Michael Brown

Managing Editor of @TheDealNewsroom | @UConn Alum | Proxy filings and AP Style give me joy | HCP: 9.9 and falling

[The Deal by S&P Global @TheDealNewsroom]

On the latest Drinks With the Deal #podcast, @Penn #bankruptcy professor @daskeel talks with @DealSomm about his work with the Puerto Rico Oversight Board, lessons from 2008 and his thoughts on the potential fallout from the coronavirus pandemic. https://t.co/kydLoB2Al1

[Michael Brown @MBrownNews]

@JustMeTurtle Stfu and take your time and a half.

[The Deal by S&P Global @TheDealNewsroom]

.@allyfinancial's $2.65 billion acquisition of @cardworks has led Wall Street analysts to reassess their targets and models for the online financial institution, @MBrownNews writes. Here's why: https://t.co/UCT1W3SbSj $ALLY

[Michael Brown @MBrownNews]

@ColinCowherd This is actúal babble. Do you need baby formula.

[The Deal by S&P Global @TheDealNewsroom]

Once a diversified oil producer with more than 1 million acres, Samson II, the surviving entity of the reorganized Samson Resources, has tapped Jefferies for a review that may result in the sale of its few remaining assets. @TomTerrarosa has more: https://t.co/jPVAwEaH1u

[The Deal by S&P Global @TheDealNewsroom]

Cloud computing company @citrix is not exploring a possible sale of the company, despite a @nypost report suggesting it was looking for a buyer that would pay more than $15B, two sources tell @rorol. $CTXS https://t.co/BPfZmU0JC7

[The Deal by S&P Global @TheDealNewsroom]

Reminder: Stay tuned tomorrow for all the winners of The Deal Awards Middle Market from the 99th floor of the Willis Tower. @SteveGelsi will be presenting in the Windy City. https://t.co/sqZrPn7RnT #MiddleMarket #bankruptcy #PrivateEquity #MandA #activism

[The Deal by S&P Global @TheDealNewsroom]

.@rorol says former $PEP CEO @IndraNooyi tells attendees at the @UDelaware #corpgov conference, "At the end of the day, the biggest thing we learned was that activists are people too." Read on for more thoughts about Nelson Peltz's #activist campaign: https://t.co/SL9xpharAY

[Michael Brown @MBrownNews]

Snuck it in on deadline, too. Imagine that.

[The Deal by S&P Global @TheDealNewsroom]

"We've grown historically through organic growth ... but in 2017 we decided to elevate M&A as part of our growth strategy," @Janney1832's Joe Culley tells @MBrownNews in the wake of its deal for @FIGPartners. For more on the process and what's ahead: https://t.co/eu3Weap2wq

[The Deal by S&P Global @TheDealNewsroom]

$DFRG last month expanded its board, adding an activist-backed candidate in the process. Sources tell @rorol there is a good chance @Del_Friscos could sell its upscale steakhouse operation to one buyer and its Barteca Restaurant Group business to another. https://t.co/4qjqPgHpwn

[The Deal by S&P Global @TheDealNewsroom]

The $BBT $STI merger is likely to ripple through the community banking world and potentially alter takeout prospects for other SE and SW U.S.-focused institutions, @MBrownNews reports, while large-scale national mergers probably will not come back in vogue https://t.co/Xi36NKeh9m

[ICGN @ICGNCorpGov]

#ICGN19 's Event Partner @TheDealNewsroom hosts their #corpgov conference discussing how U.S. activists are increasingly targeting European companies, pushing companies to withdraw from major transactions – Access for #ICGN19 members – CODE: CGEURICGN https://t.co/Ga6qskrSSb

[The Deal by S&P Global @TheDealNewsroom]

.@Shell is advancing in discussions over a potentially all-stock acquisition of at least part of private oil producer Endeavor Energy Resources valued around $10B, people familiar with the matter have told @TomTerrarosa. $RDS.A Details: https://t.co/4dajtjpDem

[Michael Brown @MBrownNews]

A look into ‘The Oracle’s’ handsoff strategy: @LubrizolCorp exec tells #DealEconomy audience that 100% of FCF is being reinvested in the business since Berkshire Hathaway buyout in 2011

[Michael Brown @MBrownNews]

Entrenchment is one of the worst threats to good #governance and one of the obvious places to start when #activistivestors look to target companies @IdesCapital tells #DealEconomy

[Michael Brown @MBrownNews]

Valuations remain high but the pace of change is so rapid you have to do deals in payments and enterprise software @Paychex exec tells #dealeconomy

[The Deal by S&P Global @TheDealNewsroom]

Enjoy your Sunday with the dulcet tones of @rorol who sits down with sometimes #activistinvestor Mario Cibelli of Marathon Partners to talk campaigns at $elf and @Shutterfly for @TheDealNewsroom's Activist Investing podcast https://t.co/EPVOmFTG7z

[Michael Brown @MBrownNews]

SEC: "Lawsuit Secured..." Probably $TSLA

[Eric Jhonsa @EricJhonsa]

At $420, $TSLA would have an enterprise value above $80B. After backing out Musk's stake, he'd need ~$65B in funding.

[Jaewon Kang @_jaewonkang]

How @ellamai's "Boo'd Up" is becoming this year's song of the summer https://t.co/HlF1EWpV82 via @WSJ