private equity buyouts
also referred to as: private equity buyout
3 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Mar 31, 2025 by Megan Reynolds · across every show →
Everything said about private equity buyouts, oldest first
Mar 31, 2025 neutral
Reynolds: 2020–2021 venture boom mirrored 2005–2007 buyout bubble
“The boom that happened in venture during the period that capital was free in 2020 and 20 21 felt very similar to me as the boom of excessive leverage in oh five, oh six, oh seven, in that you had investors that were increasing allocations to an asset class.”
Jul 14, 2025 negative
Sullivan: Parachuting former Fortune 500 CEOs into small buyout boards fails
“I think one thing we learned pretty quickly was not straightforward to bring in a guy who'd been a successful CEO at a big Fortune 500 company and have him parachute into an LBO situation as a board member or operating partner. You had to find people with the …”
Apr 6, 2026 bearish
Buyout Valuations Remain Too Extended to Offer Adequate Risk-Adjusted Returns
“What we've seen in the buyout space since we've been invested is that that's just not been true. The valuations have been extended and some of that was related to low interest rates, But even as interest rates have repriced, we haven't seen enough of a valuati…”