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Weekly Round Up

Private Credit vs High-Yield: Who’s Winning in 2025?

Private credit now makes up 21% of the U.S. leveraged finance market, outpacing high-yield bonds in LBOs. Here’s what this shift means for dealmakers.

Weekly Round Up

Why Biotech’s Private Equity Opportunity Is Just Getting Started

May 7, 2025

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13 min read

Why Biotech’s Private Equity Opportunity Is Just Getting Started

Private equity biotech deals dropped 62% since 2021—but the $4.91T market is heating up again. Here’s where smart capital is going next.

Long Form Article

Q1 2025 FinTech Investment Falls 54% as Investors Prioritize Smaller Deals

May 6, 2025

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4 min read

Q1 2025 FinTech Investment Falls 54% as Investors Prioritize Smaller Deals

U.S. FinTech funding dropped to $9.6B in Q1 2025, down 54% YoY. Why investors are leaning into smaller, strategic deals—and what it means for the sector.

Macro View

May 6, 2025

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3 min read

Growth on Mute: The GDP Chill in 2025

Economic Pulse Check: 2025 Set for Tepid Growth Amid Policy Shocks.

Gaston Brizuela Bosio

Research Deep Dive

Biotech Market to Hit $4.9T by 2033: What Investors Should Know

May 6, 2025

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14 min read

Biotech Market to Hit $4.9T by 2033: What Investors Should Know

Biotech is set to triple in size by 2033. Explore the sectors, stages, and regions where capital is flowing—and what it means for investors.

Weekly Round Up

AI In Health Tech: Where Investors See Real Value

Apr 30, 2025

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13 min read

AI In Health Tech: Where Investors See Real Value

It's Wednesday, and we're diving in the healthtech startups market. SEA deal value keeps growing, Yale looking for $6B secondary sale, and the correlative link between private credit and private equity funds.

Macro View

Apr 30, 2025

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3 min read

Signaling Games in Monetary Policy

How the Fed, Markets, and Investment Banks Strategize Around Interest Rates.

Gaston Brizuela Bosio

Survey

Apr 30, 2025

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4 min read

Is the Soft Landing Still Intact? Survey Shows Cracks in Outlook

45.5% of PE sponsors say the U.S. is already in a recession. Our survey shows diverging views on the soft landing narrative heading into mid-2025.

Research Deep Dive

Health Tech Deal Volume Normalizes as AI Captures More Capital

Apr 30, 2025

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13 min read

Health Tech Deal Volume Normalizes as AI Captures More Capital

US health tech deals peaked at 740 in 2021, down to 497 in 2024. AI now commands a growing share of funding as the sector enters maturity.

Weekly Round Up

Middle Market PE Finds Its Footing After 2021 Peak

Apr 23, 2025

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12 min read

Middle Market PE Finds Its Footing After 2021 Peak

Middle market PE deal value rose to $359B in 2024, showing stability after the 2021 peak. Carveouts and healthcare lead the way.

Long Form Article

Europe PE Faces Exit Gridlock Despite $187B in 2024 Fundraising

Apr 23, 2025

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4 min read

Europe PE Faces Exit Gridlock Despite $187B in 2024 Fundraising

European PE fundraising hit $187B in 2024, but exit activity dropped to a five-year low. Sponsors brace for longer holds and limited distributions.

Monthly Deep Dive

The State of Private Equity Middle-Market in US

Apr 23, 2025

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22 min read

The State of Private Equity Middle-Market in US

Middle-market PE deal value reached $359B in 2024, down from 2021 highs but signaling recovery. Sector trends, valuation data, and interest rate impacts inside.

Expert Calls

Survey

Macro View

Long Form Article

Research Deep Dive

Monthly Deep Dive

Weekly Round Up

Archive

Private Credit vs High-Yield: Who’s Winning in 2025?

Why Biotech’s Private Equity Opportunity Is Just Getting Started

Q1 2025 FinTech Investment Falls 54% as Investors Prioritize Smaller Deals

Growth on Mute: The GDP Chill in 2025

Biotech Market to Hit $4.9T by 2033: What Investors Should Know

AI In Health Tech: Where Investors See Real Value

Signaling Games in Monetary Policy

Is the Soft Landing Still Intact? Survey Shows Cracks in Outlook

Health Tech Deal Volume Normalizes as AI Captures More Capital

Middle Market PE Finds Its Footing After 2021 Peak

Europe PE Faces Exit Gridlock Despite $187B in 2024 Fundraising

The State of Private Equity Middle-Market in US

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