Best But Never Final: Private Equity's Pursuit of Excellence

Steering Through M&A Uncertainty with Dave Roberts from Houlihan Lokey

June 11, 2024 Doug McCormick, Lloyd Metz, Sean Mooney Episode 12
Steering Through M&A Uncertainty with Dave Roberts from Houlihan Lokey
Best But Never Final: Private Equity's Pursuit of Excellence
More Info
Best But Never Final: Private Equity's Pursuit of Excellence
Steering Through M&A Uncertainty with Dave Roberts from Houlihan Lokey
Jun 11, 2024 Episode 12
Doug McCormick, Lloyd Metz, Sean Mooney

In this episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, Sean Mooney, and special guest Dave Roberts from Houlihan Lokey explore the shifting landscape of M&A markets and the strategic maneuvers private equity firms employ in response.

Episode Highlights:

  • 1:04 - Introduction of Dave Roberts and the evolving M&A market's impact on deal flows.
  • 9:47 - Performance insights of private equity portfolios amid economic fluctuations.
  • 15:11 - Examination of the backlog in deal introductions and the disconnect between buyer and seller expectations.
  • 22:00 - The critical role of sponsor coverage in investment banking for bridging between private equity firms and market opportunities.
  • 38:03 - Strategies for private equity firms to effectively engage with sponsor coverage professionals and optimize deal outcomes.

For more information on Houlihan Lokey, go to https://hl.com/
For more information on Dave Roberts, go to https://www.linkedin.com/in/dave-roberts-hl

For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.

Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/
Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/

For information on HCI Equity Partners, go to https://www.hciequity.com
For information on ICV Partners, go to https://www.icvpartners.com
For information on BluWave, go to https://www.bluwave.net

Show Notes

In this episode of "Best But Never Final," hosts Lloyd Metz, Doug McCormick, Sean Mooney, and special guest Dave Roberts from Houlihan Lokey explore the shifting landscape of M&A markets and the strategic maneuvers private equity firms employ in response.

Episode Highlights:

  • 1:04 - Introduction of Dave Roberts and the evolving M&A market's impact on deal flows.
  • 9:47 - Performance insights of private equity portfolios amid economic fluctuations.
  • 15:11 - Examination of the backlog in deal introductions and the disconnect between buyer and seller expectations.
  • 22:00 - The critical role of sponsor coverage in investment banking for bridging between private equity firms and market opportunities.
  • 38:03 - Strategies for private equity firms to effectively engage with sponsor coverage professionals and optimize deal outcomes.

For more information on Houlihan Lokey, go to https://hl.com/
For more information on Dave Roberts, go to https://www.linkedin.com/in/dave-roberts-hl

For more information on the podcast, visit bestbutneverfinal.buzzsprout.com and embark on your journey to private equity excellence today.

Visit us on LinkedIn at https://www.linkedin.com/company/best-but-never-final-podcast/
Visit us on Instagram at https://www.instagram.com/bestbutneverfinal/

For information on HCI Equity Partners, go to https://www.hciequity.com
For information on ICV Partners, go to https://www.icvpartners.com
For information on BluWave, go to https://www.bluwave.net