2025 Dealmaking Surge: Mega-Deals, Rising Fees & Growing Regulatory/Capital Risks

Gist 2025 has witnessed a strong resurgence in global investment banking activity, driven by mega-M&A deals, rising strategic carve-outs, and major financing packages. [1][2] Banks are adapting structurally: leadership reshuffles, focus on Washington politics for regulatory navigation, and competition in servicing high-stakes deals. [3][4] Debt markets are loosening; large bridge loans and leverage are now …

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National Security, Media Giants & Mining Megadeals: What’s Sparking Big M&A in 2025

Gist JPMorgan Chase has hired Todd Combs from Berkshire Hathaway to head its $10+ billion initiative targeting U.S. strategic sectors—defense, rare earths, tech, medicine—with a direct report to CEO Jamie Dimon. [1] Lazard CEO Peter Orszag warned that Washington clearance (White House/Cabinet-level) has become essential to closing large, cross-border and politically sensitive transactions. [2] Paramount …

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Banks Ride M&A Momentum in Late 2025: Gains, Costs, and Talent in Focus

Gist The investment banking landscape in Q4 2025 shows diverging trends: while Citigroup anticipates ~25% y-o-y growth in its investment banking fees driven by M&A momentum [1], Bank of America expects flat investment banking fees but a high-single-digit increase in markets revenue [2]. Regulatory changes easing constraints on high-risk and leveraged lending are enabling banks …

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Fed Cuts Rates to 3.50%–3.75% Amid Inflation, Cooling Labor Market & Fed Dissent

Gist The U.S. Federal Reserve reduced its benchmark interest rate by 0.25 percentage points to 3.50%–3.75% on December 10, 2025, marking its third consecutive rate cut. [1][2] The FOMC vote was 9–3, with three members dissenting—one pushing for a larger cut and two opposing any cut. [3][4] Economic signals are mixed: inflation remains above target, …

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UBS Investment Banking Drives Profit Surge Amid Regulatory and Risk Hurdles

Executive Summary UBS has delivered robust investment banking performance in recent quarters, led by strong Global Banking and Global Markets revenue growth. The bank’s ongoing integration of Credit Suisse is ahead of schedule, enabling cost savings and gains in operating efficiency. However, regulatory pressure—especially potential changes to Swiss capital requirements—and exposure to risk in its …

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Morgan Stanley’s New Global Power & Energy Group: Strategy & Risks Explained

Key Changes Announced On September 17, 2025, Morgan Stanley issued an internal memo combining its Global Energy and Global Power & Utilities investment banking groups into a single entity: the Global Power and Energy Group. Leadership structure: the group will be co-headed by Jon Fouts (formerly global head of Power & Utilities since 2022) and …

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How Temple’s Experiential Learning Propelled a Non-Elite Grad into Top Investment Banking Role

A recent profile in Temple University’s news outlet highlights Andrew Belder, a senior at the Fox School of Business, who is set to begin his professional career with Guggenheim Securities after graduation. This analysis gathers facts drawn from that profile, corroborates with institutional information, and examines implications for both student pipelines and investment banking recruiting …

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DoD Backs MP Materials: Building a U.S. Rare-Earth Magnet Supply Chain by 2028

Deal Overview & Key Components MP Materials entered a landmark public-private partnership with the U.S. Department of Defense (DoD) in mid-2025 to build out a domestic rare-earth magnet supply chain. JPMorgan acted as exclusive financial advisor and lead left arranger on $1 billion of committed financing. Under the agreement, the DoD invested $400 million in …

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EU Pledges €20B for AI Gigafactories: Scaling Compute, Control, and Capital

Gist On 4 December 2025, the European Commission and the European Investment Bank (EIB) Group signed a Memorandum of Understanding committing to back the development of up to five AI “gigafactories” in the EU via the InvestAI programme, mobilising €20 billion for the infrastructure build-out. [1][2][3] Each proposed gigafactory will host about 100,000 advanced AI …

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JPMorgan Ramps Up in Business Services IB With $500M Revenue Target & Key Hires

Gist JPMorgan Chase is rapidly building out its Business Services Investment Banking (IB) division by hiring three senior bankers from Deutsche Bank and Goldman Sachs and targeting $500 million in revenue over the next 3–5 years. [1] The hires—Erik Carneal, David Sweet, Ye Xia—bring sector-specific strength in commercial, industrial, residential, and professional services, with each …

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