With all these tariff back-and-forths, has deal flow been slowing down?

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I am quite busy and so are my colleagues, but we could just be in a weird cycle. I wish I was slow…would like to go in-house this year so the fewer hours the better :)

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Very busy in PE for the last 6 months.

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Don’t think so. I know someone that bought the right to refunds from a few companies, 20-30cents on the dollar, and expect there to be some trickle down m&a work off that.

Cantor? Is this what Flexport is doing?

No tariff uncertainty is baked in

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