Regional Banks are movin’ and groovin’ lately, here are some possible reasons why…
Mergers
A European Buyout Frenzy?
The Boston Consultant Group is out with a survey that indicates 1 in 5 European companies is planning to do a deal in 2010, and that percentage jumps to 1 in 2 companies with market caps in excess of €20 billion.
What the Burlington Northern and Black & Decker Deals Have in Common
The Deal Professor, having expressed his dismay at the lack of M&A a day too early, weighs in on the similarities between Buffett’s purchase of BNI and the Stanley Works buyout of Black & Decker… From Steven M. Davidoff (NYT): While both deals may or may not be the sign of a new trend, and two…
Breaking: Buffett to Acquire the Rest of Burlington Northern Railroad
It’s not for me to tell you what Warren Buffett must see ahead for transportation, energy and economic activity, you must draw your own inferences. What I will say is that this is Berkshire Hathaway‘s largest-ever purchase so you may want to come up with some kind of thesis to encompass it. From MarketWatch: NEW…
Hot Links: Crazy Buildings & Golden Coffins
Stuff I’m Reading this Morning… Good stuff: M&A boom coming to S&P 500 as cash positions relative to share prices climbs to the highest in decades. (Bloomberg) Or how about big M&A deals coming to the asset management space? Long overdue. (Morningstar) Big report on how to fix compensation comes out today…shocker: they’re not fans…
The "Always a Bridesmaid" List of Software Companies
Here’s a cliché I’ve heard just about enough of: So-and-so analyst/commentator “expects a wave of software consolidation to begin.“ Barron’s Eric Savitz discussed Citigroup analyst Brent Thill‘s latest consolidation prediction this week and I was really embarrassed for all involved. It’s almost amazing how many times this list has been regurgitated over the years. Here…
About F&%$in' Time: Homebuilders Merging
Watching the homebuilders stubbornly try to go it alone over the last few years has been highly frustrating, like an adult chaperon at the 6th grade dance watching the boys stand on one side of the gym and the girls on the other. When you have a group of companies facing this type of nosedive…
Jilted JAVA: Sun Micro Left at the Altar
From CNET: Sun’s stock plummeted nearly 23 percent to $6.68 a share in premarket trading, following reports in The New York Times and The Wall Street Journal that the company rejected a formal buyout bid of $9.40 a share or less, and terminated an exclusive negotiating agreement, prompting IBM to withdraw its offer. Sucks to…
