Coverage of mergers, acquisitions, and strategic transactions across the technology, media, and telecommunications sectors.
Analysis of the regulatory battle across three jurisdictions — CMA, European Commission, and FTC — examining how Microsoft navigated conflicting antitrust rulings, restructured the transaction by divesting cloud streaming rights to Ubisoft, and secured clearance after nearly two years of regulatory challenges.
Microsoft Activision Read More »
A case study in private M&A, examining the likely transaction structure, due diligence focus areas around IP and data protection, deal protection mechanisms available in private company acquisitions, and risk allocation through sandbagging clauses and indemnification provisions.
Legal 500 / Mondaq Read More »
Strategic analysis of Netflix’s $82.7 billion acquisition of Warner Bros. Discovery’s studio and streaming assets, examining the strategic reversal for a company that once declared itself ‘better builders than buyers’, the existential debt crisis driving WBD’s sale, and the substantial regulatory and competitive risks facing the deal.
Netflix / Warner Bros. Read More »
Home›Reports›IB Perspective›TMT IB Perspective TMT February 2, 2026 Strava's Acquisition of Runna A pivotal move in fitness tech consolidation FW
Strategic analysis of Alphabet’s largest-ever acquisition, examining why Google paid ~46x ARR for the cloud security startup, the competitive necessity driving the deal at 13% cloud market share, and the risks of preserving Wiz’s multi-cloud neutrality under Google ownership.