Jason M. LemkinCEO, SaaStr · Co-Founder of SaaStr AI, SaaStr Fund, Adobe Sign

Uncover Lucrative M&A Opportunities in the 100 400 Million Dollar Range

16 Apr 2024 · 1 min

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0:31

Transcript excerpt of Jason M. Lemkin discussing anticipated merger & acquisition opportunities in the $100–$400 million band and the sensitivity of private equity activity to interest rates; he expects deal activity to rebound if rates/ inflation ease. The clip references 2023 as a recent low point for private equity investing and notes typical exit visibility over a three- to four-year horizon.

Questions this video answers

$100 to $400 million

2023 (described as a low point for about seven to eight years)

Three to four years

Chapters

I think there will be lots of good M and A opportunities to bolt on in like, the 100 to $400 million range next year. People are trying to do those deals. And then I think, you know, the Wall Street Journal said this week that 2023 was a low point for PE investing for like seven years or eight years. It's got to come back next year, right? If inflation rates come down even a little. I mean, sorry, if the Fed, if interest rates come down even a little bit, P gets much more attractive. Right. E gets compressed when you can't see exits in three to four years, right?