The Fershman Journal — Tomorrow's News Delivered Today
The Fershman Journal — Tomorrow's News Delivered Today
The Fershman Journal — Tomorrow's News Delivered Today
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide insightful analysis and commentary on global markets and financial policies. Join us as we explore the strategies that drive business success.
Featured
Featured
Forecasts & Scenarios
Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets
Apr 4, 2026
M&A and Restructuring
An Analysis of the $58 Billion Devon-Coterra Mega-Merger
Apr 4, 2026
Healthcare
A Cure Too Risky to Buy?
Apr 1, 2026
Finance
Selling Banamex at a Discount
Mar 30, 2026
Consumer
Private Equity’s Sandwich Turnaround
Feb 18, 2026
Tech
Quantum’s First True Contender
Feb 17, 2026
Commodities & Energy
Capital Risk: The ConocoPhillips Merger and the Concerning Trend Towards Consolidation for US Oil
Feb 14, 2026
Finance
OGB’s Shortcut to Niche Banking: $250 million SPAC merger with DAAQ
Feb 14, 2026
M&A and Restructuring
Building the Future in Software
Feb 12, 2026
M&A and Restructuring
SEEQC’s $1 Billion SPAC Merger with Allegro Merger Corp
Feb 12, 2026
Forecasts & Scenarios
Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets
Adam Gurevich
Apr 4, 2026
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.
M&A and Restructuring
An Analysis of the $58 Billion Devon-Coterra Mega-Merger
Judy Lin
Apr 4, 2026
Devon Energy and Coterra Energy have merged in a $58B deal, which highlights the “mega-independent” trend in U.S. shale amidst a rising demand for natural gas to power AI data centers and LNG exports.
Healthcare
A Cure Too Risky to Buy?
Cayden Liu
Apr 1, 2026
Merck’s decision to walk away from Revolution Medicines highlights the tension between scientific promise and financial risk. In oncology, even breakthrough drugs carry uncertain returns, leaving firms to weigh billion-dollar bets against fragile probabilities.
Finance
Selling Banamex at a Discount
Diego Rosario
Mar 30, 2026
Citigroup’s planned divestment of Banamex reveals a stark valuation gap, with offers far below peers. A future IPO may recover value, but weak market depth, regulatory overhang and investor skepticism make the outcome far from certain.
Consumer
Private Equity’s Sandwich Turnaround
Dongji Dominic Zhang
Feb 18, 2026
Roark Capital’s $9.6bn takeover of Subway wagers that disciplined franchising, digital upgrades, and margin-focused innovation can revive a fading giant. Predictable royalties and heavy leverage offer upside, if franchisee trust and brand relevance can be restored.
Tech
Quantum’s First True Contender
Diya Mangaraj
Feb 17, 2026
Quantinuum’s looming IPO tests whether quantum computing is nearing commercial reality. With fault-tolerant breakthroughs, rising revenue, and bold valuations, the company could define the industry’s next decade, if qubits scale fast enough to justify investor faith.
Commodities & Energy
Capital Risk: The ConocoPhillips Merger and the Concerning Trend Towards Consolidation for US Oil
Corbeau Martin Caldwell
Feb 14, 2026
ConocoPhillips’ $22.5 billion acquisition of Marathon Oil boosts scale and free cash flow but prioritizes shareholder returns over innovation. As consolidation deepens in the Permian, U.S. shale grows slower to adapt—shifting power toward OPEC and reshaping global energy dynamics.
Finance
OGB’s Shortcut to Niche Banking: $250 million SPAC merger with DAAQ
Judy Lin
Feb 14, 2026
Old Glory Bank is wagering its century-old charter on crypto, pursuing a $250 million SPAC merger to fuse FDIC-insured banking with stablecoins, instant on-off ramps, and youth-driven digital demand—while balancing strict regulation against its promise of financial autonomy.
M&A and Restructuring
Building the Future in Software
Safiia Mirgalimova
Feb 12, 2026
Synopsys’ $35B acquisition of ANSYS is more than a software merger; it’s a bid to control the full lifecycle of digital product design. By combining chip design with simulation and AI-driven optimization, the deal could accelerate innovation worldwide.
M&A and Restructuring
SEEQC’s $1 Billion SPAC Merger with Allegro Merger Corp
Brayden Gibeau-Stannard
Feb 12, 2026
SEEQC’s $1B SPAC merger promises speed and capital in a cash-burning quantum race. With anonymous PIPE investors, modest backing, and a sponsor whose deals often underperform, the transaction raises a central question: Is this a breakthrough or a setup for disappointment?
Forecasts & Scenarios
Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets
Adam Gurevich
Apr 4, 2026
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.
M&A and Restructuring
An Analysis of the $58 Billion Devon-Coterra Mega-Merger
Judy Lin
Apr 4, 2026
Devon Energy and Coterra Energy have merged in a $58B deal, which highlights the “mega-independent” trend in U.S. shale amidst a rising demand for natural gas to power AI data centers and LNG exports.
Healthcare
A Cure Too Risky to Buy?
Cayden Liu
Apr 1, 2026
Merck’s decision to walk away from Revolution Medicines highlights the tension between scientific promise and financial risk. In oncology, even breakthrough drugs carry uncertain returns, leaving firms to weigh billion-dollar bets against fragile probabilities.
Finance
Selling Banamex at a Discount
Diego Rosario
Mar 30, 2026
Citigroup’s planned divestment of Banamex reveals a stark valuation gap, with offers far below peers. A future IPO may recover value, but weak market depth, regulatory overhang and investor skepticism make the outcome far from certain.
Consumer
Private Equity’s Sandwich Turnaround
Dongji Dominic Zhang
Feb 18, 2026
Roark Capital’s $9.6bn takeover of Subway wagers that disciplined franchising, digital upgrades, and margin-focused innovation can revive a fading giant. Predictable royalties and heavy leverage offer upside, if franchisee trust and brand relevance can be restored.
Tech
Quantum’s First True Contender
Diya Mangaraj
Feb 17, 2026
Quantinuum’s looming IPO tests whether quantum computing is nearing commercial reality. With fault-tolerant breakthroughs, rising revenue, and bold valuations, the company could define the industry’s next decade, if qubits scale fast enough to justify investor faith.
Commodities & Energy
Capital Risk: The ConocoPhillips Merger and the Concerning Trend Towards Consolidation for US Oil
Corbeau Martin Caldwell
Feb 14, 2026
ConocoPhillips’ $22.5 billion acquisition of Marathon Oil boosts scale and free cash flow but prioritizes shareholder returns over innovation. As consolidation deepens in the Permian, U.S. shale grows slower to adapt—shifting power toward OPEC and reshaping global energy dynamics.
Finance
OGB’s Shortcut to Niche Banking: $250 million SPAC merger with DAAQ
Judy Lin
Feb 14, 2026
Old Glory Bank is wagering its century-old charter on crypto, pursuing a $250 million SPAC merger to fuse FDIC-insured banking with stablecoins, instant on-off ramps, and youth-driven digital demand—while balancing strict regulation against its promise of financial autonomy.
M&A and Restructuring
Building the Future in Software
Safiia Mirgalimova
Feb 12, 2026
Synopsys’ $35B acquisition of ANSYS is more than a software merger; it’s a bid to control the full lifecycle of digital product design. By combining chip design with simulation and AI-driven optimization, the deal could accelerate innovation worldwide.
M&A and Restructuring
SEEQC’s $1 Billion SPAC Merger with Allegro Merger Corp
Brayden Gibeau-Stannard
Feb 12, 2026
SEEQC’s $1B SPAC merger promises speed and capital in a cash-burning quantum race. With anonymous PIPE investors, modest backing, and a sponsor whose deals often underperform, the transaction raises a central question: Is this a breakthrough or a setup for disappointment?
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