North American M&A Market Update with Special Guest Kyle Walters, PitchBook
The North American M&A market entered 2026 with strong momentum after a robust 2025, but renewed uncertainty around AI disruption, tariffs, energy prices, and interest rates tempered activity during the first half of the year. In this episode of Bundy Group Insights, Managing Director Stewart Carlin is joined by Kyle Walters, a private equity analyst at PitchBook, to examine what the latest transaction data says about the health of the market.
The conversation explores the gap between headline deal value and underlying deal count, the different behavior of strategic acquirers and private…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.