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Investment Banking Reports

Sector-focused M&A analysis examining strategic rationale, valuation methodology, market positioning, and financial impact — structured as coverage groups in a bulge bracket bank would approach it.

5 Published Reports

7 Sector Desks

14 Contributors

All Reports IB Perspective Legal Analysis

5 reports

IB Perspective

$8.3bn

Transaction Value

IB Perspective February 25, 2026 Industrials

Boeing’s $8.3 Billion Strategic Re-Integration of Spirit AeroSystems

The end of a 20-year outsourcing experiment

Examining the factors which drive the probability of success of a deal Boeing were forced to pursue to rectify a chain of bad decisions.

IB Perspective February 2026 Industrials

James Hardie’s Acquisition of AZEK

Strategic analysis of James Hardie’s $8.75 billion acquisition of AZEK, examining the material conversion thesis, $350 million synergy target, and the impact of Trump’s tariff regime on the deal’s growth assumptions.

IB Perspective February 2026 TMT

Netflix’s Acquisition of Warner Bros. Discovery

Analysis of the largest entertainment acquisition in history. For Netflix, who once declared themselves “better builders than buyers”, this is a fundamental strategic reversal.

IB Perspective February 2026 TMT

Strava’s Acquisition of Runna

Examination of the risks and rationale behind a deal which signals Strava’s strategic shift from activity tracking towards full-service athletic development.

IB Perspective December 2025 TMT

Google’s Acquisition of Wiz

Strategic rationale behind Alphabet’s largest-ever acquisition and what it signals for the cybersecurity M&A landscape.

Jonathan Smith

TMT Desk

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