#acquisition

Heard it here first. Is a merger really in the works between BNY and _ in 2026?

Looks like beginning of end for Gainwell. Any predictions on doomsday when Veritas will piecemeal and sell it to two/three other VCs? Mar 1st 2026?

Most likely it will be before FY26 end ~Feb/Mar 2026.

“Back at the All-In Summit, David Friedberg asked Musk: "Could you buy some carriers to acquire more spectrum? Maybe buy Verizon?"

Musk replied: "Not out of the question. I suppose that may happen."

https://www.zerohedge.com/technology/spacex-trademark-filing-signals-starlink-mobile-may-soon-take-aim-att-verizon

So another failed venture by ATT gets sold to Discovery for $43billion. Today, Netflix buys WB for $82billion. ATT must be the worst negotiators ever.

https://www.cnn.com/2025/12/04/media/netflix-paramount-wbd-bidding-war-warner-bros-discovery

Genuinely curious, have any Neustar VP’s and above been laid off since joining TU?

I guess this turns out to be true !!!! Field service is gonna be all Mastec

Upstream: Cold Lake, Kearl, Syncrude
Downstream: Strathcona, Sarnia, Nanticoke, Terminals, Pipelines
Chemical: Sarnia

Or does it make more sense DW finally recommends to the EM board to buy the minority interest of IOL (30%)?

Looking back over the last year and a half: supposedly setting ourselves up for growth and durability (whatever that means), pulling back on travel, pulling back on new roles, eventually not refilling roles, teams are stressed and overworked, removing dollars for team meetings and culture building (formally culture was important), more and more town halls and Blue pulses - although those meetings and surveys were less and less substantive - saying for the most part nothing. Simply giving the appearance of communication but empty of anything real. Perpetual lack of funding and what is funded is only to minimum viable value, always behind and not addressing technical debt, Anxiety is high, RIF for tenured expensive people short term gain (although with a lot of experience navigating giant enterprise - long term very costly) and now sounds like possibility of early retirement options. For a supposedly giant healthy business it seems far from it. Putting aside the constant exec pay and exec bonus commentary, as a business did the Cigna purchase over-leverage HCSC or are there Convenants in the debt service for that purchase that require certain ratios or performance metrics that should of never been accepted? Should we all be looking for a job now?

https://www.trendforce.com/news/2025/11/26/news-beyond-ex-vp-lo-intel-is-reportedly-poaching-tsmc-arizona-engineers-with-20-30-higher-salaries/?utm_source=chatgpt.com

Oil producer Chevron is laying off more than 100 workers in North Dakota after acquiring Hess Corp., a greater impact than initially expected.

https://northdakotamonitor.com/2025/10/08/chevron-cutting-more-than-100-oil-industry-jobs-in-north-dakota-with-hess-merger/

https://www.arctera.com/press-releases/cloud-software-group-completes-acquisition-of-arctera

"Additionally, because Leggett & Platt's business is complementary to Somnigroup's
businesses, we would expect to not only retain most of Leggett & Platt's management team and employees, whose knowledge, experience and talent would be invaluable to the
Somnigroup organization, but also provide them future career opportunities in the broader Somnigroup organization. We also expect to retain a significant presence in Carthage."

Sure.

Is it true that KKR is working on a deal to sell Omnissa? If so, who do you think the buyer will be? Does anybody know? Any hints?

"The decision to step away from a stock in the middle of a transformational transaction can be as revealing as a new stake. Frontier is deep into its pending acquisition by Verizon, a deal that was announced more than a year ago and aims to accelerate fiber rollout and reshape the company’s competitive position. Yet even with record operational momentum—including 25% year-over-year consumer fiber broadband revenue growth and 133,000 quarterly fiber net adds—the uncertainty surrounding regulatory approval, capital intensity, and integration risk may be prompting some managers to de-risk exposure."

https://finance.yahoo.com/news/investor-exits-3-4-million-172230032.html

Huntington National Bank to begin layoffs tied to Veritex acquisition
The Business Journals
Mon, 01 Dec 2025 20:25:00 GMT

Huntington National Bank is preparing to begin layoffs as a result of its recent acquisition. These job reductions are directly tied to the integration of Veritex. The process of merging the two companies often results in overlapping roles and redundancies. Affected employees will experience job loss as the bank streamlines its combined operations. This move is part of an effort to optimize the workforce and structure following the acquisition.

https://www.wfaa.com/article/money/business/huntington-national-bank-dallas-layoffs-veritex-acquisition/287-e9d05913-ea3a-4079-8313-20a64524db2d

What global and regional teams got cut due to the recent Amazon corporate takeover?

A group of US state AGs requested a hold separate motion to block/pause further integration while court reviews the deal. Hearing scheduled for early Jan. What would this mean considering how far the integration already is?

Corporate office here. Our team cancelled our Holiday Party due to budgetary concerns after our recent acquisitions. Has anyone else experienced this issue?

The recent Verizon layoffs are primarily linked to the company’s acquisition of Frontier assets. Verizon now needs significant capital to fund the integration of Frontier into its existing systems as well as to cover the acquisition-related expenditures. These financial pressures are the real drivers behind the workforce reductions.

Claims that the layoffs were caused by pricing competition with T-Mobile or customer poaching are largely unfounded and do not reflect the actual strategic motivations behind these decisions.

While Verizon attributes the recent layoffs to financial pressures from the Frontier acquisition and the massive integration effort ahead, there is another internal reality often overlooked. Certain internal groups “the termites” are using the Frontier merge as a convenient narrative to justify aggressive outsourcing. These teams benefit from vendor deals, back-channel incentives, and the opportunity to extract as much as possible from the outsourcing process.

In the shadow of the Frontier integration, these internal agendas are quietly shaping decisions far more than the publicly stated reasons like pricing competition or customer churn.

Less than four months later, Tim Stejskal, CEO of organicgirl, announced they would be closing the Braga Fresh processing facility in Spreckels, resulting in the loss of 260 jobs.

https://www.montereycountynow.com/news/local_news/recent-acquisition-and-staff-cuts-at-braga-fresh-reflect-larger-trends-in-the-ag-sector/article_c6ae167a-fa25-4437-b494-57ee0a394c56.html

Someone Just Bought 1,046,068 Xerox Shares for $2.74 Million (XRX at $2.74 ea)
https://tonernews.com/forums/topic/someone-just-bought-1046068-xerox-shares-for-2-74-million-xrx-at-2-74-ea/

Truelink Capital ("Truelink"), a Los Angeles based private equity firm focused on growth and long-term value creation, announced today that it has signed a definitive agreement to acquire SouthernCarlson, Inc. ("SouthernCarlson" or the "Company"), a leading distributor and service provider of construction and industrial fasteners, tools, packaging, and supplies, from Kyocera Corporation ("Kyocera"), a global Japanese conglomerate. Financial terms of the transaction were not disclosed.

https://www.prnewswire.com/news-releases/truelink-capital-to-acquire-southerncarlson-inc-from-kyocera-corporation-302624208.html

Form 4] VERIZON COMMUNICATIONS INC Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary
Verizon Communications Inc. (VZ) executive vice president and Chief HR Officer Samantha Hammock reported an acquisition of 84.289 phantom stock units on 11/20/2025 under a deferred compensation plan. After this transaction, she beneficially owns 29,098.676 phantom stock units, held indirectly through the company’s deferred compensation plan.

Each phantom stock unit is described as the economic equivalent of a portion of one share of Verizon common stock and is settled in cash rather than actual shares. The units become payable upon events that Ms. Hammock has established in line with the plan’s rules, and the total includes phantom stock accumulated through dividend reinvestment.

Is it just me or was the last company meeting different? It wasn’t the usual energetic fluff that we’re used to. There was no formal run down of the numbers by the CFO. Then SM and SR bring in another one of their friends to run security. What’s unusual about this friend is she’s close to retirement age which means she isn’t joining for a lengthy career. It says a buyout is near without saying a buyout is near.

https://www.ft.com/content/f3ec8172-96da-4ebf-8fe6-80e1c5893286

I’d heard he left. Looks like he got a job with a wallet - maybe he will give Elliot a run for their money and just buy us.

https://www.linkedin.com/pulse/strip-dxc-parts-why-insurance-unit-worth-more-than-whole-phil-fersht-8yime

I feel like if anyone announced a purchase of Truist, their stock would drop by 75% in a day?

@"the men and women who built this into a once great company."

Seriously, Verizon was NEVER a "Great" company. They never invented any groundbreaking technologies nor created any new markets nor set any significant business or technology trends.

Verizon (Bell Atlantic & Nynex) was spawned from AT&T (AKA, "Ma Bell") and grew primarily thru acquisitions (GTE, Alltel, MCI and potentially Frontier). Yes, they built out an excellent network but their real success come from leveraging sheer mass scale.

AT&T and IBM would be examples of truly great companies. Verizon is an "also ran" company who's day in the sun is fading because it ignored it's customers.

1 + 1 =1 With the recent reductions, the headcount will be replaced with Frontier workforce in the next three months. So the employee size of Vz will be very similar for the next year or two. Maybe, a few a Frontier’s leaders will become major Verizon executives. These types of reductions have been occurring with all major Verizon takeover transactions over the past decades.

So Dan laid off 13,000 people yesterday, 2,000 short of the 15K total we've all been hearing about for the last few weeks.

I'm hearing rumors from several sources that they plan to sell off Vz International (to BT) in April next year. Will the remaining 2,000 heads be from there do we think?

Imagine Apple purchased PayPal…

It looks to me like they're almost positioning Verizon to be sold. I have seen these sorts of layoffs (no rhyme or reason and across EVERY GROUP) before and it has always been before a company goes up for sale.

I think there would be anti-trust issues with having an AT&T or T-Mobile buy it, but who knows, maybe Elon might buy it. I have heard that Dan is buddies with Elon.

Pure speculation, but something is quite amiss about how this whole thing has been done and handled from a managerial standpoint.

https://www.trendforce.com/news/2025/11/18/news-former-tsmc-svp-wei-jen-lo-said-to-have-joined-intel-allegedly-bringing-sub-2nm-process-files/

Looks like JC has found the company that can be saddled with massive abandonment liability. Will Repsol do any due diligence and what will it mean for employment?

The Taubman Co. is preparing to shutter its Bloomfield Hills headquarters and lay off over 100 employees in the wake of its recent acquisition by Simon Property Group, the nation's largest mall owner and operator.

https://www.freep.com/story/money/business/michigan/2025/11/19/mall-developer-taubman-office-close-105-layoffs/87354053007/

That was fast. On another note, I can’t believe we paid over $3B for that business. It’s probably worth $500mm at most.

Saying “the strategy is working” feels almost like a joke. Illumina’s board has made a string of questionable decisions — approving the Grail acquisition despite clear EU regulatory risks, then later giving in to activist pressure and spinning it off at the lowest possible value. They brought in a CEO from a company with a decade-long track record of minimal innovation and stagnant growth. Now the focus has shifted to aggressive cuts in both capex and opex, trying to make margin expansion the only story to sell in the absence of real growth. RIFs have practically become an annual event.

Given all this, calling the current strategy a success is hard to take seriously.

Is it me or does our employee base consist primarily of HR Karens with 80s haircuts and has-beens with inferiority complexes? In the last several months with 5/3rd’s acquisition of Comerica, we’ve been bumped out of the top 20. Desperation is mounting..