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Viewsroom

Deal famine is driving private equity evolution

Viewsroom

Reuters

News

4.458 Ratings

🗓️ 15 February 2024

⏱️ 16 minutes

🧾️ Download transcript

Summary

M&A activity fell 30% in 2023 and this year is off to a relatively slow start. In this Viewsroom podcast, Breakingviews columnists discuss how a dearth of deals is spotlighting a shift of focus among traditional buyout houses like KKR and Carlyle into areas like private credit. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:03.2

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Indeed.com slash SPANUK. Terms and conditions apply. The views expressed on this podcast are those of the

0:31.1

participants, not of Rogers News. Well, generally, I think when you talk to anybody in the industry, everybody thinks that

0:40.9

they are going to be the last reasonable person in the room, effectively.

0:44.2

So everybody else needs to accept that prices have come down and it's going to be your opportunity

0:49.6

to buy.

0:50.5

It's kind of the, I think, the optimistic take that's usually spun out to you when you chat

0:55.6

to folks in the industry. Obviously, there are two parties, 20 transaction.

0:59.3

That was a snippet from our conversation with Jonathan Guilford, who covers private equity

1:04.5

for breaking views in the U.S.

1:09.0

Welcome back to the views room. I'm Amy Donlin.

1:11.6

And I'm Anita Ramoswamy.

1:13.1

And this week we're doing a deep dive

1:14.9

into the opaque world of private equity.

1:17.3

So stay tuned for the Views Room,

1:19.0

the weekly podcast from Reuters Breaking Views,

1:21.5

where Amy and I talk to our fellow columnists

...

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