The Motley Fool

APRIL 2, 2025

The specialist in audio and speech recognition software went public by merging with a special purpose acquisition company on April 28, 2022. That trajectory is impressive, but management originally claimed the company could generate $255 million in revenue in 2024 during a pre-merger presentation in late 2021.

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Mergers and Acquisitions Enterprise Values Amortization Depreciation 225

Private Equity Professional

FEBRUARY 3, 2025

Pete & Gerrys Organics , a portfolio company of Butterly , has acquired Farmers Hen House , a portfolio company of Benford Capital. The acquisition adds Farmers Hen House to Pete & Gerrys existing brands, including Pete & Gerry’s Organic , Pete & Gerrys Pasture-Raised , and Nellie’s Free Range eggs.

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Mergers and Acquisitions Private Equity Firms Private Equity Firms Assets 130

The Motley Fool

MARCH 22, 2024

Energy companies have signed over $180 billion in merger agreements over the last six months. However, Devon Energy (NYSE: DVN) has gotten left out of the current merger wave washing over the oil patch. The oil producer has reportedly pursued several acquisition targets, only to lose to a competitor.

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Mergers and Acquisitions Bidding Stakes Returns 227

The Motley Fool

JANUARY 29, 2024

Let's take a look at each of the stocks in the portfolio, what they say about Ackman's investing style , and whether they are worth buying today. of the Pershing Square portfolio, across both classes of the stock. It's the newest holding in Pershing Square's portfolio as it was added in the first quarter of 2023.

Portfolios 245

Portfolios Hedge Funds Mergers and Acquisitions Stakes 245

The Motley Fool

AUGUST 20, 2024

It has a diversified portfolio of midstream assets, including pipelines , processing plants, storage terminals, export complexes, and petrochemical plants. Acquisitions are another big driver of distribution growth for Enterprise. It also bought that MLP's stake in the Panola Pipeline for $25 million, boosting its stake to 70%.

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Mergers and Acquisitions Initial Public Offering Stakes Taxes 246

Private Equity Insights

AUGUST 31, 2023

An affiliate of Paceline Equity Partners, LLC , a Dallas-based private equity manager, today announced that it has participated in a $175m financing facility to support GCOM Software LLC’s merger with OnCore Consulting, LLC. GCOM is a portfolio company of Sagewind Capital, LLC , a New York-based middle-market private equity firm.

Consulting 130

Consulting Consultants Mergers and Acquisitions Private Equity Firms 130

The Motley Fool

AUGUST 27, 2024

The needle-moving acquisition would enhance the company's portfolio and extend its growth profile. Drilling down into the deal Chevron unveiled its merger agreement with Hess last October, less than two weeks after Exxon revealed its more than $60 billion megamerger with Pioneer Natural Resources. A merger or an asset purchase?

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Mergers and Acquisitions Assets Stakes Portfolios 130

The Motley Fool

SEPTEMBER 19, 2024

Nvidia, which owns a small stake in SoundHound, also integrates Houndify's services into its Drive platform for connected vehicles. SoundHound went public by merging with a special purpose acquisition company ( SPAC ) in 2022 and subsequently expanded by acquiring the restaurant tech companies SYNQ3 and Allset.

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Mergers and Acquisitions Stakes Returns Companies 246

The Motley Fool

JANUARY 1, 2024

After all, he's owned it since he helped arrange a merger to create the entity in 2015. The merger was worth roughly $45 billion, creating a food giant that owns such famous brands as Kraft, Heinz, Oscar Meyer, Kool-Aid, Jell-O, Capri-Sun, and more. However, the merger also loaded up the new entity with debt. Is it stubbornness?

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Mergers and Acquisitions Debt Conglomerates Amortization 245

Private Equity Insights

SEPTEMBER 28, 2023

Blackstone and JP Morgan Chase’s healthcare investment arm Morgan Health will take minority stakes. The HealthComp and Virgin Pulse merger comes as private equity deals have decreased from pandemic-fueled highs. New Mountain will maintain majority ownership of the combined company, while Marlin will retain a minority position.

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Mergers and Acquisitions Bidding Private Equity Firms Private Equity Firms 130

The Motley Fool

JULY 27, 2024

But there's a reason Warren Buffett's kept a sizable Kraft Heinz stake in Berkshire Hathway 's portfolio since melding the two food companies into one back in 2015. A merger that underperformed on multiple levels If you're not familiar with the saga, here's the shortened version of the story. That is, he still sees hope.

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Mergers and Acquisitions Shareholders Prospects Stakes 246

The Motley Fool

FEBRUARY 3, 2024

Berkshire Hathaway CEO Warren Buffett has delivered an astounding 3,787,464% return to shareholders through 2022, so it's certainly a wise move to follow the stocks included in Berkshire's $300-plus billion equity portfolio. of Berkshire Hathaway's equity portfolio. Comparable operating margin expanded a drop from 29.7%

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Mergers and Acquisitions Shareholders Stakes Portfolios 246

The Motley Fool

FEBRUARY 28, 2024

The main draw was Hess' 30% stake in the Exxon-operated Stabroek block offshore Guyana. However, Exxon and its other partner in Guyana, China's CNOOC , now say the deal will trigger a change-of-control provision, enabling them to increase their stakes in Stabroek. It currently remains committed to the merger despite this latest issue.

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Shareholders Assets 246

The Motley Fool

AUGUST 20, 2023

The wave has flowed down into the midstream sector, where leading players Energy Transfer (NYSE: ET) and Oneok (NYSE: OKE) have made headline-grabbing acquisitions. Midstream merger mania The pipeline sector has faced its share of headwinds in recent years. billion cash-and-equity acquisition of privately held Lotus Midstream.

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Mergers and Acquisitions Stakes Prospects Capital 130

The Motley Fool

FEBRUARY 23, 2024

It's not just a user of AI to add value to its solutions; it also has a significant stake in a quantum computing business that management plans to monetize. Moreover, Kapur noted that "we are committed to demonstrating a path to monetization of our stake within the next 18 months." Image source: Getty Images.

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Mergers and Acquisitions Stakes Shareholders Returns 246

The Motley Fool

JANUARY 5, 2024

Citadel had amassed a stake of 5 million shares of Microsoft stock, representing 1.7% Microsoft recently completed its acquisition of Activision, so the position was likely used to leverage the merger arbitrage -- a way to profit from the difference between Activision's then-current stock price and the eventual purchase price.

Hedge Funds 246

Hedge Funds Mergers and Acquisitions Stakes Leveraging 246

The Motley Fool

SEPTEMBER 6, 2023

Curaleaf has also been expanding its footprint internationally through strategic acquisitions in recent years, such as the landmark deal to buy EMMAC Life Sciences in 2021, along with its decision to purchase a 55% equity stake in Germany's leading medical cannabis company, Four 20 Pharma, in late 2022.

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Mergers and Acquisitions Legal Stakes Financial Services 246

The Motley Fool

SEPTEMBER 7, 2024

A wave of mergers and acquisitions (M&A) activity has washed over the oil patch in the last year. Several midstream companies have made acquisitions, while the rumor mill suggests others are on the prowl. The master limited partnership (MLP) has made several acquisitions over the years. billion in July.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Firms Private Equity Firms Stakes 130

The Motley Fool

MAY 17, 2024

Third, it's worth noting that 3M Healthcare/Solventum was the focus of 3M's merger and acquisition activity over the past five years. Third, it's worth noting that 3M Healthcare/Solventum was the focus of 3M's merger and acquisition activity over the past five years. stake in Solventum, which it can sell to raise cash.

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Mergers and Acquisitions Investors Enterprise Values Conglomerates 246

The Motley Fool

JULY 28, 2024

Symbotic (NASDAQ: SYM) , a producer of artificial intelligence-powered warehouse automation robots, went public by merging with a special purpose acquisition company (SPAC) two years ago. Serve Robotics executed a reverse merger with the blank-check company Patricia Acquisition Corp. to about $40 as of this writing.

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Mergers and Acquisitions Stakes Returns Capital 244

The Motley Fool

DECEMBER 10, 2024

Joby Aviation went public through a merger with a special purpose acquisition company (SPAC) in 2021 , raising more than $1 billion to help develop and test its eVTOL program. These characteristics could make them easier to mass produce and better suited to operating in dense urban environments. Does Joby Aviation have an edge?

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Mergers and Acquisitions Stakes Capital Returns 238

The Motley Fool

FEBRUARY 18, 2024

15, SoundHound AI stock rocketed 67% higher following news that " Magnificent Seven " member Nvidia had disclosed a stake in the company. Why the stock is moving higher SoundHound AI went public in 2022 with the help of a special purpose acquisition company ( SPAC ). Following its 67% gain on Thursday, SoundHound stock trades at $3.76.

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Mergers and Acquisitions Due Diligence Stakes Venture Capital 237

The Motley Fool

JULY 13, 2024

stake in Celsius, and supercharged its distribution. Furthermore, investors are having an unjustified knee-jerk reaction to Sirius XM's upcoming third-quarter merger with Liberty Sirius XM (NASDAQ: LSXMA) , its tracking stock, and the resulting reverse stock split. The beverage giant made a $550 million investment for an 8.5%

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Shareholders Investors 246

The Motley Fool

AUGUST 25, 2024

AST SpaceMobile was founded seven years ago and went public by merging with a special purpose acquisition company ( SPAC ) in 2021. Uber spun out Serve Robotics in 2021, and the newly independent company went public through a reverse merger (similar to a SPAC acquisition ) with a blank-check company in 2023.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mergers and Acquisitions Exchange-Traded Funds Stakes 246

The Motley Fool

AUGUST 31, 2024

It's making two acquisitions to enhance its footprint, cash flow, and ability to return cash to investors. After closing the deal for GIP's interest in EnLink, Oneok plans to pursue the acquisition of EnLink's publicly traded shares in a tax-free transaction (i.e., a stock-based acquisition). EnLink currently has a $12.3

Mergers and Acquisitions 130

Mergers and Acquisitions Enterprise Values Leveraging Stakes 130

The Motley Fool

JULY 3, 2024

If you've got a few thousand bucks you know you won't be needing anytime soon, here's a rundown of three Berkshire holdings that would be at home in almost anyone's portfolio. That's why in 2015, Buffett -- then a major stakeholder in Heinz -- helped orchestrate the pairing by steering the company into an acquisition of its peer.

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Shareholders Assets 246

The Motley Fool

MARCH 14, 2024

However, the company would be considered rather boring in today's technology climate if not for its merger with chip giant Avago Technologies in 2016. That merger marked the beginning of an acquisition frenzy. But those deals were dwarfed by Broadcom's whopping $69 billion acquisition of cloud software developer VMware in 2023.

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Mergers and Acquisitions Hedge Funds Stakes Shareholders 234

The Motley Fool

FEBRUARY 13, 2025

One thing many investors may not realize is that Uber has ownership stakes in other businesses, too. Right around the time Ackman disclosed his position in Uber, Grab was rumored to be considering a merger with rival platform GoTo. One company that Uber has a sizable investment in is called Grab Holdings based in Singapore.

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Mergers and Acquisitions Stakes Hedge Funds Assets 217

The Motley Fool

JULY 21, 2023

Although Berkshire Hathaway's portfolio is filled with a number of great businesses, one, in particular, is about as far removed from a "fair price" as it's been in more than a decade. District Court judge tossing the Federal Trade Commission's injunction request last week , the merger looks like it's cleared its biggest hurdle.

Mergers and Acquisitions 244

Mergers and Acquisitions Investing Debt Shareholders 244

The Motley Fool

DECEMBER 9, 2023

Getting back to the SPAC price Skeptics might consider Archer Aviation a textbook example of the bursting of the 2021 special purpose acquisition company (SPAC) bubble. Put two dogs in the race One key element of portfolio risk management is keeping more speculative positions small. and Archer Aviation wasn't one of them!

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Accounting Capital 246

The Motley Fool

SEPTEMBER 3, 2023

Mergers and acquisitions represent a major catalyst for Brookfield Renewable, and it has showcased its ability to secure needle-moving deals this year. That deal added an income-producing operating portfolio and development pipeline. That will provide Brookfield Renewable with ample opportunities to continue expanding.

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Assets Shareholders 246

The Motley Fool

APRIL 25, 2024

Seeking passive income is a good way to supplement your portfolio while mitigating some of the volatility associated with owning individual stocks. First, the company is a specialist in mergers and acquisitions. One of the more interesting ones of the last few years was the acquisition of on!,

Mergers and Acquisitions 245

Mergers and Acquisitions New York Stock Exchange Prospects Shareholders 245

The Motley Fool

DECEMBER 13, 2023

Second, Nio and Rivian both went public through traditional IPOs instead of merging with special purpose acquisition companies ( SPACs ), which were notorious for making over-the-top forecasts during their pre-merger presentations. So should contrarian investors buy Nio or Rivian even as the bulls shun most EV stocks? billion to $3.99

Mergers and Acquisitions 262

Mergers and Acquisitions Stakes Investors Returns 262

The Motley Fool

NOVEMBER 26, 2023

of its public equity portfolio and making it the fifth largest position behind Apple , Bank of America , American Express , and Coca-Cola. Since Q3 2022, Berkshire has gradually reduced its stake. It's reasonable to assume that at least some of the Chevron stake was a short-term play. Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Mergers and Acquisitions 240

Mergers and Acquisitions Banks Leveraging Debt 240

The Motley Fool

MAY 20, 2024

SoundHound went public by merging with a special purpose acquisition company ( SPAC ) two years ago. Nvidia also increased its stake in SoundHound earlier this year. Yet both stocks have disappointed their early investors. The combined company's stock started trading at $8.72, but it's now worth roughly $5.

Mergers and Acquisitions 245

Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 245

The Motley Fool

AUGUST 22, 2024

Brookfield's acquisitions should fuel its growth, especially with its acquisition of around 53% of global renewable energy provider Neoen expected to close in the fourth quarter of 2024. There's some uncertainty about Chevron's pending acquisition of Hess. Can Brookfield Renewable really deliver such a hefty gain?

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Mergers and Acquisitions Stakes Investors Returns 189

The Motley Fool

FEBRUARY 5, 2025

See the 10 stocks So, when Buffett makes a move in Berkshire Hathaway's equity portfolio, the whole world pays attention. Buffett's most recent buys We usually have to wait until Berkshire Hathaway's quarterly earnings or the company's quarterly 13F filing with the SEC to see the big moves Buffett and his team make in its equity portfolio.

Portfolios 147

Portfolios Mergers and Acquisitions Stakes Leveraging 147