Michelle F. Davis

Senior Deals Reporter @Bloomberg News. Cover M&A across sectors w/ focus on health, media, telco, consumer. Tips: [email protected] | Telegram @mdavis194

[Michelle F. Davis @MichelleF_Davis]

Programming note: I'm adding consumer/retail M&A to my beat while continuing to cover deals across sectors including health, media and telecom.
Here's my take on the recent boom in consumer deals:
https://t.co/QONxOmUWe1

[Michelle F. Davis @MichelleF_Davis]

🍕🍕 story link here: https://t.co/AwJA4L22Wf

[Michelle F. Davis @MichelleF_Davis]

Scoop: LongRange Capital is in exclusive talks to buy Pizza Hut from Yum Brands, sources say. Story just hit @TheTerminal $YUM

[Michelle F. Davis @MichelleF_Davis]

Follow the new activism reporter for @BloombergDeals !

[Mengqi Sun @_MengqiSun]

~personal news~ I've joined Bloomberg to cover Activist Investor! Reach out to me about shareholder activism, proxy battles and related situations. [email protected] or 646-617-3526
https://t.co/p9SXbwOsfJ

[Lucas Shaw @Lucas_Shaw]

NEW: IHeart and SiriusXM are discussing a deal that would combine the largest radio station owner and the largest satellite radio company in the US.

Scoop with @ashleyrcarman and @MichelleF_Davis

https://t.co/7NEFbCv6jz

[Michelle F. Davis @MichelleF_Davis]

full story here: https://t.co/qcGnQ6KRXm

Scoop with @eyk_henning @RuthsDavid @DNair5

[Michelle F. Davis @MichelleF_Davis]

Scoop: Deutsche Telekom is exploring a potential combination with T-Mobile, sources tell us, in what would rank as the biggest public M&A deal of all time.
$DTE already controls $TMUS but the move would eliminate the dual structure between them, sources say. On @TheTerminal

[Gerry Smith @gerryfsmith]

Scoop w/ @MichelleF_Davis: Biogen has agreed to acquire Apellis Pharmaceuticals for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions

https://t.co/IBEcSOmVWP

[Michelle F. Davis @MichelleF_Davis]

Programming note: I'm adding consumer/retail M&A to my beat while continuing to cover deals across sectors including health, media and telecom.
Here's my take on the recent boom in consumer deals:
https://t.co/QONxOmUWe1

[Lucas Shaw @Lucas_Shaw]

Flattered/honored that our @SABEW honored our coverage of the Warner Bros deal with its best in business prize.

Also intrigued to learn that CNBC qualifies as a medium to small news organization.

[Michelle F. Davis @MichelleF_Davis]

Brown-Forman and Pernod Ricard just issued statements saying they’re in merger talks, confirming our spirits scoop from earlier today 🥃🍸$RI $BF

[Ryan Gould @rngould]

Big alcohol scoop: French beverages giant Pernod-Ricard is weighing a deal for Jack Daniels maker Brown-Forman. $RI $BF.B @business @RuthsDavid @MichelleF_Davis @DNair5

https://t.co/qVWZL8UGbF

[Ryan Gould @rngould]

Big alcohol scoop: French beverages giant Pernod-Ricard is weighing a deal for Jack Daniels maker Brown-Forman. $RI $BF.B @business @RuthsDavid @MichelleF_Davis @DNair5

https://t.co/qVWZL8UGbF

[SABEW @SABEW]

In the Media/Entertainment category, large division, the 2025 Best in Business Award winner is Bloomberg News for “Netflix Clinches Warner Bros. Deal.” #BIB25

[Michelle F. Davis @MichelleF_Davis]

And that’s a wrap!
$psky $wbd
https://t.co/UoQgdCBlko

[Lucas Shaw @Lucas_Shaw]

Last Saturday, Netflix was the heavy favorite to buy Warner Bros.

What changed? How did David Ellison pull it off? Why did Netflix back off?

Behind the scenes of one of the biggest deals in business history with @MichelleF_Davis and @joshua_sisco

https://t.co/wVoBRjHyTA

[Lucas Shaw @Lucas_Shaw]

Netflix is OUT.

Paramount is going to buy Warner Bros. Discovery

[Lucas Shaw @Lucas_Shaw]

Warner Bros is going to resume talks with Paramount after two months of rejecting them.

The company still says it’s committed to Netflix but needs to find out just how much the Ellisons will offer.

(Confirms our story from Sunday.)

[Lucas Shaw @Lucas_Shaw]

New: Warner Bros. is considering re-engaging with Paramount following its latest offer + pressure from some shareholders.

WB still has a binding deal with Netflix, which would have the right to match any offer.

Scoop with @MichelleF_Davis

https://t.co/WLdpdeS0gc

[Bloomberg TV @BloombergTV]

Activist investor Ancora Holdings is urging the board of Warner Bros. Discovery to reject the offer by Netflix and reconsider a competing bid by Paramount Skydance, adding a new plot twist to one of Hollywood’s biggest takeover battles.

@MichelleF_Davis discusses with @daniburgz https://t.co/CIJsLuqUYi

[Michelle F. Davis @MichelleF_Davis]

@SIRARBALOT Thank you! This will be once a week for an hour on Wednesdays. 12-1p Eastern.

[Michelle F. Davis @MichelleF_Davis]

Tune in for the premiere of the Bloomberg Deals TV show in 15 minutes at noon eastern!
We'll be discussing the deals of the day and we have a Warner Bros. Discovery M&A adviser joining us to talk about the latest on the big media deal.