M&A & Capital Raisings
An Outlook on 2026 AI IPOs
A Historic Reopening of the IPO Window After a long period of subpar issuance, the U.S. IPO market is staging a strong comeback in 2026,…
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Further Analysis & Commentary
Netflix & Warner Brothers Deal Faces Antitrust Implications?
In early 2026, Warner Brothers Discovery's (WBD) board unanimously accepted the bid from Netflix. Netflix sweetened the pot to purchase…
An Outlook on Private Credit
Private credit, which involves lending by non-bank institutions, has grown rapidly in recent years as borrowers seek flexible financing solutions.…
Elon Musk’s Great Reshuffle, Robots, Mega Mergers and What Comes After Tesla’s Flagship Cars
A Fortnight That Redefined Tesla Late January marked a clear inflection point for Tesla’s identity. The company confirmed it will…
AI funding landscape 2026
Anthropic’s $20B Mega Raise, Has the AI Funding Crown Changed Hands? Anthropic has reportedly doubled its latest funding target to…
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Monthly Investor Memo
Delivered Monthly - 2026