MergerPie @mergerpie
M&A News, Analysis and Rumors. Tweets & posts are my own honest opinions. No affiliation.😬 Singapore Joined November 2013-
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There’s no reason for this judge to recuse, the Supreme Court has made it clear that only explicit bribery is a problem. deadline.com/2026/07/paramo…
David Ellison is really excited to earn the ‘most hated man in Hollywood’ title.
Tennessee is getting involved. Tennessee Deputy Gov. Stuart McWhorter sent a letter to Paramount CEO David Ellison earlier this month urging him to consider moving the company’s corporate offices. “Companies that choose Tennessee find more than a favorable business climate —
Some initial, early thoughts on PayPal-Stripe-Advent-(maybe)-Block
Can confirm Stripe & Advent have made a $53b approach to PayPal. Paypal, thus far, has been disinterested in engaging with the approach, per people familiar. Unclear why, but price could obviously be a concern — $PYPL sits at 5 year lows and is in the midst of a turnaround plan.
$PYL $XYZ - PayPal surges on report of Stripe, Advent $53B bid (update) Adds reporting from CNBC's Faber that $XYZ is part of bidding group and deal will include a $17B equity check- $PYPL board meeting set for July 20 seekingalpha.com/news/4613804-s…
$DLVHF $UBER - Uber nears €41 a share deal for Delivery Hero - FT seekingalpha.com/news/4614179-u…
Electronic Arts, Saudi-Led Consortium Grow Confident About Phase 1 Clearance in EC Foreign Subsidies Regulation Review library.thecapitolforum.com/docs/9nnv9z7ka… h/t @JavierespBX
$WBD $PSKY - California AG lays out potential concessions in Warner Bros/Paramount deal - post on X from Politico reporter seekingalpha.com/news/4614257-c…
Stripe and Advent have allegedly teamed up to acquire PayPal for ~$53 billion, or an actually reasonable ~8x EBITDA on ~5% growth - tcrn.ch/4vzdO6t
$GPC $ORLY Flight tracking shows O'Reilly/Genuine Parts transaction more likely - analyst seekingalpha.com/news/4614227-f…
Tech/Media/Telecom Weekly: More States Oppose Nexstar/Tegna Merger; Iran Sanctions Walkback Leaves Companies Scrambling; NY State Anti-Data Center Order May Serve as Model for Others; Anti-Piracy Bill to be Unveiled in House library.thecapitolforum.com/docs/9nkrc0ucw… $AAPL $AMZN $AVGO $GOOG $GOOGL $INTC $META $MSFT $NXST $PSKY $TSM
$PYPL: Stripe + Advent submitted non-binding $53B+ offer ($60.50/sh, ~28% premium). 50/50 ownership split, keep PayPal intact, backed by ~$50B bank financing. No agreement signed — early stage only. Bottom line: Biggest obstacles = negotiating definitive deal + heavy antitrust/licensing reviews. No closing conditions or breakup fees disclosed yet. Note: Non-binding proposals not tracked on ArbLens. Will update if it turns definitive.
Stripe, Advent offer to buy PayPal for more than $53 billion: Reuters cnbc.com/2026/07/15/str…
Stripe and Advent make $53bn bid for PayPal ft.trib.al/ObvvW0Q
Short Thoughts July 15, 2026 PYPL/IBM/HCA/More Trading Postette Plus Commentary on PayPal Buyout Offer, IBM and HCA Swoons open.substack.com/pub/michaeljbu…
Payments company Stripe and private equity firm Advent International have made a joint offer to acquire PayPal Holdings, $PYPL, for $60.50 per share, per Reuters
Go-shop window for $CZR closed July 11… and nothing but crickets 🦗 No press release. No “superior proposal received.” No drama. Caesars straight-up said they’d only speak if required … and they’re staying quiet. Does this mean Fertitta’s $31 all-cash deal just sailed through? Or is Vegas holding its cards close? What do you think happens next? 👀
Western Digital (WDC) Returns To Kioxia Merger Talks That Could Reshape NAND Flash simplywall.st/stocks/us/tech…
$UBER $DLVHF - Uber in advanced talks on Delivery Hero acquisition (update) - Delivery Hero confirms advanced talks seekingalpha.com/news/4613614-u… ir.deliveryhero.com/news/delivery-…
👀 Proposed Merger of JB Financial and BNK Financial chosun.com/english/market…
$LION Lionsgate Studios gains after report of takeover interest from Bollore, Banijay - Reuters seekingalpha.com/news/4613789-l…
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