Piper Sandler's Jimmy Dunne on remembering 9/11, M&A outlook and business of golf

M&A Activity in Financials - M&A activity for financials has seen virtually no conversation for 5 years due to regulatory uncertainty [7] - Increased enthusiasm and discussions are occurring behind the scenes regarding potential deals [8] - The firm completed 20 deals totaling approximately $15 billion, indicating a substantial increase of 30-40% in activity [9] - Technology, especially AI, is driving M&A as companies seek to stay competitive [9] - Stock deals are viewed as an opportunity to acquire companies at a discount, emphasizing the importance of finding undervalued targets [10] Golf Industry & PGA Tour - The speaker resigned from the PGA Tour, feeling superfluous, and suggests a deal should have been reached before the British Open in 2023 [12] - No progress has been made since the resignation, but the PGA Tour is currently in good shape [14] Other Engagements - The speaker is involved with Troun Golf, bringing a different perspective to the company [15] - The speaker serves on the AIG board and the Chime board (which went public) [15][16]