SG on X
Thesis: many dealmakers will rush to compress major m&a that would normally occur over a 5-year trajectory into the following two years, to ensure a favorable regulatory environment. Best way to play? Maybe the "deal advisory" firms: $PJT $LAZ $MC $EVR $HLI $PWP. Going to make a watchlist of these to track. Others to include? Jeffries? Piper?
