Dealert.ai

🚀 Dealert – Your go-to source for M&A deal insights.
📊 Tracking global transactions across all market segments.
💡 Built by PE pros to democratize M&A data.

[tapebrief @tapebrief]

$COO just cut guidance for the third straight quarter. Q2 revenue of $1.082B beat modestly (+8% YoY), but management slashed FY26 organic growth 100bps to 3.5–4.5% and knocked $23M off the revenue midpoint. EPS stays guided at $4.58–$4.66, so margins have to do the heavy lifting.

[tapebrief @tapebrief]

$HIMS Q1 FY26: revenue +4% YoY to $608M, headline looks fine.

Look one layer down and the story changes:

US revenue declined 8.4% YoY to $530M.

The only reason consolidated growth was positive is $78M from a Rest-of-World footprint that didn't exist a year ago.

[Dealert.ai @dealertAI]

🇫🇷 New Deal: Dassault Systèmes has acquired ENALEAN, a French software publisher specializing in Application Lifecycle Management, to enhance its software ... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/6cfn805GQq

[Dealert.ai @dealertAI]

🇺🇸 New Deal: In the first quarter of 2026, HPE Growth, a pan-European growth equity firm, reported significant advancements within its portfolio, including... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/6Eyum48pwa

[Dealert.ai @dealertAI]

🇺🇸 New Deal: Eastham Capital has acquired The Flats at Gladstone, a 168-unit multifamily community in Glendale Heights, Illinois, for $24.1 million, with p... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/qqztNqUbnF

[Dealert.ai @dealertAI]

🇺🇸 New Deal: A prominent venture capital firm has invested in KINO, an innovative startup leveraging blockchain technology to democratize film production b... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/Np1CD5cQv1

[Dealert.ai @dealertAI]

🇺🇸 New Deal: Z47 has invested $12.5 million in Coral, a healthcare automation platform aimed at streamlining administrative workflows for specialty provide... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/j44ebMEJpc

[Dealert.ai @dealertAI]

🇺🇸 New Deal: Pure Hockey has acquired JT’s Slap Shot in Urbandale, IA, marking its entry into the Iowa market and expanding its retail footprint to 79 stor... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/TRRBvnXg27

[Dealert.ai @dealertAI]

🇺🇸 New Deal: Amazon has announced a commitment to invest up to $25 billion in Anthropic, an AI startup, furthering their strategic partnership that include... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/gf0p3ZdUwF

[Dealert.ai @dealertAI]

🇺🇸 New Deal: Ares Management has acquired a logistics portfolio from EQT, consisting of 36 distribution facilities totaling 7.3 million square feet across ... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/5ejdshcp0m

[Dealert.ai @dealertAI]

🇺🇸 New Deal: Medtronic plc has acquired CathWorks, a privately held medical device company, for $585 million to enhance its cardiovascular portfolio with t... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/XCdeRReTPb

[Dealert.ai @dealertAI]

🇬🇧 New Deal: DOXA has acquired Eaton Gate, a UK-based Managing General Underwriter specializing in Commercial SME and Mid Net Worth Home insurance, to enha... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/zNxnYWgskg

[Dealert.ai @dealertAI]

🇩🇪 New Deal: Schaeffler AG has finalized a merger agreement with Vitesco Technologies Group AG, under which Vitesco shareholders will receive 11.4 shares o... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/TPD0N4jOrU

[Dealert.ai @dealertAI]

🇩🇪 New Deal: LabAnalysis has acquired a majority stake in Ibacon, enhancing its analytical service capabilities in the pharmaceutical, agri-food, and envir... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/DdEnD4t2AL

[Dealert.ai @dealertAI]

🇫🇷 New Deal: The French state has acquired a majority stake in Bull, a leading supercomputer manufacturer, to enhance national technological sovereignty an... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/FKTfd0igzw

[Dealert.ai @dealertAI]

🇨🇦 New Deal: Transdev Canada has acquired Aaron Paramedical Services, a non-emergency medical transportation provider in the Greater Calgary Area, to enhan... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/HWFx3FLbx6

[Dealert.ai @dealertAI]

🇫🇷 New Deal: On July 2, 2025, the RETHMANN Group completed the acquisition of an additional 32% stake in Transdev from Caisse des Dépôts, increasing its ow... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/BlaNtQM8zo

[Dealert.ai @dealertAI]

🇬🇧 New Deal: Broker Investment Group (TBIG) has acquired a 75% stake in U Drive, a personal lines broker with a gross written premium of £38 million, as pa... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/A8VuLtyouA

[Dealert.ai @dealertAI]

🇫🇷 New Deal: La Tête Dans les Nuages, a leading arcade and leisure center operator in France, has completed a minority leveraged buyout with Byway Capital ... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/fFdXi9KIss

[Dealert.ai @dealertAI]

🇺🇸 New Deal: The sale of two Sylvan Learning Centers in Abilene and Lubbock, Texas, to Abilene Learning Services LLC and Lubbock Learning Services LLC was ... #Mergers & #Acquisitions #mergersandacquisitions #PrivateEquity #Dealert
🔗 Link: https://t.co/Hcg7TwgKUP