Every deal explained.
Original analysis on the biggest acquisitions, mergers, and fundraises. Deal structure, synergy logic, and sector context.
The take-private supercycle: Hologic, Sealed Air, and the $48B PE week.
Three PE take-privates above $5B in one week. We map the buyer profiles and name the public companies most likely targeted next.
SpaceX files S-1, SK Hynix goes confidential: the $90B IPO pipeline.
SpaceX's $75B target would be the largest IPO in history. We assess 18 active filings and rank by likelihood of pricing.
When giants combine: WBD-Paramount, xAI-SpaceX, and the $200B merger wave.
Three proposed mega-mergers reshaping media, AI, and aerospace. We analyze regulatory risk and historical completion rates.
Amazon's $372B M&A Machine: Every 2026 Acquisition Decoded
Amazon has deployed over $372 billion across five tracked acquisitions in 2026, spanning AI infrastructure, logistics, and healthcare. Full deal breakdown inside.
SpaceX's $60B Acquisition of Cursor: The AI Coding Land Grab
SpaceX's $60 billion purchase of Cursor marks one of the largest AI acquisitions ever. We break down the deal structure, strategic rationale, and what it means for the coding-tools market.
OpenAI's 5-Deal AI Stack: How the ChatGPT Maker Is Buying Its Way to Dominance
OpenAI has completed five acquisitions totaling $10 billion in 2026, assembling a full-stack AI platform through M&A. We trace every deal and the strategy behind them.
Verizon Acquires Frontier Communications for $20B: Inside the Fiber Broadband Takeover
Verizon's $20 billion acquisition of Frontier Communications is the largest telecom deal of 2026. We examine the fiber network rationale, regulatory path, and competitive implications.
Merck vs Lilly: Who Is Winning the 2026 Pharma M&A Race?
Merck ($13.4B across two deals) and Eli Lilly ($10.4B across four) are the two most aggressive pharmaceutical acquirers of 2026. Side-by-side analysis of strategy, targets, and what comes next.
Palo Alto Networks: $20.4B in Cybersecurity M&A and Still Buying
Palo Alto Networks has completed four acquisitions totaling $20.4 billion in 2026, consolidating the cybersecurity platform market. We map every deal and the platformization strategy.
Blackstone's 2026 Deal Pipeline: Healthcare, Real Estate, and the Credit Push
Blackstone deployed billions across three major transactions in 2026. From healthcare buyouts to real estate credit, here is every deal and the macro thesis driving them.
Eli Lilly's $10.4B Biotech Shopping List: Four Acquisitions, One GLP-1 Strategy
Eli Lilly has made four acquisitions worth $10.4 billion in 2026, each reinforcing its dominance in obesity and metabolic disease. Full deal-by-deal analysis.
KKR's 2026 Playbook: Chemical Buyouts, Financial Services, and the Credit Expansion
KKR completed three acquisitions totaling $2.1 billion in 2026 across chemicals, financial services, and asset management. Here is the deal logic behind each move.
OpenAI vs Anthropic: Who Is Winning the 2026 AI Acquisition Race?
OpenAI and Anthropic are the two most aggressive AI acquirers of 2026. We compare deal counts, capital deployed, target types, and the strategic logic separating the two most powerful AI labs.
Blackstone vs KKR: Private Equity's 2026 Acquisition Showdown
Blackstone and KKR are the two most active private equity firms of 2026. Full side-by-side breakdown of every deal, sector bets, and which firm is positioning better for the next cycle.
Lilly vs Merck: Side-by-Side Breakdown of 2026 Pharma M&A
Eli Lilly and Merck are racing to dominate pharmaceutical M&A in 2026. We compare deal count, total capital deployed, therapeutic focus, and acquisition strategy to determine who is building the stronger pipeline.
AbbVie vs Gilead: Biotech's Biggest 2026 Acquisition Duel
AbbVie and Gilead Sciences are both hunting for the next blockbuster drug through M&A. A full side-by-side analysis of every 2026 acquisition — deal sizes, therapeutic targets, and strategic divergence.
Blue Origin vs SpaceX: Who Is Acquiring More Aggressively in 2026?
Blue Origin and SpaceX are both expanding through acquisitions in 2026. We compare every deal across the two space giants — capital deployed, strategic targets, and which company is building a more formidable M&A portfolio.
a16z vs General Catalyst: The 2026 VC Acquisition Comparison
Andreessen Horowitz and General Catalyst are two of the most acquisitive venture firms of 2026. We map every deal across AI, healthcare, and fintech to compare which firm is building more strategic M&A positions.
Acrisure vs Gallagher: Inside the 2026 Insurance Broker Acquisition War
Acrisure and Arthur J. Gallagher are the two most aggressive insurance broker acquirers of 2026. Full deal-by-deal comparison — deal count, geography, premium targets, and who leads the consolidation race.
Gallagher vs NFP: Two Insurance Giants, One M&A Playbook
Arthur J. Gallagher and NFP are both rolling up the insurance brokerage market in 2026. Side-by-side analysis of every acquisition — volume, deal size, and which platform is consolidating faster.
Acrisure vs NFP: Which Insurance Broker Is Acquiring Faster in 2026?
Acrisure and NFP are locked in one of the most aggressive insurance broker acquisition races of 2026. We compare deal counts, capital deployed, and the strategic differences driving each firm's M&A agenda.
Every deal that matters, 7:00 a.m. Eastern.
Acquisitions, mergers, IPOs, and funding rounds — curated by our analyst desk. The one email corp dev, M&A bankers, and strategy teams read before their morning calls.