#merger

Which is the best (or worst) outcome here: (1) Insight is acquired by a Capgemini, NTT Data, Computacenter, Infosys, or Accenture - say its for their client footprint, onshore presence, vendor logistics, or whatever - or (2) PE steps in. Perhaps its Thoma Bravo, Francisco Partners, KKR, Apollo, etc - for the sake of executing a restructuring and margin optimization buy-and-build strategy without the public stock scrutiny - or (3) things remain the same. The same old same old same old same old Q-after-Q paper cut plan. What is the better option? 1, 2, or 3??? The wide range M&A Premium would place an implied price between $160 to $185/share. Enterprise market cap value minus net debt (~$1.3B) leaves decent forward P/E earnings power. What would you like to see happen? Which would be worse - what might be better?

It’s official! There will be no more layoffs this year due to the DT merger cancellation! Thank you Lord Jesus! 🙏

Thinking this explains everything if your willing to consider context today. .

Non-Proforma Market Capitalization Pre-Merger Market Cap (Dec 2019)

BB&T $41.60 Billion
SunTrust $31.10 Billion
Combined Independent Baseline $72.70 Billion

August 2026 Truist Financial Corp. (TFC)—$63.33 Billion

This represents a net equity destruction of 12.89% of the original standalone value and provides some situational awareness.

Billy R. and B' monkey Cummings just bought a pottery wheel and kiln to make designer coffee cups for Mike Mayo and all the other shareholders and employees that have lost money.

https://www.semafor.com/article/07/31/2026/t-mobile-deutsche-telekom-merger-stalls

Flushing Bank will lay off 174 employees at its Uniondale headquarters starting August 10. These reductions follow the bank's merger with OceanFirst Financial Corp. The affected staff represent nearly half of the headquarters' workforce. Layoffs are expected to continue through December 31. This action is a common outcome of bank consolidation.

Uniondale, New York

https://www.newsday.com/business/flushing-layoff-bank-warn-merger-reljp3gm

Hearing rumblings about September layoffs now that the merger has been delayed. Anyone else hear anything?

I heard the UK lost a lot of staff in Q2 but have any other European countries been affected ? Some Euro colleagues I spoke with said things were on hold due to the BT merger.

Since the EU gave approval for the merger and the US petty states are getting restraining orders. To make the Ellison's bleed a little bit longer. Which is pointless as pretty much the Ellison's have a suit of lawyers. Ones that have gone to the highest courts.

Get ready for our upper MGMT (directors and above) to be getting AI memos and toupees mug shots. Trying to claw a clear pathway on the rungs on this ladder.

The deal is done. Merger approved. A bunch of bloodbaths coming soon near your next dynamic broadcast. Stop holding on.. on second thought. Join those in news who keep trying to inflict 60 minutes of pain. Maybe you can all hold hands and pray and move the show to Saturdays, instead of Sundays. If you get my reference.

Enjoy!

If even then. I'm starting to get a bit optimistic that this whole thing could fall through in the end.

https://www.engadget.com/2222897/paramount-agrees-to-delay-warner-bros-merger-into-2027/

The timing on this is very interesting. . .
Plenty of money for more M&A. Buying their way to revenue growth continues. . .

https://www.techtimes.com/articles/321374/20260723/ibm-acquires-hrl-bring-silicon-spin-qubits-its-anderon-quantum-foundry.htm

Fifth Third Bank is laying off 234 employees at a former Comerica Bank operations center in Auburn Hills, bringing the company's Michigan job cuts tied to the merger to more than 700.

https://www.detroitnews.com/story/business/2026/07/22/fifth-third-bank-cuts-more-jobs-targeting-comerica-operation-center/90773990007/

This layoff is so-called cleaning house/overlapping functions....happens with mergers/acquisitions. Saw many heads hacked from top to bottom throughout my tenure and left voluntarily after 7 years.....could hear the axe being sharpened again. Turbulent times then....and still today. BUT so glad I moved on to a better/bigger life.

Heard that several companies are circling for merger / acquisition of FIS. This is the reason stock went from 38 to 41 as news was leaked and potential buyers stared accumulating stock from open market.
CapitalOne, Visa and Private Equity firm led by Silver Lakes partners have shown interest to buy.

https://www.therobarcher.com/p/fridays-court-hearing-could-shape

A coalition of twelve states, led by California Attorney General Rob Bonta, has filed a lawsuit to block the proposed $110 billion merger between Paramount and Warner Bros. Discovery. The states argue that the consolidation would reduce competition, leading to higher prices, lower quality content, and fewer opportunities for diverse storytelling in the film and television industry. Paramount has stated that the lawsuit misapplies antitrust laws and that they will vigorously defend the transaction. The Department of Justice had previously investigated and concluded the merger would increase competition. Industry observers note that smaller, independent filmmakers are already demonstrating market viability, challenging the necessity of such large-scale consolidation.

https://townhall.com/tipsheet/julia-cassidy/2026/07/13/12-democratic-states-block-paramount-merge-with-warner-bros-n2679342

www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15/

• Offer represents around 28% premium to PayPal's Tuesday closing price
• Banks committed about $50 billion in financing for the bid
• Stripe and Advent would each hold equal stakes in PayPal

It’s been a year since Shell declared they were not going to make an offer on bp. And there have been almost no speculation about mergers or takeovers since then. This place must be so unappealing to the rest of the industry. Someone please just step up and do what need be done.

Logistics firm Fusion Transport LLC is planning to eliminate 79 positions at its New Jersey location. These workforce reductions are slated to begin on October 1st. The company offers a range of services including freight management and warehousing. Fusion Transport was established in 2019 through a merger. The impact on the Piscataway facility's future operations remains uncertain.

Piscataway, New Jersey

https://finance.yahoo.com/small-business/articles/major-middlesex-county-logistics-company-143942468.html?ref=biztoc.com

anyone hear if separation packages will be offered again? If yes, do we think the package will be any better than last time they were offered since they will be looking to get rid of many employees once merge is finalized (2 weeks for every year worked).

They keep talking about the majority of the minority vote being needed to merge DT and Tmo. So how would you do that if you knew the current minority would vote no? You push them out. How? Drop the stock price so people panic sell. Lay them off so they are forced to sell. Devalue the company as much as possible so a buyout must happen for the org to survive. Once DT acquires TMo, sell to starlink because the FCC can't block a german owned company.

The goal isn't financial success right now, it can't be.

Time Warner and should have left it alone. That was a gem of an asset that could have had significant growth but the SBC blockheads had to get their grubby paws into it and dirty up the punch bowl. You think about all the M&A over the years and what they botched, divested, ruined etc...The hubris for an SBC Telco Executive team to think they could do better than the entertainment talent of Time Warner. With AT&T Executives I see little to no connection with the masses of customers or the overwhelming majority of the employee base. I left 2+ years ago and it was the best decision I ever made. Those hanging around based on some mythical package they think they will get.....times have changed and those days are over.

How much do you want to bet that Fiserv does sell to those big banks but the deal still has Fiserv operating the network. Meaning basically nothing changes other than some money. This allows the banks to bypass the regulations and Fiserv keeps doing its thing. Imagine how difficult it would be to pull Star out of Fiserv at this point, I would say a minimum of 5 years to unwind that beast.

https://www.press-citizen.com/story/news/education/college/2026/07/07/iowa-city-based-act-sale-to-ets-follows-layoffs-losses-iowa-students-high-school-college-readiness/90823864007/

Will belk combine truck, merch team, housekeeping & fulfillment like Macys just started doing?

I highly recommend you research the original WP press release. Read it, then reread it slowly. It’s in the first paragraph. To add to that, Exhibit A Certificate of Incorporation of surviving Corporation. Agreement and Plan of Merger.

Ex Hess now Chevron employees please share with Oxy employees what to expect once CVX purchases Oxy. Any insight on who to outlast and survive?

Anyone have an idea of what the severance is looking like post merger. Senior leader hinted to our group 2 months ago it would be comparable to VSP and details would come out shortly. We have heard nothing since. Alex Taylor stated we would be proud of how they handled this merger and all they have done is kept us in the dark and guessing.

Just checking in to make sure everyone remembers that media over networks was absolutely the future. It was clearly the defining strategic vision of the decade, and there was never any reason to question whether combining a telecommunications giant like ours with one of the world's largest media businesses would create enormous synergies and long term value for both customers and shareholders.

The Time Warner acquisition was a masterclass in strategic acquisition. The strategy worked flawlessly, shareholder value soared, and the industry has been racing to copy the playbook ever since. It has become the gold standard for how transformational acquisitions should be executed. It demonstrates how 2 large companies can great enormous synergies when they come together. The only thing acquired faster than Time Warner was our confidence.

An article came out stating procurement and supply chain are being combined under one group now. We all know that this means more roles will be eliminated in the U.S. and outsourced to GCC in Mexico.

https://www.lightreading.com/network-platforms/bt-unloads-loss-making-international-unit-in-verizon-tie-up

Do we have money for this ?

Ed Whitacre handed over a Golden Goose to his replacements and they ki-led it. We lost our Dow status, drowning in debt, stock price declines and tarnished by failed mergers and other miscellaneous tangents!

He is here to do a job (merge this company with Deutsch Telekom) and that has nothing to do with your best interests.

Considering applying for a nice architect job there at WB, but merger has me hesitant

Los Angeles County released a report on the Paramount Skydance-Warner Bros. Discovery merger. The report estimates 2,495 local positions could be affected. This figure identifies roles exposed to consolidation, not a layoff forecast. The combined company would carry significant debt and seek billions in savings. LA County is developing a workforce action plan for these workers.

Los Angeles, California

https://www.smdp.com/la-county-report-flags-nearly-2-500-local-jobs-at-risk-in-paramount-skydance-warner-bros-discovery-merger/

How long do yall think before anadarko and Marcellus basins both get sold after the merger? Kimmeridge and Toms Capital are both very vocal on Devon leaving these assets behind, and Kimmeridge was supposedly a big factor on forcing Coterra into changes that led to the merger. Marcellus already has an 8 billion dollar offer on the table. Will this be Devon’s way of reducing the workforce and gaining capital back?

Anything going to happen besides top level management gone? New leadership July 1 but not a word about the rest of the peons.

Does anyone know if Deg is merging with business services, in IBEW they are currently under the central office world. Anyone got any information

With the fact that new clients, new business wins, new marketshare gains from existing partnerships are NOT happening at BNY, what is the business world to determine? BNY has been destroying it’s employee base in the US and UK in order to save cash. It’s interesting that the company is trying to stop paying employees that it fires for devious reasons too. It is adding up that the so called profitibility at BNY is only happening by stagnating existing client revenue and firing FTE’s while avoiding payouts and holding onto people’s saving match benefits until the following year. The investment community is starting to become awake to this. This is an unhealthy company. And unhealthy RV and his GS based board are incapable of growing and innovating this place. A push for a merger has got to be in the works soon. Or else…..

Thoughts re: Corebridge Financial terminating as a legal entity when it is absorbed into Equitable Holdings?

Just floating around with the tide and no destination. They could have been something if they bought up companies and simply just left them alone. The hubris of strategy, synergies, and merger integration....SBC RBOC boys from Texas. They were block head hammers and everything was a nail. Saw it first hand with the Cingular tie up. SBC heads for the most part were belligerent bulldozers.