Weekly Round Up

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Permira’s £2.7bn Exit, 97% Direct Lending, and China’s $10B Health Play

Permira’s £2.7bn Exit, 97% Direct Lending, and China’s $10B Health Play

NatWest acquires Evelyn Partners as private credit usage hits 97% and platform buyers turn defensive.

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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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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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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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$100B Continuation Funds, 53% Semi-Liquid Capital — PE Adapts

$100B Continuation Funds, 53% Semi-Liquid Capital — PE Adapts

Continuation vehicles hit $100B and semi-liquid strategies capture 53% of capital, while healthcare PE rebounds with $190B in deals.

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$22B Funds Win While Everyone Else Struggles — Here’s Why

$22B Funds Win While Everyone Else Struggles — Here’s Why

KKR hits its $22B hard cap and private credit volumes stabilize at $17B/quarter, while dealmakers face a sourcing bottleneck.

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Real Estate’s 2026 Case; Slower Asia Capital; PE Under Scrutiny

Real Estate’s 2026 Case; Slower Asia Capital; PE Under Scrutiny

Wage growth outpaces home prices and mortgage rates stabilize at 6.3%, while Asia fundraising hits a structural slowdown.

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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.

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$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.

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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.

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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%.