#mergerArb
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opticalpha.bsky.social
Synaptics analysts still carry a $129 median price target, above the $123 cash buyout price onsemi is paying. Someone's view is wrong: either the deal undervalues the company or the standalone targets haven't caught up. #MergerArb
October 5, 2026 at 1:46 PM
mohossain.bsky.social
M&A and IPOs slump under: 'It's almost as bad as Covid.

Fed Rate Cuts as Catalyst for PE exit, M&A ?

www.businessinsider.com/wall-street-...
#mergerarb #MA #fund #investor #markets #MnA #mergerarb #fund #investor #LBO #Activistinvestor #HF #InterestRates #PrivateEquity #buyout #PE
March 16, 2025 at 9:43 PM
mohossain.bsky.social
𝐏𝐡𝐚𝐫𝐦𝐚’𝐬 𝐦𝐞𝐠𝐚-𝐝𝐞𝐚𝐥 𝐡𝐮𝐧𝐠𝐞𝐫 𝐬𝐭𝐚𝐥𝐥𝐬 𝐮𝐧𝐝𝐞𝐫 𝐩𝐨𝐥𝐢𝐜𝐲 𝐡𝐚𝐳𝐞—𝐜𝐥𝐚𝐫𝐢𝐭𝐲 𝐜𝐨𝐮𝐥𝐝 𝐢𝐠𝐧𝐢𝐭𝐞 𝐚 𝐝𝐞𝐚𝐥-𝐦𝐚𝐤𝐢𝐧𝐠 𝐟𝐫𝐞𝐧𝐳𝐲?

x.com/mohossain/st...
#healthcare #transaction #investor #TradeDeal #mergerArb #deal ht:mco
July 24, 2025 at 12:10 PM
mohossain.bsky.social
Share of M&A funded with stock declined in September and October despite stock gains

#mergerarb #MA #fund #investor #Ennovance
October 20, 2024 at 3:10 PM
mohossain.bsky.social
Global mergers and acquisitions (M&A) reached a 20-year low in April

www.reuters.com/business/ma-... #merger #acquisition #deal #privateequity #venturecapital #PE #VC #mergerarb #LBO #investments #mandA m&a #transaction #buyout #investor #valuation #privatedebt

✨LBO risk off
x.com/mohossain/st...
May 6, 2025 at 9:32 PM
mohossain.bsky.social
𝐓𝐡𝐞 𝐌&𝐀 𝐄𝐧𝐠𝐢𝐧𝐞 𝐈𝐬 𝐈𝐝𝐥𝐢𝐧𝐠, 𝐁𝐮𝐭 𝐁𝐨𝐧𝐝 𝐏𝐫𝐢𝐧𝐭𝐞𝐫𝐬 𝐀𝐫𝐞𝐧’𝐭

North American M&A cooled sharply in September: announced volume fell to $186B vs. $252B in August (-26%), the lowest YTD. Yet M&A-related IG issuance surged to $72B vs. $29B (+148%), a multi-year high.

#mergerArb @ennovance
x.com/mohossain/st...
𝐓𝐡𝐞 𝐌&𝐀 𝐄𝐧𝐠𝐢𝐧𝐞 𝐈𝐬 𝐈𝐝𝐥𝐢𝐧𝐠, 𝐁𝐮𝐭 𝐁𝐨𝐧𝐝 𝐏𝐫𝐢𝐧𝐭𝐞𝐫𝐬 𝐀𝐫𝐞𝐧’𝐭 North American M&A cooled sharply in September: announced volume fell to $186B vs. $252B in August (-26%), the lowest YTD. Yet M&A-related IG issuance surged to $72B vs. $29B (+148%), a multi-year high. The market is financing existing acquisitions faster than it is creating new ones. Current supply expectations remain concentrated in Healthcare, Transportation, and Food & Beverage. Credit supply strong; M&A impulse weakening. Less Deal Creation. More Balance-Sheet Monetization. #mergerArb #Credit #Equity @ennovance https://x.com/mohossain/status/2107847070019198990?s=46 𝐓𝐡𝐞 𝐌&𝐀 𝐄𝐧𝐠𝐢𝐧𝐞 𝐈𝐬 𝐈𝐝𝐥𝐢𝐧𝐠, 𝐁𝐮𝐭 𝐁𝐨𝐧𝐝 𝐏𝐫𝐢𝐧𝐭𝐞𝐫𝐬 𝐀𝐫𝐞𝐧’𝐭 North American M&A cooled sharply in September: announced volume fell to $186B vs. $252B in August (-26%), the lowest YTD. Yet M&A-related IG issuance surged to $72B vs. $29B (+148%), a multi-year high. The market is financing existing acquisitions faster than it is creating new ones. Current supply expectations remain concentrated in Healthcare, Transportation, and Food & Beverage. Credit supply strong; M&A impulse weakening. Less Deal Creation. More Balance-Sheet Monetization. #mergerArb #Credit #Equity @ennovance https://x.com/mohossain/status/2107847070019198990?s=46
October 7, 2026 at 2:59 PM
mohossain.bsky.social
Private equity goes ‘risk off’ as it pauses dealmaking 

Buyout executives say economic uncertainty unleashed by US tariffs has made pricing assets challenging
www.ft.com/content/881c...

#merger #acquisition #deal #privateequity #venturecapital #PE #VC #mergerarb #LBO #investments #mandA m&a
April 18, 2025 at 2:41 AM
mohossain.bsky.social
Taking private equity is like an I.V. shot for accounting firms: it boosts capital fast, but too high a dose can erode independence—a side effect even the doctors of diligence won't endorse.

⬇️


www.wsj.com/articles/doc...
#deals #mergers #acquisition #mergerarb #lbo #investor
May 8, 2025 at 8:44 PM
mohossain.bsky.social
Dry drug pipelines beg for one thing: a $14.6 billion INJ-ITCI megadeal to jump-start the sector.

#Healthcare #deal -
$56 billion of M&A was announced in H1-2025

#Healthcare #deals #mergerarb #hedgefunds #privateequity #cms #ennovance M&A #Medtech #tariff #LifeScience

x.com/mohossain/st...
July 9, 2025 at 7:12 PM
mohossain.bsky.social
M&A tape: Q3 –10% YoY, yet $3.8T YTD keeps the $5T+ chase alive.

Regulatory window still wide open; boardrooms writing bigger checks.

Late‑cycle mix = rate‑hike risk + AI tail‑risk convexity + election‑timing drag…outcome gap = 6% GDP upside vs economic downside.
-BBG

x.com/mohossain/st...
M&A tape: Q3 –10% YoY, yet $3.8T YTD keeps the $5T+ chase alive. Regulatory window still wide open; boardrooms writing bigger checks. Late‑cycle mix = rate‑hike risk + AI tail‑risk convexity + election‑timing drag. Nvidia–HF at ~$13B shows the bid; outcome gap = 6% GDP upside vs economic downside. -BBG #MergerArb #Credit #equity #investor @ennovance https://x.com/mohossain/status/2105523042382180709?s=46
October 1, 2026 at 5:08 AM
mohossain.bsky.social
𝐌&𝐀 𝐁𝐨𝐨𝐦 𝐌𝐞𝐞𝐭𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐞𝐬𝐬, 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐢𝐥𝐥 𝐖𝐢𝐧𝐬

Corporate America’s deal machine keeps humming: $305B in March M&A, $54B in bond funding. Food & Bev, Health Care, Tech lead the charge. Credit outperforming equity vol., risk appetite intact even as geopolitics flare.

x.com/mohossain/st...
𝐌&𝐀 𝐁𝐨𝐨𝐦 𝐌𝐞𝐞𝐭𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐞𝐬𝐬, 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐢𝐥𝐥 𝐖𝐢𝐧𝐬 Corporate America’s deal machine keeps humming: $305B in March M&A, $54B in bond funding. Food & Bev, Health Care, Tech lead the charge. Credit outperforming equity vol., risk appetite intact even as geopolitics flare. #IG #credit #mergerarb @ennovance https://x.com/mohossain/status/2041476434544283833?s=46 𝐌&𝐀 𝐁𝐨𝐨𝐦 𝐌𝐞𝐞𝐭𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐞𝐬𝐬, 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐢𝐥𝐥 𝐖𝐢𝐧𝐬 Corporate America’s deal machine keeps humming: $305B in March M&A, $54B in bond funding. Food & Bev, Health Care, Tech lead the charge. Credit outperforming equity vol., risk appetite intact even as geopolitics flare. #IG #credit #mergerarb @ennovance https://x.com/mohossain/status/2041476434544283833?s=46 𝐌&𝐀 𝐁𝐨𝐨𝐦 𝐌𝐞𝐞𝐭𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐞𝐬𝐬, 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐢𝐥𝐥 𝐖𝐢𝐧𝐬 Corporate America’s deal machine keeps humming: $305B in March M&A, $54B in bond funding. Food & Bev, Health Care, Tech lead the charge. Credit outperforming equity vol., risk appetite intact even as geopolitics flare. #IG #credit #mergerarb @ennovance https://x.com/mohossain/status/2041476434544283833?s=46 𝐌&𝐀 𝐁𝐨𝐨𝐦 𝐌𝐞𝐞𝐭𝐬 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐞𝐬𝐬, 𝐂𝐫𝐞𝐝𝐢𝐭 𝐒𝐭𝐢𝐥𝐥 𝐖𝐢𝐧𝐬 Corporate America’s deal machine keeps humming: $305B in March M&A, $54B in bond funding. Food & Bev, Health Care, Tech lead the charge. Credit outperforming equity vol., risk appetite intact even as geopolitics flare. #IG #credit #mergerarb @ennovance https://x.com/mohossain/status/2041476434544283833?s=46
April 8, 2026 at 12:52 AM
mohossain.bsky.social
𝐌&𝐀 𝐂𝐫𝐞𝐝𝐢𝐭 𝐁𝐥𝐢𝐭𝐳?

M&A deal pipeline jumps to $472 bn in August—the highest since Apr ’19. Up from $288 bn in June; UNP alone drove 48% of the $184 bn gain. Next 8 mths IG-funded supply at $132 bn vs. $121 bn prior. Big credit wave incoming!

#Deal #fixedincome #MandA #Merger

x.com/mohossain/st...
𝐌&𝐀 𝐂𝐫𝐞𝐝𝐢𝐭 𝐁𝐥𝐢𝐭𝐳? M&A deal pipeline jumps to $472 bn in August—the highest since Apr ’19. Up from $288 bn in June; UNP alone drove 48% of the $184 bn gain. Next 8 mths IG-funded supply at $132 bn vs. $121 bn prior. Big credit wave incoming! #Deal #fixedincome #MandA #Merger #Acquisition #ceo #exit #equity #PE #mergerArb #hedgefund #investor https://x.com/mohossain/status/1964752225764294809?s=46
September 7, 2025 at 6:13 PM
mohossain.bsky.social
The number of U.S. M&A deals decreased by 22% from July to August, while total spending on U.S. M&A deals decreased by 4% during this time.

x.com/mohossain/st...

#mergersandacquisitions #markets #MnA #mergerarb #fund #investor #LBO #InterestRates #PrivateEquity #buyout #ennovance #Fed #DPI
September 23, 2024 at 7:44 PM
mohossain.bsky.social
𝐌&𝐀 𝐇𝐞𝐚𝐭 𝐂𝐡𝐞𝐜𝐤: North American M&A cooled to $273bn in July (vs $324bn in June), but the 6‑mo rolling avg remains elevated. Pipeline still massive at $560bn EV, highest since 2018.

Implied IG funding = $224bn
July IG M&A supply only $2bn → latent issuance risk into ’26–’27?

x.com/mohossain/st...
𝐌&𝐀 𝐇𝐞𝐚𝐭 𝐂𝐡𝐞𝐜𝐤: North American M&A cooled to $273bn in July (vs $324bn in June), but the 6‑mo rolling avg remains elevated. Pipeline still massive at $560bn EV, highest since 2018. Implied IG funding = $224bn, led by Health Care ($50bn), Food & Bev ($40bn), Media (~$35bn). July IG M&A supply only $2bn → latent issuance risk into ’26–’27? #mergerArb #PrivateEquity #HedgeFund @ennovance #credit #investor #ennovance https://x.com/mohossain/status/2085109261986922624?s=46 𝐌&𝐀 𝐇𝐞𝐚𝐭 𝐂𝐡𝐞𝐜𝐤: North American M&A cooled to $273bn in July (vs $324bn in June), but the 6‑mo rolling avg remains elevated. Pipeline still massive at $560bn EV, highest since 2018. Implied IG funding = $224bn, led by Health Care ($50bn), Food & Bev ($40bn), Media (~$35bn). July IG M&A supply only $2bn → latent issuance risk into ’26–’27? #mergerArb #PrivateEquity #HedgeFund @ennovance #credit #investor #ennovance https://x.com/mohossain/status/2085109261986922624?s=46
August 5, 2026 at 9:06 PM
mohossain.bsky.social
2026 M&A = concentration, not breadth.
Mega-deals dominate the tape, mid-market is quiet—capital is on hold, waiting for cheaper money to decompress valuation froth.

x.com/mohossain/st... @ennovance #mergerarb #privateequity #investor
2026 M&A = concentration, not breadth. Mega-deals dominate the tape, mid-market is quiet—capital is on hold, waiting for cheaper money to decompress valuation froth. https://x.com/mohossain/status/2048030149992452298?s=46 @ennovance #mergerarb #privateequity #investor
April 25, 2026 at 1:27 PM
mohossain.bsky.social
𝐓𝐡𝐞 𝐌&𝐀 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐢𝐬 𝐛𝐚𝐜𝐤 — 𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐛𝐲 𝐀𝐈 𝐡𝐲𝐩𝐞 𝐚𝐧𝐝 𝐏𝐄 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞.

Sky-high AI valuations and strategic AI acquisitions are unlocking a deal surge as PE faces pressure to deploy and exit.

$1T of dry powder meets $4T in untapped assets …marked to monetized?
x.com/mohossain/st...
𝐓𝐡𝐞 𝐌&𝐀 𝐦𝐚𝐜𝐡𝐢𝐧𝐞 𝐢𝐬 𝐛𝐚𝐜𝐤 — 𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐛𝐲 𝐀𝐈 𝐡𝐲𝐩𝐞 𝐚𝐧𝐝 𝐏𝐄 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞. Sky-high AI valuations and strategic AI acquisitions are unlocking a deal surge as PE faces pressure to deploy and exit. $1T of dry powder meets $4T in untapped assets as firms race to harvest old bets and sow new ones in a reopened IPO and deal market. Capital is finally moving from marked to monetized. #exit #MergerArb #Monopoly #Ennovance Fund #Investor $ https://x.com/mohossain/status/2015268199013454263?s=46 https://x.com/mohossain/status/1988257054138540422?s=46
January 25, 2026 at 3:42 AM
mohossain.bsky.social
Slow Wall Street Dealmaking, M&A, IPOs
“… $110 billion of transactions have been announced globally, 28% below the same period last year.”

www.bloomberg.com/news/article...
#merger #deal #privateequity #venturecapital #PE #VC #mergerarb

28000 companies are for sale
x.com/mohossain/st...
April 17, 2025 at 5:09 PM
mohossain.bsky.social
The number of take-private deals soar to the highest level in years
-bbg

#PrivateEquity #lbo #deals #mergerarb #lp #fund #investor #ennovance
October 29, 2024 at 6:33 PM
mohossain.bsky.social
“There are now signs that the deal freeze is starting to thaw. Buyout activity is up 28 per cent so far this year to $471bn, according to data provider LSEG.“

www.ft.com/content/a2c2... @FT

twitter.com/SquawkCNBC/s... #lbo #buyouts #M2 #mergerarb #privateequity #ennovance

x.com/mohossain/st...
August 5, 2024 at 4:52 PM
opticalpha.bsky.social
Risk arb sizing runs off the spread's implied annualized yield against deal break odds, not the headline premium. Financing is a $4.5B Bank of America bridge facility, already committed. That's the input that matters now. #MergerArb
July 7, 2026 at 11:22 AM
opticalpha.bsky.social
$IRDM closed at $53.06. Deal price: $54. 13 months until expected close. $0.94 arb spread on a cross-sector acquisition needing regulatory approval. Market is pricing near-zero deal risk. #MergerArb
June 30, 2026 at 10:38 AM