Fund Ops Playbook
How the fund found, selected, allocated, and executed each event.
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Bon Secours Mercy Health to acquire Surgery Partners
Open
DoorDash to acquire Instacart
Open
EQT Corporation to acquire Range Resources Corporation
Open
Trian Fund Management to acquire Wendy's
Open
Guidewire to acquire hyperexponential
Open
TPG to acquire Ark
Open
Merck to acquire Silence Therapeutics
Closed
Salesforce to acquire Braze
Open
EQT to acquire Qiagen
Open
Australian Fund (unnamed) to acquire Associated British Ports
Open
SpaceX to acquire Grain Management
Open
SoftBank to acquire Allied Universal
Closed
Proofpoint to acquire Varonis
Open
EQT AB to acquire Cleanaway Waste Management
Closed
Dai-ichi Life Insurance to acquire Challenger Limited
Open
SoftBank Group to acquire Allied Universal
Open
Brookfield Asset Management / CPP Investments to acquire LXP Industrial Trust
Closed
Penske Corporation / Mitsui to acquire Penske Automotive Group
Closed
GTCR and Elliott Management to acquire CCC Intelligent Solutions
Closed
Amazon to acquire Decart
Closed
Schneider Electric to acquire PTC
Closed
Phillips 66 to acquire Marathon Petroleum
Closed
Starbucks to acquire Chipotle Mexican Grill
Closed
Weston Family to acquire Boots
Closed
C.H. Robinson to acquire RXO
Closed
AkzoNobel to acquire Axalta Coating Systems
Closed
Weston to acquire Boots
Closed
Schneider Electric to acquire PTC
Closed
Wittington Investments / Fairfax Financial to acquire Boots
Closed
McKesson / Clayton, Dubilier & Rice to acquire Option Care Health
Closed
Emera to acquire Canadian Utilities
Closed
KKR to acquire Gen II
Closed
Cenovus Energy to acquire Athabasca Oil
Closed
Schneider Electric to acquire PTC Inc.
Closed
Intesa Sanpaolo to acquire Monte dei Paschi di Siena
Closed
Advanced Micro Devices to acquire World Labs
Closed
BASF to acquire Evonik Industries
Closed
Onsemi to acquire Synaptics
Closed
Novartis to acquire Abogen
Closed
Authentic Brands Group to acquire Mattel
Closed
AAR Corp. to acquire MRO Holdings
Closed
Hafnia to acquire Torm
Closed
Gold Fields to acquire Northern Star Resources
Closed
Brixmor Property Group to acquire 23 grocery-anchored shopping centers (+ 92 via JV)
Closed
Hapag-Lloyd to acquire ZIM
Closed
Leviathan Partners to acquire Dalia Energy
Closed
Anthropic to acquire Akamai Technologies
Closed
Akamai Technologies to acquire Anthropic
Closed
Gen Digital to acquire GoDaddy
Closed
Barry Diller to acquire MGM Resorts International
Closed
Tilman Fertitta to acquire Caesars Entertainment
Closed
Brookfield to acquire Actimize
Closed
Telix Pharmaceuticals to acquire ITM Isotopen Technologien München
Closed
Royal Caribbean to acquire Sandals Resorts
Closed
Goldman Sachs to acquire Palmer Square
Closed
EQT to acquire Perpetual
Closed
Investor Group Led by Thomas Priore to acquire Priority Technology Holdings, Inc.
Closed
Skydance Media to acquire Warner Bros. Discovery
Closed
Telix Pharmaceuticals to acquire ITM Medical Isotopes
Closed
Cohere to acquire Aleph Alpha
Closed
Mittal-Poonawalla (consortium) to acquire Rajasthan Royals (and two global franchises)
Closed
Novo Nordisk to acquire Orbis
Closed
Amazon to acquire Generac
Closed
May Mobility, Inc. to acquire ACP Holdings Acquisition Corp.
Closed
Grab to acquire Atome Financial
Closed
Merck to acquire Terns Pharmaceuticals
Closed
Puig to acquire Isdin
Closed
DFO (Dell Family Office) to acquire Baldwin
Closed
Solar Industries India to acquire Omnia Holdings
Closed
Copart to acquire ACV Auctions
Closed
DFO Management, LLC and Sequence AI Holdings, Inc. to acquire The Baldwin Insurance Group, Inc.
Closed
Apollo Global Management to acquire Johnson & Johnson Orthopedics Unit
Closed
Brookfield to acquire PGP Glass
Closed
Apollo Global Management to acquire DePuy Synthes (Johnson & Johnson)
Closed
Analog Devices to acquire Alif Semiconductor
Closed
Apollo Global Management to acquire Johnson & Johnson orthopedics business
Closed
Bending Spoons to acquire Miro
Closed
GE Aerospace to acquire CPP
Closed
GE Aerospace to acquire Consolidated Precision Products
Closed
Independence Realty Trust to acquire Centerspace
Closed
Nvidia to acquire Groq
Closed
RUM Group to acquire Northern Data
Closed
Vinod Khosla to acquire Seattle Seahawks
Closed
Salesforce to acquire Listen Labs
Closed
NVIDIA to acquire Groq
Closed
Enbridge to acquire Tallgrass
Closed
Haji Isam to acquire Bayan Resources
Closed
Fox Corporation to acquire Roku
Closed
Cerberus Capital Management to acquire Goodwin Engineering Businesses
Closed
Cerberus Capital Management to acquire Goodwin (defence assets)
Closed
Wildcat Infrastructure, LLC to acquire Austal USA LLC
Closed
L3Harris Technologies to acquire Lockheed Martin (propulsion systems division)
Closed
Tamarack Valley Energy to acquire Headwater Exploration
Closed
Flex Ltd. to acquire EPC Power
Closed
EverBank Financial Corp to acquire WaFd, Inc.
Open
EQT to acquire McGill and Partners
Open
Shell to acquire ARC Resources
Closed
Nvidia to acquire Hugging Face
Open
Warburg Pincus to acquire Ingenia Communities
Open
Tata Motors to acquire Iveco Group
Closed
Stan Kroenke to acquire Los Angeles Angels
Open
Aon to acquire USI Insurance
Closed
SLB to acquire Kelvion
Closed
Uber to acquire Delivery Hero
Closed
NVIDIA to acquire Hugging Face
Closed
Independent Diversified to acquire Birch
Closed
Diversified to acquire Elliott Assets (Permian)
Closed
Samsung (insurance units) to acquire Canopius / PFG
Closed
Eli Lilly and Company to acquire Merida Biosciences
Closed
KKR to acquire A1 Garage Door Service
Closed
Vertiv to acquire Utility Innovation
Closed
Vertiv to acquire UIG
Closed
Samsung Biologics to acquire PolyPeptide Group
Closed
Elon Musk to acquire Cursor (Anysphere)
Closed
ONEOK to acquire Brazos Midstream (Permian Midland Basin Assets)
Closed
Veritas Capital to acquire Bodycote
Closed
Dassault Systèmes to acquire ArisGlobal
Closed
KKR to acquire Aon
Closed
Itochu Corporation to acquire Dentsu Soken
Closed
Nvidia to acquire Hugging Face
Closed
Allianz to acquire AA
Closed
Roche to acquire Akeso
Closed
Lim Hang Weng to acquire Yinson Holdings
Closed
Nvidia to acquire SharonAI
Closed
Boliden to acquire Nexa Resources
Closed
McKesson Corporation to acquire Precision Medicine Group
Closed
Vanguard to acquire Altruist
Closed
Advent International / Strike to acquire PayPal
Closed
Monte dei Paschi di Siena to acquire Banca Generali
Closed
Velocity Financial to acquire Toorak Capital
Closed
Velocity Financial to acquire Toorak Platform
Closed
SoftBank to acquire 1X Technologies
Closed
Victory Capital to acquire First Eagle Investments
Closed
Khosla family to acquire Seattle Seahawks
Closed
NVent Electric plc to acquire Maverick Power, LLC
Closed
Victory Capital to acquire First Eagle Investment Management
Closed
Google to acquire Mechanize
Closed
Nvidia to acquire Poolside
Closed
Inflection Point Acquisition Corp to acquire Ursa Major Technologies
Closed
Paramount Global to acquire Warner Bros. Discovery
Closed
Kenneth Dart to acquire Evolution AB
Closed
Tata Consultancy Services to acquire MHP (Porsche IT unit)
Closed
CVC Capital Partners to acquire Silicon2
Open
KKR / Dragoneer / Amwins to acquire Steadfast Group
Closed
Genentech to acquire Hanmi Pharmaceutical
Open
Monte dei Paschi di Siena to acquire Banco BPM / Banca Generali
Open
Merck to acquire Bio-Techne
Closed
Dragoneer Investment Group to acquire Minnesota Timberwolves
Closed
Stripe to acquire OpenRouter
Closed
NVIDIA to acquire Rebellions
Closed
KKR-Led Consortium to acquire Steadfast Group
Closed
Amwins / KKR / Dragoneer to acquire Steadfast
Closed
Mitsubishi Electric to acquire PCI
Closed
Amwins to acquire Steadfast
Closed
Fairfax Financial Holdings to acquire IDBI Bank
Closed
Stripe to acquire OpenRouter
Closed
Mitsubishi Electric to acquire PCI Energy
Open
Plum IV to acquire CTR
Closed
JBS SA to acquire Pilgrim's Pride Corporation
Closed
Mitsubishi Electric Corporation to acquire Power Costs, Inc.
Open
Big Ass Fans (Landmark Ventures / parent) to acquire Ebm-Papst
Closed
Stripe to acquire OpenRouter
Closed
Cyera to acquire Oasis Security
Closed
KKR to acquire UGI Corporation
Closed
Nuvei to acquire Payoneer Global
Closed
JBS to acquire Pilgrim's Pride
Closed
Brookfield Asset Management to acquire Reliance Worldwide Corporation
Closed
Trustar Capital to acquire Lingxi (Alibaba gaming arm)
Closed
Aegis Logistics to acquire Tristar
Closed
KKR to acquire UGI Corp
Closed
EQT Real Estate to acquire Rexford Industrial Realty
Closed
Diginex to acquire Resulticks
Closed
Deutsche Telekom to acquire Fiberhost / Inea
Closed
Cisco to acquire Splunk
Closed
Stripe to acquire OpenRouter
Closed
Ankora to acquire H.B. Fuller Construction Adhesives Business
Closed
Brookfield to acquire Reliance Worldwide Corporation
Closed
Xylem to acquire Pump Suppliers
Closed
Brookfield Capital Partners LLC to acquire Reliance Worldwide Corporation Limited
Closed
Deutsche Telekom to acquire Fiberhost and Inea
Closed
L'imad Holding to acquire Abu Dhabi Ports
Closed
Jeff Bezos; Eduardo Saverin to acquire Liverpool FC
Closed
Madison Air to acquire Ebm-Papst
Closed
Saudi-led consortium to acquire Electronic Arts
Closed
Anthropic to acquire Decart
Closed
Esco Technologies to acquire Megger Group
Closed
Trustar Capital Inc. to acquire Lingxi Games Inc.
Closed
Stripe to acquire OpenRouter
Closed
Josh Kushner / Bob Iger consortium to acquire Los Angeles Lakers
Closed
Partners Group to acquire Aroma-Zone
Closed
Diversified Energy to acquire Birch Resources
Closed
Apollo Sports Capital to acquire New York Yankees
Closed
Microsoft to acquire IREN
Closed
Stripe and Advent to acquire PayPal
Closed
Blackstone to acquire H&R REIT
Closed
Charter Communications to acquire Cox Communications
Closed
Bob Iger to acquire Los Angeles Lakers
Closed
Lactalis to acquire Saputo Dairy UK (Saputo's British dairy unit)
Closed
Lactalis to acquire Saputo British dairy unit
Closed
Trustar to acquire Alibaba Gaming Arm
Closed
EQT to acquire Cleanaway Waste Management
Closed
Silver Lake to acquire Workday
Closed
Anthropic to acquire Decart
Closed
Anthropic to acquire Decart AI
Closed
Rocket Lab to acquire Iridium Communications
Closed
Thoma Bravo to acquire Accelerant Holdings
Closed
Bob Iger and Josh Kushner (investor group) to acquire Los Angeles Lakers
Closed
Capital One to acquire Discover Financial Services
Closed
Bob Iger and Josh Kushner to acquire Los Angeles Lakers
Closed
Candle Lake to acquire Evolution
Closed
Mark Walter / Guggenheim group (Kushner, Iger co-investors) to acquire Los Angeles Lakers
Closed
EQT to acquire Cleanaway Waste Management
Closed
Bank of America to acquire Jio Credit
Closed
Bob Iger and Joshua Kushner investor group to acquire Los Angeles Lakers
Closed
Robert Iger and Josh Kushner to acquire Los Angeles Lakers
Closed
Josh Kushner and Bob Iger to acquire Los Angeles Lakers
Closed
Joshua Kushner and Bob Iger to acquire Los Angeles Lakers
Closed
Bob Iger, Josh Kushner to acquire Los Angeles Lakers
Closed
Alaska Air Group to acquire Hawaiian Airlines
Closed
Allegiant Travel Company to acquire Sun Country Airlines
Closed
Josh Kushner and Bob Iger (investor group) to acquire Los Angeles Lakers
Closed
Goldman Sachs to acquire NEOS Investments
Closed
GO Residential to acquire H&R REIT
Closed
Bob Iger and Josh Kushner (investor group) to acquire Los Angeles Lakers
Closed
Bob Iger and Josh Kushner to acquire Los Angeles Lakers
Closed
Goldman Sachs to acquire Neos Investments
Closed
Goldman Sachs to acquire Neos
Closed
Berkshire Hathaway to acquire Dominion Energy natural gas assets
Closed
Blackstone to acquire Air Canada Loyalty Unit (Aeroplan)
Closed
GO Residential REIT to acquire H&R Properties
Closed
Microsoft to acquire Activision Blizzard
Closed
Apollo Global Management to acquire New York Yankees
Closed
Mari (Ari Emanuel) to acquire ATG (Ambassador Theatre Group)
Closed
Salesforce to acquire Fin
Closed
GO Residential-led group to acquire H&R
Closed
Sazerac to acquire Brown-Forman Corporation
Closed
GO REIT-led group to acquire H&R REIT
Closed
Francisco Partners to acquire Moneris
Closed
The9 Limited to acquire Nanyang Biologics
Closed
GO Residential to acquire H&R REIT housing portfolio
Closed
AbbVie to acquire Apogee Therapeutics
Closed
Jazz Pharmaceuticals to acquire Actio Biosciences
Closed
Safe Harbor (Blackstone Infrastructure portfolio company) to acquire MarineMax
Closed
Ryman Hospitality Properties to acquire Grande Lakes Orlando
Closed
Stripe to acquire PayPal
Closed
Japanese conglomerate (unnamed) to acquire TPC Group
Closed
Dream Finders Homes to acquire Beazer Homes USA
Closed
Kirin Holdings to acquire Jamieson Wellness
Closed
Nielsen to acquire DoubleVerify
Closed
Apollo Global Management to acquire EasyJet
Closed
Kirin Holdings to acquire Jamieson Wellness
Closed
Apollo Global Management to acquire easyJet
Closed
Somnigroup to acquire Leggett & Platt
Closed
KKR to acquire Medicover India
Closed
Maurel & Prom to acquire Gran Tierra Energy
Closed
MTN Group to acquire IHS Towers
Closed
Deutsche Telekom to acquire T-Mobile US
Closed
Banco Santander to acquire Webster Bank
Closed
Itochu Corporation to acquire Aviation Capital Group
Closed
Procter & Gamble to acquire Thorne
Closed
Williams Companies to acquire Momentum Midstream
Closed
JPMorgan to acquire Idex
Closed
Magnolia Oil & Gas to acquire WildFire Energy
Closed
Prologis to acquire SEGRO
Closed
Bending Spoons to acquire Airtable
Closed
Prologis to acquire Segro
Closed
Vertex Pharmaceuticals to acquire Crinetics Pharmaceuticals
Closed
AstraZeneca to acquire Bristol Myers Squibb
Closed
Prysmian to acquire Atkore
Closed
KKR & Co. Inc. to acquire Integer Holdings Corporation
Closed
KKR to acquire Integer
Closed
Visa Inc. to acquire BioCatch
Closed
Curium to acquire Lantheus
Closed
Doosan Group to acquire SK Siltron
Closed
Prysmian S.p.A. to acquire Atkore Inc.
Closed
Johnson & Johnson to acquire Sail Biomedicines
Closed
Intercontinental Exchange to acquire MarketAxess
Closed
NXP Semiconductors to acquire Ambarella
Closed
Magnolia Oil & Gas to acquire WildFire Energy
Closed
Iberdrola to acquire Caruna
Closed
Johnson & Johnson to acquire Sail Biomedicines
Closed
Alimentation Couche-Tard to acquire Żabka Group
Closed
Mapfre S.A. to acquire Safety Insurance Group
Closed
Alimentation Couche-Tard to acquire Zabka
Closed
Blackstone to acquire HSBC Australia Loan Portfolio
Closed
IG Group to acquire Underdog
Closed
Nscale to acquire Anyscale
Closed
Intercontinental Exchange to acquire MarketAxess
Closed
Group 1 Automotive to acquire Hennessy Automobile
Closed
Grant Thornton to acquire CBIZ
Closed
KKR & Co. and Energy Capital Partners (consortium) to acquire DCC Energy
Closed
SoftVest to acquire Blackbeard
Closed
Allianz SE to acquire HSBC Life Singapore
Closed
argenx to acquire Forte Biosciences
Closed
Pentair to acquire Taco Group Holdings