BDO Private Equity PErspectives Podcast More Competition and Longer Holds: PE’s Market Response - Part B
Sep 5, 2025
Join Jason Frank, President and Chief Compliance Officer at BDO Capital Advisors, and Jamie Austin, Global Private Equity Leader at BDO UK, as they dive into the competitive landscape of private equity. They discuss findings from BDO’s 2025 PE Survey, highlighting who’s currently driving competition and the trend towards longer holding periods. The duo explores strategies for value creation amidst uncertain markets, emphasizing the impact of technology like AI. They also share insights on M&A activity's future and the pivotal role of operating partners in driving growth.
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Competition From Strategics And Sovereign Capital
- Strategic buyers and sovereign wealth funds are major competitive pressures for PE, pushing pricing and deal dynamics.
- PE firms respond with deeper sector focus, longer holds, and partnerships with sovereign capital to remain competitive.
Liquidity Creates Varied Buyers
- Ample liquidity across buyer types drives fierce bidding and higher multiples beyond fundamentals.
- Family offices, with perpetual capital and sophisticated teams, are emerging as notable, flexible competitors.
Choose Buyers By Fit Not Just Price
- Prioritize partner fit and reputation over headline price when selling or choosing buyers.
- Highlight how you will be a true operational partner to stand out in competitive processes.