Current macro

searcher profile

October 22, 2022

by a searcher from Harvard University - Harvard Business School in Toronto, ON, Canada

How are investors thinking about the current macro environment (high inflation, high interest rates and imminent recession), specifically for new search investments? Would be helpful to get hints from searchers raising in this environment and perhaps investors willing to share. Thanks

3
7
142
Replies
7
commentor profile
Reply by a searcher
from University of British Columbia in Vancouver, BC, Canada
I suspect quite a few are waiting to pounce on opportunities to arise from businesses that extended themselves with cheap capital over last few years. Most of them probably have personal guarantees at the sub $10m range. PE has this problem but has solved with secondary funds. The below-PE market will become a big opportunity as asset prices start to revert to mean. That’s my 2 cents, which shortly will be 1 cent….
commentor profile
Reply by a professional
from University of Southern California in North Palm Beach, FL, USA
It's a complete waste of time to stay up all night worrying about these topics. Good deals are made no matter what the external or internal circumstances, or you name it. Learn how successful and profitable dealmakers source and do deals; don't waste time listening to people trying to find deals who don't complete worthwhile deals. Business school thinking needs to be left at business school.
commentor profile
+5 more replies.
Join the discussion