A TikTok Deal in 2025?

The video discusses the strong outlook for tech deals, emphasizing the complexity of large transactions and their potential to move markets. It highlights the geopolitical factors affecting M&A, particularly between the US and China, and the impact of antitrust enforcement. The role of private equity in facilitating complex deals and their interest in carve-outs from large enterprises is also explored.

What factors contribute to the complexity of large transactions in the tech industry?

What are the potential benefits and challenges of a deal involving TikTok?

How does geopolitics influence mergers and acquisitions, particularly between the US and China?

In what ways can antitrust enforcement impact the tech market and M&A activities?

What role does private equity play in the acquisition of carved-out assets from larger enterprises?