Wave of Buyouts Ahead?

Fast Money Portfolio
Fast Money Portfolio

Greg Zuckerman of the WSJ tells us a wave of buyouts could be on the horizon.

In a live interview on Fast Money, Zuckerman reveals that he's been talking with private equity firms and he's hearing that they have a lot of cash on the books, and they're looking to put it to work.

“Private equity firms are sitting on $430 billion in cash,” he says. And, just as important, the environment for striking deals is getting better.

“The debt markets are improving. Just 6 months ago, private equity would have paid half in cash. Now they can put down 20% and borrow the rest.”

If Zuckerman is onto something, that begs the question, who are the obvious targets?

“We’re going to see a lot in healthcare – mid cap names. A lot of these providers have pressures to cut costs and a merger is a good way to do it,” Zuckerman says.

But that's not all - he also says, it’s not just private equity that's going on the prowl.

"I think we also see strategic deals. If you’re a company sitting on $2.2 trillion; if you’re a company that’s hard to grow in a low growth economy, one way to grow is through acquisition.”

But any way you slice it - the word on the street is, “Big private equity firms are saying deals lie ahead," Zuckerman says.

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Trader disclosure: On March20, 2012 , the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders; Tim Seymour is long BAC; Tim Seymour is long INTC; Tim Seymour is long CSCO; Tim Seymour is long YHOO; Tim Seymour is long FCX; Tim Seymour is long GFI; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long AGU; Guy Adami is long MSFT; Guy Adami is long NUZ; Guy Adami is long BTU; Brian Kelly is long SMH; Brian Kelly is long QQQ CALLS; Brian Kelly is long SPY CALLS; Brian Kelly is long IWM CALLS; Brian Kelly is long KRE; Brian Kelly is long SPY; Brian Kelly is long IWM; Brian Kelly is long USG; Brian Kelly is long IYR; Brian Kelly is long ITB; Brian Kelly is long US DOLLAR; Brian Kelly is short AUSSIE $; Brian Kelly is short YEN; Brian Kelly is short NEW ZEALAND $; Steve Grasso is long FRO; Steve Grasso is long ANR

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