Few, if any, observers have a better view into the impact of the supply chain crisis than private equity general partners. They see the wide-ranging impact across their entire portfolio of companies, across different sectors and end markets, and from different perspectives across the value chain. Many, for instance, may own manufacturers who are today […]
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Waters Shark-Infested, Swimming Fine
By Andy Greenberg Greenberg Variations Capital and GF Data Every conversation among deal professionals these days seems to come round to the contrast between a highly functional transaction environment and a global scene beset by chaos and uncertainty. Is it just a matter of time before so much ballast — inflation, interest rate increases, labor […]
The Whirlaway Market
Like a sprinting racehorse maintaining its stride on the last turn, middle-market M&A kept its pace as 2021 drew to the finish, according to GF Data’s just-released February report. Valuations in the fourth quarter averaged 7.5x, matching the elevated mark for Q3. GF Data’s 258 active private equity contributors reported on 151 transactions in the […]
