글로벌 인사이트: Standard Capital
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Standard Capital은 미국을 포함한 전 세계에서 투자 기회를 탐색하는 해외주식 리서치 채널입니다.
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PE Deals
Sunil Mittal’s family office and Warburg Pincus have submitted a joint bid to acquire a 49% stake in Haier India at a valuation of $720 million, The Business Standard reported. The proposed deal values the company significantly below the $2 billion valuation initially sought by parent company Haier Group.

Blackstone agreed to acquire Sunseeker Resort Charlotte Harbor, a 785-room waterfront resort in Florida, from Allegiant Travel Company for $200 million.

CVC Capital Partners, Permira and EQT are in discussions to acquire a controlling stake in Nuvama Wealth Management, from Asia-Pacific-focused firm PAG, in a potential $1.6 billion buyout, The Economic Times reported.

Linden Capital Partners and GIC invested in Klick Group, a life sciences commercialization company. The growth investment follows Klick Group's five-year partnership with GTCR.

Ashe Beach Companies acquired Superior Petroleum Equipment, an Ohio-based provider of fueling system services including installation, maintenance and compliance.

Blackstone-backed Chamberlain Group agreed to acquire Arrow Tru-Line, an Ohio-based manufacturer of overhead garage door hardware components.

Development Partners International bought a $190 million minority stake in Alameda, an Egyptian private healthcare group.

Anacacia Capital acquired Procal Dairies, an Australian producer of yogurt and milk products, from the founding Thyssen family.

Altor agreed to buy a majority stake in Imbox Protection, a Denmark-based provider of footwear protection treatments.

Verdane agreed to take a significant majority investment in Natlink, a Sweden-based hunting software developer.

Portfolio Companies
Seraphine, a Mayfair Equity Partners-backed maternity wear group, has collapsed into administration, the Financial Times reported.

Fundraising
One Rock Capital Partners raised $3.97 billion across two new funds, including its flagship One Rock Capital Partners IV and the lower middle market-focused One Rock Emerald Fund. This marks the firm’s largest fundraise to date, bringing its total assets under management to over $10 billion.

Sweetwater Private Equity is targeting $100 million for Sweetwater Select Growth Fund I, according to regulatory filings.

Global Infrastructure Partners raised $25.2 billion for Fund V, Infrastructure Investor reported.

Red Dot Capital Partners closed a $320 million fund to invest in early-growth Israeli tech companies.

Tikehau Capital-backed French engineering group Egis secured €1 billion in a funding round that included Apollo S3, ADIA and Neuberger Berman.


Corporate M&A
CoreWeave agreed to acquire Core Scientific, a US-based data center operator, in a $9 billion all-stock deal.


Royal Gold agreed to acquire Sandstorm Gold, a gold royalty company, in an all-share deal valued at approximately $3.5 billion.
Forwarded from Market News Feed
US PRES TRUMP REITERATES ALLOWING AI PLANTS TO BECOME UTILITY SUPPLIERS
- TRUMP: LEADING CHINA 'A LOT' IN AI ...
Forwarded from Market News Feed
US PRES TRUMP: WIND IS VERY EXPENSIVE, BAD FOR PLANES AND VALLEYS
- WIND, SOLAR, BATTERIES NOT A GOOD INVESTMENT
- WE DON'T WANT WIND OR SOLAR. THEY'RE A BLIGHT ON THE US ...
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이탈리아 우니크레디트가 마참내 파생 계약으로 들여왔던 지분을 전환하며 코메르츠방크의 최대주주(지분율 20%)로 등극

유럽 금융기관간 통항 기대감은 지속되고 있는데 남유럽 기관(스페인 BBVA-Sabadell, 이탈리아 UniCredit-Commerzbank-Banco BPM)이 가장 적극적인 태도를 보이고 있음
VC Deals
Dubai-based smart contact lens developer Xpanceo raised a $250 million Series A led by Opportunity Ventures at a $1.35 billion valuation.

CarOnSale, a Berlin-based company operating a B2B marketplace for car dealers, raised a €70 million Series C led by Northzone and HV Capital.

Huspy, a Dubai-based developer of a real estate app, raised a $59 million Series B led by Balderton Capital.

Saudi Arabia-based PetroApp, which develops software for fuel and vehicle management, raised a $50 million round led by Jadwa Investment.

Finnish EV development startup Donut Lab secured a €25 million seed investment.

Tulum Energy, an Italian climate tech startup, raised $27 million in a round led by TDK Ventures and CDP Venture Capital.

Arago, a Paris-based AI chip developer, raised a $26 million seed investment led by Earlybird, Protagonist and Visionaries Tomorrow.

AI analytics platform developer Sundial raised $23 million, including a $16 million Series A led by GPV.

Parspec, the developer of software for construction supply chains, raised a $20 million Series A led by Threshold Ventures.

Ekho, which operates a vehicle commerce platform, raised a $15 million Series A led by Activant Capital.

Gradient Labs, a UK-based agentic AI startup founded by former Monzo executives, raised $13 million in a round led by Index Ventures.

PE Deals
Stonepeak Partners is in talks to invest more than $1 billion in Warburg Pincus-backed Princeton Digital Group, a Singapore-based data center operator, Bloomberg reported.

Blackstone is considering a bid for French mobile and broadband operator SFR that could value the company at up to €30 billion, Bloomberg reported.

Rhône Group entered into exclusive discussions to acquire UK-based medical devices maker Direct Healthcare Group and the European and Asia-Pacific assets of Invacare.

Final bidders for DSM-Firmenich's animal nutrition unit, which is valued at around €3 billion, are reported to include CVC Capital Partners and Apollo Global Management.

Hg Capital has acquired a majority stake in Florida-based cybersecurity firm A-Lign from Warburg Pincus.

Pretium called off talks to buy Sigma Capital Group, a UK-based real estate investment firm.

GHO Capital has acquired German dermatology tech company FotoFinder Systems.

Inspired Pet Nutrition, a Yorkshire-based pet food company backed by CapVest and Parquest, has acquired French pet food platform Sopral.

Oak Hill Capital and Pamlico Capital have acquired Socket Telecom, a Missouri-based fiber internet service provider.

Exits
Octopus, a UK-based energy retailer backed by CPP, is looking to demerge and sell a minority stake in its Kraken Technologies unit for £10 billion, Sky News reported.

Kuwait Investment Authority sold its $3.1 billion stake in Bank of America.

Samsung has agreed to acquire US-based digital health startup Xealth.

Bow River Capital-backed commercial roofing company Progressive Roofing agreed to be acquired by NYSE-listed TopBuild.

VC-backed Waitwhile, the developer of a scheduling platform, has been acquired by NYSE-listed Allegion.

Sanabil-backed Richard Attias & Associates, a New York-based event organizer, is looking to pursue an IPO as soon as next year, Bloomberg reported.

Fundraising
Brookfield Asset Management-backed investor Pinegrove Capital Partners is raising a new credit fund targeted at $800 million, Bloomberg reported.

Seaside Equity Partners raised $720 million at the close of two new funds.

New York City-based healthcare PE firm Zenyth Partners closed on $375 million for its second flagship fund.

Miami-based Boldstart Ventures raised a $250 million fund to invest in AI startups.

VC firm Heavybit raised $180 million across two funds targeting investments in enterprise infrastructure companies.

Investors
KKR is partnering with Brazil-based Itaú Asset Management, a unit of Itaú Unibanco Holding, to pursue alternative investments in Brazil.
Forwarded from 한국경제 (@The Korea Economic Daily)
'투자금 전액 반환' 조항, 대법 "주주평등 깨…회사 책임은 인정 못해" [서보미의 VC/M&A 인사이드아웃]
https://www.hankyung.com/article/202507109421i
교신에서 Two-digit Code를 콜사인으로 쓰는 경우도 많으나 알파벳 하나하나 포네틱 코드로 말하면 늘어지다보니 별도의 콜사인이 배정되는 경우가 많은데요...

(OSCAR-ZULU보다는 ASIANA가 편함)

이것 역시 에어프레미아의 Two-digit Code인 YP(본래 북미 패리미터항공이 쓰던 것)이나 제주항공의 7C처럼 따로 노는 경우가 많아서

영국항공은 Speedbird
-> 구 영국국제항공의 상징인 '빠른 새'를 물려받음

허드슨 강의 기적으로 유명한 USAir는 Cactus
-> 서부 사막도시 피닉스를 거점으로 한 American West에 역합병되며 Cactus를 물려받음

그 외에도 델타 항공처럼 포네틱 코드를 콜사인으로 먹어버려서 포네틱 코드를 바꾸게 만드는 주객전도스러운 사례

같은 경우가 존재합니다
오 궁금했는데

대한항공은 왜 KE고 아시아나는 왜 뜬금없이 OZ일까
https://theqoo.net/square/3636924945
VC Deals
Also, an electric vehicle startup spun out of Rivian, raised $200 million from Greenoaks Capital Partners at a $1 billion valuation, Bloomberg reported.

MaintainX, a startup developing a machine and equipment monitoring platform, raised a $150 million Series D from investors including Bessemer Venture Partners, Bain Capital Ventures and DE Shaw Ventures.

French chip designer SiPearl raised an additional €32 million for its Series A, bringing the total to €130 million. Investors included Cathay Venture and the European Innovation Council Fund.

Oslo-based radiopharmaceutical startup Actithera raised a $75.5 million Series A from investors including M Ventures, Hadean Ventures and Sofinnova Partners.

Neuros Medical, a medtech startup specializing in post-amputation pain treatment, raised a $56 million Series D led by EQT Life Sciences.

Vehicle repair logistics platform developer ServiceUp raised a $55 million Series B led by PeakSpan Capital.

San Francisco-based Centivax, which specializes in vaccine engineering, raised a $45 million Series A led by Future Ventures.

Nominal, a New York City-based startup developing a financial operations platform for enterprises, raised a $20 million Series A led by Next47 and Workday Ventures.

Wrisk, a London-based insurtech company, raised a £12 million Series B led by Mundi Ventures and Opera Tech Ventures.

Novenda Technologies, a Dutch dental tech startup, secured a €5.2 million Series A led by Brightlands Venture Partners.

PE Deals
Blackstone, Permira, The Carlyle Group, EQT and TPG are among firms bidding for IQ-EQ, a fund services company currently owned by Astorg that could be valued around €5 billion, Bloomberg reported.

Stonepeak agreed to acquire a co-controlling stake in reusable food packaging company IFCO Group from Abu Dhabi Investment Authority, and will now own the company alongside Triton Partners.

SK Capital Partners acquired Lisi Medical, the medical equipment manufacturing division of Paris-listed Lisi Aerospace.

Fortino Capital acquired Mehrwerk, a German SaaS company specializing in business process mining and analytics.

Exits
Aquiline Capital Partners is exploring a sale of personal finance software developer Quicken, which could be valued at over $1.5 billion, Bloomberg reported.

The Abu Dhabi Investment Authority and the Ontario Teachers' Pension Plan are mulling the sale of Equis Development, a Singapore-based renewable energy developer, Bloomberg reported.

Macquarie is exploring a sale of its 50% stake in Advario Singapore Chemical, a storage terminal on Jurong Island, Bloomberg reported.

Qatar-based ecommerce startup Snoonu has been acquired in a $225 million deal by Jahez, a publicly-listed delivery company based in Saudi Arabia.

Denver-based healthcare data startup Orderly Health, which is backed by investors including 500 Global and Denver Ventures, has been acquired by First Choice Health.

Fundraising
Los Angeles-based PE firm Levine Leichtman Capital Partners closed on over $3.6 billion for its latest fund.

OnePrime Capital, which specializes in technology secondary investments, raised $305 million at the close of OnePrime Secondary Fund III.

Investors
Cyberstarts, an Israel-based VC firm, raised $300 million in order to buy shares from employees of its portfolio companies.

Corporate M&A
Nasdaq-listed Verona Pharma, a pharmaceutical company focused on respiratory treatments, will be acquired by Merck in a $10 billion deal.
Forwarded from Donald J. Trump
It is very important that all Republicans adhere to my Recissions Bill and, in particular, DEFUND THE CORPORATION FOR PUBLIC BROADCASTING (PBS and NPR), which is worse than CNN & MSDNC put together. Any Republican that votes to allow this monstrosity to continue broadcasting will not have my support or Endorsement. Thank you for your attention to this matter!
Forwarded from Market News Feed
🇺🇸🇨🇦TRUMP TELLS CANADA HE'S READY TO IMPOSE 35% TARIFF ON IMPORTS STARTING AUG. 1.
#CANADA #US #TRUMP #TARIFFS
...
이런 것도 보험이 되는거였구나 싶어서 공유

수도권 지하철이 30분 이상 지연될 경우 택시·버스 등 대체 교통비를 월 1회, 최대 3만원까지 보장한다. 보험료는 1400원으로 한번 가입하면 1년간 보장받을 수 있다.

https://m.mk.co.kr/news/economy/11365712