Weekly Round Up

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

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%.

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

$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.

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Golden Goose at €2.5B, $1.03T in PE Deals, and Direct Lending’s Mega Shift

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.

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Private Equity’s New Reality: 80% Liquidity Pressure, $475B in Add-Ons, 400+ bps Alpha

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.

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The Bid-Ask Gap Problem: 43% of PE Say Pricing Is #1 Risk

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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The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

The Quiet Rise of Tender Offers. The Loud Return of Oil & Gas.

Tender offers overtake IPOs as the top liquidity choice (39%) and oil & gas rebounds as a tax shelter, while 50% of GPs make exits their #1 priority.

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Returns, Rates & Roadblocks: The State of Private Markets

Returns, Rates & Roadblocks: The State of Private Markets

A clear look at how Fed pivots, valuation gaps, and semiliquid PE returns are reshaping private markets—and where private credit continues to pull ahead.

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The Bottleneck and the Breakout: What’s Really Driving PE Growth in 2025

The Bottleneck and the Breakout: What’s Really Driving PE Growth in 2025

Private equity is facing a liquidity bottleneck just as portfolio companies deliver outsized growth. This tension is reshaping how firms exit, deploy capital, and capture value in 2025.

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$350B Middle Market Ascends | PE Volume Down, Value Up | The 10–15% AI Power Spike

$350B Middle Market Ascends | PE Volume Down, Value Up | The 10–15% AI Power Spike

Private equity is entering a new phase of higher-quality deals, longer holds, and rising AI-driven energy demand. Liquidity is tightening, but conviction is growing.

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Where the Smart Capital Is Going in Private Markets

Where the Smart Capital Is Going in Private Markets

Capital is getting smarter — not faster. Endowments and LPs are shifting toward steady yield, tighter allocations, and long-term conviction in private markets.

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Liquidity, Concentration, and Big Bets: Your Weekly PE Roundup

Liquidity, Concentration, and Big Bets: Your Weekly PE Roundup

Private equity is regaining traction as $1.9T in deal flow meets tighter liquidity and disciplined diversification. Investors are balancing conviction and caution in a cautiously reopening market.

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Inflation Turns Debt Into Alpha — How PE Is Compounding Through 2025

Inflation Turns Debt Into Alpha — How PE Is Compounding Through 2025

As inflation quietly erodes the real value of debt, private equity firms are redefining leverage itself—borrowing in paper, building in substance, and turning monetary drift into long-term compounding power.