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15 handpicked stocks

Megadeal Mania

The world of big business deals is booming, with global merger activity up 30% to $1.89 trillion. This collection features the financial powerhouses behind these massive transactions – the investment banks, advisory firms, and private equity giants that stand to profit from the deal-making surge.

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Han Tan | Market Analyst

Updated today | Published at June 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GS

Goldman Sachs Group, Inc., The

GS

Current price

$730.72

As a leading global investment bank, Goldman Sachs is explicitly mentioned in the report as leading dealmaking, positioning it to directly capitalize ...

As a leading global investment bank, Goldman Sachs is explicitly mentioned in the report as leading dealmaking, positioning it to directly capitalize on the surge in M&A advisory fees.

MS

Morgan Stanley

MS

Current price

$144.63

Morgan Stanley is a top-tier M&A advisor that stands to benefit from the significant increase in the value and volume of large-scale corporate transac...

Morgan Stanley is a top-tier M&A advisor that stands to benefit from the significant increase in the value and volume of large-scale corporate transactions.

JPM

JPMorgan Chase & Co.

JPM

Current price

$290.49

JPMorgan's extensive investment banking division is a key player in structuring and financing megadeals, making it a primary beneficiary of increased ...

JPMorgan's extensive investment banking division is a key player in structuring and financing megadeals, making it a primary beneficiary of increased M&A activity.

About This Group of Stocks

1

Our Expert Thinking

Megadeals (transactions over $10 billion) have surged by an impressive 74% year-over-year, signaling a wave of corporate confidence. These financial intermediaries are uniquely positioned to benefit from this trend, earning substantial fees from advising on, structuring, and financing these massive transactions.

2

What You Need to Know

These stocks tend to perform best during periods of economic expansion and market optimism. When companies feel confident enough to pursue large acquisitions, these financial firms directly benefit through advisory fees, financing arrangements, and strategic services that generate significant revenue.

3

Why These Stocks

This collection includes industry-leading investment banks, specialized M&A advisory firms, and major private equity players. Each company was selected for its strong position in facilitating large corporate transactions and its ability to capitalize on the current deal-making boom.

Group Performance Snapshot

9 of 15

Stocks Rated Buy by Analysts

9 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

The Deal Wave Is Here

With megadeal activity skyrocketing 74%, these financial giants are suddenly in high demand. Their specialized services become essential when billion-dollar transactions are on the table.

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Fee Revenue Bonanza

M&A advisory fees can be massive - sometimes reaching tens or even hundreds of millions for a single transaction. As deal values climb to $1.89 trillion, so do the potential earnings for these firms.

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Hidden Economic Signal

Rising M&A activity often signals broader economic confidence that other investors might miss. These stocks could be early indicators of a positive market shift that's just beginning to take shape.

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