Michelle F. Davis
@MichelleF_Davis
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Senior Deals Reporter @ Bloomberg News. I cover all M&A but specialize in health, media & telco. Send tips to [email protected] or Telegram @mdavis194
New York, NY
Joined July 2014
Charter's $35 billion deal for Cox started with a Valentine's Day love letter. @BloombergDeals documented the behind-the-scenes whirlwind courtship that led to Friday’s deal announcement. Here's a gift link to the story by me and @LianaBaker : $CHTR.
bloomberg.com
One of the biggest deals of the year so far started around Valentine’s Day, with a love letter.
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New: US Foods went public with its interest in a combination with Performance Food Group today but says PFG isn't engaging. The CEO's comments confirm @BloombergDeals’s scoop from last month about $USFD's desire to combine the food distribution cos thru a $30+ billion deal $PFGC
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RT @ArmstrongDrew: When accounting and earnings stories are interesting, they are almost always VERY interesting:.
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UnitedHealth quietly sold businesses to private equity firms at the end of last year to avoid missing Wall Street earnings targets. Read my story with @zachmider @ikeswetlitz @jtozz for details about the deals & the unusual accounting decision here $UNH.
bloomberg.com
The health giant included gains from asset sales in its adjusted earnings — a move that’s permissible but now has some analysts looking more closely at profits.
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RT @zachmider: For 15 years, UnitedHealth beat earnings estimates. That streak might have ended sooner if not for some stealth dealmaking (….
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scoop: US Foods is exploring a potential combo w/ Performance Food Group, sources say, in a tie-up that would create a foodservice distributor w/ ~$100 billion of sales. $USFD has made its interest known to $PFGC but no guarantee this leads to a deal.
bloomberg.com
Performance Food Group Co. has attracted takeover interest from US Foods Holding Corp., a potential deal that would create a food distribution company with combined sales of roughly $100 billion,...
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busy time for telecom deals: AT&T just announced it's buying Lumen's consumer fiber operations for $5.75 billion. We'd reported on the talks a couple of months ago @BloombergDeals $T $LUMN.
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Charter and Cox just confirmed our earlier scoop about their plans to combine $CHTR.
🚨cable scoop: Charter is in advanced talks to combine with Cox Communications in a deal that values Cox at more than $30 billion and would unite two of the biggest US cable providers, sources say. The deal caps years of speculation & could be announced in the coming days $CHTR.
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RT @MichelleF_Davis: 🚨cable scoop: Charter is in advanced talks to combine with Cox Communications in a deal that values Cox at more than $….
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🚨cable scoop: Charter is in advanced talks to combine with Cox Communications in a deal that values Cox at more than $30 billion and would unite two of the biggest US cable providers, sources say. The deal caps years of speculation & could be announced in the coming days $CHTR.
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RT @GillianTan: Siemens is buying @insightpartners-backed @dotmatics for $5.1 billion. Scoop w/ @ak_mna & @MichelleF_Davis confirmed 👇.http….
bloomberg.com
Siemens AG has agreed to acquire Dotmatics for $5.1 billion as part of a push to provide more artificial intelligence software to life sciences companies.
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RT @BloombergTV: Bankers dreaming about Donald Trump-driven deals booms are getting their hopes dashed as deal making turns cold. In today'….
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M&A volumes are actually higher right now than they were last year at this time but it *feels* worse than it is because people came into the year expecting a deluge. Instead, some companies are hitting pause. Story with @ak_mna @BTLipschultz @yiqinsh .
bloomberg.com
Dealmakers started 2025 predicting one of the best hauls in a decade. It wasn’t long before they had to deliver a stark reality check.
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RT @GillianTan: AT&T is in exclusive talks to buy Lumen's consumer-fiber unit $T $LUMN. Scoop w/ @MichelleF_Davis & @LianaBaker ⬇️ https://….
bloomberg.com
AT&T Inc. is in talks to acquire Lumen Technologies Inc.’s consumer fiber operations, according to people with knowledge of the matter.
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Mallinckrodt and Endo confirmed their merger plans this morning
investor.endo.com
Transaction Brings Together Two Highly Complementary Businesses to Broaden Patient Access and Develop New Therapies to Address Unmet Patient Needs Combined Company Expected to Benefit from...
scoop: Drugmakers Mallinckrodt and Endo are in talks to combine in a potential $7 billion deal, sources say. The deal, set to be announced in the coming days, would mark the first classic pharma-to-pharma merger in years. Story w/ @DNair5 on @TheTerminal & web link coming shortly.
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scoop: Drugmakers Mallinckrodt and Endo are in talks to combine in a potential $7 billion deal, sources say. The deal, set to be announced in the coming days, would mark the first classic pharma-to-pharma merger in years. Story w/ @DNair5 on @TheTerminal & web link coming shortly.
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