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NextWave Private Equity
PE Pulse: Five takeaways from Q1 2024
Apr 26, 2024
Pete Witte, EY Global Private Equity Lead Analyst, discusses key themes from Q1 2024 for PE investors. Topics include deal activity slowdown, rise in deployment expectations, take-private and carve-outs, sector trends, credit market dynamics, surge in CLO formation, and impact of current refinancing trends.
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Quick takeaways
- Valuation gap between sellers and buyers narrowing, boosting dealmaking environment.
- Transition towards new equilibrium between private credit and bank financing in private equity transactions.
Deep dives
Outlook on Deal Activity
Amid a market backdrop of increased certainty on interest rates and more open credit markets, the valuation gap between sellers and buyers has started to narrow, fostering a more conducive environment for dealmaking. Despite some choppiness in the market, there's a positive momentum in sentiment with expectations of heightened deal activity. Noteworthy trends include an anticipated increase in deployment and active fluctuations in deal volume, indicating a nonlinear recovery trajectory. Private equity firms are capitalizing on opportunities across various sectors with a focus on tech, financials, and consumer spaces.
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