Skip to main content
All Analysts
Simran Goenka

Simran Goenka, CA

Accounting · Financials · E-commerce

Simran Goenka, CA, has over five years of experience across accounting, financial planning and analysis (FP&A), and equity research, with a focus on the Financials sector. Her background in accounting and corporate finance supports detailed analysis of financial statements, profitability, capital allocation, and business performance. She holds a Bachelor of Commerce and is a Chartered Accountant.

Authored Insights

Conceptual oil and gas processing facility surrounded by boreal forest in Alberta.Capital Markets & M&A

Logan’s Ovintiv Deal Pairs a Montney Cash Exit With New Heavy-Oil Development

Logan shareholders would receive C$1.40 per share in cash and an interest in a new heavy-oil company. Logan Oil’s planned C$120 million financing would leave C$50 million after Woodcote’s cash purchase price, before fees and other spending. Its development capacity will depend on operating cash generation and Sawn Lake’s capital requirements.

Alliance Equity ResearchOctober 27, 20269 min read
Read article
Editorial illustration of credit documents and abstract financial-data panels overlooking London.Capital Markets & M&A

LSEG’s Octus Deal Expands Credit Data at a Price That Requires Sustained Growth

The $3.535 billion acquisition adds recurring revenue from credit research, private loan documents and portfolio tools. LSEG gains a credible route into specialist customer workflows, but debt funding and an initially neutral adjusted EPS impact leave sustained growth central to the return on its investment.

Alliance Equity ResearchOctober 22, 20268 min read
Read article
Illustrative unbranded metal cans and a dispensing pump beside a packaging production line.Capital Markets & M&A

Silgan’s Trivium Deal Pairs a Cash Release With a Demanding Synergy Plan

Silgan’s proposed Trivium combination would release $2.3 billion in cash and preserve majority ownership of an enlarged metal-packaging business. Its $225 million savings target represents approximately 24% of combined pre-synergy adjusted EBITDA, making integration central to the economics and the intended eventual separation.

Alliance Equity ResearchOctober 19, 20266 min read
Read article
Conceptual illustration of a glass access gate and illuminated connections between enterprise server racks.Capital Markets & M&A

Proofpoint’s Varonis Acquisition Puts Data Access at the Center of Its AI Strategy

Proofpoint’s proposed $6.3 billion acquisition connects communications security with controls over sensitive enterprise data. Varonis brings growing cloud subscriptions, but migration inflates its headline growth rate. The purchase economics depend on stronger cash generation and commercial benefits that have yet to be quantified.

Alliance Equity ResearchOctober 18, 20266 min read
Read article
Illustrative offshore drillship at dawn, with a semisubmersible rig in the distance.Capital Markets & M&A

Transocean’s Larger Credit Line Links Financing Flexibility to the Valaris Merger

Transocean has retired expensive secured debt and arranged a larger revolving facility that depends on completing its Valaris acquisition. The developments improve its financing options, but lasting balance-sheet progress will depend on converting contracted drilling work into cash while absorbing the combined fleet.

Alliance Equity ResearchOctober 16, 20265 min read
Read article
Conceptual illustration of a technician assessing vehicle damage with a tablet in a digitally connected repair workshop.Capital Markets & M&A

CCC’s $6.1 Billion Buyout Puts a Price on Embedded Insurance Software

GTCR and Elliott’s proposed acquisition of CCC Intelligent Solutions values the business at approximately 12.5 times its July forecast for 2026 adjusted EBITDA. Its position connecting insurers and repair shops supports the investment case, while cash conversion and AI monetisation will determine the buyers’ returns.

Alliance Equity ResearchOctober 15, 20265 min read
Read article
Precision industrial machinery overlaid with a digital wireframe model inside an automated factory.Capital Markets & M&A

Schneider’s $23.7 Billion PTC Deal Needs More Than Cost Savings

Schneider Electric is paying a 42.3% premium for PTC and funding most of the purchase with debt. The advertised valuation falls from 21 times to 13 times 2027 adjusted EBITA only after a demanding combination of cost savings and commercial synergies.

Alliance Equity ResearchOctober 5, 20266 min read
Read article
A reel of steel rod and cylindrical pump components in an industrial workshop, with an oil pumping unit visible outside.Capital Markets & M&A

Flowco’s $113 Million Deal Expands Its Role in Keeping Older Wells Productive

Flowco’s acquisition of Lifting Solutions adds continuous rod and progressing cavity pumps to its artificial lift portfolio. The purchase extends its Canadian and international reach, with returns dependent on equipment performance, cross-selling and cash generation as the group absorbs a second acquisition this year.

Alliance Equity ResearchOctober 4, 20265 min read
Read article