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James Edwin Yarrow

Vice President of Equity Research at Goldman Sachs

James Edwin Yarrow is a Vice President of Equity Research at Goldman Sachs, specializing in financial services with a focus on investment banking, consulting, and related sectors. He covers specific companies including Figure Technology Solutions, PJT Partners, Lazard, FTI Consulting, and Circle Internet Group, demonstrating strong analytical performance with a success rate of approximately 59% and average returns exceeding 11% across 45 stock ratings. Yarrow has been actively participating in earnings calls as a Goldman Sachs analyst in 2025, though specific prior career timeline and previous firms are not detailed in available sources. His professional credentials include relevant securities licenses as a registered equity research analyst, with no additional FINRA specifics identified.

James Edwin Yarrow's questions to Moelis & (MC) leadership

Question · Q4 2025

James Edwin Yarrow inquired about the M&A composition of 2025, the outlook for continued large deals versus smaller deals, and when and why smaller deals might catch up. He also asked about the impact of the evolving geopolitical backdrop on boardroom dialogues and transaction activity.

Answer

CEO Navid Mahmoodzadegan stated that larger cap transactions are likely to continue due to motivations for scale, efficiency, technology positioning, and a conducive market/regulatory/financing environment. He anticipates the middle market to pick up in 2026, driven by dissipated issues, LP pressure, and sponsors monetizing older portfolio companies. Regarding geopolitics, Mr. Mahmoodzadegan acknowledged it's always a topic, but clients are often playing through short-term flare-ups to position their businesses for long-term value creation and technology disruption.

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