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 analysis and commentary on M&A, global markets, and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide analysis and commentary on M&A, global markets, and financial policies. Join us as we explore the strategies that drive business success.
At The Fershman Journal, we provide analysis and commentary on M&A, global markets, and financial policies. Join us as we explore the strategies that drive business success.
Featured
Featured
C-Suite & Leadership
Cash Now or Value Later?
Shaurya Grover
M&A and Restructuring
The Next Global Dealmaker
Cayden Liu
M&A and Restructuring
David Ellison Paramount to Merge With Warner Bros Discovery
Lilit Voskoff
M&A and Restructuring
Mastercard’s Stablecoin Insurance
Judy Lin
Macro Risks
Private Credit’s Non-Crisis
Corbeau Martin Caldwell
Healthcare
A $2 Billion Bet on Immunology
Jack Breaks
Disruption Watch
Apple’s New AI Tollbooth
Brayden Gibeau-Stannard
Logistics & Supply Chains
The World’s Most Dangerous Chokepoint
Veronika Chizhevskaia
Consumer
Private Equity Puts on Sneakers
Samuel Regelman
Central Banking
Europe’s Banking Consolidation
Veronika Chizhevskaia
C-Suite & Leadership
Cash Now or Value Later?
Shaurya Grover
Intertek faces a problem: to accept EQT’s £9.2bn cash offer today or pursue a breakup that could unlock higher valuations tomorrow. The debate reflects a broader question of certainty versus potential in public markets.
M&A and Restructuring
The Next Global Dealmaker
Cayden Liu
SMBC’s growing partnership with Jefferies signals more than another banking deal. It is a strategic push to build a trans-Pacific investment-banking powerhouse capable of competing for the world’s largest mergers, financings and cross-border transactions.
M&A and Restructuring
David Ellison Paramount to Merge With Warner Bros Discovery
Lilit Voskoff
Paramount’s $111bn victory over Netflix for Warner Bros. shows how aggressive financing and persistence can beat scale. David Ellison’s win reshapes Hollywood’s power balance and sets up a direct challenge to Netflix.
M&A and Restructuring
Mastercard’s Stablecoin Insurance
Judy Lin
Mastercard’s BVNK acquisition reflects a broader shift in finance that payment networks are preparing for a world where money moves directly between digital wallets rather than traditional bank accounts.
Macro Risks
Private Credit’s Non-Crisis
Corbeau Martin Caldwell
Private Credit poses a major risk to investors, but the current controls may also be the last thing that stops it from becoming another 2008-style crisis
Healthcare
A $2 Billion Bet on Immunology
Jack Breaks
Novartis’ $2B Excellergy bet secures its current immunology portfolio while gambling on the future returns of a still-developing drug.
Disruption Watch
Apple’s New AI Tollbooth
Brayden Gibeau-Stannard
Apple is turning Siri into an AI marketplace; it is positioning iOS as the gateway through which every major AI company must compete for users.
Logistics & Supply Chains
The World’s Most Dangerous Chokepoint
Veronika Chizhevskaia
How the disruption in the Strait of Hormuz continues to ripple through energy markets, trade routes, and geopolitics.
Consumer
Private Equity Puts on Sneakers
Samuel Regelman
By taking Skechers private, 3G gains freedom from quarterly scrutiny and room to reshape operations. But with heavy debt and a consumer-facing brand, aggressive cost-cutting carries real risks.
Central Banking
Europe’s Banking Consolidation
Veronika Chizhevskaia
New EU banking rules are reshaping competition across the continent. By encouraging consolidation among domestic lenders, CRD6 may accelerate the rise of larger, multi-jurisdictional European banking champions.
C-Suite & Leadership
Cash Now or Value Later?
Shaurya Grover
Intertek faces a problem: to accept EQT’s £9.2bn cash offer today or pursue a breakup that could unlock higher valuations tomorrow. The debate reflects a broader question of certainty versus potential in public markets.
M&A and Restructuring
The Next Global Dealmaker
Cayden Liu
SMBC’s growing partnership with Jefferies signals more than another banking deal. It is a strategic push to build a trans-Pacific investment-banking powerhouse capable of competing for the world’s largest mergers, financings and cross-border transactions.
M&A and Restructuring
David Ellison Paramount to Merge With Warner Bros Discovery
Lilit Voskoff
Paramount’s $111bn victory over Netflix for Warner Bros. shows how aggressive financing and persistence can beat scale. David Ellison’s win reshapes Hollywood’s power balance and sets up a direct challenge to Netflix.
M&A and Restructuring
Mastercard’s Stablecoin Insurance
Judy Lin
Mastercard’s BVNK acquisition reflects a broader shift in finance that payment networks are preparing for a world where money moves directly between digital wallets rather than traditional bank accounts.
Macro Risks
Private Credit’s Non-Crisis
Corbeau Martin Caldwell
Private Credit poses a major risk to investors, but the current controls may also be the last thing that stops it from becoming another 2008-style crisis
Healthcare
A $2 Billion Bet on Immunology
Jack Breaks
Novartis’ $2B Excellergy bet secures its current immunology portfolio while gambling on the future returns of a still-developing drug.
Disruption Watch
Apple’s New AI Tollbooth
Brayden Gibeau-Stannard
Apple is turning Siri into an AI marketplace; it is positioning iOS as the gateway through which every major AI company must compete for users.
Logistics & Supply Chains
The World’s Most Dangerous Chokepoint
Veronika Chizhevskaia
How the disruption in the Strait of Hormuz continues to ripple through energy markets, trade routes, and geopolitics.
Consumer
Private Equity Puts on Sneakers
Samuel Regelman
By taking Skechers private, 3G gains freedom from quarterly scrutiny and room to reshape operations. But with heavy debt and a consumer-facing brand, aggressive cost-cutting carries real risks.
Central Banking
Europe’s Banking Consolidation
Veronika Chizhevskaia
New EU banking rules are reshaping competition across the continent. By encouraging consolidation among domestic lenders, CRD6 may accelerate the rise of larger, multi-jurisdictional European banking champions.
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