Rick Kes

So I'm glad to be part of the conversation and, you know, talk a little bit about what's going on and what we're seeing.

So I'm glad to be part of the conversation and, you know, talk a little bit about what's going on and what we're seeing.

Yeah, I mean, obviously, with the news that broke this morning about a 90-day pause on certain tariffs with China, I think that's interesting news for sure. And I wasn't surprised to see the markets react in a favorable fashion to that. I do think, like we've talked about before, Scott, that The public market is obviously very easy to read. It's very easy to obtain data about.

Yeah, I mean, obviously, with the news that broke this morning about a 90-day pause on certain tariffs with China, I think that's interesting news for sure. And I wasn't surprised to see the markets react in a favorable fashion to that. I do think, like we've talked about before, Scott, that The public market is obviously very easy to read. It's very easy to obtain data about.

Yeah, I mean, obviously, with the news that broke this morning about a 90-day pause on certain tariffs with China, I think that's interesting news for sure. And I wasn't surprised to see the markets react in a favorable fashion to that. I do think, like we've talked about before, Scott, that The public market is obviously very easy to read. It's very easy to obtain data about.

It's very easy to kind of get insights. You can pop on CNBC or Bloomberg Television or whatever you want to watch and get a lot of great intel and kind of the sentiment of the street, if you will. It's a lot harder in the private equity world, as you know, because, you know, a lot of that stuff is just quite frankly private. And so really harder to get to it.

It's very easy to kind of get insights. You can pop on CNBC or Bloomberg Television or whatever you want to watch and get a lot of great intel and kind of the sentiment of the street, if you will. It's a lot harder in the private equity world, as you know, because, you know, a lot of that stuff is just quite frankly private. And so really harder to get to it.

It's very easy to kind of get insights. You can pop on CNBC or Bloomberg Television or whatever you want to watch and get a lot of great intel and kind of the sentiment of the street, if you will. It's a lot harder in the private equity world, as you know, because, you know, a lot of that stuff is just quite frankly private. And so really harder to get to it.

You know, I think we spent a lot of time, obviously, with fund fund managers, you know, people within private equity groups, people at the portfolio level. I think the overall sentiment is that a lot of them are kind of cautiously optimistic and they've been that way for a long time.

You know, I think we spent a lot of time, obviously, with fund fund managers, you know, people within private equity groups, people at the portfolio level. I think the overall sentiment is that a lot of them are kind of cautiously optimistic and they've been that way for a long time.

You know, I think we spent a lot of time, obviously, with fund fund managers, you know, people within private equity groups, people at the portfolio level. I think the overall sentiment is that a lot of them are kind of cautiously optimistic and they've been that way for a long time.

I think we all see a lot of the data points, whether it be dry powder or hold periods or other things where we start to think, well, if we just get a couple nice, you know, momentum changes, whether it's interest rate cuts or, you know, good deal environment or any, you know, any little thing that could help, you know, push the ball down the hill.

I think we all see a lot of the data points, whether it be dry powder or hold periods or other things where we start to think, well, if we just get a couple nice, you know, momentum changes, whether it's interest rate cuts or, you know, good deal environment or any, you know, any little thing that could help, you know, push the ball down the hill.

I think we all see a lot of the data points, whether it be dry powder or hold periods or other things where we start to think, well, if we just get a couple nice, you know, momentum changes, whether it's interest rate cuts or, you know, good deal environment or any, you know, any little thing that could help, you know, push the ball down the hill.

Once that ball starts, I think a lot of people are hoping that it keeps rolling. And, you know, I think that there's some truth to that. So I think, you know, The news that broke today is great. I think it pushes people into a positive sentiment overall, even though it's more probably from the public markets.

Once that ball starts, I think a lot of people are hoping that it keeps rolling. And, you know, I think that there's some truth to that. So I think, you know, The news that broke today is great. I think it pushes people into a positive sentiment overall, even though it's more probably from the public markets.

Once that ball starts, I think a lot of people are hoping that it keeps rolling. And, you know, I think that there's some truth to that. So I think, you know, The news that broke today is great. I think it pushes people into a positive sentiment overall, even though it's more probably from the public markets.

But I think overall, positivity is going to help push that ball forward and start to gain momentum and speed and have it go down the hill and start the deal flow volume that I think we've all kind of been waiting for for the last 18 months or so.

But I think overall, positivity is going to help push that ball forward and start to gain momentum and speed and have it go down the hill and start the deal flow volume that I think we've all kind of been waiting for for the last 18 months or so.

But I think overall, positivity is going to help push that ball forward and start to gain momentum and speed and have it go down the hill and start the deal flow volume that I think we've all kind of been waiting for for the last 18 months or so.