InvestmentNews: Valuable Insights on the Mid-Market’s Appeal in Today’s Competitive Market
May 19, 2025
Valuable Insights on the Mid-Market’s Appeal in Today’s Competitive Market
InvestmentNews’ Gregg Greenburg at NASDAQ interviews Andrew Bernstein of Capital Dynamics, who highlights the mid-market as a “sweet spot” for their successful private equity deal sourcing. Bernstein expects market stabilization to intensify competition for quality, “recession-resistant” companies, advising caution on valuations even in perceived safe sectors. He also underscores Capital Dynamics’ long-term, patient capital approach, which prioritizes long-term growth over short-term earnings.
Topics Covered:
- The mid-market as a “sweet spot” for sourcing private equity deals
- Investing in good companies with bad balance sheets
- Caution regarding valuations, even in seemingly safe sectors
Timestamps:
- Introductions (00:00:00-00:00:06)
- The Middle Market (00:00:07-00:00:39)
- Beat the Market (00:00:40-00:01:44)
- Niche Business (00:01:45-00:02:36)
- Competitive Market (00:02:37-00:03:46)
- Long-term Approach (00:03:47-00:04:47)
- Conclusion (00:04:48-00:04:58)
