One reason Vacasa's board looks more favorably about the Casago bid is because of the leverage that Davidson Kempner wields over Vacasa as a debt holder. If Vacasa accepts the investment firm's bid and the deal gets dragged out, then Davidson Kempner would be in the driver's seat.
Apart from the weakness of CWT, one of the most interesting things in the UK regulator's report is the rise of CTM and Navan. Even Spotnana and Kayak apparently had some substantial wins.
All of the sudden, the deal is showing some life. If the UK ultimately approves it next month, the acquisition would still have to get past a Department of Justice lawsuit seeking to kill it.
TravelPerk's biggest project of the year is expanding into an all-in-one corporate travel and expense management platform. It's what today's customers expect.
Should Vacasa opt for a superior bid from a hedge fund at the risk of seeing the company getting dismantled? Or should Vacasa stick with a strategic buyer? Meanwhile, other bids could potentially come in.
Intrepid has embarked on a complex task of integrating a Dutch language brand. If it works in the Netherlands, that doesn't mean it would work in France. But the opportunity is huge.
With a bid coming across the table as late as last week, will Tripadvisor's proposed acquisition of Liberty Tripadvisor close as scheduled by June? If it gets that far, there could be all kinds of deal possibilities in Tripadvisor's future.