Beyond Rate Cuts: Conservative Capital, Disciplined Growth - Part A
Update: 2025-11-07
Description
In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss:
- The impacts of interest rate cuts on dealmaking strategies and investment outlooks
- How both PE firms and family offices are prioritizing long-term value creation
- Practical strategies for helping portcos protect and improve margins amid macroeconomic pressures
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