In BDO's first Private Equity PErspectives podcast episode of 2026, Host Todd Kinney is joined by Nicolas Vega Llona, Principal at Lincolnshire, and Monty Yort, Managing Partner at GenNx360, to discuss:
- Deal flow expectations and how declining rates and dry powder are influencing valuations in 2026
- Creative deal structures that balance immediate DPI generation with long-term value creation opportunities
- Strategic investment themes including digital infrastructure, value-based healthcare, and onshoring trends
If you enjoy the episode, check out BDO’s 2026 Private Equity Industry Predictions to see what else is on our radar for 2026.
BDO Private Equity PErspectives Podcast