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What Mayne Pharma’s $672M Sale to Cosette Pharmaceuticals Signals About Pharma Portfolio Strategy
What HappenedIn June 2025, ASX-listed Mayne Pharma confirmed the sale of its U.S. dermatology business to Cosette Pharmaceuticals for US$450 million (~A$672 million).
Jul 16, 20252 min read


What Lendlease and Mitsubishi’s $2.5B Sydney JV Signals About Domestic Real Estate Capital Rotation
In May 2025, Lendlease and Mitsubishi Estate confirmed a joint venture worth A$2.5 billion to co-develop two key commercial towers in Sydney’s CBD
Jul 16, 20252 min read


What Coforge’s Takeover of TMLabs Signals About Government-Tech Consolidation
In May 2025, Coforge Technologies Australia — part of global IT services firm Coforge — acquired TMLabs
Jul 16, 20252 min read


What Pacific Equity’s $1.1 B Takeover of Johns Lyng Signals About PE-Led Service Roll-Ups
In June 2025, Pacific Equity Partners completed a A$1.1 billion buyout of Johns Lyng, a leading Australian provider of strata and restoration services.
Jul 16, 20252 min read


What ADNOC’s $30B Bid for Santos Signals About Sovereign Capital Strategies in APAC
ADNOC’s recent $30 billion bid for Australia’s Santos isn’t just a headline—it’s a tectonic shift in how sovereign funds influence the region’s strategic assets.
Jul 16, 20252 min read


Operationalising Strategy: The Hard Work Behind the Vision
A Conversation with Rachel Bevans, Managing Director, Strategy at The Healthy Brand Company
Jul 16, 20253 min read


Making Strategy Stick in the Real World
A conversation with a Nate Richardson, the Strategy & Operations Director at Papermill Agency
Jun 26, 20253 min read


Data-Driven Strategy: From Insight to Advantage
A conversation with David Spires, Strategy Director at Landini Associates
Jun 26, 20252 min read


Sector Consolidation Watch: 3 Industries Ripe for Roll-Ups in 2025
Deal flow in 2025 has a pattern: fragmentation + tailwinds = consolidation target. Here are three sectors flashing hot.
May 29, 20251 min read


Rewriting the BCG Matrix for the Age of AI and Asset-Light Models
The BCG Matrix was revolutionary in its day: simple, visual, strategic. But it's struggling to explain modern businesses.
May 29, 20251 min read


The Strategy Stack: How Top Performers Layer Capabilities for Durable Advantage
he companies outperforming in 2025 don’t have one killer product or secret sauce, they have well-constructed, layered capability stacks.
May 29, 20251 min read


Definity + Travelers Canada: Insurance M&A Heats Up as Scale Becomes Strategic
When Definity Financial acquired Travelers Canada for $2.4 billion last week, it wasn’t just a land grab.
May 29, 20251 min read


The Return of Scale: Why Conglomerates Are Back on the Boardroom Agenda
Diversification, once derided as bloated and directionless, is regaining credibility in boardrooms.
May 28, 20251 min read


What Salesforce’s Acquisition of Informatica Signals About the Future of AI and Enterprise Data
Salesforce's recent $8 billion acquisition of Informatica isn't just another big-ticket enterprise deal.
May 28, 20251 min read
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