Mergers and Acquisitions | inves4: Indian Equity Investing

How Donald Trump may have helped Google in its biggest acquisition ever of Wiz for $32 billion

\Google’s massive $32 billion acquisition of cybersecurity firm Wiz gained significant momentum after Donald Trump’s presidential inauguration in January, with executives from both companies accelerating negotiations amid expectations of a more favorable regulatory environment under the new administration. According to Reuters reporting, Google not only sweetened its original $23 billion offer from July to $32 … Read more

Intel breakup on the horizon? Analyst sees market cap boost from $167 billion to $237 billion as Taiwan Semiconductor and Broadcom reportedly eye key divisions

Speculation is mounting around Intel as the struggling tech giant explores ways to unlock shareholder value.Chip industry rivals Taiwan Semiconductor and Broadcom are both pursuing potential deals that could lead to a breakup of the company. Broadcom is reportedly interested in acquiring Intel’s profitable chip design and marketing division, while Taiwan Semiconductor is considering taking … Read more

Adani seeks CCI approval to acquire significant stake in PSP

Adani Infra, owned by a unit of Adani Enterprises, had in November 2024 said it would acquire 30.07% in PSP for Rs 685 cr i.e., an implied valuation of Rs 2,278 cr (Currently PSP has a mcap of Rs 2,550 cr). The stake will be acquired from the promopters, who currently own 60.14% in PSP. … Read more

Three companies vying for Dulux

Pidilite, Indigo Paints and JSW Paints are speculated to be interested in 74.76% stake of Akzo Nobel in it’s Indian subsidiary. Talks with Adani and Aditya Birla Group didn’t proceed much. Valuations are expected to be $2.1-2.5 bn (Rs 18,000 – 21,000 cr against the current mcap of Rs 17,000 cr). Key draw is Akzo’s … Read more

Ceat acquires Camso business from Michelin

Camso is a premium brand in construction equipment tyre and tracks with strong equity and market position in EU and North American aftermarket and OE segments. The acquisition will give CEAT access to 40 global OEMs and broaden its product offering into construction tyres and bias tracks. It’s an all cash deal valued at $225 … Read more

Sona acquires Railway Equipment Division from Escorts

Sona BLW Precision Forgings (Sona) has entered into an agreement to acquire the Railway Equipment Division (RED) of Escorts Kubota (Escorts). RED of Escorts is a leading supplier of critical components for Railways, such as brakes and suspension systems for various rolling stocks. The division reported revenues of Rs 950 cr in FY 24. In … Read more

Alkem exploring JB Chem. Torrent pauses.

As per the news reports, Alkem is now exploring a potential buyout of J B Chemicals & Pharmaceuticals (JB). Torrent that was the speculated front runner for JB has paused talks due to the valuation differences. EQT, a Swedish investment major has also been said to give the acquisition a pass due to the valuation … Read more

Medi Assist acquires Paramount Health

In continuation of it’s strategy to grow organically, Medi Assist’s TPA subsidiary (MATPL) has signed a definitive agreement to acquire Paramount Health Services & Insurance TPA (Paramount). Paramount is the 4th largest TPA by total revenues and 2nd largest TPA in Group segment by Premiums in India. The Company in FY24, had a market share … Read more

Zomato buying Paytm’s entertainment ticketing business

Zomato in a bid to further strengthen it’s going-out segment has agreed to buy Paytm’s movie and event ticketing business. Deal is an all cash deal for Rs 2,048 cr Paytm has said that it had built it’s movie ticketing business from the ground up and acquired Insider and TicketNew for Rs 268 crore between … Read more