Influx Search’s Post

Virtus partner, Westchester Capital Management’s Co-CIO Roy Behren discusses several announced deals, the likelihood of them closing and which deals are among the best bets in this Seeking Alpha article. Read more - https://ow.ly/WeHu50QKOHu #MergerArbitrage #Alternatives #Diversifier #MarketNeutral

Enjoyed reading this. Beyond the obvious consolidation wave in the industry I had two takeaways:  1️⃣ Achieving synergies without high-quality drilling locations won't maximize investor value.  2️⃣ Investors favor in-basin consolidation for added synergies, going beyond SG&A savings and into operational cost efficiency.    I wonder if these trends signal a new era of pricing pressure for the service companies? Time will tell  but my guess is agility, technological innovation, and tangible cost reduction will define the winners.   Adapt and thrive 💡   #EnergySector #technologyrocks #Innovation #Agility 

THERE ARE GOOD DEALS AND THERE ARE BAD DEALS… And the North American energy merger-and-acquisition landscape is populated by both types. So, how to make the distinction – with a particular focus on what constitutes a “good deal”? It’s about learning to read “characteristics patterns” in the way markets respond with either a thumbs-up or thumbs-down. At geoLOGIC systems ltd.'s global intelligence arm, Evaluate Energy, we’ve put a decade’s worth of North American deal data into the analysis hopper to discern what are the hallmarks of deals done well. And we're now ready to reveal some critical insights during a free webinar Oct. 8, led by director Nikki-Marie Zenonos and analyst Mark Young.   Sign up at the link:  https://lnkd.in/gp4hvSvZ What you will learn: 📉How closely location, valuation and other deal factors correlate to immediate rise/fall in share price 📉What factors are most common to well-received deals, and if they have changed over time 📉Deal characteristics we anticipate could grow in importance in 2025 and beyond #deal #dealflow #merger #acquisition Jason Bean Paul Harris David Hood Bemal Mehta Terry Jbeili

The New Pendulum family of companies representsthirteen companies across nine countries, one of which being New Pig. New Pig is renowned for providing absorbent products for oil leaks and spills. Clark Stapelfeld, CEO, joins us to share insight into the company's strategic approach to growth. "To continue building on our capabilities and competencies, acquiring companies outside of our core business is a very appropriate approach to growth." Read the full cover story https://ow.ly/ltHs50R17yl #Manufacturing #Oil #Acquisition #ESG #MTMagazine

Walder Wyss Ltd. advised Windyty on the acquisition of a majority stake in meteoblue. This acquisition marks a significant merger between two of the most innovative companies in the weather forecasting industry. Through this acquisition, the offer of Windity, will be complemented with the strong presence of meteoblue in the global B2B and B2G (business-to-government) markets. Partner M&A/IP Stefano Codoni (pictured) and further included Valerio Caccia (managing associate, corporate/M&A), Maurus Winzap (partner, tax) and Martina Madonna-Quadri (senior associate, corporate/M&A). Read the full article >> https://lnkd.in/d-eN8TA5 #Legalcommunitych #legaladvisor #acquisition

𝙎𝙞𝙡𝙫𝙚𝙧𝘽𝙤𝙬 𝙍𝙚𝙨𝙤𝙪𝙧𝙘𝙚𝙨 𝙍𝙚𝙟𝙚𝙘𝙩𝙨 𝙆𝙞𝙢𝙢𝙚𝙧𝙞𝙙𝙜𝙚 𝙏𝙖𝙠𝙚𝙤𝙫𝙚𝙧 𝙊𝙛𝙛𝙚𝙧 𝙖𝙣𝙙 𝘽𝙧𝙖𝙘𝙚𝙨 𝙛𝙤𝙧 𝙋𝙧𝙤𝙭𝙮 𝘽𝙖𝙩𝙩𝙡𝙚 SilverBow Resources, headquartered in Houston, has formally declined a takeover proposal from Kimmeridge Energy Management Company LLC, its largest investor. SilverBow announced it would not endorse Kimmeridge's board nominees, citing the offer as a significant undervaluation. Despite Kimmeridge's claim that merging with SilverBow would create a leading #EagleFordShale operator, SilverBow criticized the lack of competitive selling effort for Kimmeridge Texas Gas. Additionally, SilverBow appointed Leland T. Jourdan to its board, replacing Christoph O. Majeske, and proposed governance changes to empower shareholders. Amidst this, investor Riposte Capital supports Kimmeridge's acquisition efforts, highlighting SilverBow's strategic acquisition of Chesapeake Energy's assets as a key move to enhance shareholder value. SilverBow defends its strategy, noting significant operational improvements and portfolio expansion, positioning itself for future growth amidst challenges in the natural gas market. https://lnkd.in/gKia8JNw

Benchmark International is proud to have played a key role in bringing together Feakle Gas and Plumbing and Water Intelligence in a successful transaction. Learn more about this collaboration on our blog. #benchmarkinternational #mergers #acquisitions

Benchmark International is proud to have played a key role in bringing together Feakle Gas and Plumbing and Water Intelligence in a successful transaction. Learn more about this collaboration on our blog. #benchmarkinternational #mergers #acquisitions

Explore Normet Canada's 2023 key milestones: expansion in Sudbury and establishing a presence in Québec, continuing BEV adaptation, new product launches, and new market entries. Dive into the full article for in-depth insights from Jean-Guy Coulombe, Vice President - North America.

Watts Water Technologies (WTS) excels in plumbing and water filtration, boasting record Q1 sales, operating earnings, and EPS, prompting an upgraded full-year outlook for 2024 by CEO Robert J. Pagano Jr. Recent acquisitions—Bradley Corporation, Josam Company, and Enware—are smoothly integrated, poised to drive revenue growth and expand market share into new territories. The $303 million Bradley acquisition is particularly impactful, offering synergistic growth opportunities. WTS's strong balance sheet and robust cash flow support strategic investments, shareholder returns, and long-term execution. Bullish on WTS above $184.00-$185.00, targeting $315.00-$320.00. #Plumbing #WaterFiltration #WTS #StockMarket