What's Keeping Private Equity on the Sidelines?

The video discusses the dynamics of all cash deals, highlighting the reliance on cheap debt and cash-rich companies. It explores the cautious approach of private equity buyers due to high equity multiples and regulatory challenges. The video also examines the emergence of new buyers, including Chinese investors, and the competitive dynamics they bring. It concludes with an analysis of decision-making in deal certainty versus value, using the Dollar Tree and Family Dollar acquisition as an example.

In what ways might the entry of Chinese buyers affect the U.S. market?

What considerations do boards face when choosing between competing bids?