The Next Add On Problem Is Not Finding the Deal. It Is Integrating It.

Private equity has spent years perfecting the buy and build model

Private Credit Defaults Are Rising, But the Stress Is More Nuanced Than the Headlines

Private credit is facing a familiar question in 2026

$200B Infrastructure Boom, Tech Funds Rebound, AI Hits the P&L

Plus: why sales headcount can mislead investors and the UK’s tightening policy squeeze.

The UK’s Uncomfortable Mix: Growth Slows as Inflation and Borrowing Rise

Industrializing AI Across the Portfolio

From Individual Adoption to a Repeatable Value Creation Engine

The Power Investment Supercycle

Private Capital and the Next Phase of Electricity Infrastructure

$11B AI Debt Boom, Europe’s LBO Comeback & Blackstone’s $6.6B Bet

AI is reshaping credit markets, European buyouts are accelerating, and infrastructure keeps attracting mega-checks.

PE’s $260B Parallel Exit Market, AI Multiples & The Fed Tightens

Secondaries are rewriting the exit playbook, AI is entering the valuation equation, and higher rates are back on the table.

Private Equity’s Parallel Exit Market

How Secondaries Became a $260 Billion Liquidity System—and Started Changing What an “Exit” Means

The New Diligence Question: Is Data a Moat—or a Trap?

The Fed Tightens Again, and the Dollar May Be the Next Pressure Point

The Federal Reserve has reopened a part of the macro cycle that many investors had begun to treat as closed.

The AI-First Portfolio Company

Is AI actually changing the economics of the business?