Insights: Clients

Financials, Macro

China Capital Flows & Restrictions

Treasury Secretary Bessent said in recent days that “everything is on the table” in response to a question about whether the administration would consider de-listing Chinese securities from U.S. exchanges. Doing so has been actively considered by policy makers since President Trump’s first term, alongside other possible restrictions on capital...

Mergers & Acquisitions

Schlumberger/ChampionX

The U.K. Competition and Markets Authority (CMA) announced on April 10 that it had provisionally found the companies' proposed undertakings could address its antitrust concerns. The CMA confirmed they have 40 working days to consider undertakings in more detail, including seeking third-party feedback. We should note that the CMA can extend its...

Mergers & Acquisitions

Rocket Companies Acquisitions (Redfin and Mr. Cooper)

Per the terms of their Merger Agreements, Rocket/Redfin HSR are obligated to file HSR as promptly as practicable following the signing of their deal on March 9, while Rocket/Mr. Cooper is set to file HSR by May 6.

Mergers & Acquisitions

James Hardie/AZEK

Per the terms of the Merger Agreement (MA), the companies are set to file HSR by April 28, 2025.

Medicare Inpatient Psychiatric Facility (IPF) Reimbursement

As part of the FY26 IPF proposed rule, CMS is proposing to increase IRF payments by 2.4% ($70m) relative to FY25.

Medicare Inpatient Rehabilitation Facility (IRF) Reimbursement

As part of the FY26 IRF proposed rule, CMS is proposing to increase IRF payments by 2.6% ($295m) relative to FY25.