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Mergers & acquisitions outlook

February

Will Davidson, UHL CEO (left) and Stephen Cartwright, CEO of GoZero, with a GoZero electric bus at Lane Cove bus depot.

EV bus builder GoZero clinches $400m valuation; kicks off IPO campaign

Morgans and MA Moelis Australia have been appointed joint lead managers on the IPO and will be in the fast lane for a mid-2025 listing date.

Elon Musk.

‘We will buy Twitter for $US9.74b’: Altman counters Musk’s OpenAI bid

A consortium of investors led by billionaire Elon Musk is reportedly offering to buy the nonprofit that controls artificial intelligence start-up OpenAI, in a move that was quickly rejected by its chief executive Sam Altman.

January

TikTok’s fate in the United States is now up to Donald Trump.

Can this $14b start-up rescue TikTok’s US operations?

Perplexity AI, an AI-powered search engine start-up, is proposing a merger with $80 billion behemoth TikTok to get around the US ban.

December 2024

Honda Motor CEO Toshihiro Mibe

Honda, Nissan consider merger to take on Tesla, China EVs

Such a deal would create an automotive rival to Toyota that would effectively consolidate the Japanese car industry into two camps.

November 2024

We remain committed to Commonwealth Private being the number one banking proposition for our high-net-worth clients in Australia,” CBA executive Angus Sullivan said.

CBA exit hands $5b in assets to LGT Crestone

As first reported by Street Talk, CBA sold the Commonwealth Private business and its $5 billion in funds under management to LGT on Monday.

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ACCC boss implores Coalition, Greens to back merger laws

Gina Cass-Gottlieb calls it the “most critical law change they are going to have to make a decision on in the life of this parliament”.

August 2024

Chemist Warehouse is expected to sell off part of its store network to convince the ACCC that the merger will not lead to higher prices for consumers.

Competition regulator delays $8.8b Chemist Warehouse deal approval

The ACCC is undertaking more analysis of the transaction, which would merge the pharmacy giant into Sigma Healthcare. A decision won’t be made until October.

Blackbird partner Niki Scevak justified the decision to sell Leonardo rather than going all the way.

‘Harder and harder’: Why Canva’s $370m AI bet said yes

AI dollars can be “fleeting” and competing with big players can cost hundreds of millions, setting the scene for Leonardo’s sale to Canva.

July 2024

Woodside CEO Meg O’Neill is placing a big bet on the US LNG market.

Woodside’s big bet on US LNG will collide with Trump’s second coming

Just days after Donald Trump declared he wants to “drill, baby, drill”, Woodside has placed $22 billion on an unloved US project. It isn’t without risks. 

June 2024

The market’s focus will turn to deal integration, but Shayne Elliott says the task is one of customer migration.

ANZ boss says Suncorp ‘migration’ can avoid Westpac’s St George pain

Shayne Elliott insists he’s learnt from Westpac’s failure to integrate St George, while Suncorp’s Steve Johnston says he can now focus fully on insurance.

May 2024

Disappointed, but disciplined: BHP chief executive Mike Henry.

Inside BHP’s failed tilt for Anglo – and what comes next

The post-mortems are under way, but two things are already clear: the tight time frame was never going to be enough, and BHP’s inability to win over Anglo shareholders eventually killed the deal.

March 2024

Charter Hall swallows 15pc of pubs owner HPI

The property fund manager is already the country’s biggest pubs owner after taking charge of former ASX-listed landlord ALE Group in a $1.7 billion deal three years ago.

February 2024

Julie Coates has lifted CSR’s margins in recent years

CSR’s patient rebuild leads to a French revolution

Julie Coates restructured the company’s operations and rebuilt its supply chain. The lift in margins those moves created helped seal a big takeover deal. 

Rightly or wrongly, this deal has been seen as a legacy-maker for Elliott, his big roll of the dice to win back mortgage market that ANZ lost when it mismanaged the COVID-19 home loan frenzy.

How Macquarie helped ANZ win Suncorp

After more than 18 months, ANZ finally has its prize and can buy Suncorp’s banking division. Sorting out the winners and losers isn’t as clear-cut as it seems.

November 2023

Jamie Hannah, Deputy Head of Investments & Capital Markets at Van Eck, says the fund manager voted for Brookfield and EIG’s takeover offer for Origin Energy but the company will have to move faster on decarbonisation regardless of the outcome. Photo: Oscar Colman

Van Eck backs in-doubt Origin takeover ahead of crucial vote

Despite intense lobbying from the energy giant, its suitors and their advisers, the market expects the $20 billion bid from EIG and Brookfield will not gain enough support.

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Incitec Pivot owns the Dyno Nobel explosives business and an underperforming fertiliser division.

Indonesian buyer hunts Incitec Pivot fertiliser bargain

The interim CEO of Incitec Pivot says a downturn in the fertiliser business does not mean it is the wrong time to sell it.

October 2023

Decision time for $240b IFM, ISPT mega-merger

A tie-up between the two powerful industry funds’ investment platforms has been mooted in the past, but this time around the proposal has proceeded to an offer.  

Transformative deal: Whitehaven chief executive Paul Flynn.

Whitehaven’s $6b coal deal is about taking risk off the table

A deal to buy two Queensland mines from BHP is a potential game changer for the coal-mining company.

September 2023

Regal Partners investment chief Phil King.

Regal withdraws Pacific Current takeover bid

Regal has walked away from its bid for boutique asset management house Pacific Current citing frustration with the process, sending Pacific Current shares down 10 per cent.

Olivia Boyne is Azure Capital’s first female partner in the firm’s history.

Azure Capital anoints new partner

Natixis-backed corporate advisory firm Azure Capital has inducted a new name to its partnership ranks.

Original URL: https://www.afr.com/topic/mergers---acquisitions-outlook-hxh