Madison Air Seeks $2.23B in IPO, Activist Investing Picks Up In 2026 | Bloomberg Deals 4/8/2026

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Blackstone Global Head Private Equity Strategies Joe Baratta, Skadden Partner Head of Shareholder Engagement & Activism Elizabeth Gonzalez-Sussman, Kirkland & Ellis Partner Shaun Mathew, Palliser Capital Founder & Chief Investment Officer James Smith, and William Blair Global Head of Investment Banking Matt Zimmer. Chapters: 00:01:16 - PIMCO Weights $14B Debt Deal for Oracle Data Center 00:07:27 - Joe Baratta, Blackstone Global Head of Private Equity Strategies 00:08:03 - Baratta: Highest Conviction in Electrification of Economy 00:09:04 - Baratta: Don’t Subscribe to End of Software 00:10:03 - Baratta: Market Open to Companies Like Medline 00:11:09 - Baratta: Expect Resumption in Deal Activity 00:12:32 - Baratta: No Urgency to Deploy Capital 00:13:17 - Baratta: Companies Have To Sell At Market Clearing Price 00:16:53 - Midday Movers: Stocks Rally Even As Hormuz Stays Blocked 00:21:17 - The Investment Committee: Activist Investing Picks Up In 2026 00:32:47 - US and Iran Prepare To Negotiate Ceasefire 00:34:34 - Matt Zimmer, William Blair Global Head of Investment Banking 00:36:58 - Zimmer: Aerospace & Defense Appetite Strong In US 00:38:27 - Zimmer: There Will Be A Breaking Point With Price Inflation 00:40:31 - The Impact of Volatility on M&A -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X:   / bloombergtv   Facebook:   / bloombergtelevision   Instagram:   / bloombergtv   Connect with Bloomberg Business on: X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   TikTok: https://www.tiktok.com/@bloombergbusi... Reddit:   / bloomberg   LinkedIn:   / bloomberg-news   More from Bloomberg: Bloomberg Radio:   / bloombergradio   Bloomberg Surveillance:   / bsurveillance   Bloomberg Politics:   / bpolitics   Bloomberg Originals:   / bbgoriginals   Watch more on YouTube: Bloomberg Technology:    / @bloombergtechnology   Bloomberg Originals:    / @business   Bloomberg Quicktake:    / @bloombergquicktake   Bloomberg Espanol:    / @bloomberg_espanol   Bloomberg Podcasts:    / @bloombergpodcasts