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BDO Private Equity PErspectives Podcast · Nov 7, 2025 · 20 min

Beyond Rate Cuts: Conservative Capital, Disciplined Growth - Part A

In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss: The impacts of interest rate cuts on dealmaking strategies and investment outlooks How both PE firms and family offices are prioritizing long-term value creation Practical strategies for helping portcos protect and improve margins amid macroeconomic pressures

0:00-20:31

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In BDO's latest Private Equity PErspectives podcast episode, Host Todd Kinney is joined by Shane Tiemann, Partner at Gamut Capital, and Jon Schwartz, Partner at MRE Capital to discuss:

  • The impacts of interest rate cuts on dealmaking strategies and investment outlooks
  • How both PE firms and family offices are prioritizing long-term value creation
  • Practical strategies for helping portcos protect and improve margins amid macroeconomic pressures