The dog days of summer have blown the whistle on the first half of 2024 – do you have a deal in hand that could get to the finish line this year? We’re taking our summer break from the Roll-Up to give you our Slow-Money Halftime Report and to reflect on the progress made so far this year: 

Looking ahead, the second half of the year echoes the GFC with tremendous uncertainty and sluggish capital markets during an election year. Oh yeah, and 2024 has the added bonus of nearly 10% rates on a bank loan. We ventured into LMM investing during the GFC, and it’s these times, when decision-making requires the strongest stomachs, and that the greatest opportunities are available. We’re firm believers in our slow-money private markets because of the significant upside potential, insulation from macro trends, and abundance of capable owners and management teams eager to elevate their businesses. No matter how rates fluctuate or election results pan out, the opportunities that existed back then are alive and well today.

With that said, here’s to a fantastic second half of the year and, fingers crossed, minimal November disruptions!

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