Private Equity’s Response to Tariffs: Insights with Beacon Global Strategies’ Michael Allen

Tariffs are at the center of a rapidly changing global trade landscape, creating both challenges and opportunities for businesses. In this episode, Sean Mooney, Lloyd Metz, and Doug McCormick are joined by Michael Allen, co-founder of Beacon Global Strategies, to explore the state of U.S. trade policy, its impact on private equity, and how businesses can adapt.


Michael provides an inside look at the current administration's approach to tariffs, bilateral trade negotiations, and the implications for global supply chains and domestic industries. Together, the panel discusses what companies can do now to manage supply chain disruptions, adjust pricing strategies, and find opportunities amidst uncertainty.


This episode is packed with actionable insights for leaders navigating the intersection of trade, policy, and business strategy.


Episode Highlights:


01:05: Lloyd introduces Michael Allen and his background in Washington policy and intelligence.


03:35: The current state of trade policy: Tariffs, geopolitical strategy, and their influence on the global economy.


10:07: Bilateral negotiations with 90 countries: Leveraging trade discussions to isolate China and restructure agreements.


24:50: Portfolio company impacts: Rising costs, supply chain disruptions, and ripple effects on consumer demand.


39:30: Playing to win: Strategic steps for businesses, from diversifying supply chains to leveraging domestic opportunities.


For more information on Beacon Global Strategies, go to: https://bgsdc.com/


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