Weekly Round Up

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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.

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64% Of Value Creation Is This | Hear From Bobby Sharma and Tom Brady's Agent At Sports Investing Event

64% Of Value Creation Is This | Hear From Bobby Sharma and Tom Brady's Agent At Sports Investing Event

Rates up, deals down: 64% of value plans now hinge on margin analytics (35.6%) and supply chain optimization (28.8%); B2B cracks, healthcare/IT hold.

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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.

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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.

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$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.