On this episode, Shiv Narayanan interviews Andy Lund, Managing Director and Global Co-Head of Primary Capital Advisory at Houlihan Lokey, to discuss strategies for private equity firms navigating today's challenging fundraising and liquidity environment.
Andy shares insights on how GPs can differentiate themselves in a crowded market, leveraging tools like secondary transactions, continuation vehicles, and direct investments to address LP liquidity demands. He explores the impact of macroeconomic shifts, including geopolitical uncertainties and tariffs, on M&A and fundraising, and highlights the growing importance of operational value-add and AI integration to drive enterprise value.
The conversation also covers the evolving dynamics of the private equity landscape, from the rise of next-gen firms to the challenges faced by mid-market players, offering practical advice for GPs aiming to thrive in a competitive market.
The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.
Private Equity Value Creation Podcast