Tag Archives: M&A Arbitrage
The $6 Billion Gambit: Why EQT’s Potential Sale of SUSE Defines the 2026 Tech M&A Resurgence:
(HedgeCo.Net) The Open-Source Renaissance As private equity firm EQT explores a $6 billion sale of SUSE, the enterprise software world is watching a masterclass in value creation and timing. SUSE, the German-born titan of open-source Linux distributions, has undergone a radical transformation since EQT took it private. […]
Private Equity’s “Great Unlocking” Meets a Re-Opening IPO Window:
(HedgeCo.Net) If 2022–2025 was about holding assets and protecting marks, 2026 is shaping up as the year GPs try to realizegains again—because liquidity is now a strategic necessity. Private equity and venture capital have been bottlenecked by a simple constraint: muted […]
EQT Acquires Coller Capital for $3.7B:
(HedgeCo.Net) In one of the most consequential private-markets transactions of early 2026, Swedish alternative-asset manager EQThas agreed to acquire UK-based Coller Capital, a pioneer in private equity secondaries, in a deal valued at $3.2 billion upfront with up to $500 million in additional contingent consideration—putting the […]
“AI as a Capital Cycle” Reshapes Deal Flow:
(HedgeCo.Net) AI isn’t just a tech story at the largest alternative firms—it’s a capex-and-credit story, a data-center story, an infrastructure story, and a deal-structure story. The biggest managers are now framing AI as a multi-year investment cycle that affects everything from power […]