Stock Markets January 29, 2026

Bertelsmann's BMG in Talks to Buy Concord in Deal Potentially Worth $7 Billion

Cash-and-stock offer under consideration as discussions continue; transaction could combine two of the largest independent music companies

By Derek Hwang
Bertelsmann's BMG in Talks to Buy Concord in Deal Potentially Worth $7 Billion

BMG Rights Management, part of German media group Bertelsmann, is reportedly weighing an acquisition of Concord in a transaction that could reach $7 billion. Sources told Bloomberg that BMG may propose a mix of cash and stock for Concord, which is majority owned by the State of Michigan Retirement System. Talks are ongoing and not certain to produce a deal.

Key Points

  • BMG Rights Management is reportedly considering an acquisition of Concord in a deal that could be worth up to $7 billion - impacts the music and media sectors.
  • The contemplated offer could include a mix of cash and stock; Concord is majority owned by the State of Michigan Retirement System, highlighting institutional investor involvement.
  • If completed, the merger would create one of the largest music companies globally and would rank among the biggest transactions in music industry history.

BMG Rights Management, the music arm of Bertelsmann, is reportedly exploring a potential purchase of Concord in a transaction that could be valued at as much as $7 billion, according to reporting from Bloomberg citing people familiar with the matter.

Sources said BMG is considering an offer that would include both cash and stock components for Concord. The sources, who asked not to be identified because the negotiations are private, emphasized that talks remain in progress and there is no certainty the parties will reach an agreement.

If the companies agree to a transaction, the combined group would rank among the world’s largest music companies and would be counted among the largest deals in the history of the music industry. Both BMG and Concord are already positioned as major independent record labels on a global scale.

According to the people familiar with the discussions, Concord Chief Executive Officer Bob Valentine is expected to assume leadership at BMG Rights Management should the acquisition be completed.

The discussions are not the first time Concord has explored a sale. The company engaged in talks about a potential transaction approximately five years ago, during which reports indicated it had sought in excess of $5 billion, but that earlier process did not result in a completed deal.


Details available so far are limited to what was reported by Bloomberg and the description provided by those familiar with the matter. The ownership stake in Concord is heavily held by the State of Michigan Retirement System, which is identified as the majority owner in the current reporting.

At this stage, the situation remains fluid: the structure of any final offer, the timing of discussions, and whether parties will bridge their differences remain open questions. Observers will be watching for confirmations from either company or further reporting that sheds light on the terms and trajectory of the negotiations.

Risks

  • Negotiations are ongoing and there is no guarantee the parties will reach an agreement - affects transaction certainty in the music and media markets.
  • Leadership and integration plans are conditional - Concord CEO Bob Valentine is expected to lead BMG Rights Management only if the acquisition is completed.
  • Concord previously pursued a sale about five years ago seeking more than $5 billion but did not complete a deal, indicating that discussions can fail to produce a transaction.

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