Capital flows, CMO moves, M&A. Eight editions a day, seven tiers, from the chopped neck.
ISABELLA'S ISLAYM&A IntelligenceSep 24, 11:02 AM EDT
Activist investors have filed SEC reports on positions in Dell Technologies, Privia Health Group, Group 1 Automotive, MarineMax, and OrthoPediatrics, signaling coordinated pressure across multiple sectors.
ReadingActivist capital now sees Dell and healthcare verticals as underpriced restructuring opportunities. CFOs at similar-valuation firms should expect phone calls.
WatchWhich of these five announces a board seat or strategic review within 60 days. The lead domino.
HENRI IVCorporate RestructuringSep 24, 11:02 AM EDT
Flex announced the planned separation of its cloud and power infrastructure business into an independent public company called Axiom, with Form 10 registration statement filed with the SEC.
ReadingMarkets are pricing infrastructure spinoffs higher than integrated models. Flex's conviction matters. If Axiom trades at a premium, every multi-unit manufacturer just got a roadmap.
WatchAxiom's IPO valuation relative to Flex's implied value before and after. The spread tells you whether the market believes in the story.
MACALLAN 1926M&A IntelligenceSep 24, 11:02 AM EDT
Michael Dell's family office is leading a $7.7 billion take-private transaction for The Baldwin Insurance Group, winning the deal against competing private equity bidders.
ReadingInsurance is now dual-tracked: PE buyers seeking EBITDA leverage, and tech/family office buyers seeking operational infrastructure. Sellers will run both auction types simultaneously.
WatchHow many additional tech-backed family offices begin building insurance vertical stakes in the next six months.
LOUIS XIIIVenture IntelligenceSep 24, 11:02 AM EDT
NatWest has announced a material limited partner investment into Phoenix Court's independently managed venture fund family, marking the bank's first direct LP commitment to an external venture manager.
ReadingUK banking institutions are repositioning as LP anchors rather than direct investors. This shifts which venture firms become institutional and which remain boutique.
WatchWhether other UK banks replicate NatWest's model with competing venture managers.
PAPPY 23Activism IntelligenceSep 24, 11:02 AM EDT
Activist investor Third Point has taken a new stake in TTM Technologies (TTMI), with analyst commentary suggesting the company may be undervalued by approximately 40% based on activist interest and capital structure.
ReadingTTM is no longer a quiet small-cap. Activists see 40% upside in the balance sheet and operational repositioning. Management optionality just narrowed.
WatchThird Point's public letter. The specific restructuring thesis they announce will set the baseline for competitor re-rating.
JOHNNIE BLUETechnology IntelligenceSep 24, 11:02 AM EDT
Thailand announced a national semiconductor strategy targeting $80 billion in total investment by 2050 and the creation of 230,000 jobs as part of an effort to establish indigenous chip manufacturing capacity.
ReadingSemiconductor manufacturing capacity is decoupling from Taiwan. Regional hubs are being backed by sovereign capital. Supply chains will follow geography, not just cost.
WatchHow many additional governments announce fab support strategies in the next 12 months. The momentum tells you fab oversupply is coming.
WELL POURCapital MarketsSep 24, 11:02 AM EDT
Columbia Emerging Markets Fund Institutional Class shares posted a return of 30.02% in U.S. dollar terms for the quarter ending June 30, 2026.
ReadingFund performance is chasing a specific emerging market narrative. The size of the move suggests concentrated positioning, not diversified exposure.
WatchFund inflows for Q3. Retail capital chasing 30% returns arrives 90 days late.
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