Rethinking Private Equity in Challenging Markets
‘A New PE Playbook: Economic Headwinds Spur Private Equity Evolution’ is published by Clayton Utz in partnership with The Action Exchange.
Learn how we work with business clients:
→ Business
Explore the services featured in this project:
→ Whitepapers and reports
→ Knowledge mobilisation
→ Insight-led outreach for institutional audiences
Context
The record returns that PE funds achieved in the last decade by capturing value from cheap capital and healthy equity markets are receding. IPOs and exits are becoming more challenging, pushing PE firms to adopt creative solutions to maintain cashflow, delay asset sales, and manage shifts in valuation fundamentals.
Approach
As part of this project, The Action Exchange undertook knowledge mobilisation to examine shifting market dynamics and draw out the insights that would resonate among domestic and international audiences. Upon publication of the whitepaper, The Action Exchange supported Clayton Utz to translate the findings into accessible, insight-led outreach to engage its institutional target audiences and to integrate these across their communications and commentary.
The ideas
Key Takeaways:
PE firms face challenges with IPOs and exits in today's market.
Creative financing structures are being used to maintain cash flow.
Valuation risks are increasing with new financial strategies.
Innovation is driving PE firms to adapt and evolve.
PE market consolidation and new governance structures are likely.
