E22: Rationality returns to valuations and an uptick in M&A with Matt Edgar of Edgar Matthews
The Credit Clubhouse
In this episode of The Credit Clubhouse, host Todd Anderson welcomes Matt Edgar, founder and CEO of Edgar Matthews, to discuss the current state of valuations in the finance sector and the recent uptick in mergers and acquisitions. Matt shares insights on how the valuation landscape has stabilized, emphasizing the importance of high-quality platforms with durable earnings. He explores factors driving premiums in M&A, including data infrastructure, regulatory visibility, and the evolving buyer landscape, particularly the rise of private credit platforms. The conversation delves into the challenges faced by fintech lenders, the impact of regulatory changes, and the dynamics of funding structures. Join us for a deep dive into an increasingly rational market and the implications for investors and lenders alike.
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