Podcast: How private equity funds are rethinking value creation

The private equity industry is under pressure: exits are being delayed, holding periods are being extended, and geopolitical risks—such as new US tariffs—are making planning difficult. The EU Value Creation Report 2025 by Alvarez & Marsal shows how PE funds are responding to these challenges: with a clear focus on operational resilience, early exit preparation, and the strategic use of AI and ESG. In the podcast, Steffen Kroner (Managing Director, Alvarez & Marsal) and POELLATH counsel Dr. Sebastian Rosentritt analyze the key findings from the study and discuss how PE funds and portfolio companies need to reposition themselves to create and realize value.