Browsing Tag
William Blair
11 posts
Global Payments (GPN) jumps 13% on reported CD&R buyout talks, but $22bn debt burden complicates the deal
Global Payments shares rallied following reports that Clayton, Dubilier & Rice is exploring a take-private transaction with major shareholder GTCR. A deal could become one of the largest leveraged buyouts in the payments industry, although its financing requirements, shareholder approval and the economics of the recently completed Worldpay acquisition remain unresolved.
CVC paid $1.43bn for PDC Brands in 2017, now it could seek about $2bn for Arthea
CVC explores a potential $2bn sale of Dr Teal's parent Arthea as active beauty dealmaking creates another test of personal-care valuations.
Aehr Test (NASDAQ: AEHR) AI burn-in pivot meets the Q4 FY26 reporting test ahead
Aehr Test (NASDAQ: AEHR) landed its biggest hyperscaler order ever. The Q4 FY26 print is where the AI burn-in pivot finally gets tested.
Can New Mountain’s $2bn Asset Living deal turn rental housing management into a private equity prize?
New Mountain’s $2B-plus Asset Living deal shows why private equity wants rental housing services. See what changes next.
Wingstop (NASDAQ: WING) bounces 8.6% off 52-week lows as dip buyers test the comp reset
Wingstop posted its worst same-store sales decline in 22 years and the stock collapsed. The asset-light model is intact. The August print decides what happens next.
HubSpot (NYSE: HUBS) rebounds from the AI pricing reset as retail bets on a Q2 turnaround
HubSpot beat on every Q1 line and still lost a fifth of its market cap in a week. The real question is whether AI pricing fixes the moat or breaks the model.
WillScot stock surges 19% on data center demand shift: What WSC investors need to watch next
Local construction is contracting 6%. Data centers and federal megaprojects are mobilising in size. WillScot's Q1 just showed which side of that split wins.
Block (ASX: XYZ) Q1 beat reframes the AI restructuring as a margin story
Block cut 40% of staff. Bears called it desperation. Today's Q1 beat and guidance lift suggest Dorsey's AI bet is working.
Suja Life files for Nasdaq IPO as better-for-you beverage growth meets public market scrutiny
Suja Life has filed for a Nasdaq IPO. Read why its growth, debt load, brand mix, and category timing matter more than the filing itself.
UnitedHealth Group (NYSE: UNH) faces April 21 earnings test after CMS win
UNH shares up ~10% after CMS finalises a 2.48% 2027 Medicare Advantage rate hike. Here is what retail investors need to know before April 21 earnings.