Excellent roundup of special situations! The Sudden Departures section is particularly interesting - seeing CFO exits at Capital Bancorp and Murphy USA alongside the CEO departure at Kemper suggests some churn in C-suites across financials and energy. The Hologic deal being valued at $17B+ by Blackstone and TPG is massive, and the Papa John's bid from Apollo at $64/share shows continued PE appetite despite higher rates. The Eastern Bankshares activism from HoldCo pushing for a sale is worth watching given ongoing regional bank consolidation. Appreciate the comprehensive summary of these developements!
Excellent roundup of special situations! The Sudden Departures section is particularly interesting - seeing CFO exits at Capital Bancorp and Murphy USA alongside the CEO departure at Kemper suggests some churn in C-suites across financials and energy. The Hologic deal being valued at $17B+ by Blackstone and TPG is massive, and the Papa John's bid from Apollo at $64/share shows continued PE appetite despite higher rates. The Eastern Bankshares activism from HoldCo pushing for a sale is worth watching given ongoing regional bank consolidation. Appreciate the comprehensive summary of these developements!
Glad to hear you like it!