Merger & Acquisition

Business

Gallagher Posts Strong Q4 Growth, Eyes M&A Expansion Amid Stable Casualty Market

Arthur J. Gallagher & Co. reported robust revenue growth exceeding 30% for the fourth quarter of 2025, driven by a healthy mergers and acquisitions pipeline and resilient performance in key sectors. Leadership expressed confidence in navigating a softening property insurance market while maintaining stable casualty pricing and talent retention.

Jan 30, 2026

Business

AT&T Doubles Down on Fiber with Lumen Acquisition and Open Access Strategy

AT&T's landmark deal to acquire Lumen's fiber assets signals a major strategic pivot, creating a new open-access network subsidiary to expand its broadband reach and challenge rivals Verizon and T-Mobile.

Feb 2, 2026

Business

Church & Dwight Charts Course for Growth After Portfolio Overhaul, Eyes Acquisitions

Buoyed by strategic brand exits and tariff mitigation, Church & Dwight enters 2026 with robust cash flow and a sharpened focus on its 'power brands' like Arm & Hammer and TheraBreath, despite a challenging consumer landscape.

Jan 30, 2026

Business

P&G Bolsters Health Portfolio with Acquisition of Digestive Wellness Brand Wonderbelly

Consumer goods giant Procter & Gamble has agreed to acquire Wonderbelly, a fast-growing brand in the 'free-from' digestive health space, signaling a deeper push into the lucrative wellness category and a bid to attract younger, label-conscious consumers.

Jan 30, 2026

Business

M&A Market Roars Back to Life: 2026 Poised for Major Deal Surge as Confidence Returns

Fueled by a wave of blockbuster transactions and renewed executive optimism, the global mergers and acquisitions landscape is heating up for a robust 2026. Major consulting firms report a significant shift in sentiment, with U.S. CEOs leading the charge in pursuing strategic deals despite lingering market uncertainties.

Feb 2, 2026

Business

Gallagher Boosts Dividend While Maintaining Aggressive Acquisition Strategy

Insurance broker Arthur J. Gallagher raises its quarterly dividend, rewarding shareholders even as it continues to pursue an active mergers and acquisitions pipeline, signaling confidence in its dual strategy of capital returns and growth.

Jan 30, 2026

Business

Goldman Sachs Lifts Zeta Global Target to $26, Eyes Software M&A Wave on Horizon

Goldman Sachs raises its price target for Zeta Global (ZETA), citing strategic positioning ahead of an expected surge in software sector mergers and acquisitions driven by valuation gaps and synergy potential.

Jan 30, 2026

Business

AT&T Bets Big on Fiber: $5.75B Lumen Deal and New Subsidiary Signal Aggressive Broadband Push

AT&T is significantly expanding its high-speed internet reach through a major acquisition and a novel financial structure, positioning itself at the forefront of the intensifying battle for broadband supremacy.

Jan 31, 2026

Business

Hilton Grand Vacations Bets on Bluegreen Merger to Reshape Timeshare Landscape

Hilton Grand Vacations is moving to integrate its recent acquisition of Bluegreen Vacations, a strategic push aimed at achieving cost savings and unlocking cross-selling potential across an expanded resort network. The success of this complex merger is seen as a critical test of HGV's operational prowess and its ability to compete more effectively in the vacation ownership sector.

Jan 30, 2026

Business

Webber Wentzel and Blake Cassels & Graydon Dominate 2025 Mining M&A Legal Advisory Ranks

New data reveals a two-horse race in mining sector legal advisory, with Webber Wentzel leading by total deal value and Blake Cassels & Graydon topping the charts by number of transactions in a year marked by megadeals.

Feb 2, 2026

Business

Coterra and Devon in Advanced Merger Talks, Potentially Reshaping U.S. Shale Landscape

Sources indicate Coterra Energy and Devon Energy are in advanced discussions for a merger that would create a shale giant, raising immediate questions for investors about valuation, future dividends, and the strategic logic behind combining two major players with overlapping portfolios.

Jan 30, 2026

Business

Needham Reaffirms Bullish Stance on D-Wave Quantum, Sees $48 Price Target Following Key Acquisition

Analyst Quinn Bolton of Needham maintains a Buy rating on D-Wave Quantum (QBTS), highlighting the company's strengthened competitive position after its acquisition of Quantum Circuits, which creates the world's only dual-platform quantum computing firm.

Jan 30, 2026

Business

Standex Bolsters Grid Tech Portfolio with $462M Amran/Narayan Acquisition Amid Record Margins

Standex International reported resilient Q1 2025 earnings with record gross margins above 40%, while announcing a transformative $462 million acquisition of Amran/Narayan Group, a leader in instrument transformers, aiming to double its exposure to fast-growing electrical infrastructure markets.

Jan 30, 2026

Business

Wall Street Bets on Smooth Sailing for Netflix-Warner Bros. Discovery Merger

As speculation intensifies over a potential acquisition of Warner Bros. Discovery by Netflix, short sellers are rapidly retreating from the stock, signaling market confidence in both the deal's completion and regulatory approval.

Jan 30, 2026

Business

Seacoast Banking Sees Strong Momentum After Villages Acquisition, Sets Ambitious 2026 Targets

Florida-based Seacoast Banking Corporation (SBCF) capped off 2025 with robust loan growth and margin expansion, fueled by its recent acquisition of Villages Bancorporation. Management outlined confident guidance for the coming year, forecasting significant earnings per share growth and improved returns.

Jan 30, 2026

Business

Datadog Signals Preference for Organic Growth, Downplays Major Acquisition Ambitions

Analysts at Bernstein reaffirm an Outperform rating for Datadog, noting the company's strategic focus appears to be on internal development and smaller tech tuck-ins rather than pursuing large-scale deals like a potential GitLab acquisition.

Jan 30, 2026

Business

Latham & Watkins Tops 2025 TMT M&A Legal Rankings, Kirkland & Ellis in Close Pursuit

A new industry report reveals Latham & Watkins advised on a record $370bn in tech, media, and telecom deals last year, narrowly edging out rivals in a highly competitive legal advisory market.

Jan 30, 2026

Business

New Gold Shareholders Overwhelmingly Approve Coeur Mining Acquisition, Paving Way for Major North American Precious Metals Player

Shareholders of New Gold Inc. (TSX:NGD) and Coeur Mining, Inc. have given resounding approval to Coeur's plan to acquire all outstanding shares of New Gold. The vote clears a critical path for the merger, which now awaits final regulatory and court nods to create a significantly larger, diversified precious metals producer with enhanced scale and exploration prospects across North America.

Jan 30, 2026

Business

Colony Bankcorp Posts Strong Q4, Eyes Growth from TC Federal Merger and Fee-Based Lines

Colony Bankcorp (CBAN) reported improved operating performance in Q4 2025, with executives detailing on-track integration of TC Federal and momentum in fee-based businesses. The bank targets a 1.20% return on assets for 2026 and signals appetite for further acquisitions.

Jan 30, 2026

Business

Gallagher Caps Strong 2025 with Record Growth, Eyes $10 Billion War Chest for Deals

Arthur J. Gallagher & Co. reported robust fourth-quarter results, driven by a potent mix of organic expansion and strategic acquisitions like AssuredPartners. Management projects sustained mid-single-digit growth for 2026, backed by a significant capital reserve for further mergers and acquisitions.

Jan 30, 2026