Tariffs Could Have a Thin Silver Lining for the Mid-Market

Hooman Yazhari shares insights in Private Equity International on how tariffs could create a surprising opportunity for mid-market private equity firms. While many fear the disruptions from a shifting trade policy, Yazhari points out that firms with largely domestic portfolios—those not heavily reliant on international supply chains—may actually benefit. By stepping in to replace foreign suppliers and maintaining resilience against import-related cost pressures, these firms could find a silver lining amid the turbulence.