Weekly Round Up

Research Deep DiveMonthly Deep DiveWeekly Round UpMacro ViewSurveyExpert CallsLong Form Article
Weekly Round UpWeekly Round Up
Consumer PE Down 68% Since Peak — What Comes Next

Consumer PE Down 68% Since Peak — What Comes Next

This week we're breaking down where real asymmetric edge actually comes from in private equity.

Weekly Round UpWeekly Round Up
58% of LPs Cap Continuation Funds—Is the Trade Getting Crowded?

58% of LPs Cap Continuation Funds—Is the Trade Getting Crowded?

Demand Is There, But Discipline Is Rising

Weekly Round UpWeekly Round Up
What GPs, AI Investors, and Energy Markets Are Telling Us This Week

What GPs, AI Investors, and Energy Markets Are Telling Us This Week

This week we examine how the rise of new private equity products is reshaping GP operations.

Weekly Round UpWeekly Round Up
Why Private Credit Keeps Winning (Plus Brazil PE & AUM Insights)

Why Private Credit Keeps Winning (Plus Brazil PE & AUM Insights)

Performance holds, capital flows persist — and emerging market data adds context.

Weekly Round UpWeekly Round Up
AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

AI Power Demand Set to Jump 168%: A Trillion PE Opportunity

AI’s energy appetite is creating one of the largest infrastructure opportunities in decades.

Weekly Round UpWeekly Round Up
80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

80% of Buyout Growth Comes from North America, Plus a £7.4B Deal

Breaking down the regional concentration of buyout expansion and the major transaction signaling continued momentum.

Weekly Round UpWeekly Round Up
The Math Of Compounding, And Why Markets Are Suddenly Nervous

The Math Of Compounding, And Why Markets Are Suddenly Nervous

The hidden arithmetic behind market optimism, volatility, and sudden fear.

Weekly Round UpWeekly Round Up
Canada Rebounds to $365.9B, But Deal Volume Stalls

Canada Rebounds to $365.9B, But Deal Volume Stalls

Big checks are back — but the fine print on risk is getting louder.

Weekly Round UpWeekly Round Up
Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

Gold, Real Estate, and Inflation Walk Into a Bar While LatAm Funds Raise Big

This week we're covering the capital raised by Latin America focused funds, the new SEC regulation, and the gold vs US real estate vs inflation race.

Weekly Round UpWeekly Round Up
US PE Activity Climbs as GPs Double Down on Continuation Plays

US PE Activity Climbs as GPs Double Down on Continuation Plays

This week we're Americas PE deal activity, the rise of amended PIK, and how according to out latest survey, continuation vehicles are mostly viewed as a value creation tool.

Weekly Round UpWeekly Round Up
$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

$38T Debt. 11.8x Multiples. €1B+ Exits Surge 28%. What’s Really Moving PE?

This week we're covering ESG’s shift from federal pause to state-level acceleration (with Scope 3 now in play)

Weekly Round UpWeekly Round Up
$4.7B Exit. 91% Stable Portfolios. Europe Rotates to Quality.

$4.7B Exit. 91% Stable Portfolios. Europe Rotates to Quality.

Liquidity is showing up in U.S. power while portfolio stress remains surprisingly muted