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

AT&T is in exclusive talks to buy Lumen's consumer-fiber unit $T $LUMN Scoop w/ Michelle F. Davis & Liana B. Baker ⬇️ bloomberg.com/news/articles/…

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 Aaron Kirchfeld Bailey Lipschultz Yiqin Shen bloomberg.com/news/features/…

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 Michelle F. Davis discusses the M&A pullback bloom.bg/43vDWVo

Siemens is buying Insight Partners-backed Dotmatics for $5.1 billion Scoop w/ Aaron Kirchfeld & Michelle F. Davis confirmed 👇 bloomberg.com/news/articles/…

🚨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

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

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 Bloomberg Deals $T $LUMN

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/…

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

Story w/ @michellef_davis Ike Swetlitz John Tozzi bloomberg.com/news/features/…

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 Zachary Mider Ike Swetlitz John Tozzi for details about the deals & the unusual accounting decision here $UNH bloomberg.com/news/features/…

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

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 Bloomberg Deals’s scoop from last month about $USFD's desire to combine the food distribution cos thru a $30+ billion deal $PFGC

Confirmed: Dayforce $DAY said this morning its in advanced talks with Thoma Bravo about a deal at $70 per share. Bloomberg Bloomberg Deals

Paramount is preparing a bid for Warner Bros. Discovery. It has hired a financial advisor, but it hasn't made a formal offer. Story with Michelle F. Davis bloomberg.com/news/articles/…