Reported 'fantastic numbers' that significantly beat revenue and earnings expectations, benefiting from the M&A boom. The speaker, Steve Eisman, disclosed that he owns the stock.

Mentioned as a focused way to invest in the M&A boom, alongside Evercore, as a specialized investment banking boutique.

As a pure-play advisory firm, it is positioned to benefit directly from a potential pickup in M&A activity. The host discloses a personal position.

Highlighted as a way to invest in a potential M&A boom; the speaker personally owns the stock, indicating strong conviction.