A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Principal Venture Partners Founder and Managing Partner Songyee Yoon, AlixPartners Americas Co-Leader of TMT Nenad Milicevic-Helac and KKR Co-Head of Credit and Markets Christopher Sheldon.
Chapters:
00:00:00 – Bloomberg Deals opens
00:01:12 – Warner Bros. Reopens Talks with Paramount
00:03:04 – MSG Sports Exploring Knicks, Rangers Spinoff
00:04:27 – Activists Applying Pressure
00:06:17 – Starboard Said to Urge Riot Shift to Data Centers
00:08:27 – TPG CEO Jon Winkelried on AI Disruption Fears
00:19:30 – Midday Movers
00:24:15 – Investor Committee: Software Sellout Disrupts Investors in 2026
00:27:18 – Yoon: Opportunity in Vertical Integrated Sector
00:29:07 – Milicevic-Helac: Massive Consolidation in Mid-Market Software Names
00:32:20 – Yoon, Milicevic-Helac and Rana on Valuations
00:35:31 – Banks Pounce on M&A Revival With $100B of Buyout Debt
00:37:29 – Sheldon: M&A Revival Is ‘Welcome’
00:39:29 – Sheldon: Investors Getting Penalized For Making Mistake In Public Markets
00:41:12 – Sheldon: Don’t See Public & Private As Competition
00:43:36 – MSG Sports: Want Better Evaluations For Each Team
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