Looking Into The Future....
Ready, Set, GO
The entertainment industry is gearing up for a blockbuster year of mergers and acquisitions in 2025, with experts predicting a surge in dealmaking fueled by favorable regulatory conditions under the Trump administration, declining interest rates, and a growing need to consolidate amid streaming challenges.
Big deals already on track include Paramount Global’s $8B merger with Skydance Media and Silver Lake’s $13B plan to take Endeavor private. But that’s just the beginning. Comcast’s cable network spinoff, Warner Bros. Discovery’s restructuring, and Lionsgate’s split from Starz signal a potential wave of strategic moves.
Other Potential Acquisition Targets Include:
• Lionsgate: Activist investors see the company as undervalued, with its film/TV library and recent split from Starz making it attractive to traditional and tech players.
• AMC Networks: Despite past skepticism about consolidation, AMC remains a target for companies looking to expand their content library, including Warner Bros. Discovery.
• Roku: A valuable prize for streaming and connected TV ad buyers like The Trade Desk, tech giants like Amazon or Microsoft, and even retail players like Target.
Challenges remain, including valuation gaps and capital limitations for buyers. However, the need for content consolidation and streaming profitability may override these obstacles.
2025 is shaping up to be Hollywood’s moment for big moves—and the deals made now could reshape the entertainment landscape for years to come.
Why Hollywood Is Poised for M&A Mania in 2025
Let’s keep watching!