Jonathan Rotolo
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- Milken Institute1h 1m
Private Equity: Creating Value Against Increased Competition
Jim Moglia, Virginie Morgon, Jonathan Rotolo, Scott Sperling, David Wasserman, Andrew Weinberg
Private equity firms are navigating a high-valuation environment by prioritizing operational value creation through specialized teams and long-term partnerships rather than relying on traditional financial engineering. While capital structures evolve toward global, permanent funding and co-investment strategies, industry leaders emphasize disciplined stress testing and contrarian deal sourcing to mitigate risks from compressed exit multiples and rising interest rates. This strategic shift positions private equity as an essential orchestrator of economic growth, leveraging active management to capitalize on the divestiture of non-core assets by large corporations.