private credit

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 10, 2026 by Aram Verdian · across every show →

Everything said about private credit, oldest first

Sep 10, 2026 bearish
Assertion Partly supported
Verdian: 2021-2022 software LBOs valued at 25-32x EBITDA are now worth half
“So you look at 21, 22, about two to three hundred billion in LBO software transactions happened with over two hundred billion in that taken out. The average valuation for the software deals were 25 to 32 times EBITDA. Those companies today are worth probably h…”
Aram Verdian Sep 10, 2026 ▶ 38:46 Why Investors Are Rethinking Everything for the AI Era
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