panel session: tales from the trenches – creating value from crisis day 1 11:20 – 12:15
Post on 26-Mar-2015
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Panel Session: Tales from the Trenches – Creating Value from
CrisisDay 1 11:20 – 12:15
49%
27%
24%
Yes: I see numerous situations shaping up where earnings visibility and valuation create highly attractive opportunities
Not yet: we are potentially still a ways from bottom and the right answer for now is to sit tight.
Limited: there are a small number of current opportunities that we believe to be defensive or counter-cyclical, but these are relatively few in number.
Do you see substantial near term investment opportunity for EMPE developing in this downturn?
29%
32%
39%
Yes: we will see more control deals, as a result of need to have more influence over portfolio companies and their management.
Yes: we will see more growth capital as result of leverage unavailability and a need to be aligned with local sponsors who can navigate difficult environments.
No: we will continue to see a balanced mix of both.
Do you feel the EMPE investment model will shift between control deals and growth capital as a result of the crisis?
61%
21%
18%
Public companies are more attractive – private valuations have not adjusted enough yet
Private companies are more attractive – we’re seeing good discounts to public comps
I rate them equally
As you look at the emerging market valuation landscape, how do you rate the attractiveness of public vs. private company valuations
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