Agree with all of your comments, ninaq88. I think the anti-trust risk here is non-trivial. End result could be that the deal breaks, Nielsen buys PPM from ARB and licenses back the technology to them. I think the deal price for ARB was full, and that NLSN now is overvalued. The private equity holders must be frustrated with holding NLSN shares this long, while simultaneously reducing their board presence. Their shares, nearly 50% of the total outstanding must be very antsy at this point. I have been waiting for the big secondary, but it never comes.
Seperately, do you know anything about the lawsuit in India?