{"id":43940,"date":"2025-09-30T11:44:30","date_gmt":"2025-09-30T11:44:30","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/09\/30\/two-must-own-us-stocks-to-bet-on-continued-ma-boom-in-2025\/"},"modified":"2025-09-30T11:44:30","modified_gmt":"2025-09-30T11:44:30","slug":"two-must-own-us-stocks-to-bet-on-continued-ma-boom-in-2025","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/09\/30\/two-must-own-us-stocks-to-bet-on-continued-ma-boom-in-2025\/","title":{"rendered":"Two must-own US stocks to bet on continued M&A boom in 2025"},"content":{"rendered":"
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After a sluggish stretch in 2022 and 2023, mergers and acquisitions are roaring back to life in 2025.<\/p>\n

Rising CEO confidence, stabilising interest rates, and pent-up strategic demand are fueling a new wave of dealmaking across sectors \u2013 from industrials to tech to healthcare.<\/p>\n

Private equity companies are sitting on record dry powder, and corporates are increasingly looking to consolidate, divest, or expand into new verticals. Investment banks are staffing up, and advisory pipelines are swelling.<\/p>\n

With the macro backdrop turning more favourable as well, 2025 could be a breakout year for M&A activity.<\/p>\n

That said, here are two US stocks that stand out as prime vehicles for investors looking to ride the next wave of dealmaking momentum.<\/p>\n

Moelis & Co (NYSE: MC) \u2013 a pure-play M&A engine<\/h2>\n

Moelis is one of the few publicly traded investment banks that offer direct exposure to advisory-driven M&A cycles without the baggage of trading desks or lending operations.<\/p>\n

As David Bahnsen of Bahnsen Group recently noted, \u201cIt\u2019s a pure services business with investment banking, mergers and acquisitions, and yet they have no debt.\u201d<\/p>\n

That clean balance sheet gives Moelis the flexibility to scale and reward shareholders even in volatile markets. <\/p>\n

The firm has been aggressively hiring senior bankers, signalling confidence in a robust deal pipeline ahead.<\/p>\n

Its fee-based model thrives when transaction volumes rise, and with global M&A rebounding, MC stock is well-positioned to capture advisory mandates across sectors.<\/p>\n

Investors looking for a high-beta play on dealmaking \u2013 with minimal credit risk \u2013 should keep Moelis on their radar. <\/p>\n

It\u2019s lean, focused, and built for the kind of environment 2025 is shaping up to be.<\/p>\n

While Wall Street currently has a consensus \u201chold\u201d rating on Moelis stock, the price targets go as high as $90, indicating potential \u201cupside\u201d of more than 20% from here. <\/p>\n

Plus, a rather healthy 3.6% dividend yield makes MC all the more attractive as a long-term holding.<\/p>\n

KKR & Co Inc (NYSE: KKR) \u2013 private equity powerhouse<\/h2>\n

While Moelis thrives on advising deals, KKR is built to execute them. <\/p>\n

As one of the world\u2019s largest alternative asset managers, it has deep roots in private equity, infrastructure, and credit.<\/p>\n

With over $500 billion in assets under management and access to global capital, KKR is a direct beneficiary of rising M&A activity \u2013 especially as corporates look to divest non-core assets and PE firms return to leveraged buyouts.<\/p>\n

The ability to structure complex transactions, deploy capital across cycles, and monetise portfolio companies makes KKR stock a strategic winner in a deal-heavy environment. <\/p>\n

Moreover, the firm\u2019s expansion into insurance<\/a> and real estate adds diversification and fee stability.<\/p>\n

For investors seeking exposure to the engine room of M&A \u2013 not just the advisory layer \u2013 KKR shares offer scale, sophistication, and upside as the 2025 deal wave builds. <\/p>\n

That\u2019s part of the reason why Wall Street currently has a consensus \u201coverweight\u201d rating on KKR with a mean target of nearly $166, indicating potential \u201cupside\u201d of roughly 23% from here.<\/p>\n

The post Two must-own US stocks to bet on continued M&A boom in 2025<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

After a sluggish stretch in 2022 and 2023, mergers and acquisitions are roaring back to life in 2025. Rising CEO confidence, stabilising interest rates, and pent-up strategic demand are fueling a new wave of dealmaking across sectors \u2013 from industrials to tech to healthcare. Private equity companies are sitting on record dry powder, and corporates <\/p>\n","protected":false},"author":1,"featured_media":43941,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-43940","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/43940","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=43940"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/43940\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/43941"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=43940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=43940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=43940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}