March 2024 – Ron Kahn, Co-head of Lincoln International, Global Valuations and Opinions Group.

You don't have the liquidity issues in the private markets that you do in the public markets, which has a lot of effect on valuations. - Ron Kahn

🎙 Subscribe to Private Capital Call podcasts: Spotify | Apple | Google

This month our guest is Ron Kahn, Co-head of Lincoln International, Global Valuations and Opinions Group.

Ron sheds light on the current market dynamics, highlighting the robust performance of private companies despite lackluster M&A activity. The podcast explores the current economic climate, noting positive indicators like EBITDA growth and expectations of Fed rate cuts.

Throughout the conversation, Ron and Randy emphasize the resilience of private capital and predicting continued strength despite geopolitical uncertainties and upcoming elections. We also cover topics such as Lincoln private market index, financing costs, and the outlook for private capital and deal-making in the coming years.