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Platform Investing Is Getting Smaller, Sharper, and Slower

Platform Investing Is Getting Smaller, Sharper, and Slower

This week we asked a simple but revealing question. How has your firm’s platform entry strategy changed over the past 12 to 18 months.

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$500B Evergreen Surge, Broken Liquidity, and the $150M Compliance Trap

$500B Evergreen Surge, Broken Liquidity, and the $150M Compliance Trap

Evergreen funds grow 26% annually and Add-ons dominate buyouts, while fundraising strength masks a cash flow crisis.

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Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

Monetary Policy at a Crossroads: Rates, Credibility, and the Fed’s Expanding Power

The Federal Reserve’s latest decision to leave the federal funds rate unchanged—within a target range of 3.5% to 3.75%—was widely anticipated.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Evergreen and Continuous Capital: The Evolution of Private Markets Structures

Evergreen and Continuous Capital: The Evolution of Private Markets Structures

Private markets are undergoing a structural shift best understood not as cyclical product innovation, but as a fundamental change in how capital is deployed and maintained over time.

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Buyouts Split, Credit Scales, KKR Eyes $10B Prize

Buyouts Split, Credit Scales, KKR Eyes $10B Prize

North America outruns the world, private credit becomes "infrastructure," and the $1.5T AI capex boom.

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$200K Fundraising, 39% Tender Offers, 53% Semi-Liquid Capital

$200K Fundraising, 39% Tender Offers, 53% Semi-Liquid Capital

Semi-liquid strategies capture 53% of new capital and tender offers lead liquidity plans, while SEC rules open public fundraising doors.

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Shifting Ground Beneath the Calm

Shifting Ground Beneath the Calm

The surface of global financial markets looks deceptively smooth.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Illiquidity and the Preservation of Wealth

Illiquidity and the Preservation of Wealth

Why Private Markets Protect Capital in a Headline-Driven World.

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Underwriting Tightens, Credit Shifts, and EQT Drops a $50B AUM Bombshell

Underwriting Tightens, Credit Shifts, and EQT Drops a $50B AUM Bombshell

EQT acquires Coller Capital for up to $3.7B and management teams top underwriting priorities, while banks quietly fuel the private credit boom.

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Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

Private Equity in Latin America: Capital Rebounds, But Exits Remain Bottlenecked

After two years of muted activity, private equity in Latin America is staging a comeback.

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What Matters Most When Underwriting a New Platform Today?

What Matters Most When Underwriting a New Platform Today?

In today’s more selective private equity environment, underwriting discipline has become as important as creativity.

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Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

Bank Lending to Private Credit: Scale, Structure, and Strategic Implications

The rapid expansion of private credit has reshaped the modern financial system, blurring traditional boundaries between banks and nonbank lenders.

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