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Research Deep Dive

Private Equity’s Next Phase

Jan 6, 2026

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16 min read

Private Equity’s Next Phase

From Megadeals and Add-Ons to Portfolio Optimization in FY2025–2026

Macro View

Maduro’s Capture and the Re-Opening of Venezuela

Jan 6, 2026

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9 min read

Maduro’s Capture and the Re-Opening of Venezuela

A Structural Shift in Global Oil and a Generational Opportunity for U.S. Private Equity

Gaston Brizuela Bosio
Gaston Brizuela Bosio

Weekly Round Up

End of Year Special Issue: A 2025 Review and 6 Topics for 2026 in Private Equity

Dec 30, 2025

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12 min read

End of Year Special Issue: A 2025 Review and 6 Topics for 2026 in Private Equity

A $10T succession wave and $2.4T in retail liquidity, while Buffett dumps tech and private credit grows 500%.

Weekly Round Up

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

Dec 23, 2025

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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

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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

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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

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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

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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

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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

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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

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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

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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.

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