# Middle-Market Private Equity Opportunities | EP.34

Page: https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/middle-market-private-equity-opportunities-ep-34
Text version: https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/middle-market-private-equity-opportunities-ep-34.md
Podcast: [Alternative Allocations with Tony Davidow](https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863)
Published: 2026-02-03T05:05:00+00:00
Episode link: https://907abc9d-4c7b-47a1-8cfc-11723daea7de.libsyn.com/episode-34-unlocking-value-in-middle-market-private-equity-with-guest-matt-katz-fiduciary-trust-international
Audio file: https://traffic.libsyn.com/secure/907abc9d-4c7b-47a1-8cfc-11723daea7de/AA_-_EP.34_Matt_Katz_-_AUDIO_V2.mp3?dest-id=4090161
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/alternative-allocations-with-tony-davidow-6553863/episodes/middle-market-private-equity-opportunities-ep-34
Duration seconds: 1291

## Resource

In this episode, Tony Davidow sits down with Matt Katz, Managing Director at Fiduciary Trust International, to explore why middle market private equity offers compelling opportunities in today's environment. Matt shares his journey into private markets, explains why the middle market presents a structural advantage with less competition and more operational value-add potential, and provides practical guidance on evaluating private equity funds through the lens of people, process, performance, and references. The conversation also covers the current exit environment, the growing role of secondaries in portfolio construction, the importance of due diligence in evaluating funds, and actionable advice for financial advisors looking to navigate the expanding universe of private market investments. Matt Katz, CFA, Managing Director, Investment Director - Private Markets: As head of the Advisor Solutions Group private markets research team, Matt focuses on private equity and real estate investments and is responsible for sourcing, due diligence and monitoring investments across each asset class. He determines strategic and tactical allocations within ASG's Model Portfolio, while monitoring existing and prospective investment opportunities. With over 18 years of experience, Matt serves as a key contributor to the analysis of current macroeconomic conditions through participation in daily market updates, Investment Committee meetings, and quarterly market overviews. In addition, Matt has also worked with impact-focused clients to source and analyze appropriate private investments, serving both financial and social purposes. Prior to joining Fiduciary Trust International, Matt was an associate director at Segal Rogerscasey, an investment consulting firm, as a member of their Alp…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/alternative-allocations-with-tony-davidow-6553863/episodes/middle-market-private-equity-opportunities-ep-34/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/middle-market-private-equity-opportunities-ep-34.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.