Big Game in Companies: OnlyFans Is Sold, PGRE Shakes Up, Telecom Giants Merge

🔞 OnlyFans on the Sales Desk with $8 Billion Valuation

Key Players: Leonid Radvinsky, Forest Road Company, Kevin Mayer

A consortium led by Forest Road Company is on the table for the potential acquisition of digital content platform Onlyfans. Experienced names from media giants such as Kevin Mayer, the former head of Disney and TikTok, are included in the interviews. Leonid Radvinsky, the owner of the company, is targeting a valuation of about $8 billion from this sale.

Basic Data of OnlyFans:

• 305 million registered users
• More than 4 million content creators
• 20% of revenue goes to the platform, 80% to the content creator

Although the company highlights content creators like Iggy Azalea with its “we're not just an adult content platform,” much of its revenue still comes from content featuring erotica and nudity.

💡 Investor Comment:
The platform, which offers exceptional stability in profitability, shows how the content economy has entered the radar of the professional media industry. This sale reaffirms the value of subscription models, direct pay-based platforms and content independence.

🏢 Paramount Group (PGRE): Sales Assessment in the Shadow of Corporate Scandals

Goal: Office real estate portfolio | Potential Full Sale

Paramount Group is evaluating a potential sale plan due to low productivity and high vacancy rates in office markets. The process is led by Bank of America Securities and the law firm Latham & Watkins. But not only that is on the agenda.

📉 Scandal Details:

• $4 million payout for CEO Albert Behler's personal expenses
• $3 million private jet spending
• Accounting consulting payments of $900 thousand
• CFO change: Ermelinda Berberi takes office
• Resigns from senior managers

💡 Investor Comment:
Corporate governance issues, combined with low income office assets, create pressure in terms of valuation. But with the right buyer, the current portfolio can offer a “turnaround” opportunity.

📡 A Storm of Consolidation in U.S. Telecoms: AT&T, Verizon and Charter in the Field

Total Deal Value: $30 billion +

1. AT&T to Acquire Lumen's Fiber Unit ($5.75 Billion)

• Lumen comes out of the individual user segment.
• AT&T consolidates its market leadership by integrating its fiber and wireless offerings.

2. Verizon to Acquire Frontier ($20 Billion)

• FCC approval has been obtained. Territorial coverage is being seriously expanded.

3. Charter + Cox → Merger News

• The use of shared infrastructure and cost optimization are targeted.

💡 Investor Comment:
While profit margins are falling, gaining scale becomes critical. These acquisitions in the United States clearly reveal the trend of “investor-oriented mergers”. Fiber transformation is in the foreground.

🌍 Telefonica: Withdrawal from Latin America Continues — Uruguay Sold for $440 Million

New Owner: Millicom International (Tigo)

Telefonica sold all its mobile operations in Uruguay to Millicom in line with its debt reduction strategy. Previously, operations in Colombia, Costa Rica, Panama and Nicaragua were also transferred to the same company. Telefonica has been pursuing a European-focused simplification strategy since 2019.

New Targets: Peru, Argentina and possibly Chilean & Mexican units

💡 Investor Comment:
For the company struggling with currency risk and regional political uncertainties, the Latin American divestments are a logical step in terms of debt/margin optimization.

⚠️ Wolfspeed (WOLF): Chapter 11 Bankruptcy on the Way — Stocks Collapse

Development: Out-of-court configuration denied

Semiconductor manufacturer Wolfspeed is preparing to file for bankruptcy due to the U.S. Commerce Department's tariffs on Chinese-sourced chips and a drop in demand in the automotive sector.

📉 Stock Price: 57% drop in one day
🧾 Expectation: Chapter 11 application will take place with creditor support

💡 Investor Comment:
Despite the AI and electric vehicle furore, companies positioned within the chip sector are directly affected by specific market constrictions. The Wolfspeed example serves as a warning to “chip firms with niche products.”

🔄 Global Telecom M&A: Slowdown in Q1 2025 — Divestment in the Spotlight

• Total transaction volume: $16 billion (2024 Q1: $22 billion)
• Big deals: down to 14% (2024:47%)
• US contribution: 64%
• Featured deals: Crown Castle's fiber sale ($4.25 billion), Telia's media unit divestiture

Bain Capital Data:

• M&A breakdown of the last 5 years:
  🔹 39% large-scale deals
  🔹 32% infrastructure disposals

💡 Investor Comment:
Capital tightening ushered in a period of “portfolio simplification” rather than large acquisitions. Restructuring opportunities are increasing in infrastructure-oriented companies.

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