Mark Walter Scrambles for Deals, Shein Readies IPO | Bloomberg Deals 8/19/2026

Watch on YouTube ↗  |  August 19, 2026 at 21:15  |  44:49  |  Bloomberg Markets
Speakers
Norah Mulinda — Market Reporter, Bloomberg
Anthony Hughes — Bloomberg Reporter
Matthew McClure — Goldman Sachs global co-head of investment
Ryan Gould — Head of Content, Blockworks
Sridhar Natarajan — Bloomberg Chief Wall Street Correspondent
Isabelle Lee — Reporter, Bloomberg
A.J. Rohde — Senior Partner, Thoma Bravo

Summary

The episode covers a surge in strategic M&A and upcoming IPOs, highlighting Anthropic and Shein's planned public listings. Goldman Sachs' Matt McClure discusses the resilience of CEOs driving M&A volume, while Thoma Bravo's A.J. Rohde explains the firm's strategy of acquiring industry utilities. Additionally, the show tracks Mark Walter's ongoing sale of sports assets amid a DOJ probe.

  • Mark Walter explores selling stakes in the Lakers and Chelsea amid a DOJ investigation.
  • Shein targets a $26-$27 billion valuation for its Hong Kong IPO, a steep drop from its peak.
  • Anthropic prepares for a highly anticipated post-Labor Day IPO with strong financial signals.
  • Goldman Sachs reports a 48% surge in global strategic M&A volumes halfway through the year.
  • Copart and private equity firms compete to acquire software provider CCC Intelligent Solutions.
  • Thoma Bravo agrees to take insurance exchange Accelerant private in a $4 billion deal.
Ideas
Norah Mulinda Market Reporter, Bloomberg 5:14
Shein's IPO tests investor appetite amid struggles.
Shein is targeting a $26 to $27 billion valuation in its Hong Kong IPO, a dramatic reset from its $100 billion peak, as it faces slowing growth, tougher competition from Temu, and recent quarterly losses, making this a key test of investor appetite for fast fashion.
SHEIN MED
Anthony Hughes Bloomberg Reporter 6:43
Anthropic targets a major post-Labor Day IPO.
Anthropic is targeting a late September or early October IPO, supported by a revolving credit facility that signals strong financial health, liquidity, and potential profitability, making it a major upcoming event for equity capital markets.
ANTHROPIC HIGH
Anthony Hughes Bloomberg Reporter 7:56
General Atlantic pursues a post-Labor Day IPO.
General Atlantic is pursuing an IPO in the post-Labor Day window, which would help with succession planning and allow partners to monetize their stakes, adding to the pipeline of major upcoming public offerings.
General Atlantic MED
Matthew McClure Goldman Sachs global co-head of investment 15:36
AI infrastructure sees enormous M&A growth activity.
There is a disproportionate amount of growth and enormous M&A activity in AI infrastructure, as well as in the mid-market, making these key areas of expansion for investment banking and capital deployment.
AIQ MED
Ryan Gould Head of Content, Blockworks 21:15
Copart and private equity battle for CCC.
Copart is in talks to acquire software provider CCC Intelligent Solutions, competing against private equity firms Veritas and GTCR, with Elliott Management also holding a sizable position, creating a compelling M&A battle in the software space.
CCC CPRT HIGH
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This Bloomberg Markets video, published August 19, 2026, features Norah Mulinda, Anthony Hughes, Matthew McClure, Ryan Gould discussing SHEIN, ANTHROPIC, General Atlantic, AIQ, CCC, CPRT. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Norah Mulinda, Anthony Hughes, Matthew McClure, Ryan Gould  · Tickers: SHEIN, ANTHROPIC, General Atlantic, AIQ, CCC, CPRT