Private Equity Outlook: Recession Risks, Market Uncertainty & Deal-Making Slowdown with Matt Wolf 4-11-25

30.333 - 50.15 Scott Becker

This is Scott Becker with the Becker Private Equity and Business Podcast. We're thrilled today to be joined by one of our top three most listened to guests of all time. We're joined by Matt Wolf, who's a brilliant, brilliant analyst. And Matt talks to us regularly about what's going on in the PE world, what's going on in sort of the M&A world and a lot more.

51.389 - 61.014 Scott Becker

Matt, it's been a fascinating time in the market. Some good, some bad, some ugly and a lot more. Tell us about yourself and your background and then let's talk about what you're watching currently.

62.039 - 85.944 Matt Wolf

Yeah, thanks, Scott. So a quick background on myself. I spent nearly 20 years in the sort of M&A valuation space, working closely with sponsors, founder-owned companies, buy side, sell side, kind of throughout the transaction cycle. And over the last six, seven years, really stepped into a role as not only a client server, but as an analyst, studying these macroeconomic and industry trends that

86.704 - 115.641 Matt Wolf

sort of funnel m&a activity influence executive decision makers strategies and execution of those strategies and yeah it's been never a dull day even before all of the the recent uncertainty and volatility and Es ist ein absoluter Wippsaal von Informationen. Und einfach alles voranzubringen, ist im Grunde ein Vollzeitjob.

115.681 - 138.856 Matt Wolf

Und was ich sehe, was ich sehe, ist die vorwärtssehenden Signale von Entscheidungsführern, von Geschäftsführern, was die nächsten zwölf Monate aussehen werden. We've seen a lot of major banks and other houses have signaled a base case for recession in the next 12 months.