David Burrows
The Carlyle Group
CG-Q
DON'T BUY
Apr 14, 2025
Under pressure along with all the rest in private equity. Trouble finding liquidity for a lot of their deals. With rising rates, power is now in the hands of the lender, but private equity firms are huge borrowers. Stay away.
For CG-Q he has concerns about times when asset prices are bid up during strong market times. As an active asset manager, this can make their business more challenging. He would go for best in class in this category and that is BX-N.
A major private equity firm. Off highs because interest rates have gone up, and it's much harder to finance deals because they take on a lots of debt to finance the process. Difficult IPO business. Competitive space.
Under pressure along with all the rest in private equity. Trouble finding liquidity for a lot of their deals. With rising rates, power is now in the hands of the lender, but private equity firms are huge borrowers. Stay away.