Warner Deal Paused, Activism Surges 7/22/2026
A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today’s guests: THL Partners CO-CEO Scott Sperling, Paul Weiss Partner Carmen Lu, Kirkland & Ellis Head of Hostile Takeover Defense Shaun Mathew, and Barclays Head of TMT Equity Capital Markets Jamie Turturici.
Chapters:
00:00:00 – Bloomberg Deals opens
00:01:08 – Michelle Davis on Paramount–Warner Bros. Deal Delay
00:04:31 – Scarlet Fu on Disney & ESPN Layoffs
00:06:01 – Bailey Lipschultz & Jibril Lawal on Utz’s $3B Buyout
00:07:16 – Bailey Lipschultz on Food M&A & Jersey Mike’s IPO
00:10:47 – THL Partners’ Scott Sperling on AI Investing
00:13:00 – Sperling on AI, Software & Private Equity
00:14:51 – Sperling on Credit Markets & Liquidity
00:16:56 – Sperling on Inflation, Oil & Interest Rates
00:20:38 – Sid Philip on Aerospace & Defense Deals
00:23:04 – Scarlet Fu on Activist Investing Trends
00:24:14 – Investment Committee: Carmen Lu & Shaun Mathew
00:29:33 – Lu and Mathew on AI & Activist Campaigns
00:34:11 – Barclays’ Jamie Turturici on the Tech IPO Pipeline
00:40:45 – Deal Roundup: Pep Boys, Liverpool FC & Blackstone
00:41:24 – Loukia Gyftopoulou on Blackstone’s Retail Push
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