Obey Martin Manayiti
'It's a very fragmented market in both the US and the UK to the extent that if you have the proper platform and management team, there are a lot of M&A opportunities,' Burr says.
Deal drivers include increased demand for podcasts, video games, mobile apps, cloud computing, online gambling, artificial intelligence, and augmented and virtual reality software.
'We are living in uncertain times, and so we were interested in getting some partial liquidity for the investment,' Bain Capital Private Equity's Ken Hanau said.
“Decarbonization has been very important for us,” Brookfield's Jehangir Vevaina said. “We see the natural extension of clean energy solutions being broader decarbonization, and aspects like carbon capture and storage are extremely important.”
"The construction needs of the world did not stop,” said Castle Harlan senior managing director Marcel Fournier about how business grew during the pandemic.
With a major plant in Mexico, Schumacher isn't burdened by the increased container costs and shutdowns that competitors relying on parts from Asia are, said Lincolnshire's Tom Callahan.
"There's a long runway of secular growth, because many of the distribution centers are still manual, and you have people physically picking and packing boxes," said Thomas H. Lee's Mike Kaczmarek.
"Organs and medical equipment need to get to smaller cities and smaller hospitals in a very time-sensitive fashion," said Alpine's Jon Nemo.
Supply chains long trended toward globalization, but now the pendulum is swinging the other way.
“There was already a trend toward e-commerce in both B2B and B2C, but the pandemic accelerated it, particularly on the B2C side," said Gerry DeBiasi, partner, Kidd & Company.