LBO world
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 15, 2025 by Adrian Meli · across every show →
Everything said about LBO world, oldest first
Sep 15, 2025 bearish
Meli: Heavy capital inflows and high fees will depress LBO returns
“In the same way the hedge fund world was a great opportunity set 25 years ago, but the fees came in, too high of fees and too much capital, the LBO world had a great opportunity set too. They had less capital there, they had lower multiples, and rates came dow…”