PE Pulse: Five takeaways from 1Q 2022

In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 1Q 2022 that are top of mind for PE investors.

Related topics Private equity

Companies of all sizes may need to continually assess where outsourcing can create value for stakeholders. Areas that are not core value-creating activities and those where the company lags in technology or cost efficiency can be strategic outsourcing candidates. 

Five takeaways from 1Q 2022:

  1. The macroeconomic environment is top of mind for investors as uncertainty impacts growth, inflation and interest rates
  2. PE deal activity decreases 27% from 1Q 2021: despite a softening in activity from the breakneck pace of last year, this level of activity is still quite robust
  3. Geopolitical uncertainty: PE firms are using the same playbook they used during the COVID-19 pandemic to manage the impact from the war in Ukraine
  4. PE exit activity decreases 60% by value from 1Q21: PE will continue to do what they have always done, which is execute on strategy and look to exit when conditions are more amenable
  5. Secondaries market reaches new heights: GP-led deals are key drivers of this trend, as they are providing optionality for LPs    

For your convenience, full text transcript of this podcast is also available. Read the transcript.

Presenters

Pete Witte
EY Global Private Equity Lead Analyst
Winna Brown
EY Americas Financial Accounting Advisory Services Private Equity Leader

Podcast

Episode 47

Duration 10m 00s

In this series

series overview
(Event List - Manual)

PE Pulse: Five takeaways from 1Q 2022

In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 1Q 2022 that are top of mind for PE investors.
Podcast

Episode 47

Duration
10m 00s

Presenters

Pete Witte

EY Global Private Equity Lead Analyst

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

What PE is outsourcing to create value

In this episode, the speakers discuss what tasks PE is outsourcing across business functions such as finance, IT, HR and customer service to create value.
Podcast

Episode 46

Duration
20m 33s

Presenters

Gregory W. Schooley

EY-Parthenon US Value Creation Leader; Principal, Ernst & Young LLP

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

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Podcast

Episode 45

Duration
23m 00s

Presenters

Danny Warshay

Executive Director of the Nelson Center for Entrepreneurship at Brown University

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader

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Winna Brown

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Jeff Vogel

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Podcast

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Presenters

Winna Brown

EY Americas Financial Accounting Advisory Services Private Equity Leader