#acquisition

Ansys was a great company to work for. I didn't get that same impression from Synopsys, but I guess that comes with working for a much larger company.

It was a good 5 years.

Is this attainable given top line decline rates are 9%

MW is promising something like 12% production increases per year to account for production declines and well failures.

Is this doable or will more companies need to be purchased?
Possibly a Permian Pure Play, and a multinational large independent

Union locals declared surplus, and offering EISP through Nov 25 2025

ZERO non-union layoffs have occurred but are anticipated Nov 20 2025

Frontier acquisition anticipated 1Q26

GNT re-org

What else ? And / Or make corrections here.

Did anyone else receive a “Continuation Coverage Rights Under COBRA” letter from Synopsys today? It specifies that it’s not a notice of termination, but the timing feels off. It may be related to the acquisition, though given that one of the usual COBRA triggers is loss of employment, the timing could have been handled better.

Is not because of poor net adds or gained AI efficiencies but to finance the Frontier acquisition. Maybe if Lowell hadn’t squandered 10 billion on AOL and Yahoo we would all be enjoying this holiday season. Poor decisions by leadership with regards to spectrum purchases and failed mergers is why many of us will see our lives disrupted.

Why are partners like Victra hiring a bunch of former Verizon people?

Are they getting ready to take over more than just retail stores?

Will they also be opening their own contact centers to manage the customers they activate and support?

All interesting potential moves that show you the possible work being done and fast.

I saw this today via a Google alert.

"Market attention recently turned to ongoing reports about DXC exploring strategic alternatives. Some analysts have noted renewed takeover interest from private equity groups, which likely stirred price volatility and new speculation about its true value."

https://finance.yahoo.com/news/investors-reassess-dxc-technology-takeover-050450354.html

Congo Brands, the parent company of Prime Hydration (co-founded by Logan Paul) and Alani Nu, is laying off 155 employees in North Texas by the end of 2025. The job cuts follow a $1.65 billion acquisition of Alani Nu by Celsius Holdings, finalized in April 2025.

Most of the affected workers are remote or field-based employees in Texas, including over 40 regional sales representatives and 26 account or marketing sales staff. The layoffs begin December 31 and come with no union representation or transfer (“bumping”) rights.

Alani Nu, known for its influencer marketing and fitness-focused energy drinks, has grown rapidly but now faces restructuring amid industry consolidation. The layoffs reflect broader corporate downsizing trends across the U.S. beverage sector in 2025, particularly in sales and marketing roles.

Hopefully SF is considering de-mutualizing in efforts to remain a force in the industry. Not to mention an IPO and/or being purchased by another stock company could be both beneficial for current and future employees… as well as attracting and retaining top talent.

With Sunoco acquiring Parkland, layoffs started Monday. Some employees laid off immediately, some of with working notice. Minimal severance apparently, the bare minimum.

Is Alvind purposely trying to pork up the balance sheet so much , he wants more obligations ?

I was told the company needs to be leaner and they need to bring down costs but what the he11 are these acquisitions for ?

Just good press? Bragging rights ?

Make it make sense

A very simple question now all you Lexmark folk are part of Xerox - a warm welcome, or a shock awakening ?

39K before acquisition, how about now?
How far to go to reach 7K or another number?

From a former Target executive

https://www.forbes.com/sites/christopherwalton/2025/11/03/target-is-acting-like-a-company-preparing-for-acquisition/

So this is what a “market-based” company looks like? Since John Stankey took over as CEO in 2020, AT&T’s stock has gone nowhere, bouncing between $14 and $24 while billions were wasted on failed acquisitions, buybacks, pointless reorgs, and the most tone-deaf RTO policy in corporate America.

Five years in, zero shareholder value created. Billions burned. Morale at rock bottom. The “market” isn’t buying his strategy, and neither are the employees who actually keep this place running.

If Stankey really wants to be “market-based,” then start listening to what the market is saying: no confidence. Bring back flexibility, respect, and results-driven work. The 5-day RTO punishment failed. It’s time to admit it and move forward.

Are we really going to keep the woodlands office after divesting the anadarko?

Lots of buzz on this or they might end up selling one of the two - Merchant vs Financial - lucrative stock price!!! save the ship from sinking while Franky and his gangsters sip some luxurious wine, watching sunset from his beachfront villa , laugh it out on hard working associates who are about to be RIFd big time !!! What a shame s**ky Franky

I’ve been looking on this site for the past week and what I have gathered is nobody actually knows anything. Only thing I have seen is a lot of speculation. If you actually know something bring the proof. Also, does anybody think that maybe the acquisition of Frontier and once the acquisition goes through that will be the actual layoffs? Wouldn’t they just layoff the people that worked for Frontier if the jobs are already taken at Verizon? From what I’ve read Verizon will layoff 4,000-5,000+ people from Frontier once the acquisition is completed. I may be wrong but this makes sense.

So, I've been holding on to my Shel shares waiting for them to announce the move to the US. I figure that's the last rabbit to pull out of the old hat, and then the show is over. Honestly, shares have been on a rise lately and its been a decade since they've been this high and there is no discernible reason for the price to be this high. I've sold some just in case this is the highest they get. But I am speculating that the price jumps when Shell moves to the US. I mean its not value, its not growth potential, its not the buy-backs, its not the leadership and their vision. We're all waiting and hoping for the announcement that makes the shares jump so we can sell. Shows over soon I hope.

Any truth in this? I've heard multiple rumors that PNC is buying us. We are cutting expenses big time for a couple years now at anything middle market or under level. Something is in works but I am unsure if these rumors have any validity to them. Weird times we live in.

Is there any truth to this?

https://www.cbsnews.com/news/kenvue-kimberly-clark-acquisition-tylenol/

Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, NVIDIA began as a graphics processing company focused on improving video game visuals. Its breakthrough came in 1999 with the launch of the GeForce 256, the world’s first GPU, revolutionizing computer graphics and parallel computing. Over the next two decades, NVIDIA expanded beyond gaming into high-performance computing, data centers, and artificial intelligence. Its CUDA platform, introduced in 2006, enabled GPUs to accelerate AI and scientific workloads, cementing NVIDIA’s role at the heart of the AI revolution. Today, NVIDIA is a global leader in GPUs, AI chips, and data center solutions, shaping industries from gaming to autonomous vehicles and generative AI.

We’re back.

AIG, Onex partner to buy specialty insurer Convex in $7 billion deal

Oct 30 (Reuters) - Canadian asset manager Onex (ONEX.TO), opens said on Thursday it has teamed up with U.S.-based insurer AIG (AIG.N),to buy privately held specialty insurer Convex Group in a $7 billion deal.

With some these cash strapped independent blues plans, you think the board is regretting the Cigna acquisition?

Could have had blue licenses in Minnesota, Michigan and others, probably for far less than 3.5 billion too.

..... if the end is bankruptcy or sold off so be it. Just please pay severance

Left hand to buy the right hand? Is it legal for Intel to buy a startup (not doing well at all) owned by the same CEO? Is it financial game/scam that Lip-Bu Tan is playing?

Does anyone have any more information on this?

The last I heard was the following;

APLA will transition to APAC, Latin America will join North America and CS will transition to a new role called VP, Global Geo Ops, which will be all about tying together the geos for consistency with a focus on brand and product. They will report directly to AM.

CHEERS

Another day, another acquisition

https://www.reuters.com/legal/transactional/germanys-sap-mulls-new-bid-software-firm-blackline-sources-say-2025-10-27/

https://m.economictimes.com/news/international/us/huntington-bank-to-acquire-cadence-bank-for-7-4-billion-stock-falls/amp_articleshow/124851773.cms

The combined bank will be bankrupt by 2027. Two of the worst mismanaged banks out there. Who will go under first? Pinnacle/Synovua or Huntington/Cadence?

Even the market is calling CVE on their desperation to acquire MEG. Can this company do anything right? They overpay and undersell. Do they actively try to lose $$$. No wonder their stock price can’t creep higher than $25. Forever the bottom feeder in the E&P space.

Tomorrow, 31 Oct 25, is Juniper's last day as the company.

The sadness of seeing something valued come to an end.

Stifel Chairman and Chief Executive Ronald Kruszewski on Wednesday sent a memo to the company’s employees, including 2,300 advisors, seeking to counter rising speculation that he could sell the 135-year-old firm.

“Let me be clear. Stifel is not being sold to Raymond James or to anyone else,” Kruszewski wrote in the memo, which referred to a report in industry publication WealthManagement.com.

The article had linked Stifel to a potential deal with regional rival Raymond James Financial. The publication cited anonymous sources who said that legal pressure and rising costs tied to barred Miami broker Chuck Roberts could put pressure on St​​ifel to sell and that Raymond James was discussed as a “likely buyer.”

Kruszewski called the report “ridiculous and misleading” and compared it to a “White House leak.”

“I’m just surprised Stifel isn’t being linked to Russian collusion,” Kruszewski wrote in the memo, titled “Setting the Record Straight (With a Smile).”

A Stifel spokesperson confirmed the memo but declined further comment.

Raymond James did not return requests for comment. Wednesday’s article noted that, “[I]t is unclear how formal the talks are between the firms or if an agreement is imminent.”

Raymond James trades at a market capitalization of around $31 billion compared to Stifel’s $12 billion. The St. Petersburg, Florida-based firm has around 8,900 brokers.

“I know the folks at Raymond James,” wrote Kruszewski, who has led Stifel since 1997. “They’re a nice company, but let’s be honest, I believe Stifel is number one.”

The question of a sale surfaced last week on Stifel’s third quarter earnings call during which BMO Capital Markets analyst Brennan Hawken asked about whether the company was for sale and noted that, “Many investors believe that [it] can make for a good target.”

Kruszewski, 67, responded that there was “no need” to sell the company and that questions seem to be driven by concerns about whether he could run out of energy and want to sell.

“That ain’t the case here,” Kruszewski said on the call. “I’m not looking to do anything.”

A source close to the company said that Kruszewski was concerned following the earnings call that plans to sell its non-core independent brokerage business had been conflated with an intention to sell the company.

Stifel on Monday announced it had agreed to sell its $9 billion-asset independent contractor unit to Equitable Advisors, confirming a report earlier this month.

Common Wealth said the same thing and they sold like 4 months later. I definatley think they are selling now.

Congratulations leadership team! You’ve wiped out 7 years of growth in 2 quarters - but don’t fear…This new leadership team will bring it back - even though they haven’t got the first clue how to address the complexities of the various acquisitions of the last 2-3 decades.

16 core platforms to 5!..Yeah, right. If you force a bank/cu customer through a conversion then they will RFI/RFP to the competition and you will probably lose that client for causing them pain. Add to that the continuing shrinking of the FI business in the US through acquisition, merger and liquidation…It’s ugly!

The fact that the CEO threw out Agentic AI as the savior technology within the first few minutes of the presentation just shows they’ve been spoon fed by their consulting advisors (e.g. McKinsey, Bain, etc). There isn’t a single person in the leadership team that can describe how that would work against their biggest problems - i.e. Customer Satisfaction.

Let’s see how this changes for full year results.

So which one will it be?

BG&E buys PE Maryland

Dominion buys MP and FEPA

JCP&L merges with a local "waste management" operator for investment opportunities.

Clemmer did the same thing with AGERE and LSI in the early 2000's. Starboard sees a huge return on share price, sells of course. Good call on Starboard's part brining Clemmers to the table.

There is going to be be some major reorgs and fat cutting. I don't think the Triquint-RFMD Lackeys will survive overall. Arrangements like five supervisors for the the same group of people will not bode well.

There will be massive duplication of services. Redundant groups will be addressed.
Watch the management! True test of character now, watch what your manager shares with you. More than likely only concerned about themselves. And rightfully so.
This is an IP grab for Skyworks. Maybe some niche designers will be absorbed. Personally, I feel it couldn't happen to a more deserving management group!

Just in time for Christmas too!

What's this renewal rights transfer supposed to mean for us? Some former colleagues went there with huge pay increase, they'll start regretting it now I guess

Do you think Hal is downsizing the business to sell?

"Skyworks Solutions will BUY smaller rival Qorvo, they said on Tuesday, forming a $22 billion combined company that supplies radio-frequency chips to Apple and other smartphone makers."

The stock-and-cash deal, which will create one of the largest U.S. suppliers of radio-frequency chips. The aim is to repositoon the new company for a recovery in the smartphone market.