From Bloomberg Markets and Finance.
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: Diameter Capital Managing Partner Co-Founder Jonathan Lewinsohn, USA Rare Earth CEO Barbara Humpton, Centerview Partners Co-President of Investment Banking Tony Kim, Wilson Sonsini Partner Head of M&A Rich Mullen, and Goldman Sachs Global Head of Activism & Takeover Defense Avinash Mehrotra.
Chapters:
00:03:24 – US Could Own Up to 90% of Spirit Airlines
00:04:51 – Deutsche Telekom Seeks Potential Combo With T-Mobile
00:06:08 – SpaceX Has Deal For Right to Acquire Cursor For $60B
00:08:13 – Jonathan Lewinsohn: See Opportunity in Telecom
00:10:06 – Lewinsohn: Don’t Know Exactly How AI Will Develop
00:12:20 – Lewsinsohn: People Want Out of Private Credit Before Knowing AI’s Impact on Software
00:14:47 – Lewsinsohn: A Lot of Underlying Difference in Private Credit Funds
00:17:53 – Barbara Humpton: Serra Verde A Completely Unique Deposit
00:19:48 – Humpton: Private Capital Fueling Our Broader Ambitions
00:21:17 – Humpton on Future Plans
00:24:35 – Investment Committee: AI Startups Target Software Business Models
00:36:16 – Avinash Mehrotra: Activists Cos. Recognize Proxy Fights Are Expensive, Distracting
00:37:18 – Mehrotra: Activist Are Just One ‘Loud’ Investor
00:38:57 – Mehrotra: Strong 1Q M&A Extension of 3Q, 4Q
00:43:15 – Jersey Mike’s Orders Up An IPO
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