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here's a thesis for 2025 I've been formulating
setup:
-new DOJ will be much more lenient towards M&A
-historically banks and finance have been the majority of M&A
-M&A benefits the acquired short term, mixed results for the acquiring
implementation:
-find small to mid cap fintech on the rise (soon to reach profitability or has recently reached profitability)
-make sure they offer products that the big players don't have or a product that is stealing market share day by day.
result:
-if acquired, good payout possible, maybe a bidding war to add fuel to the fire
-if ignored, modest gains
EZ as this, already got one company that fits USIO, they are growing their pinless debit/prepaid card segment like crazy. 5% gains since buying on dec 24th, most of them from friday. They are def a target for small cap buying frenzy.
