Hugh MacArthur
10 statements across 1 episodes · 0 bullish · 5 bearish · 1 people on the record · first statement Jun 23, 2025 by Hugh MacArthur · said 2 times in 1 episodes since 2024 · across every show →
On the record as a speaker too: Hugh MacArthur's record, appearances and statements → this page counts the times other people say the name.
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2024 2 mentions in 1 episode
Everything said about Hugh MacArthur, oldest first
Jun 23, 2025 neutral
MacArthur: GPs are finally selling assets below target valuations to return capital
“We're starting to see for the first time things being sold at numbers that are probably below the targets where the GPs wanted to sell the asset at because they know at some point in time they're going to be back out on the road raising their flagship buyout f…”
Jun 23, 2025
MacArthur: LPs seeking co-investments must abandon monthly investment committee cadences
“If the LP is asking for co-investment and the GP providing it and saying, I've just got this deal. Here's co-investment for you. I need an answer in a week. And you're an LP and you say, my investment committee meets once a month. It's next three weeks. That's…”
Jun 23, 2025 bearish
Jun 23, 2025 bearish
Jun 23, 2025 neutral
MacArthur: Two-thirds of polled LPs prioritize 100% cash-outs over creative liquidity
“I've spoken to a lot of LP groups over the course of the year. If I'm in person, I do show hands polls. And if I do webinars, I'm doing digital polls and two thirds of the hands that go up in the air or votes That get clicked are always, we want to see more, 1…”
Jun 23, 2025 neutral
MacArthur: Buyout multiples rising from 5x to 12x eliminated PE's error margin
“30 years ago, you didn't really need to do that. When you're paying Five or six times EBTA for an asset. You could put some leverage on it, and as long as the asset did pretty well, you could cash out and make a lot of money. Now that the average multiple is 1…”
Jun 23, 2025 negative
MacArthur: Industrywide GP holding strategies triggered the massive PE liquidity crisis
“So the mentality of the entire industry is, let's just hold it until we get it fixed and it's right. That can be great for any individual firm, but when the entire industry does it causes a massive liquidity crisis, and that's what we're seeing right now.”
Jun 23, 2025 bearish
Jun 23, 2025 neutral
MacArthur: One trillion dollars in buyout dry powder remains uncalled
“There's still a trillion dollars of dry powder out there for buyouts, which means if the GP picks up the phone and says, I need your check, the LPs are writing the check, and yet they haven't seen much money back in the last four or five years.”
Jun 23, 2025 bearish
MacArthur: The private equity liquidity deficit will take 5+ years to resolve
“So we're talking about a five plus year problem as the GFC was in order to process all of this liquidity. This is not going to go away in 20, 25 or 20, 26. It's going to be continued pressure on the institutional LPs for liquidity over the course of the next s…”