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Mega Merger? Behind Bain’s 30x EBIDTA Price Tag on HealthEdge
Plus: We outline portco M&A and exits from last week.
Apr 14 • 
Isabel O'Brien
Analyst Predicts Sycamore to Strip Assets, Close Stores at Walgreens
Plus: We introduce Portco News and outline portco M&A and exits from last week.
Mar 10 • 
Isabel O'Brien
Can PE Firms Own Utilities and Data Centers? Behind Blackstone’s $11.5B TXNM Take-Private
Plus: We outline portco M&A and exits from last week.
May 19 • 
Isabel O'Brien
BREAKING: Sycamore to Fund $24B Walgreens Buyout with 80%+ Debt
The industry average for take-privates in Q4 2024 was 53%. Experts worry this puts Walgreens at a high risk of default and bankruptcy.
Mar 11 • 
Isabel O'Brien
Advent’s $2.5B Sapiens Deal Takes Bet on Insurance Tech
Plus: We outline portco M&A and exits from last week.
Aug 14 • 
Isabel O'Brien
Going On Hiatus
Portco News is going on hiatus, but don’t cancel your subscription.
Sep 2 • 
Isabel O'Brien
Sixth Street’s $3.8B Giants Deal May Cost Fans
Plus: We argue why the IRS should keep the ‘DA’ in ‘EBITDA’ and outline portco M&A and exits from last week.
Mar 24 • 
Isabel O'Brien
Burgeoning Small Cells Low Risk? Behind EQT’s $4.25B Crown Castle Deal
Plus: We doubt anti-ESG crusaders will make real inroads with private markets and outline portco M&A and exits from last week.
Mar 17 • 
Isabel O'Brien
Gemspring Buys Legacy Chemicals Business From Goodyear for $650M
Plus: We outline portco M&A and exits from last week.
May 27 • 
Isabel O'Brien
How Did Advent Lose Spectris?
Plus: We outline portco M&A and exits from last week.
Jul 7 • 
Isabel O'Brien
Colonial Joins Brookfield’s Growing Pipeline Portfolio in $9B Deal
Plus: We argue that data centers are a bubble outline portco M&A and exits from last week.
Apr 7 • 
Isabel O'Brien
CVC Dreams Big with $5B Dream Games Acquisition
Plus: We outline portco M&A and exits from last week.
May 6 • 
Isabel O'Brien
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