Finance Updates – Page 21 – Finance Updates

Berkshire’s $9.7B OxyChem Buy: Stable Chemical Assets, Heavy Debt Cut

Berkshire Hathaway closed its $9.7B all-cash ...

Occidental will apply $6.5B of proceeds to cu...

OxyChem stays a standalone Berkshire subsidia...

Occidental retains legacy environmental and t...

Cerity Partners Merges with Austin Private Wealth, Adding $1.4B AUM & RIA Scale

Americas M&A Other Financial Investment Activities

Cerity Partners (~$140B AUM) will merge with ...

Republic Capital Group served as Austin Priva...

The deal expands Cerity’s Austin footprint an...

It continues Cerity’s acquisition-driven grow...

KeyBanc Lifts NVIDIA Target to $275 on Blackwell Ultra, GB300 Powering Data Center Gains

Americas Firms Semiconductor and Other Electronic Component Manufacturing

KeyBanc raised its Nvidia price target to $27...

Strength was led by Data Center growth and a ...

KeyBanc cites roughly $57B in Q3 revenue (abo...

Key risks include supply/capacity constraints...

U-Haul Investors Watch: Why Capacity Vs. Occupancy Metrics Are Crucial in Self-Storage Finance

Americas Firms Warehousing and Storage

U-Haul Holding Company will present at KeyBan...

As of September 30, 2025, U-Haul owned 831 se...

Self-storage revenue rose to about $667 milli...

Investors are focused on whether pricing and ...

Super League Strengthens Board: Marti Frucci Joins, CEO Matt Edelman Becomes Chairman

Americas Firms Internet Publishing and Broadcasting and Web Search Portals

Super League appointed investment banking vet...

The move follows claimed balance-sheet streng...

Frucci brings 30+ years and $20B+ in Telecom,...

Key watch items are whether governance concen...

JPMorgan’s Strategic Advisory Push: Balancing Deeper Client Ties Against Margin Risks

Americas Firms Securities and Commodity Contracts Intermediation and Brokerage

JPMorgan launched “Special Advisory Services,...

Basic or one-off help will be free, while lar...

The move builds on strong 2025 investment-ban...

It aims to deepen client stickiness and cross...

Freeman Spogli’s $45M Bet on El Pollo Loco in 2007: Growth, Risks, and Restaurant Strategy

Americas M&A Restaurants and Other Eating Places

Freeman Spogli & Co. invested $45 million in ...

The capital was aimed at accelerating nationa...

The deal came amid a $22 million trademark/de...

At the time, El Pollo Loco had 389 restaurant...

CCMP Growth IV Closes USD 500M+ Fund for U.S. Industrial & Consumer Growth Firms

Americas Firms Other Investment Pools and Funds

CCMP Growth Advisors closed its first fund si...

Fund IV targets North American middle-market ...

The fund is over half deployed across four pl...

Leadership succession is positioned as contin...

WOW!’s $1.5B Take-Private Deal: New CEO Frank van der Post to Lead Fiber-Focused Transformation

Americas M&A Wired Telecommunications Carriers

WOW! named Frank van der Post CEO effective J...

DigitalBridge and Crestview completed the tak...

The new owners and CEO plan to invest in netw...

Van der Post brings fiber-broadband and comme...

Telecom Firm Faces Leadership Shake-up Amid Take-Private Push & Fiber Expansion Hurdles

Americas M&A Wired Telecommunications Carriers

DigitalBridge and Crestview Partners closed a...

Frank van der Post, former Breezeline preside...

WOW! is prioritizing fiber expansion after pa...

Operationally, legacy video/phone revenues ar...