While none of us have a crystal ball, in our latest piece of research, we found that a key predictor of private M&A transaction volume is the valuation gap between private and public markets. This prescient power comes from how we track movements between these markets over time—bearing in mind that they don’t align perfectly due to differences in liquidity, investment timelines and valuation frequency. Explore more on our findings: https://lnkd.in/gZB8fXih
Interesting take from Ares.. pinpointing the valuation gap between private and public markets as a predictor for M&A volume really highlights the value of tracking those shifts over time. It’s a clever way to cut through the noise, even with the quirks of liquidity and timelines at play. Definitely sparks some thoughts on how data-driven insights can sharpen investment strategies.