M&A Pulse #5 (June 2–15, 2025): Tech and Insurance Deals Dominate, as Sector Leaders Execute High-Conviction Plays

The fifth edition of M&A Pulse captures a period marked by high-value transactions in FIG and TMT, with strategic repositioning by global players. Notable moves include Dai-ichi Life’s entry into Trucordia, M&G’s €25.2bn divestment, and Qualcomm’s €5.2bn acquisition of Diginex, signaling confidence in AI and semiconductor verticals. Across Healthcare and Industrials, blue-chip buyers such as … Continue reading M&A Pulse #5 (June 2–15, 2025): Tech and Insurance Deals Dominate, as Sector Leaders Execute High-Conviction Plays

M&A Pulse #4 (May 19 – June 1, 2025): Infra Consolidation and Strategic Deployments in TMT and Healthcare

The fourth edition of M&A Pulse covers a diverse set of strategic transactions across core verticals. In FIG, we track FSI and Bain Capital’s asset repositioning and continued consolidation in European financial services. The TMT space remains highly active, with AT&T’s €5.1bn acquisition of Lumen FTH business and Motorola’s move on Silvus Technologies indicating strong … Continue reading M&A Pulse #4 (May 19 – June 1, 2025): Infra Consolidation and Strategic Deployments in TMT and Healthcare

M&A Pulse #3 (May 4–18, 2025): Tech-Driven Acquisitions and Global Strategic Repositioning

The third issue of M&A Pulse highlights a decisive shift toward technology-led acquisitions and strategic repositioning across core sectors. In Financial Institutions, cross-border expansion continues with activity from Sumitomo, Erste Group, and TPG. TMT saw high-profile transactions such as OpenAI’s acquisition of Exafunction and DoorDash’s vertical integration with SevenRooms. In Industrials and Energy, dealmaking is … Continue reading M&A Pulse #3 (May 4–18, 2025): Tech-Driven Acquisitions and Global Strategic Repositioning

M&A Pulse #2 (Apr 21 – May 4, 2025): Cross-Border Activity and Strategic Realignment in FIG, Healthcare, and TMT

This issue of M&A Pulse analyses key dealmaking activity across FIG, TMT, Healthcare, and Industrials, with a focus on complex transaction structures and shifting capital allocation. The period is marked by KKR’s acquisition of OSTTRA, TPG’s strategic entry into hospitality tech, and UPS’s vertical integration in healthcare logistics. Deal structures increasingly reflect a preference for … Continue reading M&A Pulse #2 (Apr 21 – May 4, 2025): Cross-Border Activity and Strategic Realignment in FIG, Healthcare, and TMT

M&A Pulse #1 (April 7–20, 2025): Strategic Trends Across FIG, TMT & Industrials

The inaugural edition of M&A Pulse, BSMAC’s biweekly dealmaking insight, captures key developments from April 7 to 20, 2025. This issue spotlights strategic moves across Financial Institutions, Technology & Media, Industrials, and beyond. Featured transactions include Banco BPM’s bid for Anima Holding, signaling renewed consolidation in Italian asset management, and cross-border activity in TMT, led … Continue reading M&A Pulse #1 (April 7–20, 2025): Strategic Trends Across FIG, TMT & Industrials

Italian Banking Chessboard – Part II: Countermoves and Consolidation (Mar–May 2025)

After months of announcements and unexpected developments, the Italian banking industry is still at a pivotal turning point, from contested takeovers to strategic countermoves reshaping the sector. In this follow-up to our previous Banking Chessboard presentation, we explore its latest chapter with the insights from professionals including:• Eugenio Morpurgo – CEO, Fineurop Soditic• Francesco Perrini … Continue reading Italian Banking Chessboard – Part II: Countermoves and Consolidation (Mar–May 2025)

Italian Banking Chessboard – Part I: Strategic Openings (Jan–Feb 2025)

UniCredit, Commerzbank, Banco BPM, Anima, MPS, Mediobanca, Generali, Unipol, BPER and Banca Popolare di Sondrio are just few of the key players caught in the ongoing banking chessboard. But what are the calculated moves and the drivers behind this surge in M&A activity in such a highly regulated sector? And what does it mean for … Continue reading Italian Banking Chessboard – Part I: Strategic Openings (Jan–Feb 2025)

Restricting Corporate Takeovers

Introduction In recent years, Italy has strenghtened the availability of tools for companies to protect from undesired acquisitions. Two core mechanisms emerge: Golden Power and internal anti-takeover solutions, mainly Increased Voting Rights. In the evolving M&A landscape, understanding how these tools work and interact is essential for getting a better picture of the mechanisms behind … Continue reading Restricting Corporate Takeovers

Prosus acquisition of Just Eat Takeaway.com: creating the fourth-largest food delivery group worldwide

DOWNLOAD PDF Prosus, one of the biggest technology investment companies in the world, has proposed to acquire Just Eat Takeaway.com, aiming to give birth to one of the principal global players in the food delivery sector, expanding its capillary presence in Europe, North America, South America, and many other key areas, with millions of active … Continue reading Prosus acquisition of Just Eat Takeaway.com: creating the fourth-largest food delivery group worldwide