Good evening,

It was another quiet M&A Monday, with the uranium tie-up between Deep Yellow and Vimy Resources the only public M&A deal worth more than $100 million on the ASX.

The biggest equity raising was a paltry $70 million at Carnarvon Energy.

It’s a sign of the times – and a far cry from the volume of record activity late last year.

In Street Talk on Monday night, we reveal that one of the biggest names in global capital markets, Apollo Global Management, is positioning to take the lead at out of school hours care provider Camp Australia.

Apollo has been buying Camp Australia senior debt, to add to its $30 million-odd mezz debt position, ahead of an expected debt-for-equity type restructure.

Elsewhere, we’ve obtained some interesting documents out of Sydney PE fund of fund manager Roc Partners, which is trying to raise for a new fund, and there’s also some shareholder dissent at takeover target at Western Areas.

Happy reading,
Anthony Macdonald, Sarah Thompson and Kanika Sood
Street Talk editors