Solomon Connects

Unlocking Value & Navigating Conflicts in Tax Receivable Agreements

Solomon Partners’ Managing Director Matthew Cornish from our Financial Institutions Group joins M&A Director Chris Moynihan to unpack the evolving market for illiquid financial assets, with a particular focus on tax receivable agreements (TRAs). They discuss the rise in interest for TRAs, navigating conflicts these agreements create for boards and shareholders, and best practices for managing and retiring these liabilities to enhance shareholder value.

M&A Today: Discipline in the Board Room — Lessons Learned When M&A Deals Unwind

Solomon Partners’ Head of M&A and COO of Investment Banking Jeff Jacobs joins M&A Director Chris Moynihan to discuss strategic discipline in M&A and lessons learned from the recent unwinding of several marquee M&A transactions. They unpack underlying challenges — from debt burdens to market shifts — and share how boards can stress-test mergers to ensure sustainable, long-term value.

Dealmaking in the Age of AI: The Power of Data

Solomon Partners’ Craig Muir, Head of Software, Data & Analytics, joins Jeff Jacobs, Head of M&A and COO of Investment Banking to discuss how AI, data, and tech-enabled services are reshaping dealmaking in tech. They unpack M&A trends and valuation strategies as the year wraps up and we look ahead to 2026.

FIG in Focus: M&A Trends Shaping Financial Institutions

Arik Rashkes, Head of Solomon’s Financial Institutions Group (FIG), joins Chris Moynihan to discuss the evolving M&A landscape across insurance, wealth management, asset management and specialty finance sub-sectors. From increasing deal activity across distribution businesses to strategic consolidation and unbundling trends and the role of private equity, the episode explores key trends shaping FIG and what’s ahead for 2026.

M&A Today: Why 2025 Is Defying Expectations

Solomon Partners’ Head of M&A and COO of Investment Banking Jeff Jacobs joins M&A Director Chris Moynihan to unpack the momentum in the M&A market, despite the uncertainty earlier in the year. They explore the forces driving strategic consolidation and large-cap private equity transactions—offering insights into what’s fueling activity and what to expect heading into 2026.