Blackstone’s Post

Quick insightful video on the current inflection point and unique moment in time for the Private Equity market… We all know that there is a significant backlog of exits that need to happen, and it’s just a matter of time before activity picks up. Our investment banking team recently published a report on the role financial sponsors are poised to play in 2024 and beyond. Check it out.

The history of the Private Equity Inflection Point is marked by a 'unique moment in time' in 2024, as described by Rob Pulford from Goldman Sachs. This period is characterized by the private equity industry being at a juncture that could catalyze opportunities across M&A and capital markets.

Our next Hot Topics in the Middle Market discussion is just around the corner. Moderated by Philip Taub and Greg O'Shaughnessy, this discussion will focus on key trends that drove the Private Equity and M&A markets in 2023, and what to expect in 2024 and beyond. https://lnkd.in/gez5qgjT

After a long period of low capital costs, Joe Baratta, Blackstone’s Global Head of #PrivateEquity believes that investors must adjust to a new normal of higher rates to be successful in today’s environment. Listen below for his full comment. 👇

Completely agree — the low rate environment over the last several years was abnormal, and the higher rates observed today are more “normal” and here to stay. But the implications are much broader, not only in how private equity investors evaluate platform and bolt-on acquisitions, but how portco management teams manage working capital and allocate capital and resources across their business. Having complete visibility into granular profit across products, customers, geographies and channels is more important than ever. Only those with a keen understanding of these granular economics will be able to make more informed business model decisions that create the level of returns private equity investors have become accustomed to.

Completely agree — the low rate environment over the last several years was abnormal, and the higher rates observed today are more “normal” and here to stay. But the implications are much broader, not only in how private equity investors evaluate platform and bolt-on acquisitions, but how portco management teams manage working capital and allocate capital and resources across their business. Having complete visibility into granular profit across products, customers, geographies and channels is more important than ever. Only those with a keen understanding of these granular economics will be able to make more informed business model decisions that create the level of returns private equity investors have become accustomed to.

Tired of chasing deals? 🤔  In this video, Dan Reilly  shares his winning strategies for navigating a competitive market. Discover how Measured Capital  attracts high-net-worth investors and closes deals that even big players like BlackRock would envy.  #realestateinvesting #highnetworth #dealmaking #relationaladvisors #investmentstrategy #financialfreedom #passiveincome #blackrock

Navigating the complex world of IPOs requires more than just financial acumen; it demands a keen understanding of the geopolitical landscape. Our Corporate Director Ailsa Renton delves into the intricate interplay between global politics and IPO strategies as she examines how geopolitical shifts can impact market sentiment, investor confidence, and ultimately, the success of an IPO. Read more: https://lnkd.in/exSJczWW

🇮🇹 Excited to be at the Private Equity Insights Conference today! Ready to dive into valuable discussions and gain insights. If you're here too, let's connect! Feel free to PM me to schedule a chat. #PrivateEquity #Conference #Insights

From 2013 to 2022, private equity delivered an annualized return of over 15%. But with today’s higher rates, will returns be as strong going forward? Find out on this episode of #InsightsNow with Dr. David Kelly, Chief Global Strategist, and Stephen Catherwood, Co-Head of the Global Private Equity Group. https://bit.ly/3IYSOAi