Every cycle the carried-interest treatment gets put on the chopping block and every cycle nothing happens. But "this time" people are spooked. Has anyone on here actually run the after-tax sensitivity, or are we all just doom-reading headlines between portfolio reviews?
Ran it last cycle. Even in the bad scenario the after-tax hit is survivable for the GP and irrelevant for anyone junior. It's a headline, not a model input yet.
Buyouts, portfolios, and the LBO model that refuses to balance. Promote dreams and carry mythology welcome.
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