2025 Outlook: 5 Trends To Watch

PE's NFL Deal, Fam Offices’ $5.5T Move, Data Centers Surge

This week we dive into the growing force of Family Offices in the global wealth management landscape. 2025 will bring a liquidity crunch to private equity, driven by the looming maturity of $298B in LBO loans.

Family Office Market and Private Equity Investment

The Family Office market continues to expand at a robust pace, solidifying its role as a significant force in global wealth management. According to Deloitte, the number of Family Offices worldwide is projected to surpass 8,000 in 2024, representing a total estimated wealth of approximately $5.5 trillion. This marks a substantial 31% increase over the 6,130 Family Offices recorded in 2019.

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.