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Inside the Strategy Room
207. Bonus: Deal Volume - Perspectives on a slower era in private markets
Jun 6, 2024
Senior partners Fredrik Dahlqvist and David Quigley, along with partner Brian Vickery, discuss trends in private markets, challenges posed by lower multiples and decreased deal volume, the impact of technology on value creation, and the optimistic outlook for 2024. They explore the importance of adapting to market opportunities, the role of technology in driving innovation, and the focus on value creation amidst higher interest rates.
42:50
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Quick takeaways
- Lower deal volumes in private markets due to higher interest rates and valuation pressures.
- Concentration among large fund managers with opportunities for mid and small-cap funds.
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Challenges Faced in Private Equity and Real Estate
Higher interest rates and cost of financing in 2024 put pressure on valuations, leading to lower deal volumes in private equity and real estate globally. This resulted in fewer distributions to LPs and challenges for LPs making commitments. For example, entry multiples in the biotech world decreased significantly from 11.9 to 11.0 turns, impacting overall deal volume.
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