Tariffs & Return Assumptions: Middle Market Versus Large (Part 1)
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Return expectations have changed for Buyouts, but not equally for Large+ and Middle Market deals. While tariffs are dramatically reducing investor expectations, our return expectations are modestly increasing—with Large+ leading. In Part 2, we will tackle Private Credit.
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Public-private allocation guidance, capital market assumptions, and strategic insight to help investors build forward-looking portfolios they can act on and defend.
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