Eastern railroad volumes finished 2025 weaker than expected, and we have lowered 4Q25 estimates. We remain below consensus on ...

Compass’ seismic deal for Anywhere has closed, dodging antitrust concerns, and supercharging the brokerages’ quest for ...

Compass and Anywhere’s merger passed the HSR Act review, leaving only shareholder approval before closing. Stock prices rose on the news.

The antitrust review waiting period for the proposed merger between Compass and Anywhere Real Estate expired on January 2nd ...

Rival railroads claim they’ve found many flaws in the Union Pacific-Norfolk Southern merger application and are asking the Surface Transportation Board to reject the document.

Two rail giants’ plans to become the first coast-to-coast railroad company through a massive merger is drawing interest from ...

The $85 billion Union Pacific and Norfolk Southern merger agreement includes a $2.5 billion breakup fee that anticipates potential twists and turns that could play out over the next two years. The ...

Antitrust enforcement often appears to shift with presidential administrations. It’s true that enforcement priorities often change, rhetoric hardens or softens, and agencies test the outer bounds of ...

The Department of Justice and the Federal Trade Commission’s evaluation of three proposed mergers between health insurers — Aetna-Humana, Anthem-Cigna and Centene-Health Net — has left many ...

The number of mergers notifications to the Competition and Consumer Protection Commission increased by almost 10% last year, ...