATINUM
Thrive Holdings / ADT πŸ“ˆ
ADT goes private in $15.3B all-cash acquisition.
GOLD
Southeastern Asset Management / Mattel
Southeastern Asset preps proxy fight, sale push at Mattel.

Sunday, November 1, 2026

3 Leads 12 Quick Hits
DIAMOND
Marvell Technology πŸ“ˆ
Marvell eyes Lumentum acquisition for $83B to own AI data center plumbing.
PLATINUM
Viatris Inc. πŸ“ˆ
Viatris launches $36.50 cash tender for Pacira BioSciences acquisition.
GOLD
Verizon Communications
Verizon signs $2B+ AWS AI infrastructure deal, raises 2026 forecast.

Sunday, November 1, 2026

3 Leads 11 Quick Hits
DIAMOND
CD&R / Global Payments πŸ“ˆ
CD&R explores buyout of Global Payments at $40B enterprise value.
PLATINUM
Thrive Holdings / ADT πŸ“ˆ
Thrive Holdings acquires ADT in $15.3B all-cash deal.
GOLD
Anthropic
Anthropic has $807B in AI infrastructure deal commitments.

Sunday, November 1, 2026

3 Leads 12 Quick Hits
DIAMOND
Marvell Technology πŸ“ˆ
Marvell pursues Lumentum in $83B optical data center bet.
PLATINUM
Viatris πŸ“ˆ
Viatris tenders $36.50 per share for Pacira BioSciences.
GOLD
CBRE Group
CBRE invests $1B deepening data center infrastructure play.

Sunday, November 1, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX / Apollo Global Management πŸ“ˆ
SpaceX locked $40B in AI infrastructure financing from Apollo.
PLATINUM
Nvidia / Meta πŸ“ˆ
Nvidia invested $3B in Meta's AI infrastructure and Muse assistant.
GOLD
Verizon / Amazon Web Services
Verizon signed $2B AI infrastructure deal with AWS, raised 2026 forecast.

Sunday, November 1, 2026

3 Leads 13 Quick Hits
DIAMOND
Northwestern Mutual πŸ“ˆ
Northwestern Mutual will pay $10.4B in dividends in 2027, its largest payout ever.
PLATINUM
Shell πŸ“ˆ
Shell announced a $5B buyback as energy dividend arbitrage accelerates.
GOLD
CTS Eventim KGaA
Activist stake disclosed in CTS Eventim; ticketing operator moves into focus.

Sunday, November 1, 2026

3 Leads 12 Quick Hits
DIAMOND
Marvell Technology / Lumentum Holdings πŸ“ˆ
Marvell explores $83B acquisition of Lumentum for AI data center optical connectivity.
PLATINUM
SpaceX / Apollo Global Management πŸ“ˆ
SpaceX closes $40B debt deal with Apollo for AI chips and data center buildout.
GOLD
Verizon / Amazon Web Services
Verizon signs $2B+ AWS AI infrastructure deal, raises 2026 forecast.

Sunday, November 1, 2026

3 Leads 11 Quick Hits
DIAMOND
Marvell Technology / Lumentum Holdings πŸ“ˆ
Marvell pursues Lumentum in $83B optical connectivity bet for AI.
PLATINUM
SpaceX πŸ“ˆ
SpaceX closes $40B debt facility for GPU procurement and AI buildout.
GOLD
Verizon Communications
Verizon signs $2B+ AWS AI infrastructure deal, raises 2026 guidance.

Saturday, October 31, 2026

3 Leads 11 Quick Hits
DIAMOND
Trump Administration / Russian Federation πŸ“ˆ
Trump administration signals lifting sanctions on Russia's $150B sovereign wealth fund.
PLATINUM
Norway Government Pension Fund / Global Wealth Fund Governance πŸ“ˆ
Norway's $2 trillion wealth fund faces pressure to abandon nuclear-arms exclusion rules.
GOLD
Government of Canada / First Nations Leadership
Canada launches First Nations Sovereign Wealth Fund in Mark Carney meeting with tribal leadership.

Saturday, October 31, 2026

3 Leads 12 Quick Hits
DIAMOND
Norway Government Pension Fund Global πŸ“ˆ
Norway's sovereign wealth fund ordered to invest in weapons makers.
PLATINUM
Mubadala Capital πŸ“ˆ
Mubadala shifts from PE arm to global asset manager via Apollo stake.
GOLD
Fitch Ratings / France
Fitch downgraded France's outlook to negative; debt projected at 124% GDP.

Saturday, October 31, 2026

3 Leads 13 Quick Hits
DIAMOND
LVMH / Kering / HermΓ¨s πŸ“ˆ
Luxury stocks hit decade lows as $398B vaporizes from sector.
PLATINUM
Anthropic πŸ“ˆ
Anthropic IPO ticker ANT signals pre-listing valuation lock.
GOLD
Larcada (LRCX)
DekaBank opens $638.8M semiconductor position in single tranche.

Saturday, October 31, 2026

3 Leads 12 Quick Hits
DIAMOND
Christie's / Kandinsky Estate πŸ“ˆ
Kandinsky painting guaranteed at $80M ahead of Christie's sale.
PLATINUM
Sotheby's / Monet Estate πŸ“ˆ
Monet 'Iris' sets French auction record at $56.2M in Paris.
GOLD
Vũ Cao Đàm Estate / Hong Kong Auction Market
Vũ Cao Đàm sets Vietnamese artist record in Hong Kong sale.

Saturday, October 31, 2026

3 Leads 12 Quick Hits
DIAMOND
CD&R / Global Payments πŸ“ˆ
CD&R pursues buyout of $40 billion payments processor Global Payments.
PLATINUM
Visa hiked its dividend 16.4%. The yield hides a compounding machine.
GOLD
Industrial Robotics / Semiconductor Equipment
Robot orders hit 2026 peak in Q3. Chip fab buildout fuels $723.5M quarterly surge.

Saturday, October 31, 2026

3 Leads 13 Quick Hits
DIAMOND
Marvell Technology πŸ“ˆ
Marvell acquiring Lumentum for $83B to own AI data center optics.
PLATINUM
LVMH, Kering, HermΓ¨s πŸ“ˆ
Luxury sector lost €300B in market value in 2026, China demand collapsed.
GOLD
The RealReal
RealReal Q3 earnings topped expectations, luxury resale capturing share.

Saturday, October 31, 2026

3 Leads 12 Quick Hits
DIAMOND
Trump Administration / Russian Federation πŸ“ˆ
Trump weighs lifting sanctions on Russia's RDIF sovereign wealth fund.
PLATINUM
Norway's Government Pension Fund Global πŸ“ˆ
Norway's $2 trillion wealth fund urged to ease defense-sector investment ban.
GOLD
Canada / First Nations Leadership
Prime Minister Carney launches discussions on First Nations Sovereign Wealth Fund.

Saturday, October 31, 2026

3 Leads 12 Quick Hits
DIAMOND
Viatris Inc. πŸ“ˆ
Viatris launches tender offer for Pacira BioSciences at $36.50 per share.
PLATINUM
Pantheon πŸ“ˆ
Pantheon closes $6B secondaries fund, nearly doubled target.
GOLD
The RealReal
RealReal Q3 earnings beat expectations; luxury resale accelerates.

Friday, October 30, 2026

3 Leads 12 Quick Hits
DIAMOND
CD&R / Global Payments πŸ“ˆ
CD&R eyes $40B payments processor. Microsoft says no to Xbox at $150B.
PLATINUM
Viatris Inc. πŸ“ˆ
Viatris opens tender offer for Pacira at $36.50 per share.
GOLD
Vistara Growth
Vistara launches sixth fund. Goes evergreen. $500M USD target.

Friday, October 30, 2026

3 Leads 13 Quick Hits
DIAMOND
Anthropic πŸ“ˆ
Anthropic committed $807B in AI infrastructure across multi-year contracts.
PLATINUM
Viatris πŸ“ˆ
Viatris commenced tender offer to acquire Pacira BioSciences.
GOLD
Transom Capital / SoundThinking
Transom Capital commenced $8.00 per share tender offer for SoundThinking.

Friday, October 30, 2026

3 Leads 12 Quick Hits
DIAMOND
Northwestern Mutual πŸ“ˆ
Northwestern Mutual's $10.4B dividend payout sets new company record for 2027.
PLATINUM
Mubadala Capital πŸ“ˆ
Mubadala Capital shifts from PE arm to global asset manager via Apollo stake.
GOLD
Solink
Solink raises $100M+ in fresh capital, signaling retail security market consolidation.

Friday, October 30, 2026

3 Leads 12 Quick Hits
DIAMOND
Microsoft πŸ“ˆ
Microsoft raised $25B in bonds. First sale in nine years.
PLATINUM
Thrive Holdings πŸ“ˆ
Thrive Holdings acquired ADT for $15.3B in all-cash deal.
GOLD
Global Renewables Market
Renewables M&A hit $80B in nine months. Battery storage leading.

Friday, October 30, 2026

3 Leads 13 Quick Hits
DIAMOND
KKR bought Gen II Fund Services for $5.1B, including debt, in private markets consolidation.
PLATINUM
Mubadala Capital πŸ“ˆ
Mubadala Capital shifted from sovereign PE arm to independent asset manager via Apollo stake.
GOLD
Aphias Capital
Aphias Capital closed inaugural PE fund at $1.05B, full commitment on first close.

Friday, October 30, 2026

3 Leads 13 Quick Hits
DIAMOND
Family Offices (Global) πŸ“ˆ
Family offices allocate 48.2% to private markets, reshaping capital flows.
PLATINUM
Mubadala Capital (UAE Sovereign) πŸ“ˆ
Mubadala shifts from sovereign PE arm to independent global asset manager.
GOLD
Dogecoin ETF Market
Dogecoin ETF inflows flatlined in October despite $β€”retail capital went elsewhere.

Friday, October 30, 2026

3 Leads 12 Quick Hits
DIAMOND
European Luxury Sector πŸ“ˆ
Luxury stocks hit lowest point in years as €300B erases from market value.
PLATINUM
KKR closed $460M private credit continuation vehicle with AllianzGI.
GOLD
First Solar, Inc.
First Solar authorized $500M share buyback after Q3 earnings beat.

Friday, October 30, 2026

3 Leads 13 Quick Hits
DIAMOND
Microsoft / Xbox πŸ“ˆ
Private equity explored Xbox at $150B valuation. Microsoft declined the conversation.
PLATINUM
Thrive Holdings / ADT πŸ“ˆ
Thrive Holdings acquired ADT for $7.6B in physical security play.
GOLD
Global Renewables Sector
Renewables M&A reached $80B in nine months. Battery storage leading.

Thursday, October 29, 2026

3 Leads 13 Quick Hits
DIAMOND
LVMH / European Luxury Sector πŸ“ˆ
European luxury loses €300 billion in market value as China demand collapses.
PLATINUM
Marvell Technology / Lumentum πŸ“ˆ
Marvell in advanced talks to acquire Lumentum for $83 billion.
GOLD
CBRE Group
CBRE invests $1 billion deeper into data center services.

Thursday, October 29, 2026

3 Leads 11 Quick Hits
DIAMOND
Marvell Technology / Lumentum Holdings πŸ“ˆ
Marvell pursues Lumentum for $83B to control AI data center optics.
PLATINUM
Pantheon Ventures πŸ“ˆ
Pantheon closes secondary fund at $6B, double its $3.5B target.
GOLD
CBRE Group
CBRE acquires data center operator for $1B, extends infrastructure play.

Thursday, October 29, 2026

3 Leads 12 Quick Hits
DIAMOND
Microsoft / Private Equity Consortium πŸ“ˆ
PE firms valued Xbox at $150B, but Redmond walks past.
PLATINUM
Global Renewables Sector πŸ“ˆ
Renewables M&A hit $80B in nine months. Battery storage leads.
GOLD
Bain Capital / eSOL Co., Ltd.
Bain acquired 64.71% of eSOL in Β₯10.5B management buyout.

Thursday, October 29, 2026

3 Leads 12 Quick Hits
DIAMOND
GlobalFoundries πŸ“ˆ
GlobalFoundries secures $10B Japanese capital for New York fab phase one.
PLATINUM
Mattel Inc. πŸ“ˆ
Southeastern Asset files proxy fight. Mattel board faces pressure sale mechanics.
GOLD
Ethan Allen
Douglas Bergeron nominates five directors. Ethan Allen proxy fight opens.

Thursday, October 29, 2026

3 Leads 13 Quick Hits
DIAMOND
Collective Global πŸ“ˆ
Collective Global targets $1.2B for sophomore GP stakes fund.
PLATINUM
Kering πŸ“ˆ
Kering reports 1% revenue decline as luxury demand collapses.
GOLD
Canada Goose Holdings
Canada Goose faces tariffs and luxury demand collapse. UBS cuts target.

Thursday, October 29, 2026

3 Leads 11 Quick Hits
DIAMOND
Microsoft / Private Equity Consortium πŸ“ˆ
Private equity explored Xbox acquisition at $150B valuation. Microsoft declined.
PLATINUM
Private Credit Market πŸ“ˆ
Private credit raised record capital as deployment slows. Capital sits undeployed.
GOLD
Bain Capital / eSOL Co., Ltd.
Bain Capital completed Β₯10.5B management buyout of eSOL. Japanese embedded software.

Thursday, October 29, 2026

3 Leads 12 Quick Hits
DIAMOND
Private Credit Market πŸ“ˆ
Private credit fundraising hits record as deployment slows to a crawl.
PLATINUM
Blackstone Strategic Partners πŸ“ˆ
Blackstone acquired $1.3B PE portfolio at discount through secondaries push.
GOLD
KKR
KKR closed $460M private credit continuation vehicle with Allianz leading.

Thursday, October 29, 2026

3 Leads 11 Quick Hits
DIAMOND
Nvidia πŸ“ˆ
Nvidia's $12.9B Hugging Face acquisition draws DOJ review.
PLATINUM
Pantheon πŸ“ˆ
Pantheon closed $6B private equity secondaries fund, 71% above target.
GOLD
KKR
KKR closed $460M private credit continuation vehicle with AllianzGI.

Wednesday, October 28, 2026

3 Leads 12 Quick Hits
DIAMOND
European Luxury Sector πŸ“ˆ
Luxury stocks shed €300B in market value as China demand evaporates.
PLATINUM
Starboard Value πŸ“ˆ
Starboard demands $100M cost cuts from Solstice Advanced Materials.
GOLD
Transom Capital / SoundThinking
Transom bids $8.00 per share plus CVR for SoundThinking.

Wednesday, October 28, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX / Apollo Global Management πŸ“ˆ
SpaceX locks $40B GPU deal with Apollo, rewriting infrastructure finance.
PLATINUM
Verizon / Amazon Web Services πŸ“ˆ
Verizon signs $2B AWS AI deal, raises 2026 forecast.
GOLD
Kering
Kering revenue fell 1% as luxury demand flatlines across geographies.

Wednesday, October 28, 2026

3 Leads 12 Quick Hits
DIAMOND
Norway Government Sovereign Wealth Fund πŸ“ˆ
Norway wealth fund gets permission to buy nuclear weapons makers.
PLATINUM
HermΓ¨s International πŸ“ˆ
Hermès revenue flatlines in China as luxury demand collapses.
GOLD
Ohio State University Semiconductor Lab
Ohio State gets $20M to bridge lab research into production.

Wednesday, October 28, 2026

3 Leads 12 Quick Hits
DIAMOND
Pantheon πŸ“ˆ
Pantheon closed $6B secondaries fund, crushed $3.5B target by 71%.
PLATINUM
GlobalFoundries πŸ“ˆ
GlobalFoundries lands $21B US-Japan fab initiative for Malta, New York.
GOLD
Collective Global
Collective Global eyes $1B for sophomore GP-stakes fund, hard cap $1.2B.

Wednesday, October 28, 2026

3 Leads 13 Quick Hits
DIAMOND
Anthropic πŸ“ˆ
Anthropic files for IPO, valuation target signals $20B+ enterprise value.
PLATINUM
Mynt (GCash operator) πŸ“ˆ
Mynt shares debut on PSE, GCrash week signals volatility in fintechs.
GOLD
CTS Eventim KGaA
Activist investor disclosed stake in CTS Eventim, restructuring pressures mounting.

Wednesday, October 28, 2026

3 Leads 13 Quick Hits
DIAMOND
Trump Administration / Russian Federation πŸ“ˆ
Trump weighs lifting sanctions on Russia's $200B+ sovereign wealth fund.
PLATINUM
Hyperscaler Corporate Debt Market πŸ“ˆ
AI data center operators issued $230B in bonds in nine monthsβ€”double last year.
GOLD
African Corporate Bond Market
African hard-currency bond issuance hit $13.3B in nine monthsβ€”five-year high.

Wednesday, October 28, 2026

3 Leads 12 Quick Hits
DIAMOND
SkyAI πŸ“ˆ
SkyAI commenced $3.00 per share tender offer with major shareholder support.
PLATINUM
Transom Capital / SoundThinking πŸ“ˆ
Transom Capital offered $8.00 per share cash for SoundThinking, plus CVR.
GOLD
Mattel Inc.
Southeastern Asset preparing proxy fight; pressure mounting on Mattel sale.

Wednesday, October 28, 2026

3 Leads 11 Quick Hits
DIAMOND
Nvidia & Meta πŸ“ˆ
Nvidia invested $3B into Meta's AI models and Muse assistant.
PLATINUM
Pantheon πŸ“ˆ
Pantheon closed $6B secondaries fund, doubling its $3.5B target.
GOLD
Simpson Manufacturing
Simpson Manufacturing authorized $1B share repurchase after Q3 results.

Tuesday, October 27, 2026

3 Leads 12 Quick Hits
DIAMOND
Microsoft / Private Equity Consortium πŸ“ˆ
Private equity explored Xbox acquisition at $150B valuation; Microsoft declined.
PLATINUM
Integer Holdings / KKR πŸ“ˆ
KKR acquired Integer Holdings for $5.7B; shareholders approved deal.
GOLD
GlobalFoundries / US-Japan Semiconductor Initiative
GlobalFoundries secured $21B US-Japan fab agreement for two New York facilities.

Tuesday, October 27, 2026

3 Leads 13 Quick Hits
DIAMOND
Microsoft Xbox πŸ“ˆ
Private equity valued Xbox at $150B, but Microsoft declined the conversation.
PLATINUM
KKR / Integer Holdings πŸ“ˆ
KKR acquired Integer Holdings for $5.7B with shareholder approval in one session.
GOLD
Surgery Partners / HealthSpan Partners
Surgery Partners surged 46% on HealthSpan's takeover deal announcement.

Tuesday, October 27, 2026

3 Leads 12 Quick Hits
DIAMOND
SpaceX πŸ“ˆ
SpaceX secures $40B in AI chip financing, largest private capital raise this cycle.
PLATINUM
Verizon πŸ“ˆ
Verizon signs $2B+ AWS AI deal, raises 2026 subscriber forecast.
GOLD
Nvidia and Meta
Nvidia invests $3B in Meta Muse partnership, deepens AI assistant integration.

Tuesday, October 27, 2026

3 Leads 13 Quick Hits
DIAMOND
Southeastern Asset Management / Mattel Inc. πŸ“ˆ
Southeastern Asset prepares proxy fight at Mattel, pushes for strategic sale.
PLATINUM
Integer Holdings / KKR πŸ“ˆ
Integer shareholders approve $5.7B acquisition by KKR-managed funds.
GOLD
eSOL Co., Ltd. / Bain Capital Private Equity
Bain Capital completes Β₯10.5B management buyout of eSOL majority stake.

Tuesday, October 27, 2026

3 Leads 10 Quick Hits
DIAMOND
Christie's / Kandinsky Estate πŸ“ˆ
Kandinsky guaranteed sale hits $80M at Christie's this season.
PLATINUM
Sotheby's / Van Gogh & CΓ©zanne Estate Consortium πŸ“ˆ
$450M art collection threatens Van Gogh and CΓ©zanne auction records.
GOLD
Sotheby's / Monet Estate
Monet "Iris" sets French auction record at $56.2M.

Tuesday, October 27, 2026

3 Leads 14 Quick Hits
DIAMOND
SpaceX / Apollo Global Management πŸ“ˆ
SpaceX secures $40B binding deal to finance AI chip infrastructure.
PLATINUM
Verizon / Amazon Web Services πŸ“ˆ
Verizon lifts forecast, locks $2B AWS cloud infrastructure deal.
GOLD
Integer Holdings / KKR
Integer shareholders approve $5.7B KKR acquisition.

Tuesday, October 27, 2026

3 Leads 12 Quick Hits
DIAMOND
EQT Partners πŸ“ˆ
EQT acquires Qiagen for $10.8B in largest diagnostics consolidation of decade.
PLATINUM
Audax Group πŸ“ˆ
Audax raises $10B direct lending fund as credit tier consolidates.
GOLD
Sotheby's / The Impressionist Collection
Sotheby's sells $450M Impressionist collection including potential Van Gogh record.

Tuesday, October 27, 2026

3 Leads 12 Quick Hits
DIAMOND
KKR / Integer Holdings πŸ“ˆ
KKR acquired medical device maker Integer for $5.7B.
PLATINUM
Ananym Capital / CTS Eventim πŸ“ˆ
Ananym Capital disclosed stake in CTS Eventim ticketing platform.
GOLD
Bain Capital / eSOL Co., Ltd.
Bain Capital acquired 64.71% stake in eSOL for Β₯10.5B.

Monday, October 26, 2026

3 Leads 12 Quick Hits
DIAMOND
Norway Government Sovereign Wealth Fund πŸ“ˆ
Norway's $1.3T fund lost $29.7B in Q3 on rate exposure alone.
PLATINUM
GlobalFoundries / Japan Investment Consortium πŸ“ˆ
Japan commits $10B to GlobalFoundries Malta fab in phase-one deal.
GOLD
Transom Capital / SoundThinking
Transom Capital tenders for SoundThinking at $8.00 per share plus CVR.

Monday, October 26, 2026

3 Leads 12 Quick Hits
DIAMOND
EQT Partners πŸ“ˆ
EQT acquired Qiagen for $10.8B, taking molecular testing private.
PLATINUM
Charter Communications πŸ“ˆ
Charter revised guidance assuming Cox transaction closed January 1, 2024.
GOLD
Vail Resorts
Oasis launches proxy fight for 4 board seats at Vail Resorts.

Monday, October 26, 2026

3 Leads 12 Quick Hits
DIAMOND
Anthropic πŸ“ˆ
Anthropic locked $120.5B in compute from SpaceX through 2029.
PLATINUM
Meta Platforms πŸ“ˆ
Meta raised $95B in equity for AI buildout, largest equity raise on record.
GOLD
Verizon
Verizon signed $2B+ AWS AI infrastructure deal, lifted annual guidance.

Monday, October 26, 2026

3 Leads 12 Quick Hits
DIAMOND
Pantheon πŸ“ˆ
Pantheon closes $6B secondaries fund, doubles original target in single close.
PLATINUM
Nasdaq Private Market πŸ“ˆ
Nasdaq acquires Fund Secondaries platform, names Marshall Widom head of unit.
GOLD
San Francisco Luxury Real Estate
Presidio Heights home sells $28.5M with $10M over list; ultra-prime spreads citywide.
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