Carlyle Expands Industrial Platform with €7.7bn BASF Coatings Deal

download pdf As the slowdown in global manufacturing driven by high inflation, supply chain disruptions, geopolitical tensions, and weakened demand continues to squeeze margins as many industrial firms are rethinking where they allocate capital. BASF, the Germany-based global chemical company, decided to sell its automative coatings and surface treatment units to Carlyle and the Qatar … Continue reading Carlyle Expands Industrial Platform with €7.7bn BASF Coatings Deal

Anglo American–Teck Resources Merger of Equals Creates a New Global Mining Power Block

download pdf The merger of equals between Anglo American and Teck Resources, valued at USD 53 bn, will create Anglo-Teck plc, which will be headquartered in Vancouver and have a primary listing on the London Stock Exchange. The deal aims to consolidate energy transition metals as the energy transition reshapes global demand. The new entity … Continue reading Anglo American–Teck Resources Merger of Equals Creates a New Global Mining Power Block

How a Pre-Revenue Anti-Obesity Biotech Became Pharma’s Most Coveted Target: Inside the $10bn Bidding War for Metsera

DOWNLOAD PDF Every few decades, the pharmaceutical industry discovers a molecule that completely changes the way we live. Insulin did it in the 1920s, penicillin followed in the 1940s, and statins in the 1980s. It’s been a long time coming, but GLP-1-based therapies now appear poised to join that lineage. In a sense, the comparison … Continue reading How a Pre-Revenue Anti-Obesity Biotech Became Pharma’s Most Coveted Target: Inside the $10bn Bidding War for Metsera

PNC Boosts Western U.S. Presence via FirstBank Acquisition

download pdf The U.S. banking industry is undergoing structural change, as regional lenders seek to achieve scale, digital transformation, and cost efficiency amid tighter regulatory and capital requirements. Regulators are requiring regional banks: to hold more loss-absorbing capital and meet stricter stress-testing. This raises fixed compliance costs and makes scale increasingly important. The deal aligns … Continue reading PNC Boosts Western U.S. Presence via FirstBank Acquisition

From Fashion to Fragrance: The Structural Logic Behind L’Oréal’s Kering Beauté Takeover

Download pdf This shift is particularly pronounced in premium and prestige beauty, now one of the world’s most resilient and fastest-growing consumer segments. Despite persistent inflation and declining real disposable incomes across major economies, demand for high-end cosmetics, skincare, and fragrance continues to outperform the broader consumer landscape. Individuals are more willing to trade down … Continue reading From Fashion to Fragrance: The Structural Logic Behind L’Oréal’s Kering Beauté Takeover

M&A Healthcare: Valutazione, Innovazione, Sfide Regolamentari

Bocconi Students M&A Circle è lieta di presentare un nuovo Panel dedicato al mondo dell’M&A nel settore healthcare in Italia.• ⁠Quali sono i principali trend che stanno ridefinendo le operazioni di M&A nel settore healthcare?• Come vengono valutate oggi le società farmaceutiche rispetto ad altri settori?•⁠ ⁠In che modo la regolamentazione e la gestione dei … Continue reading M&A Healthcare: Valutazione, Innovazione, Sfide Regolamentari

Electronic Arts’ €47 Billion Take-Private: The Largest LBO in History

download pdf On September 29, 2025, Electronic Arts (EA) announced that it would be taken private by a consortium led by Public Investment Fund (PIF), together with Silver Lake and Affinity Partners, in an all-cash transaction that puts EA’s Enterprise Value at €47bn. The deal, expected to be executed in Q1 of fiscal year 2027, … Continue reading Electronic Arts’ €47 Billion Take-Private: The Largest LBO in History

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)