Charlie Bouckaert

speaker

135 appearances 1 recordings 1 series first heard Jul 2026 last heard 30 Jul

Charlie Bouckaert’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Making Sense · Deals and discipline: What’s driving markets at mid-year? · 30 Jul 2026 podcast

I think if we saw another significant leg up, it would be interesting to see whether that resiliency can persist.

So I think on the buy side of things, it has become a more complicated landscape.

Back to my point in our early discussion around corporates are really leaning in and doing things.

That's not usually the environment they're in.

I think some of the aggressiveness we've seen from corporates is not just on value.

It's also the speed at which they're willing to move, which is usually a big differentiator for sponsors.

So I think sponsors are being very selective on where they want to spend time on the buy side, because frankly, it's not a good use of time in many situations right now.

So I think high selectivity on the buy side.

There are clearly situations that still make sense, and we continue to see some of that activity.

I think where the focus is more, how do you take advantage of this environment for monetizations?

That's been relatively slow in recent times, and the sponsor-to-sponsor trades in particular have been more difficult given the higher interest rate environment.

But you have a world in which corporates are very active.

You also have a relatively open IPO market, or very open in certain ways and relatively open for sponsor-backed companies.

And so I think sponsors have spent a lot of time trying to figure out how do you take advantage from a monetization perspective of the robust M&A environment with corporates as well as the robust IPO environment.

And certainly for portfolio companies they own with the right themes, there are great outcomes getting achieved, both by selling to corporates and doing IPOs.

I think that's exactly right.

And I do think the pendulum will reswing in the other direction.

There's large amounts of dry powder.

Once you see more monetization and a better competitive landscape on the buy side, I think you'll see that really take off again.

But it's not the moment in time that we're facing right now.

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