Private equity firms must fundamentally shift from financial engineering to backing businesses with genuine organic growth as higher interest rates eliminate traditional return drivers like leverage and multiple arbitrage. Nic Humphries, Senior Partner and Executive Chairman of Hg, demonstrates how three decades of focused software investing has built Europe's second-largest technology conglomerate by prioritizing customer value over financial manipulation.

Blackstone's President and COO Jon Gray warns that while current tariff-induced uncertainty creates short-term market volatility, the real transformation lies in artificial intelligence reshaping entire industries and driving unprecedented demand for data infrastructure.

Private credit enters mainstream through 401(k)s as BlackRock completes $12B HPS acquisition, but industry faces capital abundance problem with too much money chasing limited deals. Major developments include Meta's $29B AI infrastructure fundraising, GTCR's record $24.25B exit, and expanding UAE private capital hub. Returns under pressure.RetryClaude can make mistakes. Please double-check responses.

According to Hamilton Lane's Infrastructure Market Overview 2025, global infrastructure transaction volume reached $1.16 trillion in 2024, with artificial intelligence driving unprecedented demand for data centers and power generation assets. Infrastructure now represents 6% of private markets allocation, up from just 1% in 1999, as institutional investors pivot toward essential services and energy transition opportunities.

CRED raises $15M seed round to provide AI-powered predictive intelligence platform for enterprises, combining internal and external data.

Campfire secures $35M Series A funding to develop AI-native ERP software, challenging legacy incumbents in the $1T market.

According to PitchBook's Q1 2025 Emerging Tech Indicator, top venture capital firms deployed nearly $5 billion across just 161 deals—a 50% year-over-year drop in deal count despite robust funding levels. This marks the fewest seed and early-stage investments by elite VCs since 2020, as capital concentrates in larger rounds for AI infrastructure, health & wellness technology, and cybersecurity platforms.

David Breach, President and Chief Operating Officer of Vista Equity Partners, argues that institutional investors alone cannot provide the capital needed to fully capitalize on the AI-driven software revolution, creating an imperative for top-tier firms to expand into private wealth channels.

Audos secures $11.5M to empower entrepreneurs with AI tools, capital, and support to build million-dollar businesses.

DataBahn.ai secures $17M in Series A funding to revolutionize data pipeline management for security, observability, and AI.

Movable Ink, an AI-powered personalized content platform, to be acquired by private equity firm STG, enhancing its market position.

RepRisk adds 30 new team members to enhance AI capabilities and data integration, building on two decades of AI innovation.

AI adoption in healthcare is accelerating, with new tools improving diagnostics, drug discovery, and administrative workflows.

AllSpice.io secures $15M Series A funding to launch AI Agent and expand enterprise features for electrical engineering teams.

Empo Health secures $7M to commercialize its at-home monitoring system for diabetic foot ulcers, aiming to reduce healthcare costs.

AI adoption in healthcare is accelerating, with new rollouts improving diagnostics, drug discovery, and administrative workflows.

Galaxy Education secures $10M funding, achieves profitability, and expands its national English education program in Vietnam.

Qualytics secures $10M Series A funding to scale its AI-driven data quality platform amid growing demand for trustworthy data.

Private credit markets are experiencing dangerous overheating in certain segments, with some lenders abandoning basic due diligence and offering borrower-friendly terms that strip away creditor protections, creating conditions ripe for significant losses when economic cycles turn. Michael Gatto, partner and head of private side businesses at Silver Point Capital, delivered this sobering assessment during an interview on Bloomberg's The Credit Edge podcast.

Siteimprove's AI-powered platform helps global enterprises prepare for European Accessibility Act compliance ahead of June 28 deadline.