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Macro View

Liquidity Has Not Kept Pace With Equity Valuations

Oct 5, 2026

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3 min read

Liquidity Has Not Kept Pace With Equity Valuations

Periods of rapid equity-market appreciation are often discussed in isolation from the monetary environment in which they occur.

Gaston Brizuela Bosio

Monthly Deep Dive

AI Beyond Diligence: Turning Deal Intelligence into Portfolio Value

Oct 5, 2026

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17 min read

AI Beyond Diligence: Turning Deal Intelligence into Portfolio Value

Artificial intelligence is moving rapidly through the private equity investment process.

Santiago Morazzani

Weekly Round Up

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

Oct 1, 2026

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3 min read

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.

Gaston Brizuela Bosio

Survey

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

Oct 1, 2026

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2 min read

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

Gaston Brizuela Bosio

Long Form Article

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

Oct 1, 2026

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3 min read

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

Private credit is facing a familiar question in 2026

Gaston Brizuela Bosio

Weekly Round Up

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

Sep 29, 2026

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3 min read

$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.

Santiago Morazzani

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Your Weekly Edge For Better Deals
In Just 5 Minutes

Liquidity Has Not Kept Pace With Equity Valuations

AI Beyond Diligence: Turning Deal Intelligence into Portfolio Value

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

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

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

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

PE 150

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Your Weekly Edge For Better DealsIn Just 5 Minutes

Liquidity Has Not Kept Pace With Equity Valuations

AI Beyond Diligence: Turning Deal Intelligence into Portfolio Value

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

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

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

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

PE 150

Home

Menu

Your Weekly Edge For Better Deals
In Just 5 Minutes