Here are 4 topics covered in the report and much more:
- Strategic appetite remains resilient – Improving financing conditions and resilient economic fundamentals continue to support healthy transaction activity despite ongoing policy, fiscal and geopolitical uncertainty.
- Scale continues to shape financial services M&A – Buyers pursued acquisitions and strategic investments to expand capabilities, geographic reach and institutional platforms across private markets, wealth management and traditional asset management.
- AI investment remains a defining theme – Capital continued flowing into AI-enabled financial technology, accelerating innovation across banking, payments, compliance and data infrastructure.
- Market activity reflects continued momentum – Explore the month’s notable transactions, Berkshire-advised deals and public market valuation trends across investment management and financial technology.