Home is the lowest-cost care setting and the one patients prefer, explained InTandem's Brad Coppens.
'We are not terribly concerned about demand in the near term because the needed investment in infrastructure is driving record levels of demand for Gannett and many of our peers in the market,' Benavides says.
‘We invest in traditional companies that sometimes didn't know that they were providing more efficient products,’ said Roversi.
'There are too many factors in motion at the moment to jumpstart overall transaction volume, particularly for new platforms.'
‘Contrary to popular belief, our belief is that there's a pretty strong manufacturing base across all of Europe,’ said Ewen.
The deal, in residential services, represents a focus on a market segment viewed as somewhat insulated from economic cycles.
Certainty is valued by sponsors 'never more so than during periods of market volatility when banks are less willing to put their balance sheets at risk.'
'We are seeing a lot of onshore of American manufacturing, which is obviously going to benefit this business,' Lim said.
In this third episode of our miniseries Private Markets and the End of Cheap Money, we explore key trends in private debt with Churchill's Randy Schwimmer, Oaktree's Milwood Hobbs Jr and more.
'We have always focused on companies with less debt financing and this prudent approach pays off during periods of recession,' said de Klerk.