Private Equity Spotlight Dealmaking: Is a rebound around the corner?
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Nov 19, 2025 Dipanjan 'DJ' Deb, Co-founder and CEO of Francisco Partners, brings his expertise in tech buyouts, discussing the impact of AI trends and market bifurcation. Louis Samson, Co-president of Platinum Equity, shares insights on complex deal structuring and the effects of tariffs on M&A activity. They explore the rebound in deal volume, emphasizing the need for agility and tailored exit strategies. With a focus on operational transformation, they highlight the importance of patience and a steady investment approach in today's shifting landscape.
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Uncertainty Temporarily Paralyzed M&A
- Uncertainty stalled dealmaking after policy moves, causing companies to freeze nonessential spend and new deals.
- As clarity returned in Q3–Q4, debt markets warmed and activity began to rebound, improving the M&A tenor.
Capital Markets Are Re-Aligning With M&A
- Debt and capital markets recovery are aligning with equity markets, lowering spreads and enabling creative financings.
- Combined with expected rate cuts and fiscal incentives, these factors set the table for stronger M&A in 2026.
Prefer Bespoke Processes Over Wide Auctions
- Avoid running a broad, public sell process when markets are thin; cultivate bespoke, relationship-driven conversations.
- Use tailored, bilateral processes to increase hit rates and complete deals in an ad hoc market.
