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Weekly Round Up

Cybersecurity Hits $271.9B—PE Eyes Defense as Growth Lever

Jan 29, 2025

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11 min read

Cybersecurity Hits $271.9B—PE Eyes Defense as Growth Lever

PE firms target $271.9B cybersecurity market. Add-on activity grows, private credit thrives, and AI disruption triggers $600B shake-up.

Research Deep Dive

Private Equity Eyes Cybersecurity as Value Creation Lever

Jan 29, 2025

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15 min read

Private Equity Eyes Cybersecurity as Value Creation Lever

Cybersecurity market to hit $271.9B by 2029. PE firms shift from defense to offense, investing and operationalizing security as strategic advantage.

Weekly Round Up

Private Equity Bets on AI Infrastructure and Data Centers

Jan 22, 2025

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13 min read

Private Equity Bets on AI Infrastructure and Data Centers

Inside PE’s $1.3T AI infrastructure push, Constellation’s $26B bet, and why hiring now drives private equity's next growth wave.

Monthly Deep Dive

AI Infrastructure Is Booming—and Private Equity Is All In

Jan 22, 2025

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22 min read

AI Infrastructure Is Booming—and Private Equity Is All In

Private equity is pouring capital into data centers to meet AI’s infrastructure needs. With GenAI projected to hit $1.3T by 2032, the power race has begun.

Weekly Round Up

T-Mobile’s $600M Bet, PE Real Estate Reset, and the Co-Investing Surge

Jan 15, 2025

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14 min read

T-Mobile’s $600M Bet, PE Real Estate Reset, and the Co-Investing Surge

Private equity pivots: Real estate deal value down 91%, co-investing rises as liquidity fix, and T-Mobile enters the $10B DOOH ad race with Vistar.

Research Deep Dive

Private Equity’s Real Estate Reset: Strategy Amid Slowdown

Jan 15, 2025

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13 min read

Private Equity’s Real Estate Reset: Strategy Amid Slowdown

PE and VC real estate deals dropped 91% since 2021. Why real estate still leads long-term returns—and where smart money is moving now.

Weekly Round Up

$69B Automation Boom, Urban Logistics, and Private ETFs

Jan 8, 2025

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11 min read

$69B Automation Boom, Urban Logistics, and Private ETFs

Explore PE’s push into RPA, urban logistics infrastructure, and private ETFs as 2025 kicks off with liquidity innovation and digital transformation.

Research Deep Dive

Private Equity Eyes $69B Automation Market Opportunity

Jan 8, 2025

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15 min read

Private Equity Eyes $69B Automation Market Opportunity

RPA market to grow 10x by 2032. Private equity finds opportunity in automation demand, industry verticals, and digital productivity.

Weekly Round Up

Private Equity 2024: 12 Moments That Defined the Year

Dec 30, 2024

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15 min read

Private Equity 2024: 12 Moments That Defined the Year

From €22B fundraises to AI infrastructure bets and nuclear energy pivots, here are 12 key moments that shaped private equity in 2024.

Weekly Round Up

Private Equity 2025 Outlook: AI, Liquidity, SWFs, and Credit Trends

Dec 23, 2024

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13 min read

Private Equity 2025 Outlook: AI, Liquidity, SWFs, and Credit Trends

PE’s 2025 outlook centers on AI infrastructure, liquidity crunches, cybersecurity investments, SWFs’ $12T rise, and private credit expansion.

Weekly Round Up

Family Offices Surge to $5.5T, Fueling PE Growth Globally

Dec 18, 2024

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13 min read

Family Offices Surge to $5.5T, Fueling PE Growth Globally

Family offices now manage $5.5T with rising PE allocations. As data center spend hits $49B and NFL opens to PE, patient capital takes center field.

Monthly Deep Dive

Family Office Private Equity Surge: $9.5T by 2030

Dec 18, 2024

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20 min read

Family Office Private Equity Surge: $9.5T by 2030

Family Offices are becoming key LPs in private equity. Global wealth set to reach $9.5T by 2030, with 45% allocation to alternative assets.

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