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Tariffs & M&A: Navigating Uncertainty in 2025
In this episode of Growing EBITDA, Mike McSweeney and James Bandy break down the impact of tariffs on middle-market businesses and private equity. They discuss how shifting trade policies are affecting supply chains, deal structures, and valuation models, creating uncertainty for investors and operators alike.
With tariffs reshaping cost structures and market dynamics, the hosts explore how businesses can hedge against risk, leverage technology, and implement sourcing strategies to maintain stability. Whether you’re a business owner, private equity professional, or operator, this episode provides key insights into managing EBITDA growth in a turbulent economic landscape.
Highlights:
- Introduction: How tariffs are disrupting budgets and dealmaking in 2025
- Private Equity & M&A: How investors are adjusting valuation models
- Creative deal structuring: Holdbacks, contingency pricing, and earnouts
- Supply chain impacts: Nearshoring, reshoring, and alternative sourcing strategies
- ERP & data visibility: How technology helps businesses manage tariff risks
- Lessons from past disruptions: What COVID-19 and past trade wars taught us
- Trivia question of the week: Who is the largest trading partner of the U.S.?
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James Bandy
