On April 29, 2000, Berkshire Hathaway shareholder Gaylord Hanson stood up at the company’s annual meeting and suggested that both Warren Buffett and Charlie Munger deserved “10 lashes with a wet noodle” after the company’s abysmal 1999 return relative to the S&P 500. That year, Berkshire’s stock was down 19.9% while the S&P 500 was up 21%, a relative underperformance of 40 percentage points. Tech stocks were up even more, climbing 65% in 1999, 85 percentage points more than Buffett’s loyal investors received.

As we enter the second half of 2026 with a divergent economy that has presented higher-for-longer interest rates and inflation, increasing dispersion among both asset valuations and returns, and anticipated new stocks coming to market via IPO, the long-term advantage is likely to belong to investors focusing on the short list of simple truths – diversification, discipline, fundamentals and valuations - rather than those making impulsive decisions centered around short-term gratification.

Aside from the wheel, written language, the printing press, electricity, automobiles, aviation, the internet and smartphones, we are living in a time of unprecedented technological innovation. In all seriousness, it’s fascinating to step back and think about the advancements taking place right before our eyes, particularly with Artificial Intelligence and space technology

What a year the first quarter of 2026 has been. For capital markets, the first three months have felt like a full twelve as geopolitical conflict drove oil prices up more than 70%, several software-related companies fell into a bear market as the adoption of AI called to question their long-term value, and monetary policy expectations virtually reversed.

Markets are off to another volatile start this year, a feeling similar to 12 months ago but with a different set of culprits. Last February, investors were facing significant uncertainty around unprecedented trade policies, sending equity markets down nearly 20% in less than two months.

We’re proud to announce the launch of Infinity Private Wealth, a new extension of Infinity Capital Partners created to serve clients beyond the transaction and into the next chapter of wealth stewardship.

2026 Economic and Capital Market Outlook

2025 marked a pivotal chapter for Infinity Capital Partners. It was a year defined by thoughtful growth, strategic investment, and continued progress toward building a firm designed to serve clients for the long term. In many respects, it stands as one of the most consequential years in our history.

Infinity Capital Partners announced today an expansion of their team with the addition of Christina Lewallen, Carson Mauldin, and Todd Pefferman.

At Infinity Capital Partners, we work closely with business owners navigating the intersection of growth, liquidity, and legacy. The market environment around those decisions changes quickly — and right now, one of the biggest variables shaping that landscape is interest rates.

As we move into the second half of 2025, the lower middle market M&A landscape is showing signs of cautious optimism.

Infinity Capital Partners announced today an expansion of their team with the addition of Jordan Atterberry and Jackson Stallings.

Infinity Capital Partners announced today that Jonathan Hampton has been promoted to Vice President.

As we reflect on the past year at Infinity Capital Partners, we are proud to share that 2024 has been a truly historic year for our firm. We have achieved remarkable milestones, set new records, and further solidified our position as a leading investment banking partner in the lower middle market.

Infinity Capital Partners announced today that Ben Lewallen has been promoted to Director, and Evan Plagg has been promoted to Associate.

Infinity Capital Partners announced today an expansion of the business development team with the addition of Hunter Meister and Jake Wayman.

Business deals help bring $800+ million in capital to state, impact 2,100 Oklahoma jobs

Infinity Capital Partners has surpassed $1 billion in completed transactions since its founding in 2016, highlighting the rapid increase in capital investments for local businesses in recent years.