Weekly Round Up

Research Deep DiveMonthly Deep DiveWeekly Round UpMacro ViewSurveyLong Form Article
Weekly Round UpWeekly Round Up
Where Water Flows, PE Grows-The $22T Water Thesis

Where Water Flows, PE Grows-The $22T Water Thesis

Compliance-heavy, CapEx-rich niches are minting durable cash flows—$198B by 2032, 77% of VC in North America—prime ground for PE to scale buy-and-build water platforms.

Weekly Round UpWeekly Round Up
RIP 60/40: Why Private Markets are Taking Over Portfolios

RIP 60/40: Why Private Markets are Taking Over Portfolios

Alternatives assets are rising and challenging the 60/40 portfolio strategy, while continuation funds see a peak in 2024 and Private Credit rates are lowering.

Weekly Round UpWeekly Round Up
$190B BlackRock Move, Cinven’s AI Play, PE Value Creation in Volatile Times

$190B BlackRock Move, Cinven’s AI Play, PE Value Creation in Volatile Times

Private Equity funds are redefining the Margin Playbook in their Value Creation journey. The key aspects of this game during the macroeconomic uncertainty.

Weekly Round UpWeekly Round Up
Mid-Market Money Flows | Private Credit Platforms | Olo’s 65% Pop

Mid-Market Money Flows | Private Credit Platforms | Olo’s 65% Pop

Tight vacancies, muted new supply, and a wall of PE capital are turning apartments into 2025’s most defensible—yet still discounted—real-asset play.

Weekly Round UpWeekly Round Up
Why LP's Are Zeroing In on BTC & ETH (900M Users Can’t Be Wrong)

Why LP's Are Zeroing In on BTC & ETH (900M Users Can’t Be Wrong)

Explosive user growth and rising institutional stakes are transforming crypto from volatile side bet to indispensable portfolio allocation.

Weekly Round UpWeekly Round Up
7X Demand Growth: Will 0.98M B/D Cut It?

7X Demand Growth: Will 0.98M B/D Cut It?

Years of capital flight and ESG pressure have left supply starved just as demand accelerates—creating scarcity premiums and cash-rich upside for contrarian investors.

Weekly Round UpWeekly Round Up
PE's New Math: Why 4.2% Earnings Growth Is the Bar

PE's New Math: Why 4.2% Earnings Growth Is the Bar

European sponsors are hard-coding emissions KPIs into diligence and incentives—proving sustainability can widen exit multiples.

Weekly Round UpWeekly Round Up
Just Announced: CapLink x PE 150, NYC Summit w/ HarbourVest CEO, $6.4B Exit & $3T Credit Surge

Just Announced: CapLink x PE 150, NYC Summit w/ HarbourVest CEO, $6.4B Exit & $3T Credit Surge

New data confirm private equity’s muted rate sensitivity and 18× volatility shield—turning market chaos into cut-price entry points.

Weekly Round UpWeekly Round Up
20.6% CAGR Ahead—Why Sponsors Are Re-entering Healthtech

20.6% CAGR Ahead—Why Sponsors Are Re-entering Healthtech

Multiples are down, demand is up, and a $1.25 trillion market now beckons disciplined capital.

Weekly Round UpWeekly Round Up
Where Energy Capital Stops, PE Starts

Where Energy Capital Stops, PE Starts

Record investment is flooding renewables, but the hardest problems—CCS, hydrogen, clean shipping—still need risk-tolerant capital. That’s where PE comes in.

Weekly Round UpWeekly Round Up
Why Mid-Market Healthcare Still Prints Alpha

Why Mid-Market Healthcare Still Prints Alpha

It's Wednesday, and we're covering private equity’s dealmaking in mid-market healthcare, share of TTM capital raised in private equity, private credit growth in emerging markets and the structural long-term problem of US trade balance.

Weekly Round UpWeekly Round Up
Private Equity Dealmaking Rebounds, But Selectively

Private Equity Dealmaking Rebounds, But Selectively

PE deal value hit $93B in Q1 2025, but volume remains tight. Discover how sponsors are prioritizing pricing power, exit liquidity, and strategic sectors.