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Ryan Michael Kenny

Ryan Michael Kenny

Vice President of Equity Research at Morgan Stanley

New York, NY, US

Ryan Kenny is a Vice President of Equity Research at Morgan Stanley, specializing in coverage of the general sector with a particular focus on financial services and capital markets activity. He is recognized for his analytical work on public companies involved in mergers and acquisitions and IPOs, regularly providing insights on firms navigating the evolving capital markets landscape. Kenny began his career in financial research and currently excels at Morgan Stanley, where he has contributed to thought leadership and deep sector analysis since assuming his current role. He holds professional credentials relevant to his equity research responsibilities and is noted within the industry for his targeted sector expertise and in-depth coverage of leading companies.

Ryan Michael Kenny's questions to HOULIHAN LOKEY (HLI) leadership

Question · Q2 2026

Ryan Kenny asked about client sentiment regarding the economy, the 'animal spirits' in the middle market versus large corporate deals, and the top risks. He also questioned the sensitivity of sponsor clients to interest rates and the potential impact of a Fed pause on the pipeline.

Answer

Scott Adelson, CEO, noted a greater degree of uncertainty due to geopolitical issues but observed clients' impressive willingness to proceed with business despite the 'noise.' Lindsey Alley, CFO, contrasted the middle market's less volatility with the larger cap space's pent-up demand. Lindsey Alley also stated that while lower rates are better, capital availability is the biggest driver for sponsors, and the middle market is less affected by rates than large cap deals.

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