Bloomberg Talks Eric Cantor Talks US Economy, M&A Deals
Dec 12, 2025
Eric Cantor, former House Majority Leader and vice chairman at Moelis & Company, shares insights into the U.S. economy's strength heading into 2026. He discusses the busy M&A environment and how transactions can drive growth. Cantor highlights the shift in regulatory outlook under the current administration and the importance of government equity stakes. He also touches on the administration's focus on sectors vital for national security, like AI, and the impact of fiscal policy changes on investment incentives.
AI Snips
Chapters
Transcript
Episode notes
Dealmaking Fueled By Growth And Capital
- M&A activity is heating up as companies use transactions to accelerate growth and gain efficiencies.
- Accommodative capital markets and optimistic corporate dialogue are driving a busy deal pipeline.
Private Equity Mechanics And Strategic Lists
- Sponsor-driven activity reflects capital recycling and creative fund structures like continuation funds.
- Strategic buyers maintain target lists while various tools let investors and sponsors manage exits and returns.
Regulatory Climate Eases Deal Uncertainty
- The regulatory outlook has become more constructive compared with the prior administration's stricter antitrust posture.
- Reduced regulatory overhang encourages strategics and sponsors to pursue transactions more readily.