Moelis has hired Kyle Reidy to lead its private credit secondaries business, as slower activity in dealmaking has led to surging interest in this corner of the market https://t.co/F4htzcgDLh ...

Group 1 - CoinGecko, a cryptocurrency market data platform, is exploring a sale with a target valuation of approximately $500 million [1] - The process for the sale was initiated at the end of last year, and the valuation has not yet been finalized [1] - In 2025, the cryptocurrency industry is expected to see a record of $8.6 billion in disclosed merger and acquisition transactions, with 133 deals [1]

Core Insights - CoinGecko is considering a sale with a valuation around $500 million and has appointed Moelis as an advisor for the process, which began late last year [1][2] - The crypto sector has seen accelerated dealmaking, with M&A activity reaching approximately $8.6 billion in 2025, surpassing the total of the previous four years [3][4] - CoinGecko's monthly traffic declined to about 18.5 million in December 2025 from 43.5 million in 2024, reflecting a broader trend in the industry due to the rise of AI chatbots [5][6] Industry Trends - The increase in M&A activity indicates a shift towards targeted consolidation and expansion in the crypto market as regulatory clarity improves and institutional participation grows [4] - Major deals in the crypto sector include Coinbase's $2.9 billion acquisition of Deribit and Kraken's $1.5 billion purchase of NinjaTrader, highlighting the trend of companies seeking scale and strategic assets [3] - CoinMarketCap, a peer of CoinGecko, also experienced a decline in traffic, dropping to 64 million in December 2025 from approximately 157 million in 2024, indicating a competitive landscape [6]

Core Insights - Olo has acquired Spendgo, a loyalty and guest engagement platform, and is launching Olo Loyalty to integrate these capabilities into its existing suite of restaurant technology solutions [1][3] Group 1: Acquisition and Integration - The acquisition aims to provide restaurant operators with a single platform for managing customer interactions, combining loyalty capabilities with ordering, payment, guest data, and marketing tools [1][2] - Olo reports that approximately 65% of locations using its system already have some form of loyalty program, indicating a strong demand for built-in loyalty options [2] Group 2: Features and Benefits - The integrated setup will automatically update customer profiles with each interaction, enhancing visibility into the impact of loyalty schemes on customer behavior and revenue [3] - Olo Loyalty will allow restaurant brands to create unified customer profiles and run personalized offers and communications from sign-up to redemption [2][3] Group 3: Leadership and Market Position - Spendgo currently supports over 120 restaurant brands, including notable names like Cold Stone Creamery and Captain D's, with its leadership team transitioning to Olo to further develop the loyalty product [5][6] - Olo's CEO, Noah Glass, emphasized that the integration of loyalty with Olo's solutions provides a competitive advantage through cleaner data and personalized guest interactions [4]

Core Insights - Moelis CEO Navid Mahmoodzadegan is scheduled to speak at the Goldman Sachs US Financial Services Conference [1] Company Overview - Moelis is actively participating in significant industry events, indicating its engagement with key financial stakeholders [1]

Financial Restructuring - Affinity Interactive is in talks with Moelis for advice [1] - The company aims to negotiate with bondholders over a potential restructuring [1] Industry Outlook - The casino operator is facing financial challenges requiring restructuring negotiations [1]

RT Bloomberg Live (@BloombergLive)NOW: How can investors achieve objectives while contending with volatility? #TheFutureInvestor with #InvescoQQ hosts conversations with senior leaders from @JLL, @HPE , @Moelis, @ATT, and more live in Houston.https://t.co/It2obYTaUr ...

All right. Uh, with a lot of concerns about a possible government shutdown, are you surprised at all to see futures moving higher. >> Not even a little bit.I've been through this with government shutdown talks so many times I've lost count. It is not a market factor at all, and it hasn't been the last dozen times it's happened. >> All right, that's a pretty definitive answer right there.So, David, your word of the day today is dividend. Are you saying that investors should focus more on dividend paying stoc ...

Company Insights - Moelis is highlighted as a unique financial services company with no debt on its balance sheet, allowing it to return all profits to shareholders [4] - The company has experienced significant growth, increasing from a valuation of $2-3 billion to $6-7 billion in a few years, indicating strong potential for future growth [4][5] - Moelis focuses on advisory services in investment banking and M&A, distinguishing itself from commercial banks like JP Morgan and Morgan Stanley, which have lower multiples due to their larger balance sheets and different business models [6][7] Investment Strategy - The emphasis on dividend-paying stocks is presented as a sound investment strategy, providing a way to derisk investments while benefiting from consistent cash flow [2][3] - The return on equity for Moelis is notably high at 45%, compared to lower returns for its peers, reinforcing the argument for its higher valuation multiple [8]

Moelis hired BlackRock’s former innovation capital head to bolster its business of providing customized capital raising advice for private and public companies https://t.co/4jqL1lZPiq ...