Buyout burnout: how much trouble is private equity really in?

收购疲劳:私募股权真的陷入了多大的困境?

Money Talks from The Economist

2025-09-19

36 分钟
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单集简介 ...

All is not well in private-equity land. Funds are struggling to flip businesses profitably. Deal volumes have slumped. And new capital has become harder to raise. Does that mean the corporate raiders have had their day? Hosts: Ethan Wu and Josh Roberts. Guests: Daniel Rasmussen of Verdad Advisers and Hugh MacArthur of Bain & Company. Transcripts of our podcasts are available via economist.com/podcasts. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+.
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  • Tell me what private equity is and what it is that you do.

  • It all sounds so easy.

  • What we do is pretty simple.

  • We raise large amounts of money.

  • Firms like Blackstone are the kings of private equity.

  • And then we buy companies using those funds.

  • We try to improve the companies and we own them for a while and then we sell them and hopefully make a lot of money for our investors.

  • That is what we do.

  • The surge of private equity was supported by years of ultra low interest rates.

  • Dealmaking hit a peak in 2021 as those low borrowing costs met a COVID rebound and fiscal support.

  • Private equity money was washing through Britain and much of the rest of the developed world.

  • Essentially,

  • you walk down any UK high street and the chances are you're going to be looking at private equity owned firms on either side.

  • The body shop.

  • But now, could all that money be drying up?

  • Private equity funds are struggling to exit profitably.