5% Yields Hit PE, The Add-On Bottleneck, Private Credit Stress

Plus: defaults move higher, a $4B aviation deal, and AI gives enterprise automation a new M&A angle.

The Next Add On Problem Is Not Finding the Deal. It Is Integrating It.

Private equity has spent years perfecting the buy and build model

Private Credit Defaults Are Rising, But the Stress Is More Nuanced Than the Headlines

Private credit is facing a familiar question in 2026

$200B Infrastructure Boom, Tech Funds Rebound, AI Hits the P&L

Plus: why sales headcount can mislead investors and the UK’s tightening policy squeeze.

The UK’s Uncomfortable Mix: Growth Slows as Inflation and Borrowing Rise

Industrializing AI Across the Portfolio

From Individual Adoption to a Repeatable Value Creation Engine