Matt Wertz
speaker
97 appearances
3 recordings
1 series
first heard Dec 2025
last heard 13 Mar
Matt Wertz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Mar 2026 with 1.
Appearances
They involve a lot of debt.
And what the debt does is, first of all, allows the buyer to make a larger offer, which is important in deals like
Warner, where there's a bidding war going on.
And the other thing it does is it potentially improves the return on their own equity investments.
And we're seeing really just a boom in the last two to three months.
We're seeing the bidding war on
Warner, between Paramount and Netflix, of course.
We saw Silverlake's bid for Electronic Arts, the video game studio.
That involved a big check from Saudi Arabia's sovereign wealth fund.
We saw a massive deal, BlackRock and a couple of other partners made for Align data centers.
So we are really in the most recent heyday
The biggest deal boom we've seen, I would say, since 2015.
Yeah, there's a couple of things.
Like one is obviously the Trump administration, right?
These large deals, they often involve very large companies coming together.
There are antitrust concerns with that.
And the Trump administration has indicated that they're going to
be a little bit more play along with those kind of deals.
Another thing is that private equity, which tends to be the fuel to the fire of these cyclical trends, they've been building up a lot of what they call dry powder.
They just have a lot of money to spend.
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