PE Pulse: five takeaways from 2Q 2023

NextWave Private Equity

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المحتوى المقدم من Bridget Walsh and EY. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bridget Walsh and EY أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

The So What from BCG

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Re-Recruiting and Other New HR Strategies You Can’t Ignore 18:09

منذ 6 أيام18:09

التشغيل لاحقا

قوائم

إعجاب

احب

18:09

HR is no longer just about managing people—it’s about shaping the future of work. Jens Baier, BCG’s HR transformation expert, discusses how AI and shifting employee expectations are forcing companies to rethink talent strategies. From re-recruiting to upskilling employees, HR must adapt to a rapidly changing landscape. Learn More: Jens Baier: https://on.bcg.com/41ca7Gv BCG on People Strategy: https://on.bcg.com/3QtAjro Decoding Global Talent: https://on.bcg.com/4gUC4IT…

منذ عامين 8:25

MP3•منزل الحلقة

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2023 that are top of mind for Private Equity (PE) investors.

PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

Visit https://www.ey.com/pepulse to view this quarter’s summary.

In this episode, Pete reviews the recent PE landscape and modest uptick on European resurgence.

76 حلقات

#MBA #Trading #Business #Finance #Growth #Investing #Strategy #Transactions #Dei #Privateequity #Bridget Walsh #ESG

NextWave Private Equity

PE Pulse: five takeaways from 2Q 2023

NextWave Private Equity

16 subscribers

published منذ عامين

MP3•منزل الحلقة

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2023 that are top of mind for Private Equity (PE) investors.

PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

Visit https://www.ey.com/pepulse to view this quarter’s summary.

In this episode, Pete reviews the recent PE landscape and modest uptick on European resurgence.

76 حلقات

#MBA #Trading #Business #Finance #Growth #Investing #Strategy #Transactions #Dei #Privateequity #Bridget Walsh #ESG

كل الحلقات

NextWave Private Equity

1
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منذ 18 يومًا17:34

17:34

Angelo Rufino, Partner and Head of Special Situations in North America and Head of Corporate Special Situations in Europe for Bain Capital, joins Bridget Walsh, EY Global Head of Private Equity. In this episode Angelo shares his insights on the differentiated opportunities for Special Situations investing. 17 mins. The views of third parties set out in this podcast are not necessarily the views of the global EY organization or its member firms. Moreover, they should be seen in the context of the time they were made.…

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PE Pulse: key takeaways from Q4 2024 8:32

منذ 5 weeks8:32

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Private equity enters 2025 with strong expectations amid favorable market conditions. In 2024, PE firms announced US$565b in deals, a 25% increase in value and 20% in volume from the previous year. Confidence is high, with 73% of GPs expecting increased deployment activity. Factors driving this optimism include narrowing valuation gaps, increased asset availability, and improved macro visibility. Exit activity is also expected to rise, driven by secondary buyouts. Additionally, GPs anticipate a surge in IPOs and a continued focus on AI and private markets buildout. Visit https://www.ey.com/pepulse to view this quarter’s summary. Key takeaways: PE firms enter 2025 with US$1.4t in dry powder; 73% of GPs expect increased deployment activity in the next six months. Supply chain issues ranked as a top concern, with 70% of GPs working with portfolio companies to assess these issues in light of proposed tariffs. GPs’ top expectation for this year is an increase in IPOs, with companies in strong market positions well placed to go public.…

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PE Pulse: key takeaways from Q3 2024 7:04

منذ 14 weeks7:04

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The private equity (PE) market is bouncing back, with deal activity picking up thanks to clearer economic indicators and better financing options. Despite this dealmaking boost, exits are slower, posing challenges for investors and firms. The tech sector stands out, attracting significant PE interest due to favorable financing conditions, signaling a trend of increased tech-focused deals ahead. Visit https://www.ey.com/pepulse to view this quarter’s summary. Key takeaways: PE deals experience a significant surge in 2024, especially in the second and third quarters, buoyed by growing market confidence, clearer economic indicators and improved financing conditions. The technology sector, fueled by advancements in artificial intelligence (AI) and cloud computing, leads growth, with a notable increase in demand for high-quality assets indicating a market primed for capital investment. Exit strategies encounter headwinds, with a downturn in value and sluggish IPO activity, prompting a shift in investor focus toward cash flow, while PE firms continue to pursue disciplined, strategic acquisitions and business expansion.…

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منذ 24 weeks13:28

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Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from Q2 2024 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter’s summary. In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores into the market environment for private equity, offering a comprehensive analysis of the current trends, deals, and the overall financing landscape.…

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منذ 44 weeks9:10

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منذ 51 weeks14:05

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Democratization of private markets 15:21

منذ 1 year15:21

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In this episode of the NextWave Private Equity podcast, Oi-Yee Choo, CEO of ADDX, joins host Bridget Walsh to discuss tokenization and democratization of private markets. Blockchain is reshaping private investing, and Oi-Yee Choo, CEO of ADDX, shares how on the EY NextWave Private Equity podcast. Listen to find out how this technology is making private markets more accessible and what it means for the future of investment. Key takeaways: ADDX is breaking down barriers for individual investors to participate in private equity and credit markets through innovative blockchain technology. The use of blockchain enables fractional investment opportunities, providing liquidity and broader access to high-quality private market investments. ADDX foresees a transformation in wealth management and private equity, with technology like blockchain paving the way for more inclusive and efficient investment structures.…

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PE Pulse: Five takeaways from Q4 2023 8:25

منذ 1 year8:25

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Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 4Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter’s summary. In this episode, we will provide a quick rundown of how last year shook out and some of the things that we expect for 2024. All the important themes and trends and how we think the macro environment is going to impact private equity in terms of deployment, fundraising, financing exits and some of the longer-term impacts as well. And we'll also take a look at some really interesting survey data that we've been collecting over the last few weeks.…

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منذ 1 year13:56

13:56

Software’s been a powerful theme for PE investors for much of the last decade, representing between one-quarter and one-third of total PE deployment. David Humphrey, Partner in the Technology, Media & Telecommunications Vertical and Co-Head of Bain Capital’s North American Private Equity business, discusses the philosophy into investing in the tech space.…

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PE Pulse: five takeaways from 3Q 2023 8:56

منذ 1 year8:56

8:56

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 3Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter’s summary. In this episode, Pete reviews PE deal activity, which continues to accelerate while visibility into interest rate trajectories and macro volatility begins to recede.…

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منذ 2 years8:25

8:25

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter’s summary. In this episode, Pete reviews the recent PE landscape and modest uptick on European resurgence.…

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