MergerLinks Weekly Review

MergerLinks Weekly Review

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Thoma Bravo completed the acquisition of SailPoint for $6.9bn.

KKR completed the acquisition of Barracuda Networks from Thoma Bravo for $4bn.

NFE and Apollo formed a $2bn joint venture.

Norway's wealth fund loses record $174bn in first half of 2022.

Saudi Wealth Fund buys $7bn US stocks amid recession fears.

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Thoma Bravo completed the acquisition of SailPoint for $6.9bn.

Thoma Bravo, a US-based private equity firm, completed the acquisition of SailPoint, an Austin Texas tech company that provides identity management and governance for unstructured data access, for $6.9bn.

"Identity security is core to cyber security and businesses have realized that to fuel business growth and success, they must start with identity as the foundation for secure business transformation. We've experienced rapid growth and see a tremendous opportunity ahead of us to continue to set the pace in the identity security market as the category leader," Mark McClain, SailPoint Founder and CEO.

SailPoint was advised by Morgan Stanley, Goodwin Procter and ICR. Morgan Stanley was advised by Cooley. Thoma Bravo was advised by Kirkland & Ellis and Finsbury Glover Hering. Debt financing was provided by Blackstone, Golub Capital and Owl Rock Capital.

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KKR completed the acquisition of Barracuda Networks from Thoma Bravo for $4bn.

KKR?completed the acquisition of Barracuda Networks, a provider of cloud-first security solutions, from Thoma Bravo, a software investment firm, for $4bn.?

"We believe that with the support of KKR, we will continue to invest in growth and foster a culture that gives our team the resources and inspiration to continue to create and deliver the next generation of leading cybersecurity solutions for our customers and partners. We are very appreciative of Thoma Bravo's support and very excited to be working with KKR on this next phase of Barracuda's journey," Hatem Naguib, Barracuda CEO.

KKR was advised by Barclays, DBO Partners, Guggenheim Partners and?Simpson Thacher & Bartlett. Thoma Bravo was advised by JP Morgan, Kirkland & Ellis and Finsbury Glover Hering.?

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NFE and Apollo formed a $2bn joint venture.

NFE, an integrated gas-to-power company, and Apollo, an asset management company, formed a $2bn joint venture, create a global marine infrastructure platform underpinned by long-term contracts.

“Together with Apollo, we are creating a leading LNG marine infrastructure platform to help accelerate the energy transition while freeing up capital to continue to invest into our Fast LNG and downstream LNG projects worldwide. We are pleased to be partnering with Apollo in creating a maritime infrastructure company that will help support NFE’s growing LNG infrastructure needs going forward,” Wes Edens, New Fortress Energy Chairman and CEO.

NFE was advised by DNB Bank, Morgan Stanley and Akin Gump Strauss Hauer & Feld. Apollo was advised by BMO Capital Markets, Investec, Paul Weiss Rifkind Wharton & Garrison and Vinson & Elkins. Debt financing was provided by Brookfield Group, Carlyle Global Credit, Global Infrastructure Partners and HPS Investment Partners. Debt providers were advised by Milbank.

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Norway's wealth fund loses record $174bn in first half of 2022.

Norway's sovereign wealth fund, the world's largest, made a record loss of $174bn in the first half of 2022 as stocks and bonds were hit by global recession fears and rampant price inflation,?Reuters?reported.

The $1.3tn fund's return on investment was a negative 14.4% for the January-June period, which was still 1.14 percentage points ahead of the return on its benchmark index.

"The market has been characterised by rising interest rates, high inflation, and war in Europe," Chief Executive Nicolai Tangen of Norges Bank Investment Management, which operates the fund, said in a statement.

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Saudi Wealth Fund buys $7bn US stocks amid recession fears.

Saudi Arabia’s sovereign wealth fund invested more than $7bn to build new positions in US stocks including Amazon.com, Alphabet, BlackRock and JP Morgan as markets were battered by recession fears,?Bloomberg?reported.

The $620bn Public Investment Fund also added to positions it held in Facebook owner Meta Platforms, PayPal and Electronic Arts in the second quarter. The acquisitions show that the PIF, as the fund is known, is doubling down on its bet on technology investments despite a rout in valuations.

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