Justin Sullivan/Getty Images The record $55 billion take-private deal for Electronic Arts signals a broader dealmaking resurgence. Goldman Sachs sees the boom continuing through 2026. There are a few proactive steps investors can take to make sure they're positioned to benefit. There's a long-running joke in the TV show "Silicon Valley" about what the point of a company is. Is it to make money? Or is it to instead be valued as if maybe someday you'll eventually make money? Or is it simply to get b ...

融资总额与趋势 - 2025年前三季度以色列高科技公司融资总额达119亿美元，较2024年同期增长13% [1] - 融资活动由网络安全公司主导，但交易数量下降22%至569笔 [1] - 第三季度融资额为24亿美元，较2024年同期增长9%，但较第二季度下降50% [3] - 第三季度交易数量收缩至141笔，环比下降24%，同比下降38% [3] 并购活动 - 2025年至今并购交易额达到创纪录的710亿美元，几乎是2024年同期的五倍 [2] - 巨额并购主要由Alphabet以320亿美元收购Wiz以及Palo Alto Networks以250亿美元收购CyberArk所驱动 [2] - 仅第三季度并购额就达到近320亿美元，主要受Palo Alto-CyberArk交易推动 [3] 行业表现与市场观点 - 科技行业是以色列经济的主要驱动力，约占GDP的20%、就业的15%和出口的50%以上 [2] - 市场处于转型期，特点是融资放缓、投资者更具选择性，但并购活动达到历史新高 [4] - 交易轮次减少但规模创纪录，表明市场对具备规模化能力的公司充满信心，全球买家对以色列科技公司（尤其是网络安全领域）进行重大投资 [4]

This is turning into the year of the mega deal for Wall Street bankers. Thus far companies have announced 49 global M&A transactions valued at more than $10 billion, according to Mergermarket, the highest such count for so-called "mega deals" through the first nine months of any year ever. These transactions include the $55 billion leveraged buyout of Electronic Arts (EA) announced Monday, Union Pacific's (UNP) $85 billion merger with rival railroad Norfolk Southern (NSC) in July and Google's (GOOG) $32 ...

BluMetric Announces Appointment of Stephan May to Board of DirectorsSeptember 30, 2025 8:00 AM EDT | Source: BluMetric Environmental Inc.Ottawa, Ontario--(Newsfile Corp. - September 30, 2025) - BluMetric Environmental Inc. (TSXV: BLM) (OTCQX: BLMWF) ("BluMetric" or "the Company"), an engineering WaterTech and full-service environmental consulting firm, is pleased to announce the appointment of Mr. Stephan May to its Board of Directors ("Board"), effective September 29, 2025, and subject to TSX ...

Additional time enables LAVA Therapeutics to address potential liabilities and confirm net cash to be delivered to Shareholders. LAVA Therapeutics and XOMA Royalty anticipate closing the announced acquisition in the fourth quarter of 2025. UTRECHT, The Netherlands and PHILADELPHIA, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LAVA Therapeutics N.V. (the “Company” or “LAVA”) (NASDAQ: LVTX) today announced that the Company has decided to cancel the Extraordinary General Meeting of Shareholders (the “EGM”) scheduled to ...

并购市场趋势 - 并购活动在经历2022年和2023年的低迷期后于2025年强劲复苏 [1] 市场复苏驱动因素 - 首席执行官信心提升是推动并购活动复苏的关键因素之一 [1] - 利率趋于稳定为并购市场创造了有利环境 [1] - 被压抑的战略性需求释放进一步促进了并购交易的增长 [1]

Don’t think of it as selling out, but rather as buying in. Over the next half of the decade, there are expected to be 1,500 M&A deals involving asset and wealth managers, according to a new report from consultancy Oliver Wyman and Morgan Stanley. That means one in five firms existing today will be acquired by 2029. In the past, the wealth and asset management industries were highly fragmented, and firms could find success with small teams and just a handful of clients. But the landscape is changing. “In ...

(Bloomberg) -- The biggest buyout on record was negotiated by two of Wall Street’s traditional M&A powerhouses.Goldman Sachs Group Inc. is advising Electronic Arts on its $55 billion sale to a consortium led by Silver Lake Management, which is working with JPMorgan Chase & Co., according to a statement Monday. JPMorgan will also provide $20 billion of debt financing. The transaction will shore up Goldman’s position as the No. 1 merger-and-acquisition adviser, a position it’s held for the past eight years, w ...

管理层变更 - 葛兰素史克任命卢克·迈尔斯为新任首席执行官，将于明年年初接替即将卸任的艾玛·沃姆斯利[1] - 迈尔斯自2017年起加入公司，此前担任首席商务官，负责全球药品和疫苗业务，并被视为沃姆斯利的潜在继任者[2] - 沃姆斯利评价迈尔斯是其最重要的招聘之一，在过去八年中作为战略合作伙伴，帮助公司重新进入肿瘤领域并提升运营表现[3] 公司战略与挑战 - 新任首席执行官面临的主要挑战包括从公司实验室产出更多重磅药物、进行精明的收购以及提升落后于阿斯利康的股价[2] - 公司战略被定义为纯粹的研发业务，需要结合自有产品管线与选择性并购，这一策略需要在未来5-10年内持续推进[2] - 迈尔斯在任期内帮助葛兰素史克的呼吸道合胞病毒疫苗成功领先于竞争对手辉瑞，并与首席科学家托尼·伍德共同推进包括癌症药物在内的产品管线[2] 沃姆斯利任期内的公司转型 - 沃姆斯利移交的公司与其从前任安德鲁·维蒂手中接管的公司已有很大不同，其任内大力投资疫苗、发展艾滋病业务、重新进入癌症药物领域，并将消费者健康部门Haleon Plc分拆为独立上市公司[3] - 在其领导下，公司销售额实现增长，研发投资翻倍，并解决了在美国围绕Zantac的长期诉讼[3] - 尽管有这些举措，公司股价在其任期内仍下跌约10%，而同期阿斯利康的市值增长超过一倍，公司还曾与激进投资者Elliott Investment Management发生冲突[4] 分析师观点与公司前景 - 部分分析师认为迈尔斯将受益于沃姆斯利任内所做的变革，公司被认为处于有利地位，有望实现2031年超过400亿英镑（合537亿美元）的销售额目标[5] - 有观点认为公司无需进行剧烈变革，关键在于执行既定战略[5] - 但也有分析师对前景持谨慎态度，指出公司面临的主要挑战是在艾滋病药物多替拉韦专利于本十年末到期前，成功推出下一代药物，尽管产品管线丰富，但尚未看到后期成果[6]

行业融资趋势 - 医疗器械公司分化为“拥有者”和“缺乏者”两个阵营，投资者将更多资金投向更少的公司[1] - 风险投资总额达87亿美元，同比增长20%，但融资交易总数下降47%至237笔，表明单笔融资规模增大[2] - 出现大量亿美元级别的风险融资轮次，快速增长市场如脉冲场消融、机器人、糖尿病和结构性心脏病技术更受投资者青睐[3] 并购活动分析 - 并购交易总额同比下降，交易量下降41%至61笔，但平均交易规模因大型收购而膨胀至6.36亿美元[4] - 大型收购案例包括史赛克以49亿美元收购Inari Medical以及赛默飞世尔科技以41亿美元收购Solventum的纯化和过滤业务[4] - 大部分收购标的为已接近实现盈利的资产[5] 公开市场动态 - 有8家医疗器械公司完成首次公开募股，表明IPO窗口在多年放缓后重新开启[5] - 值得关注的IPO包括Beta Bionics、Ketstra Medical Technologies和Ceribell[5] - 市场对继续进行IPO的意愿有所增强[5] 关税政策影响 - 春季交易活动因特朗普政府关税政策的不确定性而放缓，给行业估值带来不确定性[6] - 随着部分关税被推迟或通过贸易协定解决，下半年并购活动开始回升[6] - 目前关税影响“有所减弱”，各公司应对策略不同，涉及制造和销售地点选择[7] - 例如GE Healthcare考虑出售其中国部门的股份[7]