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BDO Private Equity PErspectives Podcast · January 16 · 20 min

2026 PE Outlook: Deal Flow, Valuations, and Exit Strategies - Part B

In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss: Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026 Creative deal structures that balance immediate DPI generation with long-term value creation opportunities Strategic investment themes including digital infrastructure, value-based healthcare, and onshoring trends If you enjoy the episode, check out BDO’s 2026 Private Equity Industry Predictions to see what else is on our radar for 2026.

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In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss:

  • Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026
  • Creative deal structures that balance immediate DPI generation with long-term value creation opportunities
  • Strategic investment themes including digital infrastructure, value-based healthcare, and onshoring trends

If you enjoy the episode, check out BDO’s 2026 Private Equity Industry Predictions to see what else is on our radar for 2026.

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