In today's Bloomberg Deals: Mantle Ridge scores first big activist win of proxy season, Monte Paschi adds twist to Italian banking saga and Boeing unit draws aerospace, buyout suitors https://t.co/HBSc8Bcf8u
"Since I’m in Davos at the World Economic Forum, a literal cluster-you-know-what of investment bankers, I thought I’d ask around about the feasibility of such a deal. The answer, which might surprise you, went something like this: Difficult, not impossible." @CGasparino on a… https://t.co/EL37f0XwYe
Morgan Stanley CEO: The whale-like deal is out there under the Trump administration https://t.co/XDoq5iKBKR by @BrianSozzi
Morgan Stanley CEO Ted Pick expressed optimism regarding a resurgence in mergers and acquisitions (M&A) activity, particularly driven by private equity firms. He noted that pent-up demand is expected to stimulate deal-making in 2025. This sentiment aligns with broader trends observed at the World Economic Forum in Davos, where discussions about potential large-scale deals were prevalent. Additionally, activist investor Mantle Ridge has secured three seats on the board of Air Products, resulting in the removal of the CEO from the board, indicating a shift in corporate governance dynamics. Other notable developments include ongoing interest in M&A within the insurance sector and the aerospace industry, as highlighted in recent Bloomberg reports.