Tariffs, Interest Rates, and Dry Powder: Lessons from 2025 for the Year Ahead - Part A

from BDO Private Equity PErspectives Podcast

In the latest episode of BDO's Private Equity PErspectives Podcast, Host Todd Kinney sits down with Kyle Bethancourt, Co-Founder and Managing Partner at Sallyport Investments, and Eliot Kerlin, Co-Founder and Managing Partner at Broadwing Capital, to discuss:How tariff uncertainty and macro volatility shaped dealmaking in 2025Creative capital deployment strategies for a tight and competitive marketProprietary deal flow and operational value creation as a competitive edge in the lower middle market

Episode metadata supplied by the publisher feed · Published Feb 27, 2026

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The 2025 PE market was anything but predictable — and navigating it required a clear-eyed approach to deal flow, competition, and capital deployment.

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Tariffs, Interest Rates, and Dry Powder: Lessons from 2025 for the Year Ahead - Part A

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This episode was published on February 27, 2026.

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