Mar 26, 2026
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2 min read
Pausing newsletter
Mar 25, 2026
6 min read
The quiet strategy behind scaling with someone else’s reputation
Mar 18, 2026
A Texas acquisition shows how investors are quietly rolling up America’s home service businesses.
Mar 11, 2026
In a sector known for staying small and independent, one acquisition may signal a different strategy.
Mar 4, 2026
Why Deposits and Density Drive Regional Bank Consolidation
Feb 25, 2026
5 min read
Inside Southern Home Services’ Acquisition of Dunn’s HVAC, Plumbing & Electrical
Feb 18, 2026
Buying Speed Instead of Building It
Feb 11, 2026
This Wasn’t a Sale. It Was a Breakup.
Feb 4, 2026
7 min read
Santander’s $12.2B acquisition of Webster
Jan 28, 2026
Trust
Jan 21, 2026
8 min read
The Numbers Behind the Citgo Sale
Jan 14, 2026
Why Michaels Bought IP and Private Labels Instead of a Broken Retailer
Jan 7, 2026
Boeing Buys Responsibility: Why the Spirit AeroSystems Deal Isn’t About Growth
Dec 24, 2025
Why this acquisition is less about AI hype and more about control
Dec 17, 2025
How Rent-A-Container expanded its footprint by buying logistics instead of chasing growth
Dec 10, 2025
13 min read
How Mammoth turned a niche engineering shop into a cash machine for its balance sheet
Dec 3, 2025
9 min read
What Prada Saw in Versace That the P&L Missed
Nov 26, 2025
10 min read
Sunoco’s Parkland play is about margins, not makeovers.
Nov 12, 2025
Why Macmillan Bought Sounds True
Nov 5, 2025
Why Bending Spoons Paid $1.5B for AOL
Oct 29, 2025
Scherzinger x Guarantee Pest Control
Oct 22, 2025
A $115M exit after a ~$575M acquisition
Oct 15, 2025
Bird Buys FRPD
Oct 8, 2025
Why Sherwin-Williams Bought Suvinil
Oct 1, 2025
Compass & Anywhere Merger
