Weekly Round Up

Research Deep DiveMonthly Deep DiveWeekly Round UpMacro ViewSurveyExpert CallsLong Form Article
Weekly Round UpWeekly Round Up
India heats up, Europe tightens, and capital gets selective

India heats up, Europe tightens, and capital gets selective

India PE deal value hits $26.3B and European credit outperforms the U.S., while 31% of allocators prioritize opportunistic deployment.

Weekly Round UpWeekly Round Up
$346B Deployed, 19% of Exits via CVs, What Changed in PE

$346B Deployed, 19% of Exits via CVs, What Changed in PE

Management fees hit a record-low 1.61% and continuation vehicles drive 19% of exits, while North American deal value reaches $346B.

Weekly Round UpWeekly Round Up
Private Equity Strategies For 2025 Amid New Global Energy Opportunities

Private Equity Strategies For 2025 Amid New Global Energy Opportunities

This week we are reviewing the primary themes that shaped private equity in 2025.

Weekly Round UpWeekly Round Up
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%.

Weekly Round UpWeekly Round Up
$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.

Weekly Round UpWeekly Round Up
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.

Weekly Round UpWeekly Round Up
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.

Weekly Round UpWeekly Round Up
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.

Weekly Round UpWeekly Round Up
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.

Weekly Round UpWeekly Round Up
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.

Weekly Round UpWeekly Round Up
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.

Weekly Round UpWeekly Round Up
$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.