A community newsletter for M&A professionals covering sell-side preparation, broker and buyer selection, and venture investing ideas, mostly through interviews and summaries of others' work. It offers practical deal-process advice aimed at dealmakers and sellers.
Website: https://mergersandacquisitionsnewsletter.substack.com
A gaming-industry newsletter tracking venture capital, private equity and M&A deals alongside public gaming company stock moves. It combines weekly market recaps with data-driven valuation reports and funding analysis.
Analyses oil and gas companies, deals and geopolitics from an equity investor's perspective, covering topics such as Venezuela's reopening, Kurdistan upstream mergers and Gran Tierra's asset sale. Issues combine specific figures with a clear point of view on what transactions mean for shareholders.
Weekly independent analysis of the satellite communications industry, including trackers of pending satellite deals and spectrum transfers, deep dives into orbital data center economics, and commentary on LEO broadband policy. Written by a veteran of the operator and ground-segment side, it gives sourced figures, status updates and practical implications for business buyers.
A deep-dive equity research newsletter covering M&A, IPO and SPAC deal flow, with a multi-part analysis of CoreWeave's debt structure and a valuation model for Lam Research. It is useful for investors who want rebuilt debt analysis and valuation work rather than headline news.
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