Archive

The second bet on less plastic

A $1.4bn seat at the table

A possible future buyer joins at entry. Plus Boots’ new perimeter and Clarion’s three multiples.

Gen II and the revenue you did not buy

Two acquisitions, two value-creation mechanisms, and a better way to underwrite the next add-on.

Recurring revenue. Recurring work.

Inside May River’s Dickson exit, and the work behind recurring revenue.

$3bn to stay on shore

Royal Caribbean wants your other vacation. Plus a $6.6bn exit and the business of gathering hospital bosses.

One bestseller is not a business model

Inside Presidio’s Podium exit, and the difference between buying a catalog and building a publisher.

Buying Chelsea. Again.

Majority owned. Not fully controlled. Plus a travel business selling renewals and 76 potential buyers who didn't bid.

Deal File No. 008: What if the AI company bought the customer?

Baldwin, Sequence and the difference between saving time and earning a return.

The $11.75 billion customer

GE buys its supplier. Miro sellers buy into the buyer. Porsche puts supercar proceeds into pensions.