Rick Kes

Yeah, I mean, Scott, I think, you know, obviously the deal world's been a little slower than anyone would probably like it to be. Lots of reasons for that, obviously. You know, we've got interest rates, you know, higher than we would normally like them to be. We've got, you know, political uncertainty, things of that nature.

Yeah, I mean, Scott, I think, you know, obviously the deal world's been a little slower than anyone would probably like it to be. Lots of reasons for that, obviously. You know, we've got interest rates, you know, higher than we would normally like them to be. We've got, you know, political uncertainty, things of that nature.

Yeah, I mean, Scott, I think, you know, obviously the deal world's been a little slower than anyone would probably like it to be. Lots of reasons for that, obviously. You know, we've got interest rates, you know, higher than we would normally like them to be. We've got, you know, political uncertainty, things of that nature.

Obviously, I think people that listen regularly know I follow healthcare the closest, and healthcare's got a lot of headwinds between Medicaid changes and other things that might impact the healthcare world, especially in the services sector. I think there's a lot of headwinds in that respect. I think a lot of us are still thinking at some point, big deals have to happen.

Obviously, I think people that listen regularly know I follow healthcare the closest, and healthcare's got a lot of headwinds between Medicaid changes and other things that might impact the healthcare world, especially in the services sector. I think there's a lot of headwinds in that respect. I think a lot of us are still thinking at some point, big deals have to happen.

Obviously, I think people that listen regularly know I follow healthcare the closest, and healthcare's got a lot of headwinds between Medicaid changes and other things that might impact the healthcare world, especially in the services sector. I think there's a lot of headwinds in that respect. I think a lot of us are still thinking at some point, big deals have to happen.

You mentioned this deal today with Skechers and other deals. I think with the amount of capital that's available to be spent. And then, you know, the hold period that some of the investments are at, you know, in terms of what happened in, you know, 19 and 20 and 21, you know, with the deal flow volumes that we saw then, a lot of those kind of are at the hold period end.

You mentioned this deal today with Skechers and other deals. I think with the amount of capital that's available to be spent. And then, you know, the hold period that some of the investments are at, you know, in terms of what happened in, you know, 19 and 20 and 21, you know, with the deal flow volumes that we saw then, a lot of those kind of are at the hold period end.

You mentioned this deal today with Skechers and other deals. I think with the amount of capital that's available to be spent. And then, you know, the hold period that some of the investments are at, you know, in terms of what happened in, you know, 19 and 20 and 21, you know, with the deal flow volumes that we saw then, a lot of those kind of are at the hold period end.

So you'd think at some point, some of these assets will start trading again, and some of these funds will put their capital that they have available to use. But at what point that might be, it's hard to tell.

So you'd think at some point, some of these assets will start trading again, and some of these funds will put their capital that they have available to use. But at what point that might be, it's hard to tell.

So you'd think at some point, some of these assets will start trading again, and some of these funds will put their capital that they have available to use. But at what point that might be, it's hard to tell.

I mean, unless you have a crystal ball, I guess, you know, so, you know, I think, I think we'll continue to kind of work on, you know, being prepared when, when that deal full volume kind of opens up, if the spigot opens up, so to speak. And then, you know, I think at this point we're still kind of waiting for that to happen.

I mean, unless you have a crystal ball, I guess, you know, so, you know, I think, I think we'll continue to kind of work on, you know, being prepared when, when that deal full volume kind of opens up, if the spigot opens up, so to speak. And then, you know, I think at this point we're still kind of waiting for that to happen.

I mean, unless you have a crystal ball, I guess, you know, so, you know, I think, I think we'll continue to kind of work on, you know, being prepared when, when that deal full volume kind of opens up, if the spigot opens up, so to speak. And then, you know, I think at this point we're still kind of waiting for that to happen.

Yeah, I mean, obviously the public markets inform people just because of the availability of data, right? People can access it, they understand it, they see it on the news, everything, you know, it's right in front of you all day long. So, you know, I think the public markets influence sentiment, they influence lots of things. So,

Yeah, I mean, obviously the public markets inform people just because of the availability of data, right? People can access it, they understand it, they see it on the news, everything, you know, it's right in front of you all day long. So, you know, I think the public markets influence sentiment, they influence lots of things. So,

Yeah, I mean, obviously the public markets inform people just because of the availability of data, right? People can access it, they understand it, they see it on the news, everything, you know, it's right in front of you all day long. So, you know, I think the public markets influence sentiment, they influence lots of things. So,

I think as the public market continues to hopefully recover from the turmoil we saw during the last couple of weeks related to tariffs and other things, I think that will create better sentiment, which will obviously just hopefully change the mindset of a lot of people. But I think because of that, you'll see hopefully some recovery, some rebounding. But I do think the other part too is just,

I think as the public market continues to hopefully recover from the turmoil we saw during the last couple of weeks related to tariffs and other things, I think that will create better sentiment, which will obviously just hopefully change the mindset of a lot of people. But I think because of that, you'll see hopefully some recovery, some rebounding. But I do think the other part too is just,