M&A & Capital Raisings
Reformation IPO: $1 Billion Test
Fashion has never been short of companies capable of capturing attention. Turning that attention into a durable public company has proven considerably harder. Reformation became…
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Further Analysis & Commentary
ESR Group Raises $850 Million to Fuel Next Stage of Growth
Overview On 9 April 2026, ESR, an Asia-Pacific-focused real asset owner and manager, announced it had secured US$850 million in…
Anthropic IPO 2026: Can Safety-First Branding Justify a Megascale Valuation?
Summary Anthropic's IPO Story The central question in Anthropic IPO 2026 is no longer how much private investors are willing…
Magellan Barrenjoey Merger Faces a Harder Test After the Pre-Deal Dividend Disclosure
The Magellan Barrenjoey merger was already a disclosure story. The new dividend revelation has made it a valuation story as…
An Update on The Koala IPO
Koala IPO Overview and Strategic Context Koala, the direct-to-consumer furniture company known for its boxed mattresses and sofas, listed on…

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