Hints and tips:
...DD’s taking bets on when this battle will finally end....
...(Before any DD reader emails saying we should credit Apple to Combs or Weschler, we should underscore — we have! — but just the portion our analysis showed they held....
...But a dust-up over the use of a PO box near Houston will signal how much flexibility corporates have in choosing venues for proceedings, DD’s Sujeet Indap writes....
...DD will be there, so rustle up a team of up to six and see if you have what it takes to beat us. Details here....
...The stars finally aligned for Fink when BlackRock approached GIP this autumn about a combination, DD’s Antoine Gara and the FT’s Brooke Masters report....
...As a DD subscriber, register for your complimentary digital pass here to watch the event online on February 28-29, or save £200 on your in-person pass to join us at The Biltmore Mayfair on February 29....
...A new version of this is being built in China, DD’s Kaye Wiggins and the FT’s Cheng Leng and Hudson Lockett report....
...DD will be watching to see if Redstone can finesse a deal without winding up in a familiar position — fending off a litany of shareholder lawsuits....
...(If you need to get smart quickly, DD broke down the situation earlier this month.)...
...DD’s Antoine Gara unpacks how the merger, which closed last week, is the first real exit by Dell and Silver Lake in an unprecedented leveraged buyout saga launched more than a decade ago....
...These days, Deloitte and KPMG are asking some US-based staff to use burner phones when they travel to Hong Kong, DD’s Kaye Wiggins and the FT’s Leo Lewis and Joe Leahy report....
...He has made billions from an unheralded refining and fertilser operation that regularly pumps cash into his publicly listed holding company, Icahn Enterprises, reports DD’s Antoine Gara....
...The strategy sounds like a win-win to DD nonetheless....
...Amid New Orleans festivities, rainmakers wonder if the party is over for Delaware Delaware, Inc. may be the enterprise now under the most intense activist threat....
...Executive search firm Egon Zehnder has already contacted a number of high-profile names (who have frequented previous editions of DD) for the role....
...DD hopes for all involved that no bank attempts to margin call Mike Ashley again anytime soon....
...Goldman Sachs co-head of Latin America Ricardo Mora is leaving the bank, DD reports....
...-The DD team In today’s newsletter: Banks chase after private credit Japanese financial titans square off This Thanksgiving, banks were thankful for private credit Find someone who loves you like banks...
...DD’s Sujeet Indap was the first to identify two. In the Diebold and Venator cases, Jackson Walker was assisting national firms, Jones Day and Kirkland & Ellis, respectively....
...DD readers may remember Prateek Gupta, the Dubai-based businessman at the centre of the scandal....
...A few factors are fuelling this, as DD’s Eric Platt explains....
...But GTCR sought financing from large banks from the outset of Thursday’s deal, DD was told....
...The 87-year-old activist may have admitted to DD earlier this month that those trades were a “mistake”, but admitting defeat is another thing....
...DD presumes the mood inside Glencore, which is being advised by Citigroup and Michael Klein, is becoming more optimistic nonetheless....
...Apollo and Claure are looking to buy all of Millicom ahead of those divestitures, sources briefed on the group’s thinking told DD....
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