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

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.

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Capital Unbound: Exploring New Liquidity Solutions in Private Markets

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.

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The $73B Opportunity In Mobile Phone Insurance, Evergreen fund growth, Blackstone's $22B Push

The $73B Opportunity In Mobile Phone Insurance, Evergreen fund growth, Blackstone's $22B Push

This Friday we deep dive into the investment opportunity in mobile phone insurance which is growing at a CAGR of 12.77%. Evergreen funds continue growing in the secondary market, offering greater liquidity, projected to reach 25-30% of AUM within three years. And Blackstone raised $22 billion for its Senior Direct Lending Fund.

Deep DiveDeep Dive
The $73B Opportunity In Mobile Phone Insurance

The $73B Opportunity In Mobile Phone Insurance

Increasing Mobile Phone costs and thefts are diving mobile phone insurance adoption with billions to capture.

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EQT's $14.5B Move, PE's Infinite Game (Theory), 20 Oldest Companies In The World

EQT's $14.5B Move, PE's Infinite Game (Theory), 20 Oldest Companies In The World

This week we explore how private equity must understand the game they’re playing, and adopt the mindset of an infinite game to succeed. We also cover the strength of the US economy via robust consumer spending, a strong labor market and high investment rates.

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Secondaries Trend, PE and Gen AI Growth; Google Goes Nuclear Powered

Secondaries Trend, PE and Gen AI Growth; Google Goes Nuclear Powered

Google shifts to nuclear power, GenAI to revolutionize PE deal sourcing and portfolio management, plus proprietary forum members insights on balancing founders and professional managers in portfolio companies.

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The Infinite Game of Private Equity: A Game Theory Perspective

The Infinite Game of Private Equity: A Game Theory Perspective

Best players are those who focus on play, not on winning.

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