Zaz Spinco Wrinkle: 25 Current Deals and Rowanology
Welcome to another update of Dry Powder, I’m Bill Cohan. Thank you for all the positive feedback on my recent space trip escapade. For those curious, I went au naturale with my haircare up there, but fear not, I am back on solid ground today.
Today, let’s delve into the new cable M&A market with insights from analyst Steven Cahall at Wells Fargo. Cahall’s notes sparked interesting discussions on potential outcomes in the industry, including some of mine.
Moving on to a recent topic of speculation: Hollywood M&A activity for the upcoming year. With a new era in the White House approaching and recent restructuring announcements from major players like Comcast and Warner Bros. Discovery, it’s no surprise that industry insiders are buzzing about potential shifts.
One hot topic of conversation centers around the Ellisons and Gerry Cardinale, who may be considering a strategic play post Paramount Global’s acquisition. It’s anticipated that Paramount Global’s deal closure is on the horizon, paving the way for new possibilities in the arena.
The twist and turns of the entertainment industry never cease to surprise us, stay tuned for more updates and keep an eye out for what unfolds next in the world of media and entertainment.
