Data Trends for Investment Professionals

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April 16, 2018

Today we’re offering a glimpse of the insights our customers are leveraging right now through our Corporate Aviation Intelligence data product (CAI).

Bookmark this page as we will provide updates with definitive records of announced M&A activity that was detectable in advance through our data.

Rumor: GRA

Shares for W.R. Grace & Co. advanced following renewed takeover speculation. CAI data shows at least one potential acquirer flying from their HQ to Maryland, home state of Grace & Co, in March and April.

Rumor: Lumenis

Tel Aviv-based Lumenis is courting acquirers. Data shows a potential acquirer flying direct to Tel Aviv this month.

Rumor: AMZN | Flipkart

Amazon is rumored to bid for Flipkart, but so are others. Data shows multiple prospects flying to India within an appropriate timeframe.

March 26, 2018

Confirmed: CI | EXPR

Cigna Corporation announced the purchase of Express Scripts for USD $67 billion on March 8, 2018. Executives flew from HQ to HQ (Hartford, CT to St. Louis, MO) in Q4 2017.

March 18, 2018

Confirmed: KEURIG | DPS

Keurig Green Mountain Inc. agreed in late January to take control of Dr Pepper Snapple Group Inc. in a deal valued at USD 18.7 billion.

Supporting corporate travel included the fully owned Keurig Cessna departing HQ in Bedford, Mass on 11/20/17 and flying to Dallas.

MARCH 12, 2018

Confirmed: TGT | KR

We have seen exactly zero flights by the Target jet to Kroger HQ in Cincinnati, Ohio, since the Shipt acquisition was announced on December 13, 2017. This is in contrast to quarters 3 and 4, 2017, when the Gulfstream made regular visits to the Buckeye state.

Does this put to rest the rumor of an acquisition between Target and Kroger? Our take: the visits were oriented around Target’s then-pending acquisition of Shipt, a long-time Kroger partner. Nothing more, nothing less.

MARCH 10, 2018

Confirmed: WRK.N | KS.N

Packaging company WestRock Co agreed to buy smaller rival KapStone Paper and Packaging Corp for about USD 3.5 billion in late January.

Our data indicates visits from WestRock HQ in Marieta, GA to Vernon Hills, IL one week before the acquisition was announced.

Contact us to find out more about our Corporate Aviation Intelligence data feed:

This feed offers investors structured data on the trips taken worldwide by executives from 4600 companies (1300 public, 3300 private).

With this data we deliver key insights on corporate actions, with an emphasis on M&A. All data is ticker-mapped and all tail numbers are resolved to company names. To learn more, contact us.

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