바이든 행정부가 끝나기 전에 크게 하나 날리고 가네요
https://www.albertsonscompanies.com/newsroom/press-releases/news-details/2024/Albertsons-Files-Lawsuit-Against-Kroger-for-Breach-of-Merger-Agreement/default.aspx
Kroger... refusing to divest assets necessary for antitrust approval, ignoring regulators’ feedback, rejecting stronger divestiture buyers and failing to cooperate with Albertsons.
https://www.albertsonscompanies.com/newsroom/press-releases/news-details/2024/Albertsons-Files-Lawsuit-Against-Kroger-for-Breach-of-Merger-Agreement/default.aspx
Kroger... refusing to divest assets necessary for antitrust approval, ignoring regulators’ feedback, rejecting stronger divestiture buyers and failing to cooperate with Albertsons.
Albertsonscompanies
Albertsons Files Lawsuit Against Kroger for Breach of Merger Agreement
Kroger refused to offer an adequate divesture package and repeatedly ignored regulators’ concerns, causing the merger with Albertsons to be blocked Seeks billions of dollars in damages to account for harm to Albertsons’ business, consumers, associates and…
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Forwarded from 한국경제 (@The Korea Economic Daily)
프라이머, 초기 스타트업을 위한 ‘프라이머 배치 26기' 모집[Geeks' Briefing]
https://www.hankyung.com/article/202412122108i
https://www.hankyung.com/article/202412122108i
한국경제
프라이머, 초기 스타트업을 위한 ‘프라이머 배치 26기' 모집[Geeks' Briefing]
프라이머, 초기 스타트업을 위한 ‘프라이머 배치 26기' 모집[Geeks' Briefing], 김주완 기자, 경제
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Forwarded from 投資, 아레테
People
David Bonderman, the co-founder of alternative asset manager TPG, which has about $239 billion assets under management, died at age 82.
VC Deals
Noema Pharma, a Swiss biotech startup, raised a 130 million Swiss franc (around $147 million) Series B from investors including EQT Life Sciences, Forbion and Jeito Capital.
Angitia Biopharmaceuticals, which develops treatments for bone and muscle diseases, raised a $120 million Series C led by Bain Capital Life Sciences.
Connecticut-based Veradermics, which develops drugs to treat skin and hair conditions, raised a $75 million Series B led by Suvretta Capital Management.
Sports safety and insurance specialist Players Health, based in Minneapolis, raised a $60 Million Series C Led by Bluestone Equity Partners.
Montreal-based Flare, a startup developing a cyber threat intelligence platform, raised a $30 million Series B led by Base10 Partners.
Mynt, a Stockholm-based corporate credit card and spend management startup, secured €22 million in a Series B led by Vor Capital.
Albert Invent, which develops an AI platform for use in chemical research, raised a $22.5 million Series A led by Coatue.
Biomemory, a Paris-based biodigital data storage provider, raised an $18 million Series A led by Crédit Mutuel Innovation, Bpifrance and Blast Club.
SpotmyEnergy, a German smart meter startup, raised a €10.5 million seed investment led by Norrsken VC.
PE Deals
Bain Capital launched a $4.3 billion counterbid for software company Fuji Soft after KKR offered $4.1 billion last month.
Nasdaq-listed dental products distributor Patterson has been acquired by Patient Square Capital in a $2.8 billion deal.
FIGS, a NYSE-listed healthcare apparel company, is in talks to be taken private by Story3 Capital Partners in a deal that could value the company over $1 billion, The Wall Street Journal reported.
Bosch is considering a sale of its security systems assets to Triton Partners in a deal that could value the operations at around €700 million, Bloomberg reported.
Blackstone is in talks to back out of its joint bid with TPG to acquire eye care products company Bausch + Lomb, The Financial Times reported.
Workplace supply and uniform company Vestis may delist from the NYSE, with PE firms including Advent International and Apollo Global Management interested in a take-private, Reuters reported.
Klaxoon, a Eurazeo-backed French B2B startup that develops visual collaboration software, was acquired by San Diego-based Wrike, which is backed by STG Partners.
Insight Partners-backed Echo AI, which uses generative AI in a customer conversation platform, was acquired by Thoma Bravo-backed customer interaction analytics specialist Calabrio.
Main Capital acquired a majority stake in TMA, a Netherlands-based talent management company.
Exits
VC-backed Elios Vision, a company that develops a minimally invasive glaucoma procedure, has been acquired by Bausch + Lomb.
DeA Capital sold its 30% stake in OMB Saleri, a sustainable mobility components producer.
Fundraising
Energy Capital Partners will launch its sixth fund in January 2025 targeted at $5 billion in capital commitments, Infrastructure Investor reported.
UAE-based Iliad Partners has launched a $50 million MENA-focused fund targeting early-stage B2B software startups.
Investors
Hamilton Lane is looking to offer tokenized versions of its funds via the Allfunds Blockchain platform.
David Bonderman, the co-founder of alternative asset manager TPG, which has about $239 billion assets under management, died at age 82.
VC Deals
Noema Pharma, a Swiss biotech startup, raised a 130 million Swiss franc (around $147 million) Series B from investors including EQT Life Sciences, Forbion and Jeito Capital.
Angitia Biopharmaceuticals, which develops treatments for bone and muscle diseases, raised a $120 million Series C led by Bain Capital Life Sciences.
Connecticut-based Veradermics, which develops drugs to treat skin and hair conditions, raised a $75 million Series B led by Suvretta Capital Management.
Sports safety and insurance specialist Players Health, based in Minneapolis, raised a $60 Million Series C Led by Bluestone Equity Partners.
Montreal-based Flare, a startup developing a cyber threat intelligence platform, raised a $30 million Series B led by Base10 Partners.
Mynt, a Stockholm-based corporate credit card and spend management startup, secured €22 million in a Series B led by Vor Capital.
Albert Invent, which develops an AI platform for use in chemical research, raised a $22.5 million Series A led by Coatue.
Biomemory, a Paris-based biodigital data storage provider, raised an $18 million Series A led by Crédit Mutuel Innovation, Bpifrance and Blast Club.
SpotmyEnergy, a German smart meter startup, raised a €10.5 million seed investment led by Norrsken VC.
PE Deals
Bain Capital launched a $4.3 billion counterbid for software company Fuji Soft after KKR offered $4.1 billion last month.
Nasdaq-listed dental products distributor Patterson has been acquired by Patient Square Capital in a $2.8 billion deal.
FIGS, a NYSE-listed healthcare apparel company, is in talks to be taken private by Story3 Capital Partners in a deal that could value the company over $1 billion, The Wall Street Journal reported.
Bosch is considering a sale of its security systems assets to Triton Partners in a deal that could value the operations at around €700 million, Bloomberg reported.
Blackstone is in talks to back out of its joint bid with TPG to acquire eye care products company Bausch + Lomb, The Financial Times reported.
Workplace supply and uniform company Vestis may delist from the NYSE, with PE firms including Advent International and Apollo Global Management interested in a take-private, Reuters reported.
Klaxoon, a Eurazeo-backed French B2B startup that develops visual collaboration software, was acquired by San Diego-based Wrike, which is backed by STG Partners.
Insight Partners-backed Echo AI, which uses generative AI in a customer conversation platform, was acquired by Thoma Bravo-backed customer interaction analytics specialist Calabrio.
Main Capital acquired a majority stake in TMA, a Netherlands-based talent management company.
Exits
VC-backed Elios Vision, a company that develops a minimally invasive glaucoma procedure, has been acquired by Bausch + Lomb.
DeA Capital sold its 30% stake in OMB Saleri, a sustainable mobility components producer.
Fundraising
Energy Capital Partners will launch its sixth fund in January 2025 targeted at $5 billion in capital commitments, Infrastructure Investor reported.
UAE-based Iliad Partners has launched a $50 million MENA-focused fund targeting early-stage B2B software startups.
Investors
Hamilton Lane is looking to offer tokenized versions of its funds via the Allfunds Blockchain platform.
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쇼츠 보다가... 일본에서 은퇴할 나이인데도 후계자 못 찾는 기업들 M&A 매칭해주는 기업 주가가 급등했던 적이 있는데, 미국도 요즘 학벌 좋은 청년들이 지루하고 오래된 산업의 기업 인수하는게 대세라고
이미 자리잡은 기업을 인수하는 방식이다보니 스타트업 대비 자금 조달이 용이한 반면 생산성을 향상시킬 여지는 많고 오래 갈 수 있는게 장점으로 보임
https://youtube.com/shorts/r-K_DtSId0Y
이미 자리잡은 기업을 인수하는 방식이다보니 스타트업 대비 자금 조달이 용이한 반면 생산성을 향상시킬 여지는 많고 오래 갈 수 있는게 장점으로 보임
https://youtube.com/shorts/r-K_DtSId0Y
YouTube
역대 최대 부의 이전이 시작된다🤑
"낡고 지루한 사업 속에도 기회는 숨겨져 있다."SBA 판매자 금융(Seller-based financing)은 사업을 구매할 때, 판매자가 구매자에게 직접 대출을 해주는 방식입니다. 구매자는 사업을 인수하면서 일부 금액을 판매자에게 지불하고, 나머지 금액은 일정 기간 동안 판매자...
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Forwarded from Market News Feed
ONTARIO PREMIER DOUG FORD THREATENS TO CUT OFF ENERGY EXPORTS TO THE US IF TRUMP IMPOSES TARIFFS.
OH NO, WHERE WILL TWO DATA CENTERS GET THEIR POWER FROM? ...
OH NO, WHERE WILL TWO DATA CENTERS GET THEIR POWER FROM? ...
Forwarded from 하나 중국/신흥국 전략 김경환
•브라질 중앙은행 기준금리 100bp 인상
•향후 두차례 회의에서 같은폭 인상 예고
>巴西央行加息100个基点，预告未来两次会议将同等加息幅度 : 巴西央行上调基准贷款利率100个基点，至12.25%。决议声明称，预计未来两次会议将采用相同的加息幅度。未来的利率决定将受CPI目标的引导。央行将在实现目标方面坚守承诺。央行将关注CPI和CPI预期等。最新货币政策决定获得一致通过。
•향후 두차례 회의에서 같은폭 인상 예고
>巴西央行加息100个基点，预告未来两次会议将同等加息幅度 : 巴西央行上调基准贷款利率100个基点，至12.25%。决议声明称，预计未来两次会议将采用相同的加息幅度。未来的利率决定将受CPI目标的引导。央行将在实现目标方面坚守承诺。央行将关注CPI和CPI预期等。最新货币政策决定获得一致通过。
JBS 같은 회사가 고환율 수혜 기업이었음
원재료단에 해당하는 곡물은 대부분 내수시장에서 조달이 가능하기 때문에 원가 면에서는 비교적 환에 자유롭고, 수출 면에서는 환에 연동됨
최근 어닝콜에서는 브라질 작황도 좋았고 육류도 공급 수요 균형 맞는 시장 상황이라고 언급
원재료단에 해당하는 곡물은 대부분 내수시장에서 조달이 가능하기 때문에 원가 면에서는 비교적 환에 자유롭고, 수출 면에서는 환에 연동됨
최근 어닝콜에서는 브라질 작황도 좋았고 육류도 공급 수요 균형 맞는 시장 상황이라고 언급
Forwarded from Market News Feed
NATURAL GAS PRICES CLIMB AFTER SURPRISINGLY STRONG US INVENTORY DRAW ...
Venture Global’s New Plant Set for First LNG Production
- Plaquemines LNG 주중 가동 개시
- 3.33 bcf/d
- 시운전 2년 전망
- 26년경 인도 및 매출인식
- Plaquemines LNG 주중 가동 개시
- 3.33 bcf/d
- 시운전 2년 전망
- 26년경 인도 및 매출인식
Oil Price
Venture Global’s New Plant Set for First LNG Production
Venture Global's Plaquemines LNG plant is expected to begin production soon, but buyers under long-term contracts might not see deliveries until 2026 due to an extended commissioning phase and ongoing legal disputes.
Westinghouse and BWXT Canada sign MoU for projects
*군더더기 없이 bwxt 호재
- 웨스팅하우스와 AP1000 and AP300 reactor components, including steam generators, reactor vessels, pressure vessels and heat exchangers 제조 mou 체결
*군더더기 없이 bwxt 호재
- 웨스팅하우스와 AP1000 and AP300 reactor components, including steam generators, reactor vessels, pressure vessels and heat exchangers 제조 mou 체결
World Nuclear News
Westinghouse and BWXT Canada sign MoU for projects
Under a memorandum of understanding with Westinghouse, BWXT Canada has the potential to manufacture key AP1000 and AP300 reactor components, including steam generators, reactor vessels, pressure vessels and heat exchangers.
;
;
VC Deals
Crusoe, a San Francisco-based AI infrastructure provider, raised a $600 million Series D led by Founders Fund that values the company at $2.8 billion.
Ayar Labs, which develops interconnect technology for AI systems, raised a $155 million Series D led by Advent Global Opportunities and Light Street Capital. The round values the company at over $1 billion.
Upvest, a Berlin-based investment infrastructure provider, secured a €100 million Series C led by Hedosophia.
Telecommunications company Gigs, which helps businesses operate their own mobile networks, raised a $73 million Series B led by Ribbit Capital, Axios reported.
Anybotics, a Zurich-based AI robotics startup, raised $60 million in a round led by Qualcomm Ventures and Supernova Invest.
Terradot, a carbon removal startup that specializes in enhanced rock weathering, secured a $58.2 million round led by John Doerr of Kleiner Perkins, Axios reported.
Evinced, a startup building developer tools that integrate accessibility metrics, raised a $55 million Series C led by Insight Partners, TechCrunch reported.
Battery technology startup Nanoramic raised a $44 million round led by GM Ventures and Catalus Capital.
Aisti, a Finnish maker of wood fiber-based acoustic tiles, secured a €29 million Series A from investors including Voima Ventures, Maki.vc and Valve Ventures.
PE Deals
Main Capital acquired a stake in Procilon Group, a Germany-based digital signature software provider.
Canada Pension Plan Investment Board, Masdar and the Abu Dhabi Investment Authority have offered to take India-based ReNew Energy Global private in a deal that could value energy supplier at $2.82 billion, Reuters reported.
Sweden-based Odevo, a property management company, will raise $1.4 billion in a private credit deal from Ares Management and Blackstone, Bloomberg reported.
AlpInvest and Sixth Street are supporting Essential Pharma in a €900 million recapitalization, with Sixth Street contributing €300 million in structured equity and growth debt.
The Riverside Company acquired CRTM, a German distributor of cleanroom products for the medical and optics industries.
Bain Capital invested $157 million in the Indonesian private healthcare company Mayapada Healthcare Group.
Warburg Pincus acquired a 20% minority stake in United Trust Bank, valuing the UK lender at £520 million.
Bain Capital is in advanced talks to acquire Australian financial services firm Insignia Financial for $2 billion.
Exits
Singapore's Temasek Holdings agreed to sell a stake in Malaysian network provider U Mobile at a $1.7 billion valuation.
Bic acquired Tangle Teezer, a UK-based hair care company, from PE firm Mayfair Equity Partners. Mayfair is exiting the business for a value of approximately €200 million.
Fundraising
The Carlyle Group raised $5.7 billion for its third Carlyle Credit Opportunities Fund.
Topology Ventures launched and raised a $75 million first fund. The firm focuses on AI, decentralized systems and neurotech.
Crusoe, a San Francisco-based AI infrastructure provider, raised a $600 million Series D led by Founders Fund that values the company at $2.8 billion.
Ayar Labs, which develops interconnect technology for AI systems, raised a $155 million Series D led by Advent Global Opportunities and Light Street Capital. The round values the company at over $1 billion.
Upvest, a Berlin-based investment infrastructure provider, secured a €100 million Series C led by Hedosophia.
Telecommunications company Gigs, which helps businesses operate their own mobile networks, raised a $73 million Series B led by Ribbit Capital, Axios reported.
Anybotics, a Zurich-based AI robotics startup, raised $60 million in a round led by Qualcomm Ventures and Supernova Invest.
Terradot, a carbon removal startup that specializes in enhanced rock weathering, secured a $58.2 million round led by John Doerr of Kleiner Perkins, Axios reported.
Evinced, a startup building developer tools that integrate accessibility metrics, raised a $55 million Series C led by Insight Partners, TechCrunch reported.
Battery technology startup Nanoramic raised a $44 million round led by GM Ventures and Catalus Capital.
Aisti, a Finnish maker of wood fiber-based acoustic tiles, secured a €29 million Series A from investors including Voima Ventures, Maki.vc and Valve Ventures.
PE Deals
Main Capital acquired a stake in Procilon Group, a Germany-based digital signature software provider.
Canada Pension Plan Investment Board, Masdar and the Abu Dhabi Investment Authority have offered to take India-based ReNew Energy Global private in a deal that could value energy supplier at $2.82 billion, Reuters reported.
Sweden-based Odevo, a property management company, will raise $1.4 billion in a private credit deal from Ares Management and Blackstone, Bloomberg reported.
AlpInvest and Sixth Street are supporting Essential Pharma in a €900 million recapitalization, with Sixth Street contributing €300 million in structured equity and growth debt.
The Riverside Company acquired CRTM, a German distributor of cleanroom products for the medical and optics industries.
Bain Capital invested $157 million in the Indonesian private healthcare company Mayapada Healthcare Group.
Warburg Pincus acquired a 20% minority stake in United Trust Bank, valuing the UK lender at £520 million.
Bain Capital is in advanced talks to acquire Australian financial services firm Insignia Financial for $2 billion.
Exits
Singapore's Temasek Holdings agreed to sell a stake in Malaysian network provider U Mobile at a $1.7 billion valuation.
Bic acquired Tangle Teezer, a UK-based hair care company, from PE firm Mayfair Equity Partners. Mayfair is exiting the business for a value of approximately €200 million.
Fundraising
The Carlyle Group raised $5.7 billion for its third Carlyle Credit Opportunities Fund.
Topology Ventures launched and raised a $75 million first fund. The firm focuses on AI, decentralized systems and neurotech.
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McKinsey & Co. to pay $650 million to settle U.S. opioid consulting probe, ex-partner will plead guilty to obstruction
https://www.cnbc.com/2024/12/13/mckinsey-co-to-pay-650-million-to-settle-us-opioid-consulting-probe-ex-partner-will-plead-guilty-to-obstruction.html?__source=androidappshare
https://www.cnbc.com/2024/12/13/mckinsey-co-to-pay-650-million-to-settle-us-opioid-consulting-probe-ex-partner-will-plead-guilty-to-obstruction.html?__source=androidappshare
CNBC
McKinsey & Co. to pay $650 million to settle U.S. opioid consulting probe, ex-partner will plead guilty to obstruction
This is breaking news. Please refresh for updates.
Forwarded from Narrative Wars
(단순 소문 차원이며 확인되지 않은) 美 뉴저지 미확인 물체 지난달부터 계속 식별되며 아직 정체가 밝혀지지 않음
- 소식은 알고 있었으나 여전히 문제가 이어지고 있어져 공유
- 밤마다 나타나며 문제는 아무도 정체를 몰라 밝히는 중
- AP통신은 미스터리 드론 무리가 무선 통신과 같은 전통적인 방법으로 감지되지 않은 당국 보고서가 공개되었다고 언급
1. [영상 1] Fox News
제프 밴 드루 하원의원: 뉴저지 상공의 이 드론은 이란에서 온 것입니다. 이란은 아마 한 달 전쯤, 이 드론을 포함한 mothership을 발사했습니다. 그 모선은 미국 동부 해안에 위치하고 있습니다. 그들은 드론을 발사했습니다.
2. [영상 2] 자유의 여신상 지나가는 드론
3. [영상 3] 총도 쏜다는 제보가 있음
해프닝? 뉴저지 주지사는 안전을 위협하지 않는다고 강조했고 국방부 대변인은 미군 드론도 아니고 외국기관의 드론도 아니라고 결론 지음 & FBI 조사 중
#NEWS
- 소식은 알고 있었으나 여전히 문제가 이어지고 있어져 공유
- 밤마다 나타나며 문제는 아무도 정체를 몰라 밝히는 중
- AP통신은 미스터리 드론 무리가 무선 통신과 같은 전통적인 방법으로 감지되지 않은 당국 보고서가 공개되었다고 언급
1. [영상 1] Fox News
제프 밴 드루 하원의원: 뉴저지 상공의 이 드론은 이란에서 온 것입니다. 이란은 아마 한 달 전쯤, 이 드론을 포함한 mothership을 발사했습니다. 그 모선은 미국 동부 해안에 위치하고 있습니다. 그들은 드론을 발사했습니다.
2. [영상 2] 자유의 여신상 지나가는 드론
3. [영상 3] 총도 쏜다는 제보가 있음
해프닝? 뉴저지 주지사는 안전을 위협하지 않는다고 강조했고 국방부 대변인은 미군 드론도 아니고 외국기관의 드론도 아니라고 결론 지음 & FBI 조사 중
#NEWS
Forwarded from 에테르의 일본&미국 리서치
골드만삭스) 데이터 센터 열풍이 도래했다. 미국의 전력 수요는 언제 증가할 것인가?
1. 최근 투자자들의 데이터 센터에 대한 관심이 증가함에 따라, 주요 전력 운영자 및 유틸리티 회사들의 실현된 데이터 및 예측을 검토하여 미국 전력 수요 전망을 분석했습니다. 우리는 다음과 같은 세 가지 결론에 도달했습니다.
2. 전국 수준에서 데이터 센터 붐의 영향이 아직 두드러지지 않음
데이터 센터로 인한 수요 증가가 일부 지역에서 상업 전력 데이터로 확인되지만, 국내총생산(GDP) 성장과 미국 국가 전력 수요 성장 간의 격차가 크게 감소하지 않았다는 점이 이를 보여줍니다.
3. 미국의 전력 수요 기대치가 전반적으로 상승
데이터 센터뿐만 아니라 암호화폐 채굴, 전기차(EV), 산업 생산, 전기화로 인해 여러 주요 전력 독립 시스템 운영자(ISO)가 장기 전력 수요 예측을 크게 상향 조정했습니다. 이에 따라 수요가 이번 10년 말까지 급격히 증가할 것으로 예상됩니다.
4. 지역별 수요 성장의 큰 차이
텍사스에서는 전력 수요가 연간 14% 증가할 것으로 예상되어 중서부 미국보다 훨씬 높은 수요 성장률을 보일 전망입니다.
5. 종합적으로 볼 때, 데이터 센터는 이번 10년 후반기에 특히 지역 수준에서 전력 수요 성장 가속화를 지원할 가능성이 높지만, 이는 매끄러운 증가가 아닐 것입니다. 지리적 집중은 급격한 지역 전력 수요 성장을 초래할 수 있으며, 이는 버지니아에서 2022년 이후 발생한 것처럼 전력 송배전 병목 현상으로 이어질 가능성이 있습니다.
1. 최근 투자자들의 데이터 센터에 대한 관심이 증가함에 따라, 주요 전력 운영자 및 유틸리티 회사들의 실현된 데이터 및 예측을 검토하여 미국 전력 수요 전망을 분석했습니다. 우리는 다음과 같은 세 가지 결론에 도달했습니다.
2. 전국 수준에서 데이터 센터 붐의 영향이 아직 두드러지지 않음
데이터 센터로 인한 수요 증가가 일부 지역에서 상업 전력 데이터로 확인되지만, 국내총생산(GDP) 성장과 미국 국가 전력 수요 성장 간의 격차가 크게 감소하지 않았다는 점이 이를 보여줍니다.
3. 미국의 전력 수요 기대치가 전반적으로 상승
데이터 센터뿐만 아니라 암호화폐 채굴, 전기차(EV), 산업 생산, 전기화로 인해 여러 주요 전력 독립 시스템 운영자(ISO)가 장기 전력 수요 예측을 크게 상향 조정했습니다. 이에 따라 수요가 이번 10년 말까지 급격히 증가할 것으로 예상됩니다.
4. 지역별 수요 성장의 큰 차이
텍사스에서는 전력 수요가 연간 14% 증가할 것으로 예상되어 중서부 미국보다 훨씬 높은 수요 성장률을 보일 전망입니다.
5. 종합적으로 볼 때, 데이터 센터는 이번 10년 후반기에 특히 지역 수준에서 전력 수요 성장 가속화를 지원할 가능성이 높지만, 이는 매끄러운 증가가 아닐 것입니다. 지리적 집중은 급격한 지역 전력 수요 성장을 초래할 수 있으며, 이는 버지니아에서 2022년 이후 발생한 것처럼 전력 송배전 병목 현상으로 이어질 가능성이 있습니다.
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