Capital flows, CMO moves, M&A. Eight editions a day, seven tiers, from the chopped neck.
ISABELLA'S ISLAYM&A IntelligenceOct 1, 11:02 AM EDT
Bain Capital / Koch Industries
· MSN ↗Bain Capital is weighing a more than $15 billion purchase of Koch-owned data-center operator Edged, marking a potential major shift for the private equity firm.
ReadingWhen the largest PE shops pivot from advisory to asset accumulation in one sector, the narrative around that sector just inverted. Infrastructure is no longer optional.
WatchWatch whether Apollo or Blackstone announce competing bids within 40 days. The bandwidth war is public now.
HENRI IVM&A IntelligenceOct 1, 11:02 AM EDT
BlackRock-backed consortium explores a $25 billion acquisition of Stack Infrastructure's Asia-Pacific data center operations.
ReadingAsia-Pacific data center valuations just reset higher. Regional operators still priced for 2024 exit multiples have 90 days to refinance or sell.
WatchWatch for Stack to divest non-Asia assets to offset consortium competition. The portfolio will shrink before it grows.
MACALLAN 1926Healthcare IntelligenceOct 1, 11:02 AM EDT
KKR & Co.'s $5.89 billion agreement to acquire Integer Holdings helped healthcare emerge as the standout sector in August, despite sharply falling global private equity dealmaking.
ReadingHealthcare PE teams have moved from venture-stage hunting to platform consolidation. Expect the next four KKR healthcare deals to look identical to this one in structure.
WatchMonitor whether smaller medical device firms start receiving inbound calls from strategic buyers. The pressure to consolidate spreads fastest among suppliers.
LOUIS XIIIM&A IntelligenceOct 1, 11:02 AM EDT
Rexel has entered into an agreement to acquire GCG, a U.S. specialty infrastructure distribution company, from Audax Private Equity for an enterprise value of approximately $1.4 billion.
ReadingInfrastructure spending does not equal margin expansion without consolidated distribution. Rexel just proved it.
WatchThe next tier of electrical distribution companies will see inbound interest within 120 days. The consolidation logic has market approval now.
PAPPY 23Technology IntelligenceOct 1, 11:02 AM EDT
Fort Technology, a Nexera subsidiary, acquired a 50.1% interest in Logia USA, which holds an exclusive U.S. license for automated fuel-integrity systems, positioning the firm in the growing data center backup-power market.
ReadingData center backup power just became a consolidated technology stack, not a commodity service. Pricing power follows concentration.
WatchWatch whether other backup-power suppliers attempt rapid consolidation before competitive pressure arrives. The window closes fast.
JOHNNIE BLUEHealthcare IntelligenceOct 1, 11:02 AM EDT
Global healthcare private equity hit a record $191 billion in deal value in 2025, surpassing the 2021 peak, as firms target AI and physician practices.
ReadingHealthcare operators still independent and profitable now face a two-year window before valuations reset upward and deal flow accelerates toward consolidation.
WatchMonitor which physician practice networks receive first-round buyout offers. The best deal flow always arrives before the press catches the pattern.
WELL POURM&A IntelligenceOct 1, 11:02 AM EDT
GTCR announced an acquisition of Tactacam, a PE-backed action camera company, in a deal valued at over $1 billion.
ReadingHardware PE exits are accelerating through secondary sales, not IPOs. The public markets stay closed for this category.
WatchTrack which GTCR portfolio companies announce acquisition interest. The firm is building a platform, not making one-off purchases.
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