Weekly Issue

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.

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

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.

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.

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.

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.

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.

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.

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.

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.