Analysis

Latest Insights & Trends

Growth, Industrial Policy, and a Return to Cartel Enforcement: Day 1 of the ICN

Politicians in many countries are calling for more growth and competitiveness—and competition…

BT More Exposed Than Vodafone, O2 in £3B Claim with Investment, Dividends at Risk

A major class action against Vodafone, BT, Virgin Media O2, and Three…

Telcos, Cloud Providers, Airlines and Cruises To Benefit from $3.1Bn SES-Intelsat Satellite Deal

The European Commission kicked off the merger reviewed on April 29th, setting…

CVS Share Soars 17% After CMA Report, Strategic Moves Cushion Margin Risks

CVS’s stock surged following the CMA’s publication of its remedy report, as…

What Investors Need to Know about Mexico’s Competition Reform

On April 24, 2025, Claudia Sheinbaum, president of Mexico, submitted a legislative…

Bondalti-Ercros’ Approval Likely Hinges on Divestitures

In March 2024, Bondalti Chemicals launched an unsolicited takeover bid for Spanish…

ESSECO-Ercros Deal Faces un Uphill Road for Approval

The Esseco/Ercros deal presents an unusual dilema for the regulator: either it…

Why Deliveroo and Just Eat Takeaway Got Acquisition Offers and Delivery Hero Didn’t

Legal risks, growth concerns, and regulatory scrutiny could explain why investors are…

Telefónica, TIM, and Digi Push for More M&A, But Regulators Hit the Brakes

Telefónica, Telecom Italia, Digi, and Orange are poised to shake Europe’s telecom…