Fusion & Acquisition

🏖 Swiss Life AM France a acquis un portefeuille immobilier de villages vacances en Italie auprès de Club del Sole, avec un montage sale & leaseback. Le bail est de 20 ans, renégociable tous les 6 ans. Les actifs sont saisonniers mais ont un potentiel d'allongement. Les fonds, incluant ESG Tendances Pierre et SLF Dynapierre ELTIF, ciblent l’hôtellerie de plein air en forte croissance, pour diversifier et renforcer la résilience des revenus immobiliers.

🍞 Le 23 mars, le groupe Le Duff a annoncé l'acquisition de Panamar Bakery, une entreprise espagnole de produits de boulangerie surgelés, avec un chiffre d'affaires de 600 M€ prévu pour 2026 et 2 600 employés. Cette acquisition, la plus importante pour Le Duff et sa filiale Bridor, vise un chiffre d'affaires total de 3,5 milliards d'euros. Panamar exporte plus de 1 200 produits dans plus de 20 pays.

💵 En trois ans, discussions pour acquisition de Travel Centric Technology avec Jay Virdee. Objectif : leadership européen en réservation hôtelière pour voyages d'affaires. Acquisition cruciale au Royaume-Uni pour atteindre plus de 5 milliards de dollars de réservations, 60 000 réservations quotidiennes, et un réseau de 2 millions d'établissements. HotelHub, connectée aux principales TMC, offre une portée mondiale. Stratégie soutenue par fonds d'investissement et Roland Berger.

📈 Airbnb's 2025 revenue hit $12.2 billion, up 10%, but net profit dipped to $2.5 billion, $100 million less than in 2024. EBITDA rose from $4 billion to $4.3 billion. With 533 million bookings (+8%), Airbnb expanded into air travel. Hotel nights, under 10% of total volume, saw double-digit growth. CFO Ellie Mertz highlighted plans to boost hotel offerings by 2026, targeting U.S. and European cities combating short-term rentals. Hotel search options were added in September.

🎵 Universal Music Group has entered the hotel industry by forming strategic partnerships rather than operating hotels themselves. Utilizing their global music catalog and artist ecosystem, they collaborate with experienced partners like Dakia Ventures Group in Spain and Pyramid Hotel Group in the USA. UMusic Hotels, led by CEO Robert Lavia, aims to create lifestyle hotels centered around music experiences. The first project is underway in Madrid, integrating music at every customer touchpoint.

✈️ Amadeus and ICAO signed an MoU supporting the "No Country Left Behind" initiative. The aim is to enhance digital adoption in international air transport systems for safety, efficiency, and sustainability. Amadeus will provide expertise in travel tech, digital identity, biometrics, and data management. Key goals include achieving safe and sustainable air transport by 2050. A roadmap for this partnership will be set, with initial results expected by the first half of 2026.

📶 uCloudlink, based in Hong Kong, presented its connectivity innovations at CES 2026 in Las Vegas, targeting uninterrupted connections for travelers. The MeowGo G50 Max hub combines terrestrial and satellite networks, enabling continuous connectivity, even in areas lacking cell coverage. Partnering with Skylo Technologies, it provides bidirectional messaging and SOS services in 70% of areas without cell signals. uCloudlink has a presence in over 200 countries, offering solutions under the GlocalMe brand.