Logo
Caplink x PE150 Events
Newsletter
About Us
150 Diligence

Login

Contact Us

Media Kit

Expert Calls

Survey

Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

Archive

Weekly Round Up

$43.6B in Dividend Recaps, 44% Liquidity Pressure, and AI-Driven EBITDA

Dec 23, 2025

•

12 min read

$43.6B in Dividend Recaps, 44% Liquidity Pressure, and AI-Driven EBITDA

JPM closes a $1.44B fund and dividend recaps hit $43.6B, while 44% of veteran firms report high liquidity pressure.

Macro View

Potential Impacts of a U.S. Military Incursion in Venezuela on Crude Oil Prices and Futures

Dec 22, 2025

•

6 min read

Potential Impacts of a U.S. Military Incursion in Venezuela on Crude Oil Prices and Futures

Crude oil markets have begun to price in elevated geopolitical risk as tensions between the United States and Venezuela intensify, raising concerns over potential supply disruptions.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Survey

Platform Preferences Are Drifting Upstream

Dec 22, 2025

•

3 min read

Platform Preferences Are Drifting Upstream

Private equity's middle market sweet spot may be shifting, but not in the direction some might expect.

Monthly Deep Dive

Private Equity Value Creation Through AI

Dec 22, 2025

•

30 min read

Private Equity Value Creation Through AI

Private equity is entering a structurally different era of value creation.

Weekly Round Up

Golden Goose at €2.5B, $1.03T in PE Deals, and Direct Lending’s Mega Shift

Dec 18, 2025

•

6 min read

Golden Goose at €2.5B, $1.03T in PE Deals, and Direct Lending’s Mega Shift

US deal value hits $1.03T and HSG nears a €2.5B buyout of Golden Goose, while direct lending expands into larger transactions.

Weekly Round Up

Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Dec 16, 2025

•

8 min read

Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

Private markets deliver 400–850 bps in alpha and add-ons reach $475B, while 80% of firms report rising liquidity pressure.

Research Deep Dive

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Dec 16, 2025

•

16 min read

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Portfolio as Process: Why Time, Pacing & Private Markets Win the Long Game

Macro View

The U.S. Cost of Living: Inflation, Interest Rates, and the Persistence of Household Strain

Dec 16, 2025

•

9 min read

The U.S. Cost of Living: Inflation, Interest Rates, and the Persistence of Household Strain

The U.S. economy has entered a phase best described as macroeconomic normalization without microeconomic relief.

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk

Dec 11, 2025

•

7 min read

The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk

The bid-ask gap is freezing deal flow, private credit fears are shifting toward liquidity risk, the U.S. South is outperforming as PE’s quiet powerhouse, and college sports just became a bona fide investable asset class.

Long Form Article

Private Credit’s Liquidity Illusion

Dec 11, 2025

•

3 min read

Private Credit’s Liquidity Illusion

In a proprietary PE150 survey of 132 industry professionals, one risk loomed larger than all others: illiquidity in distressed scenarios.

Weekly Round Up

The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

Dec 9, 2025

•

10 min read

The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

Tender offers overtake IPOs as the top liquidity choice (39%) and oil & gas rebounds as a tax shelter, while 50% of GPs make exits their #1 priority.

Research Deep Dive

Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

Dec 9, 2025

•

13 min read

Turbine Capital: The Strategic Rationale for U.S. Oil & Gas Investment and Tax-Efficient Energy Capital

The U.S. energy sector remains one of the most resilient and financially compelling markets for investors seeking tax efficiency, stable cash flow, and returns naturally protected against inflation.

Load more
PE 150

PE 150

Join 150,000+ Private Equity Sponsors and Investment Bankers getting proprietary insights and information to get more deals done every week.

envelope-simple

Home

Posts

Menu

Media Kit

Contact Us

Premium Library

About Us