GenNx Managing Director Monty Yort featured in a two-part series on the BDO Private Equity PErspectives Podcast
Portfolio Company News - February 13, 2026
GenNx360 Managing Partner Monty Yort joined BDO USA’s Private Equity PErspectives Podcast—hosted by Todd Kinney—alongside Nicolas Vega Llona, Principal at Lincolnshire Management, for a two-part discussion exploring how the private equity landscape evolved in 2025.
The conversation brought together seasoned investors to share practical insights from the front lines of middle-market investing, highlighting how firms are adapting their strategies to remain competitive in a more complex and selective deal environment. Together, they examined the broader market forces shaping capital deployment, portfolio management, and long-term value creation.
In Part A, Monty discusses how firms are navigating today’s macroeconomic uncertainty through proactive sourcing, sharper underwriting, and disciplined deal execution. He emphasizes the importance of building conviction early, developing proprietary pipelines, and leaning into operational expertise to mitigate risk and create differentiation in competitive processes. Rather than waiting for ideal conditions, he outlines how leading investors are staying active, maintaining momentum, and positioning themselves to capitalize on opportunities as they emerge.
In Part B, Monty dives deeper into expectations for deal flow, creative transaction structuring, and targeted sector strategies that reflect where capital can be deployed most effectively. He shares perspectives on how flexible financing solutions, partnership-oriented approaches with founders, and thoughtful portfolio construction are helping sponsors close transactions in a shifting market. The discussion also explores how declining interest rates could influence valuations and buyer confidence in the year ahead, setting the stage for renewed activity and a more constructive environment for disciplined growth.
Click to listen →Part A (Dec. 2025), Proactive sourcing and disciplined execution
Click to listen →Part B (Jan. 2026), Deal flow, structuring, and valuation outlook