Pension Funds Under-Allocated? Tokenization of Private Equity, Family Offices Keep Growing, and Mubadala’s Bold US Play

Private Equity on Pension Funds: Underallocated?

For decades, pension funds have adhered to a traditional investment strategy heavily reliant on stocks and bonds. These assets provided the stability, liquidity, and predictability needed to meet their obligations to retirees.

Blackrock $12B Deal, RegTech Boom, AI’s Financial Takeover

This week we explore the Regtech Boom! From $12.6B to $104.17B in just over a decade, RegTech is reshaping how businesses tackle compliance in a hyper-regulated world.

The multi-billion-dollar Market of tech-enabled Regulatory Compliance

The global RegTech Market was valued at $12.6 billion in 2023, and it is expected to reach an estimated total market value of ~$104.17 billion by 2034, growing at a CAGR of ~21.3%.

Private Credit Boom, Space Race Investments, $8B Bet On Subs

This week we explore the $2.1 Trillion Private Credit Market with its main trends, drivers and risks.

Private Credit: Opportunity or overstretch?

The private credit market has surged to $2.1 trillion in 2023, marking a significant leap from $1.84 trillion in 2022. This growth represents a 15% compound annual growth rate (CAGR) over the past decade, driven by demand for alternative financing options that offer flexible structures and attractive yields.

PE’s $243B Travel Insurance Bet, Immersive Tech for Construction, and Adia’s $1B Qlik Play

This week we dive into the Travel insurance market as PE’s next big bet, if the low adoption rate is cracked.

Travel Insurance: Untapping Billions in Revenue through Innovation and Safety

Since 1950, the number of international tourists has grown steadily from 25 million to 1.3 billion in 2023, reflecting a CAGR of 5.57% over this period. Although growth has slowed in the 21st century, the long-term trend remains positive.

M&A values by sector, NAV Financing Boom, Blackstone’s Latest Acquisition

This week’s deep dive reminds us of the continued strategic importance of M&A as a core value creator. On the trend front, it seems diligence spending won’t be slowing down as firms are expected to spend $80 billion in the next 5 years.

M&A Will Always Matter

Mergers and Acquisitions (M&A) are not just about expanding market presence; they also enable companies to diversify their product offerings, enter new markets, and acquire innovative technologies.

Liquidity Shifts, Sponsor Survey For Consultants; KKR’s $50B Bet

In this week’s deep dive, we reported on private equity’s imperative need for liquidity solutions, with secondaries and continuation funds rising as efficient alternatives for such demand.

Capital Unbound: Exploring New Liquidity Solutions in Private Markets

The demand for private market liquidity is intensifying as private equity (PE) firms and private companies grapple with evolving market dynamics and increased pressure from stakeholders.