Matt Wolf
👤 PersonAppearances Over Time
Podcast Appearances
And there's, you know, overlap because some funds will invest across multiple sectors. But that's an incredible amount of dry powder. a very aging portfolio that needs to turn over. And that will continue to push to get deals done. And I think we're still working through this cycle of moving from an era where
And there's, you know, overlap because some funds will invest across multiple sectors. But that's an incredible amount of dry powder. a very aging portfolio that needs to turn over. And that will continue to push to get deals done. And I think we're still working through this cycle of moving from an era where
Investors were rewarding growth at all costs into now this new environment where investors want sustainable cash flows. They want margin. They want financial sustainability. And for companies that have that financial sustainability story, they will have access to capital markets. They will have interest in deals. And we will see those deals happen.
Investors were rewarding growth at all costs into now this new environment where investors want sustainable cash flows. They want margin. They want financial sustainability. And for companies that have that financial sustainability story, they will have access to capital markets. They will have interest in deals. And we will see those deals happen.
Investors were rewarding growth at all costs into now this new environment where investors want sustainable cash flows. They want margin. They want financial sustainability. And for companies that have that financial sustainability story, they will have access to capital markets. They will have interest in deals. And we will see those deals happen.
And looking through the IPOs that have been announced, We see that. That's a consistent theme in the stories. Whereas even two years ago, you're still getting a lot of, well, we need to go public so that we can get capital to scale up and be profitable. That's not the story anymore. So, yes, definitely a pause.
And looking through the IPOs that have been announced, We see that. That's a consistent theme in the stories. Whereas even two years ago, you're still getting a lot of, well, we need to go public so that we can get capital to scale up and be profitable. That's not the story anymore. So, yes, definitely a pause.
And looking through the IPOs that have been announced, We see that. That's a consistent theme in the stories. Whereas even two years ago, you're still getting a lot of, well, we need to go public so that we can get capital to scale up and be profitable. That's not the story anymore. So, yes, definitely a pause.
And the sort of duration of that pause is going to look different for different segments of the real economy, different industries, different sizes of companies. But there are some underlying macroeconomics, some underlying capital market factors that will continue to drive deal volume, right?
And the sort of duration of that pause is going to look different for different segments of the real economy, different industries, different sizes of companies. But there are some underlying macroeconomics, some underlying capital market factors that will continue to drive deal volume, right?
And the sort of duration of that pause is going to look different for different segments of the real economy, different industries, different sizes of companies. But there are some underlying macroeconomics, some underlying capital market factors that will continue to drive deal volume, right?
It's not going to be, you know, like the absolute craziness of 2021, but it's not going to go to zero either.
It's not going to be, you know, like the absolute craziness of 2021, but it's not going to go to zero either.
It's not going to be, you know, like the absolute craziness of 2021, but it's not going to go to zero either.
Absolut. Und es ist so ein guter Punkt, den du mitbringst, Scott, ob es um professionelle Geräte im Allgemeinen geht, ob es um Physiotherapeuten oder andere Verkaufsfirmen geht, oder was auch immer.
Absolut. Und es ist so ein guter Punkt, den du mitbringst, Scott, ob es um professionelle Geräte im Allgemeinen geht, ob es um Physiotherapeuten oder andere Verkaufsfirmen geht, oder was auch immer.
Absolut. Und es ist so ein guter Punkt, den du mitbringst, Scott, ob es um professionelle Geräte im Allgemeinen geht, ob es um Physiotherapeuten oder andere Verkaufsfirmen geht, oder was auch immer.
Wir hatten diese PE-Vorschläge, als Geld weniger teuer war, die essentiell finanziell ingeniert wurden, um den Verbrauchern, den Verbrauchern dieser Unternehmen, um wirklich das Gleiche oder mehr zu machen,
Wir hatten diese PE-Vorschläge, als Geld weniger teuer war, die essentiell finanziell ingeniert wurden, um den Verbrauchern, den Verbrauchern dieser Unternehmen, um wirklich das Gleiche oder mehr zu machen,
Wir hatten diese PE-Vorschläge, als Geld weniger teuer war, die essentiell finanziell ingeniert wurden, um den Verbrauchern, den Verbrauchern dieser Unternehmen, um wirklich das Gleiche oder mehr zu machen,