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Show Me The Money: The One Market Indicator That Can Make or Break Your Deal
If you’ve ever wondered why DSO and MSO valuations exploded, stalled, and now look ready to move again, the answer is hiding in plain sight: SOFR.
In this 2026 kickoff episode, host Jamie West Falasz invites Polaris Founder & CEO, Diwakar Sinha back to the show for a breakdown of how changes in borrowing costs have driven valuation cycles, recap strategies and M&A activity from 2017 through today. From the pre-pandemic decline in borrowing costs, to the near-zero-rate frenzy that fueled record deal volume, to the post-pandemic reality of cashflow compression and failed transactions, SOFR has…
The skinny
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