Mergers & Acquisitions

Figure 1. The image above is micron’s office in Taichung, Taiwan. In less than two years, Micron Technology announced three major acquisitions in Taiwan, signaling an aggressive push to expand AI memory production capacity. As artificial intelligence systems rapidly scale, the global semiconductor industry is undergoing a fundamental transformation. While much of the public focus remains on logic chips such as NVIDIA’s GPUs, memory has quietly emerged as a critical constraint

More than $1.2 trillion in dry powder remains uninvested across private equity funds worldwide, nearly double what the industry had a decade ago. A figure that reflects the aggressive fundraising campaigns that firms launched during the post-pandemic investment boom, when the historically low interest rates and robust investor appetite encouraged capital formation at record levels. However, market conditions have shifted dramatically since then, with higher borrowing costs, w

Having a restaurant meal appear at your doorstep within thirty minutes would have sounded impossible a couple of years ago. Now it is 2026 and the technology that once seemed like magic has become infrastructure. In Spring 2025, immediate delivery service spread from America to London through DoorDash's strategic acquisition of Deliveroo, a British delivery giant. As food delivery platforms race to dominate global markets, the strategies powering their growth are coming at a

In 2025, the U.S. M&A market technically rebounded, but when you actually look at the numbers, almost all of that recovery came from just a few huge transactions. Megadeals worth $5 billion or more surged across tech, infrastructure, and large-scale industrial consolidation, while thousands of smaller companies were basically frozen out of the market. A lot of analysts have started calling this a K-shaped recovery, meaning that large, capital-rich firms are thriving while sma

In October 2025, Firefly Aerospace announced its 855 million acquisition of SciTec, a defense software and analytics company known for missile warning systems and space based intelligence tools. Media outlets such as Reuters and Aviation Week reported the deal as a major move in the defense sector, but its significance extends far beyond a single transaction. Firefly’s decision to purchase, rather than internally develop, high end defense software reflects a pivotal turning p

In one of many strategic moves by T-Mobile, as of April 1st, 2025, they have now completed the acquisition of Lumos. Lumos is a high-speed fiber internet provider that is based in the east coast. Essentially, this means that Lumos specializes in creating fiber-optic cables that transmit data harnessing light speed. This gives Lumos the ability to reach 1 Gig speeds and high which are the fastest internet speeds available. Lumos has already been involved in significant industr

As 2025 progresses, expect increased high-value carve-outs with renewed private equity aggression and more strategic exits in the industry. Boeing's potential sale of its Jeppeson navigation unit encapsulates these various trends. Jeppesen, valued at roughly $8 to $9 billion, is a global leader in flight navigation charts and software as well as digital aviation solutions. It has been a significant part of Boeing's business since its acquisition in 2000 due to its advanced na