Insights & Analysis

Industry insights that are curated and delivered to inform your dealmaking strategies. We select the most relevant information, providing a consistent, convenient source for exclusive intelligence and analysis.

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Activism

Activist Target: Divestiture Pressure Builds at Leidos

By Ronald Orol
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Published: September 22nd, 2023
A small accumulation by Jana in the defense and government technology services company may indicate that investors want a new CEO to explore divesting assets that haven't shown growth since acquisition.
Private Equity

Magnetar Targets White Space in AI, Computing

By Chris Nolter
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Published: September 20th, 2023
Magnetar's Ernie Rogers and David Snyderman sit down with The Deal to discuss their investment in GPU cloud operator CoreWeave, AI and finding investment white spaces.
Private Equity

Northleaf Buys Into U.S. Open-Access Fiber

By Chris Nolter
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Published: September 8th, 2023
Fiber demand, opportunities in the market and the appeal of open-access fiber networks are driving private equity and infrastructure fund investment in the space, Northleaf's Chris Rigobon says.