Private Equity Bros Weekly

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📊 Weekly Summary

A quick look at this week’s most important financial news:

The Fed cut rates by 25 bps to 4-4.25% and signaled two more moves this year. The BoE slowed its bond-selling program to ease pressure on UK debt markets, and the SEC revoked its long-standing IPO arbitration ban. BlackRock added 20 executives to its global committee, and US companies raised a record $100B in euro bonds.

In markets, the US stake in Intel climbed to $13B as Nvidia invested $5B in a new chip partnership, while Asian bonds saw their first foreign inflows in three months. Investors are hedging dollar risk amid policy uncertainty, and Blackstone predicted a private debt boom fueled by infrastructure demand and tight spreads.

Let’s dive in.

Big Tech Has Spent Billions Acquiring AI Smart Home Startups

The pattern is clear: when innovative companies successfully integrate AI into everyday products, tech giants pay billions to acquire them.

Google paid $3.2B for Nest.

Amazon spent $1.2B on Ring.

LG just acquired startup Homey, signaling their move into the smart home.

Now, a new AI-powered smart home company is following their exact path to acquisition—but is still available to everyday investors at just $2.25 per share.

With proprietary technology that connects smart shades to all major AI ecosystems, this startup has achieved what big tech wants most: seamless AI integration into daily home life.

Over 10 patents, 200% year-over-year growth, and a forecast to 5x revenue this year — this company is moving fast to seize the smart home opportunity.

The acquisition pattern is predictable. The opportunity to get in before it happens is not.

Last chance to invest at $2.25 before the round closes.

📈 Recent Finance News

Fed cut rates by 25 bps to 4–4.25%: Policymakers signaled two more cuts this year, marking a pivot under political and market pressure (CNBC)

Powell says jobs market is no longer very solid: Labor softening adds weight to dovish Fed stance as growth risks rise (Fortune)

BoE slows scheme to sell stock of UK bonds: Decision on government debt holdings could reduce market jitters and Treasury’s borrowing costs (Guardian)

BlackRock adds 20 executives to its global committee: The committee plays a vital role in shaping strategy for the world's largest asset manager (YF)

US companies raised a record $100B in euro bond sales this year: Alphabet, Visa, and PepsiCo led the way in this offshore fundraising (AInvest)

SEC revoked IPO arbitration ban: Companies will be able to adopt mandatory shareholder arbitration provisions, reversing a decades-old informal bar (GLI)

US stake in Intel is now worth $13B after Nvidia deal: Nvidia will invest $5B as part of a deal to co-develop data center and PC chips (CNBC)

Asian bonds saw their first foreign inflow in three months: Driven by macroeconomic tailwinds and tactical reallocation opportunities (AInvest)

Foreign investors hedge against dollar swings: Surge in demand for FX protection shows global unease over US policy outlook (SH)

Blackstone sees private debt boom amid tight credit spreads: It predicts PC market growth, driven by demand for investments in infrastructure (AInvest)

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🔍 Newly Released Reports

• UK & European Financial Services M&A (White & Case)

• Navigating the New Digital Financial Landscape (EY)

• Global Market and Asset Allocation Guide (MS)

• Macro & Asset Allocation Outlook Q3-25 (KKR)

• Prop-Tech Market Update (Houlihan Lokey)

• US Private Markets Brief (Partners Group)

• US Middle-Market M&A Update (Citizens)

• Shaping the Intelligent Enterprise (KPMG)

• Global Family Office Report 2025 (Citi)

• The Future of Risk in Banking (KPMG)

• Biopharma Market Update (Stifel)

• Private Credit Brief (PGIM)

🤝 M&A Activity

Nvidia to invest in Intel after Trump administration’s 10% stake (Guardian)
Deal Value: $5B

Swiss biotech company Roche to acquire liver drug developer 89bio (IIH)
Deal Value: $3.5B

Mortgage insurer Radian to buy UK-based specialty insurer Indigo (BW)
Deal Value: $1.7B

Rithm Capital to acquire Paramount Group at a 38% premium (Inv.)
Deal Value: $1.6B

Atlassian closes deal on engineering intelligence firm DX (SR)
Deal Value: $1B

Advanced Drainage Systems nears deal for Norma Group’s water unit (Inv.)
Potential Deal Value: $1B

BMG agreed to acquire Jason Aldean’s music catalog (MBW)
Deal Value: $250M

Highgate and Gencom in talks to acquire InterContinental Times Square (BT)
Potential Deal Value: $230M

Keensight Capital agreed to acquire a majority stake in Isto Biologics (BW)
Deal Value: Undisclosed

Onex Partners to acquire tech-enabled insurer ISC from KKR (Inv.)
Deal Value: Undisclosed