Canadian PE Markets: 2026 Deal Trends

George Sabbouh of Stifel Financial joins me for an enlightening discussion on the state of the deal market in Canada. After an uneven “K-shaped” recovery in 2025, George is seeing strong momentum in certain sectors – metals and mining, business services, infrastructure services, and waste management – amid continuing buyer hesitancy in tariff-exposed sectors such as manufacturing. Broader market trends include increasing diligence around AI disruption risk, which is emerging as a major concern in the marketplace. Looking ahead, Sabbouh expects 2026 to strengthen with easing rates, an IPO rebound, significant dry powder, and alternative exit tools such as continuation vehicles and dividend recaps. Listen and subscribe on SoundCloud, Spotify, Apple Podcasts, and YouTube: https://se.law/4s6zlBD