Kevin Ketcham

Analyst focused on M&A and Special Situations. That's the way she goes...

[Kevin Ketcham @KPKetcham]

Elliott going big in consumer food & beverage. First $PEP and now $SJM

https://t.co/SEsqSVqgqV

[Kevin Ketcham @KPKetcham]

QXO buying privately-held Kodiak Building Partners for $2.25bn in cash and stock.

About 0.93x 2025 sales
https://t.co/P222XRU4fn

[Kevin Ketcham @KPKetcham]

$UNF confirms it's reviewing the $CTAS offer.

Working with JPMorgan and Goldman Sachs this time around vs. just JPMorgan for last offer.

https://t.co/skTQXk2q2s

[Kevin Ketcham @KPKetcham]

$DAY confirms talks with Thoma Bravo for a potential $70 per share deal

https://t.co/6uilrdKb6J

[Kevin Ketcham @KPKetcham]

$UNP and $NSC officially agreed to merge. Norfolk Shareholders get 1 UNP share and $88.82 cash, worth $318.06 based on yesterday’s close.
Structured without a voting trust and carries a $2.5bn reverse termination fee

https://t.co/BkRJp2BWVb

[Kevin Ketcham @KPKetcham]

$ADSK pops its trial balloon for $PTC

Files 8-K reiterating focus on executing established strategic priorities.
https://t.co/Qgl6m68uBF

[Kevin Ketcham @KPKetcham]

$POST to acquire 8th Avenue - the company formed from its private label business back in 2018.

https://t.co/VEKL051dNb

[CNBC @CNBC]

Dealmaking rebounds after Trump's tariffs cut off a budding M&A boom https://t.co/n4UXbiTBAk

[Kevin Ketcham @KPKetcham]

JANA Partners 13F
Back at $FRPT with 734k shares, bailed out of $WOLF

https://t.co/25592x6Xjl

[Kevin Ketcham @KPKetcham]

$AME agrees to buy $FARO for $44/shr cash. A 40% premium

[Kevin Ketcham @KPKetcham]

@sindap lmao. perfect

[Kevin Ketcham @KPKetcham]

H Partners launches withhold campaign at $HOG. Takes board member up on his suggestion

[Kevin Ketcham @KPKetcham]

$KD down 15% on Gotham short report.

KD director Howard Ungerleider was one of the two nominees proposed by $PSX in battle with Elliott

[Gotham City Research @GothamResearch]

Kyndryl (ticker: $KD) – Like the old IBM, except with an Undisclosed Cost Problem: Part I

Link to our our report: https://t.co/r8k9DZU6Yf

[Kevin Ketcham @KPKetcham]

$QXO extends the $124.25 per share tender for $BECN once again. Shares tendered so far have ticked up to 19.18% from the last disclosed 17.27%

https://t.co/mmgVrPLTYd

[Kevin Ketcham @KPKetcham]

No bump for $EDR

Silver Lake plans to close deal at $27.50 per share on 3/24

https://t.co/iK8u9rHdM5

[Kevin Ketcham @KPKetcham]

$URI to acquire $HEES for $92/shr cash, a 109% premium. Deal has a 35-day go-shop

https://t.co/dAb2tSK9CK.

[Kevin Ketcham @KPKetcham]

$FWRD finally announces a full strategic review

https://t.co/gbNECBIKMF

[Kevin Ketcham @KPKetcham]

HSR period expired for $ALTR sale to Siemens

https://t.co/HXKwaebWmX

[Kevin Ketcham @KPKetcham]

Trump really shaking up fintech. Taps $FOUR CEO for NASA admin and now $FI Chair & CEO Bisignano for Social Security

https://t.co/cih3ptqTCb

[Kevin Ketcham @KPKetcham]

Vista and Blackstone deal for $SMAR official at $56.50/shr.

Includes a 45-day go-shop

https://t.co/cGO6lVCxo4