Browsing Tag
Permira
18 posts
Cambrex begins $120m Iowa API expansion, but can new peptide capacity deliver commercial returns by 2028?
Cambrex has broken ground on its $120 million Charles City expansion, adding 160,000 litres of capacity for small molecule active pharmaceutical ingredients and synthetic peptides. The project advances a previously announced investment, supported by state incentives and employment commitments, but manufacturing qualification and commercial utilisation will determine its eventual economic contribution.
LSEG is paying $3.5bn for Octus. Why isn’t an earnings boost immediate?
London Stock Exchange Group is buying credit intelligence specialist Octus for US$3.535 billion while upgrading its growth and cash-flow forecasts. The acquisition promises faster subscription growth, but its debt financing and initially neutral earnings contribution raise an important question about how quickly shareholders will benefit.
LSEG’s $3.5bn Octus talks test whether private-credit data can justify a 9x sales valuation
London Stock Exchange Group is discussing a roughly $3.5 billion acquisition of Octus, adding proprietary private-credit intelligence to a data business already being rebuilt around artificial intelligence. The strategic fit is clear, but an implied valuation near nine times sales and a sharp negative share-price reaction show investors want evidence that scarce private-market data can generate returns matching the price.
Reformation (NYSE: REF) lifts revenue 24% as adjusted EBITDA margin reaches 16.4%
Reformation delivered 24.1% second-quarter revenue growth and sharply higher profit in its first public earnings report, while a pre-IPO debt-funded shareholder dividend leaves investors with a more leveraged balance sheet.
Why Visa is paying Permira nearly double for BioCatch after only two years
Visa's $2.4 billion BioCatch acquisition targets fiscal Q2 2027 close, testing whether behavioural biometrics can outrun the AI-driven banking fraud surge.
Neuraxpharm Group’s leriglitazone bet advances as European regulators back a narrow pediatric label
Minoryx Therapeutics revives its €258 million Neuraxpharm deal as leriglitazone moves closer to a narrow European rare-disease launch.
Synamedia sold its Video Network arm. Can its new CEO make the smaller company grow faster?
The leadership handover puts an internal architect of Synamedia’s cloud, streaming and monetisation strategy in charge as the Permira-backed company narrows its operating model.
Deluxe Corporation (DLX) to acquire Celero Commerce for $625m in all-cash payments transformation deal
Deluxe Corporation ($DLX) to acquire Celero Commerce for $625M in all-cash deal, accelerating payments transformation. Full executive analysis on the LLR exit here.
Jardine Matheson stock faces strategy test after A$3.4bn I-MED Radiology deal
Jardine Matheson is buying I-MED for A$3.4bn as radiology AI gains momentum. See why this healthcare deal matters now!
Agentic AI arms race: Zendesk and Forethought challenge Salesforce Agentforce and ServiceNow Moveworks
Zendesk agrees to acquire Forethought, adding self-improving AI agents to its Resolution Platform. Read what this means for enterprise CX in 2026.