Capital flows, CMO moves, M&A. Eight editions a day, seven tiers, from the chopped neck.
ISABELLA'S ISLAYCapital MarketsOct 27, 8:02 AM EDT
Southeastern Asset Management, a major Mattel shareholder, is preparing to launch a proxy fight and pressure the company toward a sale, according to reports.
ReadingMattel has three quarters to prove this is noise. After that, the conversation shifts from proxy to process.
WatchAriel Investments will file formal demands within 30 days. Glass Lewis advisory will follow 10 days after.
HENRI IVM&A IntelligenceOct 27, 8:02 AM EDT
Integer Holdings shareholders have overwhelmingly approved a $5.7 billion acquisition by an affiliate of KKR-managed investment funds.
ReadingMedical device procurement teams should assume 18-24 months of zero innovation while KKR strips cost. Plan accordingly.
WatchKKR will announce portfolio synergies within 90 days of closing. Watch which other portfolio companies get consolidated into Integer's operations.
MACALLAN 1926M&A IntelligenceOct 27, 8:02 AM EDT
Bain Capital Private Equity and the management of eSOL Co., Ltd. completed the acquisition of a 64.71% stake in eSOL Co., Ltd. in a management buyout transaction.
ReadingeSOL management has bet their net worth on Bain's growth playbook. That is not a neutral signal about what they expect from the Japanese market over five years.
WatcheSOL will announce cost reduction initiatives within Q1 2027. Watch whether the yen hedge gets tightened or loosened.
LOUIS XIIICapital MarketsOct 27, 8:02 AM EDT
Five companies are launching their IPOs this week across jewelry, polymers, environmental technology and alternative investment sectors, with total issuance of ₹2,600 crores.
ReadingAllocators who wait for the gray market premium are already late. The real signal is which issues meet their full subscription by day two.
WatchAllotment results arrive within 10 days. Watch the oversubscription ratios. A 5x retail, 2x institutional allotment means the institutional buyers did the work. A 15x retail means retail FOMO drove it.
PAPPY 23Capital MarketsOct 27, 8:02 AM EDT
Proxy advisory firm Glass Lewis backed investor Doug Bergeron's campaign to replace all five directors at Ethan Allen Interiors, intensifying the proxy fight.
ReadingEthan Allen has 20 days to either negotiate or escalate. A settlement comes at Bergeron's price, not the board's.
WatchEthan Allen will announce a competing slate or negotiate a standstill within two weeks. If they do neither, the sale process begins.
JOHNNIE BLUELuxury SectorOct 27, 8:02 AM EDT
Paris Auction Houses / Christie's / Sotheby's / Phillips
· Observer ↗Paris auctions showed robust results this week, with blue-chip historical works and presale arrangements dominating, while contemporary and speculative pieces struggled.
ReadingPrivate sales will outpace open auction by $2B+ in Q4 2026. The real market moved off the floor three years ago.
WatchChristie's and Sotheby's will announce higher presale guarantee ratios in Q1 2027. When they do, they confirm the trend publicly.
WELL POURM&A IntelligenceOct 27, 8:02 AM EDT
Reports emerged that private equity firms explored acquiring Microsoft's gaming division Xbox, with valuations reaching $100-150 billion, though Microsoft has not engaged in formal sale discussions.
ReadingIf Xbox ever gets shopped, the opening ask will anchor to this $150B whisper. That is the only real signal.
WatchWatch for Xbox leadership departures. If two executives leave in the next 90 days, the whisper was real.
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