Finance Updates – Page 47 – Finance Updates

2025 BCG Deal Trends: AI, Megadeals & Shifting Sector Strengths in M&A

Global M&A deal value rose ~10% year-over-yea...

The Americas led (62% share; deal value +26%)...

Industrials surged ~77% and Energy/Health Car...

Megadeals and private equity activity increas...

QXO Secures $1.2B Apollo-Led Convertible Deal to Fuel Fast-Track M&A Growth

Americas M&A Merchant Wholesalers, Durable Goods

QXO secured $1.2B from Apollo-led investors v...

The preferred pays a 4.75% dividend and conve...

The financing extends QXO’s consolidation pus...

The deal boosts M&A firepower but heightens i...

Berkshire’s $9.7B OxyChem Buy: Stable Chemical Assets, Heavy Debt Cut

Americas M&A Chemical Manufacturing

Berkshire Hathaway closed its $9.7B all-cash ...

Occidental will apply $6.5B of proceeds to cu...

OxyChem stays a standalone Berkshire subsidia...

Occidental retains legacy environmental and t...

Cerity Partners Merges with Austin Private Wealth, Adding $1.4B AUM & RIA Scale

Americas M&A Other Financial Investment Activities

Cerity Partners (~$140B AUM) will merge with ...

Republic Capital Group served as Austin Priva...

The deal expands Cerity’s Austin footprint an...

It continues Cerity’s acquisition-driven grow...

Manuel Chang Ordered to Pay $42.2M Over Mozambique Hidden Debts; full $2B Fraud Backdrop

Global FYI Finance and Insurance

A New York court ordered ex-Mozambique financ...

Chang was convicted in 2024 of wire-fraud and...

He signed illegal sovereign guarantees for lo...

Audits found major diversion and overpricing,...

KeyBanc Lifts NVIDIA Target to $275 on Blackwell Ultra, GB300 Powering Data Center Gains

Americas Firms Semiconductor and Other Electronic Component Manufacturing

KeyBanc raised its Nvidia price target to $27...

Strength was led by Data Center growth and a ...

KeyBanc cites roughly $57B in Q3 revenue (abo...

Key risks include supply/capacity constraints...

U-Haul Investors Watch: Why Capacity Vs. Occupancy Metrics Are Crucial in Self-Storage Finance

Americas Firms Warehousing and Storage

U-Haul Holding Company will present at KeyBan...

As of September 30, 2025, U-Haul owned 831 se...

Self-storage revenue rose to about $667 milli...

Investors are focused on whether pricing and ...

Metalmark & Host in Maritime Logistics: Structure, Strategy & Governance Implications

Global FYI Finance and Insurance

Metalmark Capital made an undisclosed minorit...

The deal supported Hosts acquisition and rede...

Host leveraged its vertically integrated mari...

The investment highlights a bet on U.S. marit...

Major Investment Bank Launches Special Advisory Services to Support Strategic Clients

Global FYI Finance and Insurance

JPMorgan has launched a new Special Advisory ...

The group will provide non-transactional guid...

It targets top-tier clients pursuing IPOs, tr...

The rollout starts small using internal exper...

Citic Securities’ 2025 Asia-Pacific Fee Trends in Investment Banking & Regulatory Shift

Asia Markets Securities and Commodity Contracts Intermediation and Brokerage

Citic Securities topped Asia-Pacific ex-Japan...

It also led Asia-Pacific bond underwriting, a...

Regional equity issuance rebounded, with tota...

Chinese banks filled the top five fee ranks, ...