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.
Insurance M&A activity stabilized in 2025 after a steep 40% drop from 2023, with 211 carrier and broker deals globally, up from just over 200 in 2024. In the U.S. and Bermuda, 455 deals were recorded, but P/C carrier volumes fell 19% while deal value jumped 64%, highlighting a shift toward larger, strategic transactions. The Asia‑Pacific region posted the strongest growth, delivering four mega‑deals over $5 billion each, while Europe remained flat and the Americas saw a decline. Analysts expect 2026 to feature selective, asset‑light deals focused on specialty lines and technology capabilities.
An important reminder if you work for a family office or just a HNWI and you've done a wonderful job allocating their capital across various asset classes: fixed income, real estate, public equities, PE, venture capital, private credit, commodities, and traditional...
Former President Donald Trump is set to headline a Saudi‑backed investment summit in Miami Beach, drawing sovereign‑wealth officials and billionaire financiers. The event comes as the Iran‑Israel war pushes oil above $110 a barrel and rattles equity markets, raising stakes...
Blue Owl Capital announced the final close of its inaugural Blue Owl Strategic Equity (BOSE) fund with more than $3 bn in commitments. The vehicle targets GP‑led continuation funds and minority equity deals, arriving as GP‑led secondaries hit record volumes.
DKSH Holding AG disclosed a deal to purchase AIC Ingredients Sdn Bhd, a Malaysian bakery‑focused functional‑ingredients maker. The transaction, slated to close in Q2 2026, will create a third ekpi pillar in Malaysia and broaden DKSH’s food‑blending capabilities across Southeast Asia.
Toys “R” Us Canada has filed to start a formal sale process, seeking court approval in April 2026 with bids expected in May and a potential closing by mid‑July. The retailer’s footprint has shrunk from 81 stores in 2021 to just...
Ceconomy announced that Austrian authorities may block JD.com Inc.'s €2.2 billion (~$2.5 billion) offer to acquire the German consumer‑electronics retailer. The Austrian Federal Ministry of Economy has expressed doubts about the transaction’s approvability and refused to join a joint solution‑finding process. Ceconomy...
the roll-up math: buy 8 businesses at 4x combined EBITDA: $4M Synergised platform value at 10x: $40M same earnings the multiple did all the work
Versant, the parent of MS NOW and CNBC, is in early‑stage talks to acquire Vox's podcast division, which produces roughly 40 shows. The potential purchase aligns with Versant's strategy to broaden its political news, opinion, sports and entertainment verticals beyond traditional...
the quality of earnings review finds every time: – inflated owner salary – personal expenses in business – one-off revenue not repeating – related party transactions every finding: – a price reduction – a structure adjustment – a walk away signal never skip it
Janus Henderson Group plc will hold a shareholder vote on April 16, 2026, to approve a merger with a Jupiter subsidiary owned by funds linked to Trian Fund Management and General Catalyst. If approved, each JHG share converts to a...
IB at Goldman Sachs. PE at TPG. Then he pitched a $1B restaurant buyout at Paulson — now he’s fixing another $1B mess.
Sax Advisory Group announced the acquisition of CoMetrics Partners, a boutique consulting and technology firm, expanding its turnaround, profit‑optimization and performance‑analytics services. The deal brings three CoMetrics partners and the entire staff into Sax’s Parsippany, New Jersey headquarters, though financial terms...
Primary Wave Music announced a definitive agreement to acquire Kobalt, with Brookfield joining as a strategic investor, creating a sizable independent publishing alternative. The U.S. Supreme Court unanimously ruled that ISP Cox Communications cannot be held liable for subscriber piracy,...
The Federal Deposit Insurance Corporation and the Federal Reserve announced on March 23 that they have repealed a 2009 rule that limited private‑equity participation in bank resolutions. The change lets non‑bank investors submit bids on failed institutions, a shift that...
Vensure Employer Solutions announced a $450 million senior secured financing led by Stone Point Capital Markets. The capital will fund a wave of acquisitions and expand the company's AI‑powered payroll, benefits and compliance tools, cementing Vensure’s position as a fast‑growing private...
Nestlé is advancing the sale of a 50% stake in its European water division, which includes premium brands such as Perrier, San Pellegrino and Acqua Panna. The transaction is expected to value the division at roughly €5 billion (about $5.45 billion). Private‑equity heavyweight...
I keep seeing and hearing that, in today’s market, many of the most seasoned people in finance are avoiding fundraises and choosing to go deal by deal... That said... I had a brief 30-minute conversation with a gentleman who has raised...
An analysis of private‑equity cross‑border activity from 2020 through 2026 shows U.S. firms executed 2,973 platform investments abroad while international firms made 1,330 platform deals in the United States. The report ranks the top ten U.S.‑based PE firms, led by...
Lone Star Funds has completed its acquisition of Alliance Ground International (AGI), a Miami‑based airport services provider operating at more than 60 North American airports. The deal, announced after a definitive agreement in January, brings AGI’s 12,000‑strong workforce under Lone...
Wall Street analyst Dan Ives predicts that Tesla and SpaceX will merge in 2027, citing growing operational overlap and shared AI ambitions. The forecast follows Tesla’s $2 billion investment in xAI being converted into a sub‑1% equity stake in SpaceX and...
Former NFL star Reggie Bush and ex‑wide receiver Terrence Murphy have turned their on‑field experience into a private‑equity platform, Synergy Sports Capital. The firm, announced three weeks ago with a $150 million fundraising target, already closed its first portfolio transaction by...
Important to mention that most of their deals are independent sponsor deals, and most sponsors are not doing their first deal. So far, they’ve done ten deals, and many investors on the platform are building holding companies themselves. (For example, one of...
Private equity firms are flocking to women’s health, drawn by a projected $1 trillion spend gap that creates lucrative growth opportunities. Dealmakers such as Astorg, Cinven and Nordic Capital are also targeting pathology assets, citing rising demand for diagnostic services and...
Italian pharma group Recordati has received a €10.9 billion (≈ $12.5 billion) unsolicited takeover proposal from private‑equity firm CVC Capital Partners, which would take the company private and delist it from the Milan exchange. CVC already controls roughly 47% of Recordati’s shares, having...
Synchronoss Technologies appointed Pat Doran as chief executive after Lumine Group completed its acquisition. The leadership change comes as Lumine shares fell to C$22 (≈$16.30) on the TSXV, underscoring the need for swift operational integration and growth.
Guardian Capital Group completed a $1.67 billion take‑private transaction with Desjardins, becoming part of Desjardins Global Asset Management. CEO George Mavroudis, now also president of Desjardins’ asset‑management arm, outlined a plan to accelerate growth in the advisor channel, emphasizing long‑term product...
Advent International is selling its hair‑care brand Olaplex to German conglomerate Henkel for $1.4 billion, ending Olaplex’s Nasdaq listing and Advent’s ownership. The deal values Olaplex at roughly $1.4 billion, reflecting its strong consumer base and premium pricing. Henkel will integrate Olaplex’s...
M&A basics nobody teaches you: – buy at 3–5x EBITDA – combine into platform – sell at 10–12x – personal capital: $0 the spread between those two multiples is the entire game
Sunway is showing IJM how to actually make money. A 387% return vs a 9% loss? This isn't just a merger; it's a rescue mission for your portfolio. Let’s break this down: 1. Sunway's 387% dominance. 2. IJM's wealth destruction. 3. The national champion play. 🧵👇🏼
Advent International led Shield AI’s Series G round, lifting the aerospace and defence technology firm’s valuation to $12.7 billion. The capital infusion supports the company’s push to scale autonomous, AI‑driven drone platforms for military customers. In the same roundup, Lone Star...
Missed our webinar? See how Crunchbase’s predictive intelligence in @Snowflake helps teams use high-signal data to spot growth, funding, and acquisition signals earlier — and act faster. Get the recording. 🎥: https://t.co/iYm0Ow88gF https://t.co/pJk1MeZSf9
Google has flipped its “fiber” business to a really shitty PE-owned broadband provider. And they did it quietly. This is the worst outcome for Google Fiber customers. Tip @techmeme https://t.co/ieoQ0sDH4H
Brown‑Forman, represented by FGS Global, announced it is in merger discussions with French liquor giant Pernod Ricard. Both companies describe the potential deal as a merger of equals that would create a global spirits leader with a balanced geographic footprint. Pernod Ricard...
scoop w/@jtes: CNBC and MS Now parent Versant is among the companies in talks to acquire Vox Media's podcast biz https://t.co/sWkoNWwPEH
Novartis targets Xolair successor in buyout of startup Excellergy https://t.co/eGYQ2AxTd5 by @gwendolynawu $NVS $RHHBY #startups #biotech
Elm Capital reports that early‑2026 secondary market activity remains robust as limited partners and general partners turn to secondary transactions for liquidity. The trend reflects a challenging distributions environment, prompting investors to sell or buy portfolio stakes to manage cash...
Most businesses feature fixed expenses that need to be paid whether or not they serve a customer. Buying vs Starting a Business https://t.co/W5E0qQGk0q https://t.co/aAKERkVobl
Tenneco Clean Air India, a subsidiary of the $17 billion U.S. Tenneco group, is gearing up for a new growth phase that includes a potential first acquisition, a new manufacturing plant in Haryana and a $2 million boost to its R&D centre....
What do I think about businesses for sale with NO asking price? You’ve probably seen them: “Make an offer.” Sounds intriguing… but it’s usually a red flag.
A group of five private‑equity firms—Astorg, Cinven, Nordic Capital, Consonance and Pike Street—are actively pursuing acquisitions of pathology assets. Their coordinated interest highlights the growing attractiveness of diagnostic services as a stable, cash‑generating sector. The firms aim to consolidate a...
Ares Management's $10.7 billion Strategic Income Fund posted a 0.68% loss for February, its worst month ever, after the firm imposed a 5% redemption gate. The move follows a surge of withdrawal requests that exceeded 11% of net assets, underscoring mounting...
Env Zero and CloudQuery announced a merger that unites governance‑focused delivery tooling with a normalized, SQL‑queryable data layer for multi‑cloud assets. The deal aims to close the “operational gap” that DevOps teams face between seeing cloud resources and safely remediating...
Linklaters and Freshfields have obtained European Union merger‑control clearance for a €43 billion ($50 billion) asset swap between German energy giants RWE and E.ON. The decision by the EU’s top court ends almost six years of appeals and clears the path for...
L Catterton Real Estate and Cedar Capital Partners announced a strategic joint venture to build a luxury hospitality platform, immediately acquiring the 177‑key Garden Beach Hotel on the French Riviera and the 204‑key Penha Longa Resort near Lisbon. The partnership...
The InsideArbitrage Event Driven Monitor highlights a series of high‑profile M&A moves, including the $22 billion merger‑of‑equals between Equitable Holdings and Corebridge Financial, and Henkel's $1.4 billion cash acquisition of Olaplex at a 55% premium. Servier has opened a tender offer for...
Leveraged buyouts rely on a strict payment waterfall that prioritizes operating expenses, senior debt, reserves, seller notes, and finally buyer equity. The hierarchy ensures banks’ capital is protected while the entrepreneur’s equity bears performance risk, driving deleveraging through cash‑flow allocations....
On 12 February 2026 the Helios Consortium announced a cash offer to acquire all outstanding CAB Payments shares at US$1.15 per share. The offer is now backed by shareholders controlling roughly 52.7% of CAB’s capital, making it the only firm, deliverable bid...
Falcon Oil & Gas Ltd. announced that the British Columbia Supreme Court approved the final order needed to complete its pending transaction with Tamboran Resources, subject to amendments addressing shareholders under sanctions. The court’s decision follows shareholder Lamesa Holding’s opposition...
Swedish private‑equity firm EQT and consulting giant McKinsey released a study that quantifies a €1.2 trillion ($1.4 trillion) loss in value from European technology companies that have either listed overseas or been acquired by foreign buyers since 2014. The findings highlight a...
