Scott Sperling

Chief Executive Officer of THL Partners (Thomas H. Lee Partners), an experienced private equity executive who discusses M&A activity, private equity holding periods, IPOs, and sectors of interest such as pharma services and AI-enabled automation.

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Dec 26, 2025 • 32min

Stocks Hit Highs as ‘Santa Rally’ Countdown Begins

David Sherman, CIO at CrossingBridge Advisors, dives into credit opportunities outside the U.S. and the appeal of debtor-in-possession financing heading into 2026. Bill Adams, Chief Economist at Comerica Bank, predicts solid economic growth and the Fed’s potential support through rate cuts, despite a soft Q4. Scott Sperling, CEO of THL Partners, discusses the uptick in M&A activity, extended hold periods in private equity, and sectors to watch like pharma services and AI. It's a forward-looking conversation on markets and economics!

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