🎯Today's Private Equity Pulse
Updated 1h agoWhat's happening: Permira doubles down on sector specialization to boost performance
Permira co‑CEO Dipan Patel says the firm will double‑down on specialization and performance in the next private‑equity cycle. It plans to simplify its mission by concentrating on a narrower set of sectors where it can apply deep expertise, aiming for stronger returns and clearer value creation.
News•Mar 2, 2026
Bernhard Capital: Regulated Utilities Provide Rich Font for Mid-Market Carve-Outs
Bernhard Capital Partners’ Jeff Jenkins highlights that regulated utilities are becoming a fertile source for mid‑market carve‑outs as the sector seeks capital for grid upgrades. Stable, predictable cash flows and strong credit profiles make these assets attractive to private‑equity firms looking to build infrastructure platforms. Jenkins notes that investors are targeting utility subsidiaries that can be separated from larger conglomerates, unlocking value through focused management. The trend aligns with broader capital‑raising pressures across the power industry.
By Infrastructure Investor (PEI Group)
News•Mar 2, 2026
Permira on Why It Is Prioritising Specialisation and Performance
Permira’s co‑CEO Dipan Patel says the firm will double‑down on specialization and performance in the next private‑equity cycle. The firm plans to simplify its mission, focusing on a narrower set of sectors where it can add deep expertise. By tightening...
By Private Equity International
News•Mar 2, 2026
Wilmington Trust on What’s Powering the Future of the Energy Transition
Will Marder of Wilmington Trust examines how the past year reshaped capital flows toward the energy transition. He notes a marked acceleration in renewable and grid‑modernization investments, driven by policy support and heightened ESG focus. The firm anticipates continued diversification...
By Infrastructure Investor (PEI Group)
News•Mar 2, 2026
Hellman & Friedman on the Art of the Exit
Hellman & Friedman CEO Patrick Healy says that even as distributions to limited partners remain sluggish, the firm can still close sizable sponsor exits. Healy highlights that strategic timing and asset positioning enable multi‑billion‑dollar exits despite a broader market slowdown....
By Private Equity International
News•Mar 2, 2026
Churchill Asset Management on Secondaries’ Evolving Use Case
Churchill Asset Management’s head of secondaries, Nick Lawler, said secondaries technology is evolving into a multi‑faceted tool for both general partners and limited partners. The latest platforms combine real‑time data, automated pricing models and machine‑learning analytics to improve liquidity and...
By Private Equity International
News•Mar 2, 2026
Ridgewood on the Opportunities Stemming From the Lower Mid-Market
Ridgewood Infrastructure’s Sam Lissner highlights the lower mid‑market as a hotbed for value creation and flexible exit options. Investors are gravitating toward deals that sit below the traditional mid‑market threshold, seeking higher returns with manageable risk. Lissner notes that the...
By Infrastructure Investor (PEI Group)
News•Mar 2, 2026
Download PDI’s 2025 Annual Review
Private Debt Investor (PDI) has published its 2025 Annual Review, featuring the PDI Annual Awards that recognize standout firms across fundraising, investing, advisory, and legal sectors. The edition includes expert analysis from industry leaders, offering deep insight into a turbulent...
By Private Debt Investor
News•Mar 2, 2026
Nuveen Private Markets on Structuring ABF Deals to Meet LP Demand
Nuveen Private Markets executives Laura Parrott and Jessica Bailey outlined how the firm is structuring Asset‑Backed Financing (ABF) deals to satisfy growing limited‑partner demand for private‑credit exposure. They highlighted the importance of predictable cash flows, tranche‑level risk allocation, and ESG...
By Private Debt Investor
News•Mar 2, 2026
Secondaries Awards 2025: EMEA Winners
Ardian has been named the 2025 Secondaries Buyer of the Year for the EMEA region by Secondaries Investor. The award recognizes Ardian’s aggressive acquisition strategy and strong execution across private‑equity secondary transactions. The accolade was announced alongside the broader Secondaries...
By Secondaries Investor (PEI Group)
News•Mar 2, 2026
Bain Capital on Asset‑based Finance’s Diverse and Growing Opportunity Set
Asset‑based finance (ABF) ties loans to tangible collateral, delivering higher yields while limiting downside risk, which appeals to a broad investor base. John Wright, partner and global head of credit at Bain Capital, says the firm is expanding its ABF...
By Private Debt Investor
Blog•Mar 1, 2026
InsideArbitrage Special Situations Newsletter: March 2026
InsideArbitrage’s March 2026 Special Situations newsletter warns of a continuing "Software Nuclear Winter" in the SaaS sector, describing deep valuation pressure and market disruption. The firm recently acquired SaaS company Navan (NAVN) and highlights another discounted SaaS opportunity, suggesting the...
By Inside Arbitrage – Blog
News•Feb 28, 2026
Continuation Funds: What They Are and Why They Matter
Continuation funds are new private‑equity vehicles that let general partners transfer one or more portfolio companies into a separate fund, extending the holding period beyond the typical ten‑year life. They give limited partners a choice to cash out or roll...
By Advisor Perspectives
Blog•Feb 28, 2026
Paramount Skydance to Acquire Warner Bros. Discovery in a $110 Billion Deal
Paramount Skydance Corp. announced a $110 billion agreement to acquire Warner Bros. Discovery, offering $31 per share—a 10.05% premium. The transaction is financed by $47 billion in equity backed by the Ellison family and RedBird Capital, plus $54 billion of new debt from...
By Inside Arbitrage – Blog
Deals•Feb 27, 2026
RXR Secures $420M Construction Loan From Apollo Global Management for FiDi Residential Conversion
Manhattan-based real‑estate private‑equity firm RXR obtained a $420 million construction loan from affiliates of Apollo Global Management to convert the 61 Broadway office building in the Financial District into a 796‑unit residential tower. Construction is slated to begin later this month with...
Crain’s New York Business
Deals•Feb 27, 2026
Blackstone Secured Lending Fund Issues $400M 2029 Bond Amid Software Volatility
Blackstone Secured Lending Fund priced a $400 million 2029 investment‑grade bond, offering a spread of 2% over Treasuries. The issuance, one of nine US investment‑grade deals that day, reflects heightened investor caution toward software‑linked credit exposure amid AI‑driven volatility. Proceeds...
Private Equity Insights (Substack)
Video•Feb 27, 2026
Lessons in Leadership, Ethics, and Legacy From the Thomas Farrell Memorial Awards Honorees
The episode of the M&A Advisor podcast spotlights the 2025 Thomas Farrell Memorial Award honorees, focusing on Jacob For, a dairy‑farm‑born investment banker turned co‑founder of Capstone Partners. Host Roger Agenaldo frames the conversation around leadership, ethics, and legacy, bringing...
By M&A TV (The M&A Advisor)
Video•Feb 27, 2026
Blue Owl's Liquidity Crisis (Private Credit Explained)
The podcast’s first episode dissects the recent Blue Owl liquidity squeeze, highlighting how a private‑credit manager was forced to suspend investor redemptions amid mounting cash‑flow stress. Private credit now commands roughly $3.5 trillion in assets, having doubled since 2018, after banks retreated...
By Wall Street Prep
News•Feb 27, 2026
Castlelake Completes First Aircraft ABS Repayment Since Pandemic
Castlelake’s aviation leasing arm has fully repaid a $595 million aircraft‑backed security, marking the first complete repayment of an operating‑lease aircraft ABS since the COVID‑19 pandemic. The Castlelake Aircraft Securitization Trust 2021‑1, comprising 26 passenger jets, one freighter and 11 lessees across...
By Asset Securitization Report
News•Feb 27, 2026
Private Markets in 401(k)s Face Major Liquidity Challenges: Morningstar
Morningstar’s new research shows that liquidity, not performance, is the primary obstacle for private‑equity and credit products in 401(k) plans. Simulations using real participant data reveal that even modest redemption flows can exhaust liquidity buffers, forcing managers to allocate up...
By Financial Planning (Arizent)
Deals•Feb 27, 2026
Investindustrial-Backed Grupo Alacant Agrees to Acquire Silver Pail
Grupo Alacant, backed by private equity firm Investindustrial, announced an agreement to acquire Silver Pail. The combined entity is expected to generate annual revenues of around €300 million. Deal terms were not disclosed.
PE Hub Europe
Deals•Feb 26, 2026
EQT Sells Remaining Azelis Shares for €190m
Private equity firm EQT has sold its remaining stake in specialty chemicals and food ingredients distributor Azelis for €190 million, completing its exit from the company. The transaction marks the final divestiture of EQT's holdings in Azelis.
PE Hub Europe
Video•Feb 26, 2026
Ep. 116: Allen Mask of WestCap | Driving Portfolio Value Through Operating Equity
The episode introduces Westcap’s "operating equity" model, a hybrid of capital and in‑house expertise designed to boost the enterprise value of its portfolio companies. Partner Alan Mask explains that Westcap deliberately invests a 2:1 ratio of operating resources to traditional...
By Shiv Narayanan
Video•Feb 26, 2026
How He Built a €1.1B Giant - Interview with Enrico Giacomelli, the Founder of Namirial
The EU Startups podcast features Enrico Giacomelli, founder of Italy’s digital‑trust specialist Namirial, which has grown into a €1.1 billion enterprise. Giacomelli walks through the company’s 30‑year journey from a modest paper‑selling venture in 1991 to a market‑leading platform for electronic...
By OnStartups
Deals•Feb 25, 2026
HGGC Secures $3.2B for Fund V, Exceeding Target and Hard Cap
Private equity firm HGGC announced the closing of its fifth flagship fund, HGGC Fund V LP, with approximately $3.2 billion in capital commitments, surpassing its $2.5 billion target and $2.8 billion hard cap. The fund, launched in March 2025, attracted new and existing...
Private Equity Professional
Deals•Feb 25, 2026
Garden City Equity Raises $225M for New Investment Tranche
Garden City Equity, a private equity firm targeting lower mid-market businesses in the South and Southwest US, announced it has raised $225 million of new capital for its next tranche of investments. The fundraise was highlighted by the involvement of...
AltAssets
Deals•Feb 25, 2026
Soundcore Capital Partners Closes Fund III Above Target at $450 Million
Soundcore Capital Partners announced the close of its third fund, Soundcore Capital Partners Fund III LP, with $450 million in capital commitments, surpassing its hard cap. The fund, backed by over 117 investors across 12 countries and a $25 million...
Private Equity Professional
Video•Feb 25, 2026
Business Restructuring: Looking Into a Crystal Ball or Down a Rabbit Hole
The episode of the M&A Advisor podcast tackles the growing wave of corporate restructurings, probing whether firms are merely peering into a crystal ball or diving down a rabbit hole of financial engineering. Host Roger Agenaldo and his guests discuss...
By M&A TV (The M&A Advisor)
Video•Feb 25, 2026
Stripe Said to Express Interest in Rival PayPal
The video reports that Stripe is in preliminary discussions about acquiring PayPal, either in whole or in parts, marking a rare move where a direct competitor eyes a historic payments firm. Sources familiar with the matter told Bloomberg that the...
By Bloomberg Television
Video•Feb 25, 2026
David Tepper Sends Scathing Letter to Whirlpool for Destroying Shareholder Value, Pushes for Changes
Activist billionaire David Tepper, founder of Appaloosa Management, sent a sharply worded letter to Whirlpool’s board accusing the appliance maker’s leadership of erasing hundreds of millions of dollars in shareholder value. Tepper singled out the recent equity raise, which he says...
By CNBC Television
Video•Feb 25, 2026
Meta-AMD Deal Makes Sense for Meta but Less so for AMD, Says Clockwise Capital's Jams Cakmak
The discussion centered on Meta’s recent agreement with AMD to secure AI‑chip capacity in exchange for a minority equity stake. Clockwise Capital’s chief investment officer, James Cakmak, framed the deal as a strategic move for Meta, allowing the social‑media giant...
By CNBC Television
Video•Feb 25, 2026
Warner Bros. Discovery: Paramount Increased Offer to $31 per Share in Cash
Warner Bros. Discovery’s board has signaled that Paramount Global’s revised proposal – a $31‑per‑share cash offer – is now considered a superior bid, positioning Paramount as the frontrunner in the contested acquisition. The move follows a brief period in which...
By CNBC Television
Deals•Feb 25, 2026
Syntegon Secures $1.89bn Debt Financing to Fund €648m Shareholder Dividend
German packaging machinery maker Syntegon, owned by CVC, raised $1.89bn in institutional leveraged loans to fund a €648m shareholder dividend. The refinancing extends the loan term by four years and is supplemented by cash on the balance sheet. The deal...
Private Equity Insights (Substack)
Deals•Feb 25, 2026
Novacap Closes $3.8bn Tech Fund VII, Exceeding Target by Over $1bn
Novacap announced the closing of its seventh technology-focused fund, raising $3.8bn and surpassing its target by more than $1bn. The fund will target middle‑market North American B2B software and technology‑enabled services businesses. UBS acted as the exclusive global placement agent...
Private Equity Insights (Substack)
Deals•Feb 25, 2026
TriWest Capital Exits Peloton Computer Enterprises in Carlyle-Led Recapitalization
TriWest Capital has sold its stake in Peloton Computer Enterprises as part of a recapitalization transaction led by Carlyle Group. The deal marks TriWest's exit from the company, with Carlyle taking a significant position. Deal terms were not disclosed.
PE Hub Europe
Video•Feb 24, 2026
2026 Will Favor U.S. Equities, Says Wells Fargo's Paul Christopher
Paul Christopher, head of global market strategy at Wells Fargo, told Bloomberg’s "The Exchange" that 2026 will be a banner year for U.S. equities. He cited steady corporate earnings, a Federal Reserve likely to keep rates moderate, and a resilient...
By CNBC Television