Category Archives: Mergers and Acquisitions

telephone tears

Telecoms: Corporate activity could end in tears…

WealthiFi often writes “watch what they do not what they say”. Well, the telecoms sector is potentially seeing some interesting corporate activity. The risk question for us is why do telecoms companies need to buy now?

December 1st, 2014 by

Mergers and Acquisitions

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fox news

Media M&Ayhem; this could run a lot further….

My word! Rupert Murdoch wants Time Warner, John Malone takes a nibble at ITV and WealthiFi’s words start to rhyme. Much like London prime real estate we are now seeing a media sector scramble for prime content assets…

July 17th, 2014 by

Mergers and Acquisitions

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buffett feast

Where will Buffett feast next, outside the box?

Warren Buffett is hinting at another big purchase. We all know the financial metrics he uses but let’s remind ourselves that Heinz didn’t quite meet previous criteria and blew a hole in those Buffett screens tediously produced each week.

May 6th, 2014 by

Mergers and Acquisitions

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shareholder burn

Bayer acquires sun cream but will shareholders still burn?

The pharma M&A frenzy continues. Germany’s Bayer, of Aspirin fame, is buying Merck’s over-the-counter(OTC) biz for $14.2 billion. Despite suncream in the acquired portfolio will Bayer shareholders get burnt?  

May 6th, 2014 by

Mergers and Acquisitions

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pharma M&A

The M&A bug grips Pharma sector….

The pharmaceutical sector has been lit up with a series of announced or speculated M&A deals. This is great news for investment bankers but the companies’ motivation to deal could be more worrying for shareholders.

May 1st, 2014 by

Mergers and Acquisitions

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shopping crowd

UK corporates go shopping abroad…?

Not that long ago we wrote about GBP currency strength adding almost 10% to UK corporate firepower if considering acquisitions. Today we note Finland’s Metso has been approached by fellow UK engineer Weir about a potential £8 billion merger.

April 1st, 2014 by

Mergers and Acquisitions

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bubbling lava

Value: M&A bubbling in the internet of things…..

We wrote about corporate confidence yesterday and it would seem M&A activity is grabbing headlines today. Here’s three snippets which caught the eye…

January 14th, 2014 by

Mergers and Acquisitions

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executive confidence

UK corporate confidence pick-up?

One of the surprises of 2014, to WealthiFi anyway, was the remarkable economic acceleration in the UK. For austerity critics the UK is good copy as the UK government merely paid lip service to austerity.

January 13th, 2014 by

Mergers and Acquisitions

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style gaga

Deal activity keeps VALUE in style….

The gradual cooling of investor’s love affair with Quality will no doubt be heightened by the fear that Value is having its moment in the sun. Typically Value as a style tends to have short sharp bursts of performance.

October 24th, 2013 by

Mergers and Acquisitions

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barbarians

And we all thought the M&A bonanza had returned, maybe not…?

We have frequently opined on the trends in M&A activity and our sense of things in terms of Value focused deals is that activity is on the up. Imagine our surprise to read William Wright’s (eFinancial News) take on the … Continue reading

October 8th, 2013 by

Mergers and Acquisitions

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