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BDO Private Equity PErspectives Podcast · February 27 · 19 min

Tariffs, Interest Rates, and Dry Powder: Lessons from 2025 for the Year Ahead - Part A

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss: How tariff uncertainty and macro volatility shaped dealmaking in 2025 Creative capital deployment strategies for a tight and competitive market Proprietary deal flow and operational value creation as a competitive edge in the lower middle market

0:00-19:01

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show notes

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss:

  • How tariff uncertainty and macro volatility shaped dealmaking in 2025
  • Creative capital deployment strategies for a tight and competitive market
  • Proprietary deal flow and operational value creation as a competitive edge in the lower middle market