Weekly Round Up

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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.

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Exit Stage Europe, Enter ESG: What’s Moving PE This Week

Exit Stage Europe, Enter ESG: What’s Moving PE This Week

European private equity cools as exits dry up and valuations reset, while ESG gains regulatory bite and S&P bets big on data. The week’s story is discipline—less champagne, more spreadsheets.

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AI Joins the Cap Table: Algorithms Are Now Powering PE Deal Sourcing

AI Joins the Cap Table: Algorithms Are Now Powering PE Deal Sourcing

Artificial intelligence is reshaping private equity, helping firms spot opportunities earlier, improve sourcing efficiency, and turn deal flow into a real competitive edge.

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Liquidity Isn’t A Gift—It’s a Trap

Liquidity Isn’t A Gift—It’s a Trap

Liquidity feels like freedom but often erodes wealth when volatility hits. True compounding survives through patience, not constant access.

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PE’s $1.8T Tightrope: Exits, Deals, and the Next Capital Shift

PE’s $1.8T Tightrope: Exits, Deals, and the Next Capital Shift

From biopharma’s boom and EA’s $55B take-private to the $42B US-UK tech pact and a $10.5T allocator reshuffle—why private equity’s future hinges on flexibility.

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40+ Cars Per Charger, Hologic $14.7B Deal & Liquidity Pressure Trends

40+ Cars Per Charger, Hologic $14.7B Deal & Liquidity Pressure Trends

EV charging demand is outpacing supply, mega healthcare deals return, and liquidity pressures test how private equity navigates today’s market.

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PE’s $285B Add-On Wave Meets GP-Led Shift

PE’s $285B Add-On Wave Meets GP-Led Shift

Private equity is rewriting its strategy. GP-led secondaries have surged to $48B in just the first half of 2025, Advent cashed in a €4.1B exit, and add-on activity, while still dominant, shows signs of fatigue at $285B YTD.

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Why Illiquidity May Be PE’s Greatest Advantage (The Data Says So)

Why Illiquidity May Be PE’s Greatest Advantage (The Data Says So)

Illiquidity’s edge, biotools’ exit reset, private credit’s quiet outperformance, and semiliquid AUM at $344B—the signals that matter for PE returns now.

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PE Exits Stretch, CapVest’s €10B Pharma Play, and the Semiliquid Fund Surge

PE Exits Stretch, CapVest’s €10B Pharma Play, and the Semiliquid Fund Surge

Hedge funds have evolved far beyond their original mandate, transforming into data-driven intelligence engines.

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$2.1T Moves Out Of Banks | Hear From Mathew Carvajal, Bobby Sharma, Julia Wittlin, Ben Fund & More

$2.1T Moves Out Of Banks | Hear From Mathew Carvajal, Bobby Sharma, Julia Wittlin, Ben Fund & More

Banks on defense under Basel IV and post-SVB caution; sponsors bypass loan desks for speed and certainty—$2.1T has migrated to private credit, with $490B ready to fund C&I and buyout deals.