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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.

Monthly Deep DiveMonthly Deep Dive
Banking Sector Retrenchment Created Tailwinds for Private Credit

Banking Sector Retrenchment Created Tailwinds for Private Credit

Over the past ten years, the global financial system has undergone a profound transformation, driven largely by the steady retreat of traditional banks from their core lending functions.

Macro ViewMacro View
Powell's Signal: A Soft Landing... Off a Cliff?

Powell's Signal: A Soft Landing... Off a Cliff?

Federal Reserve Chair Jerome Powell has sent his clearest signal yet that interest rate cuts may be imminent.

Gaston Brizuela Bosio
Weekly Round UpWeekly Round Up
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.

Research Deep DiveResearch Deep Dive
Private Equity 2025 Mid-Year Review: Finding Alpha in a Reshaped Landscape

Private Equity 2025 Mid-Year Review: Finding Alpha in a Reshaped Landscape

In an era of volatility and higher-for-longer rates, alpha is shifting from financial engineering to precision execution and global opportunity.

Long Form ArticleLong Form Article
Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Liquidity Tools: Swiss Army Knife or Rusty Spoon?

Private equity (PE) firms are staring down a liquidity conundrum — and 2025 may mark a critical turning point.

SurveySurvey
Deal Sourcing Gets a Software Update

Deal Sourcing Gets a Software Update

In our most recent PE150 microsurvey, we asked 94 professionals across private equity (PE), corporate development, consulting, and investment banking a pivotal question:“Where do you see the most promising deal-generation opportunities emerging?”

Macro ViewMacro View
M2 Infinity and Beyond

M2 Infinity and Beyond

In August 2025, the U.S. money supply (M2) has officially reached an all-time high, climbing back to pre-disinflation levels following a brief contraction in 2022–2023.

Gaston Brizuela Bosio
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.

Long Form ArticleLong Form Article
Secondaries Get Smarter

Secondaries Get Smarter

The private equity secondaries market has officially roared back to life in the first half of 2025, with total deal volume surpassing $100 billion—an all-time high for any half-year period.

Macro ViewMacro View
U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

In a stunning escalation of his “America First” trade strategy, former U.S. President Donald Trump has imposed a 39% tariff on imports from Switzerland, including gold — a decision already reverberating through global markets.

Gaston Brizuela Bosio
Research Deep DiveResearch Deep Dive
Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

Private Equity Opportunity in Water Tech: Capturing Growth and Resilience in a Critical Sector

The water technology sector stands at a pivotal inflection point.

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