Know What's Happening in Private Equity
Know What's Happening in Private Equity
Lead Edge Capital launches AI‑driven secondary market fund
Lead Edge Capital announced the launch of its seventh flagship fund, targeting secondary market investments across fund‑level and direct‑secondaries. The new vehicle will use artificial‑intelligence analytics to enhance deal sourcing, pricing accuracy, and risk assessment.
Goldman Sachs Alternatives' growth equity arm led a $65 million Series C round for Sage, an integrated care platform serving senior living communities and skilled‑nursing facilities. The capital infusion is aimed at scaling Sage’s technology stack, expanding its geographic footprint, and accelerating product development. The deal underscores growing investor appetite for digital solutions that address the aging population’s complex care needs. In parallel, Littlejohn & Co announced an investment in GDS Associates, highlighting continued private‑equity interest in niche health‑tech services.
Former NFL star Terrence C. Murphy Sr., joined by Hall of Famer Reggie Bush, has launched a private‑equity vehicle to acquire controlling interests in emerging sports leagues and related ecosystem assets. The partnership aims to raise $150 million for its debut...
Carolyn Gilchrist, appointed six months ago as Igneo’s global head of capital formation, has outlined a new vision for the firm’s investor relations. She proposes a unified IR function that will serve as a single point of contact for investors...
Private equity fundraising slowed for a second straight year in 2025. Total capital commitments fell to the weakest level since 2020, marking a double‑digit year‑over‑year decline. The slowdown stems from a dearth of portfolio exits, which curbed distributions and left...
I started preparing for a research episode on a top private equity firm ($3B+ in AUM), and here are some of the notes I’ve taken so far: >Talent drives returns. >Their model is driven by the search for outlier investment talent. >Most of...
Byron Allen Acquires 10.7% Stake in Starz From Steve Mnuchin’s Investment Firm for $25 Million https://t.co/uuDK84OBQW via @variety
Advent Capital disclosed that its $1.52 billion offer for Senior, a UK aerospace components supplier, was turned down by the target's board. The rejection comes amid a competitive auction that includes Arcline Investment Management. Senior’s decision highlights valuation gaps between private‑equity...
The year's most important IPO isn't for SpaceX or OpenAI. It would be for the parent company of Dunkin' (do I need SpaceX or OpenAI every day? nope. but my iced coffee is a nonnegotiable) https://t.co/6kXbsBReYh
Private equity firms are actively pursuing growth in the active pharmaceutical ingredient (API) sector, with five recent transactions highlighted by Astorg, EQT, New Mountain Capital and TA Associates. The deals involve both acquisitions and divestitures of API manufacturing assets, reflecting...
I Remember years ago I read an article most readers would skim past. It wasn’t about investing. It wasn’t about finance. It was a local business dispute. But buried inside was a real-world deal structure.
In late January, VC Zurn denied a temporary restraining order seeking to block the Fifth Third‑Comerica merger, rejecting the plaintiff’s claims under both Unocal fiduciary standards and Delaware General Corporation Law §141(a). The plaintiff contended that the merger’s “no‑shop” provisions violated...
Global Infrastructure Partners (GIP), BlackRock’s infrastructure arm, has signed a definitive agreement to acquire TCR, the world’s largest independent lessor of airport ground support equipment, from 3i Infrastructure. The deal includes a co‑investment by TCR’s management team, underscoring confidence in...
Rowspace, a San Francisco startup founded by MIT alumni Michael Manapat and Yibo Ling, announced a $50 million seed and Series A round led by Sequoia and Emergence Capital. The company’s AI platform stitches together a firm’s structured and unstructured private‑equity data—deal...
Mutares, the German private‑equity firm, has agreed to sell its European time‑critical logistics subsidiary, inTime, to Tawin Holdings Group. inTime provides ultra‑fast, same‑day and next‑hour delivery services across key European hubs. The divestiture aligns with Mutares’ strategy to streamline its...
Sirona, the Gurugram‑based feminine hygiene brand, saw its FY25 revenue drop 23% to Rs 77 crore after a turbulent ownership transition. The company was bought back by its founders earlier this year for roughly Rs 150‑180 crore, far below the Rs 450 crore Good Glamm paid...
The DOJ and FTC under the Trump‑era “Deal Friendly” approach have shifted toward expediting non‑problematic mergers, reviving early termination practices, and favoring structural remedies such as divestitures. In 2025, agencies filed 12 enforcement actions, with nine settled via consent orders,...
Apollo Global Management has opened fundraising for its 11th flagship private‑equity vehicle, aiming to secure capital after the previous fund fell short of its target. The firm is emphasizing its superior Distributions to Paid‑In (DPI) ratio to persuade limited partners...
The column revives its Top 3 SPAC Targets list, spotlighting Costa Group, Amber Wave and Better Beef as prime agricultural merger candidates. It ties renewed SPAC activity to shifting trade policies, notably the Supreme Court’s removal of Trump‑era tariffs, and...
There are businesses generating $600K profit right now with owners who: • Haven’t had a holiday in 3 years • Have no succession plan • Would seller-finance the whole deal just to escape You just need to know how to find them and what...
NFL veteran @thejaylonsmith recently exited his investment in Oura, making a 10x return, his best ever.https://t.co/xHbeBAUc4s
The secondary market for private‑equity assets is entering another phase of macroeconomic uncertainty, prompting investors to revisit proven playbooks from past volatile periods. Recent data shows tightening liquidity and heightened price sensitivity as capital allocation slows. Market participants are expected...
Adrian Millan of PJT Partners told NEXUS 2026 that the private‑equity secondaries market is poised to break its 2025 volume record despite lingering macro‑economic uncertainty. He noted that investors are re‑evaluating pricing as geopolitical tensions and monetary‑policy shifts create volatility....
Carolina Hurricanes owner Tom Dundon agreed to sell a 12.5% minority stake, valuing the NHL franchise at $2.66 billion. The transaction introduces three undisclosed partners and may provide liquidity for Dundon's pending $4.25 billion acquisition of the Portland Trail Blazers. The Hurricanes'...
If a broker charges rates in line with Realtors, say 5 or 6% then they likely are trying to ‘buy business.’- How to Sell my own Business https://t.co/l2EObkfURN https://t.co/Jq7DIDeNGv
Synergy Sports Capital, a newly launched private‑equity firm, announced its debut focusing on the lower‑middle‑market segment. The firm targets companies valued between $10 million and $100 million, with a particular emphasis on sports‑related businesses. Its leadership blends investment expertise with deep industry...
Investcorp has closed its second general‑partner (GP) staking fund, raising more than $1.25 billion from a diversified investor base. The vehicle will acquire minority equity positions in private‑equity and hedge‑fund managers, offering them liquidity and strategic support. Compared with the firm’s...
Bridgepoint is evaluating how to position its capital in Europe’s burgeoning defense sector. A recent Carlyle Group white paper projects that the continent could allocate up to €14 trillion to defense and related infrastructure over the next ten years. The magnitude...
This week’s middle‑market private‑equity roundup highlighted a wave of strategic acquisitions and a massive fundraising win. New State Capital Partners bought Vast Coworking, expanding its footprint in flexible office space, while Gryphon Investors took a majority stake in HRSoft, a...
Why today is always the day for my biggest business purchases. Float and Discipline lesson inside. https://t.co/r6DUEVnTtI #SmallBusiness & Deal Making #SMB https://t.co/s6Y0EC0IKN
At PEI’s NEXUS conference, industry leaders warned that many companies marketed as "trophy" assets fail to live up to the crown‑jewel label. This reality is driving buyers to adopt 100% carry rollover structures as a new baseline for secondary transactions....
BNP Paribas Asset Management is winding down its €750 million sustainability fund following the acquisition of AXA IM Alts. The purchase created overlapping equity strategies between the two managers, prompting a strategic consolidation. BNP Paribas cited redundancy elimination as the primary...
The Supreme Court’s ruling in Learning Resources v. Trump is being classified as a non‑recognized (Type 2) subsequent event under ASC 855 for firms that imported goods subject to IEEPA tariffs and have not yet issued financial statements as of February 20, 2026. The...
The SEC’s Corporate Finance Division issued a new Compliance Disclosure Interpretation (CDI) that relaxes the 20‑business‑day rule for broker searches ahead of shareholder meetings. The guidance lets companies set record dates earlier, giving them more flexibility when seeking shareholder approval...
The article examines whether fast‑growing firms should go public via a traditional IPO or a SPAC merger, emphasizing the role of forward‑looking statements. SPAC deals historically allow more detailed projections, which can attract both sophisticated and unsophisticated investors. The SEC’s...
Sumitomo Mitsui Trust Group announced a strategic alliance with U.S. brokerage Raymond James, aiming to combine expertise in finance, M&A, real‑estate and asset management. The partnership gives SM Trust access to Raymond James' $1.8 trillion in client assets and its network...
Port investors are re‑evaluating asset values as global trade patterns shift, despite growing signs of de‑globalisation. The sector’s relative valuation is being reassessed against alternative infrastructure classes, revealing new upside potential. Analysts note that bottlenecks, supply‑chain diversification, and emerging trade...
Nah. It was cut-and-dried law. He signed the deal and chose not to do the due diligence.
The International Federation of Accountants (IFAC) reports that more than 1,000 accounting firms worldwide now have private‑equity backing. Between 2015 and 2025, 177 direct PE investments sparked 875 subsequent roll‑up acquisitions, totaling 1,052 impacted transactions. Private‑equity activity is most concentrated...
Verdane, an Oslo‑based private‑equity firm, is actively expanding its North American limited‑partner (LP) base. The move reflects a growing appetite among U.S. and Canadian investors for European assets that promise higher returns than domestic markets. Verdane’s outreach targets pension funds,...
1. Left an Associate role at a mid-market private equity firm 2. Raised $95 million over three years 3. Completed 16 acquisitions In this episode, I sit down with Kaido, who started his career at a PE fund in New...
The Extinction of Private Equity? My latest memo on the potential of AI to disrupt the software industry and its effect on private equity: https://t.co/GMi44JG2PQ https://t.co/oZYyMnfppx
Royal Cup Coffee and Tea announced a cash acquisition of Farmer Bros. Co. for $89.62 million, paying $1.29 per share—a 13.42% discount to the prior close. The transaction values Farmer Bros. at roughly 16.66 times EBITDA. The deal, advised by North...
Did not have President Trump buying Netflix debt on my bingo card. How long until he is taking direct stakes in the media business? Remember Jared's Affinity Partners "pulled out" of part the Paramount investor group in December. $PSKY $WBD...
Blackstone puts $400M into Teva, Sanofi gut disease drug https://t.co/CkxPaI6CPr @ByJonGardner $TEVA $SNY $MRK $RHHBY
Bridgepoint, the owner of PEI Group, announced that it will launch its next flagship secondaries fund in 2026. The initiative is being driven jointly with Bridgepoint Newbury, which has recently added a dedicated team to the effort. Senior executives Pete...
Carlyle’s chief investment officer Steve Wise told investors that the private‑equity market is reopening, with a focus on acquiring larger, higher‑quality businesses after a period of caution. At the same time, Cutting Edge Group announced a strategic bet on music...
Limited partners are no longer waiting for promised cash returns; they anticipate an eventual rise in distributions. Managing director Jake Stuiver of William Blair explains that higher payouts will lift secondary market pricing. As pricing improves, a larger share of...
