Michelle F. Davis (@MichelleF_Davis)

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Michelle F. Davis@MichelleF_Davis · May 21

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/news/articles/…

MichelleF_Davis's tweet card. One of the biggest deals of the year so far started around Valentine’s Day, with a love letter.

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Michelle F. Davis@MichelleF_Davis · Jul 15

“But shortly before the books closed for 2024, more profits appeared. They came from the discreet sale of stakes in business units to firms including Warburg Pincus and KKR & Co., according to people familiar with the matter. Some of the deals included terms that could require…

MMichelle F. Davis@MichelleF_Davis · Jul 15

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/news/features/…

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Michelle F. Davis@MichelleF_Davis · Jul 15

When accounting and earnings stories are interesting, they are almost always VERY interesting:

MMichelle F. Davis@MichelleF_Davis · Jul 15

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/news/features/…

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Michelle F. Davis@MichelleF_Davis · Jul 15

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/news/features/…

MichelleF_Davis's tweet card. 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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Zachary Mider@zachmider · Jul 15

Story w/ @michellef_davis @ikeswetlitz @jtozz bloomberg.com/news/features/…

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Zachary Mider@zachmider · Jul 15

For 15 years, UnitedHealth beat earnings estimates. That streak might have ended sooner if not for some stealth dealmaking (gift link in next tweet)

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Michelle F. Davis@MichelleF_Davis · Jul 11

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/news/articles/…

MichelleF_Davis's tweet card. 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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Michelle F. Davis@MichelleF_Davis · May 21

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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Michelle F. Davis@MichelleF_Davis · May 16

Charter and Cox just confirmed our earlier scoop about their plans to combine $CHTR

MMichelle F. Davis@MichelleF_Davis · May 16

🚨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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Michelle F. Davis@MichelleF_Davis · May 16

🚨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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Gillian Tan@GillianTan · Apr 2

Siemens is buying @insightpartners-backed @dotmatics for $5.1 billion Scoop w/ @ak_mna & @MichelleF_Davis confirmed 👇 bloomberg.com/news/articles/…

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Bloomberg TV@BloombergTV · Mar 27

Bankers dreaming about Donald Trump-driven deals booms are getting their hopes dashed as deal making turns cold. In today's Wall Street Beat, Bloomberg's @MichelleF_Davis discusses the M&A pullback bloom.bg/43vDWVo

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Michelle F. Davis@MichelleF_Davis · Mar 27

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/news/features/…

MichelleF_Davis's tweet card. 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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Gillian Tan@GillianTan · Mar 25

AT&T is in exclusive talks to buy Lumen's consumer-fiber unit $T $LUMN Scoop w/ @MichelleF_Davis & @LianaBaker ⬇️ bloomberg.com/news/articles/…

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Michelle F. Davis@MichelleF_Davis · Mar 13

Mallinckrodt and Endo confirmed their merger plans this morning investor.endo.com/2025-03-13-Mal…

MMichelle F. Davis@MichelleF_Davis · Mar 12

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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Michelle F. Davis@MichelleF_Davis · Mar 12

The maker of Pokémon Go is selling its games division to Saudi-backed Scopely for $3.5 billion, according to a statement today, which confirms earlier reporting from me and @cecianasta for @BloombergDeals. scopely.com/en/news/scopel…

MichelleF_Davis's tweet card. Acquisition will welcome Niantic’s entire game team, including tenured leaders Kei Kawai and Ed Wu; beloved games “Pokémon GO,” “Pikmin Bloom,” and “Monster Hunter Now”; and companion apps and...

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