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Join 150,000+ PE Sponsors and I-Bankers getting proprietary insights to get more deals done better every week.

Weekly Round Up

Integration Is Becoming the Real Add On Risk

Oct 15, 2026

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3 min read

Integration Is Becoming the Real Add On Risk

Integration on Add-Ons, Direct Lending, and the FED reprisal of PE

Santiago Morazzani
Gaston Brizuela Bosio
Santiago Morazzani, +1

Survey

Add Ons Are Easy to Announce. Integration Is the Real Test.

Oct 14, 2026

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2 min read

Add Ons Are Easy to Announce. Integration Is the Real Test.

Private equity has spent years refining the buy and build playbook.

Weekly Round Up

The AI IPO Valuation Dilemma

Oct 13, 2026

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3 min read

The AI IPO Valuation Dilemma

AI IPO revenue vs valuation, PE Distribution, and US growth resilience

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Macro View

America’s Growth Engine Is Running Hot, but the Cost of Capital Is Running Hotter

Oct 13, 2026

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3 min read

America’s Growth Engine Is Running Hot, but the Cost of Capital Is Running Hotter

The US economy is sending investors two very different messages.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Long Form Article

How Lufthansa Uses AI to Transform Airline Pricing and Revenue Management

Oct 13, 2026

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5 min read

How Lufthansa Uses AI to Transform Airline Pricing and Revenue Management

Airlines have practiced revenue management for decades, but artificial intelligence is changing the level at which pricing decisions can be made.

Research Deep Dive

The AI Exit Machine

Oct 13, 2026

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6 min read

The AI Exit Machine

When Private-Market Losses Meet Public-Market Liquidity

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