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Permira's Co-CEOs on Building Tech-Forward Giants
Private equity has evolved from leveraging quirky businesses to commanding the most valuable companies across every sector, with technology investments now representing the frontier of value creation. Brian Ruder and Dipan Patel, Co-CEOs of Permira, reveal how their €80 billion firm has transformed from traditional buyout investing to growth-oriented technology leadership during their conversation with Michael Sidgmore on the Alt Goes Mainstream podcast at the firm's London o
Sep 27, 20253 min read


Brookfield Asset Management Targets Dramatic Growth Through AI and Private Wealth at Investor Day
Brookfield Asset Management executives outlined an ambitious plan to double the firm's size over the next five years, targeting compound earnings growth of up to 20% annually through strategic expansion into artificial intelligence infrastructure and private wealth markets. Speaking at their 2025 Investor Day in New York, CEO Bruce Flatt, President Connor Teskey along with key senior executives positioned the $1 trillion asset manager to capitalize on what they see as transfo
Sep 27, 20253 min read


Private Credit Outpaces Traditional Asset Managers in Retail Race | Weekly Pulse
Must Know: Private Credit Surges as Traditional Asset Managers Struggle to Keep Pace Bottom Line: Private credit firms are rapidly...
Sep 19, 20255 min read


Permira Co-CEO Sees Quality Flight Reshaping Private Markets
In Brief: The private equity industry faces unprecedented complexity as multiple independent factors—higher interest rates, fractured...
Sep 18, 20253 min read


Private Capital Targets $7 Trillion Data Center Boom
According to Blue Owl Capital's latest whitepaper, private capital firms are positioning themselves as essential partners in financing the AI-driven infrastructure boom, with data center capital expenditure in North America projected to reach nearly $7 trillion by 2030. The investment firm argues that traditional capital markets are straining under unprecedented AI-related spending, creating opportunities for alternative financing through build-to-suit development and sale-le
Sep 16, 20252 min read


Nordic Capital's Healthcare Investment Strategy Shifts
Healthcare costs now consume up to 20% of U.S. GDP and are growing at twice the rate of inflation, creating what one private equity executive calls a "national security issue" that threatens America's spending power on defense and other priorities. Daniel Berglund, Head of U.S. and Co-Head of Healthcare at Nordic Capital, argues that this unsustainable trajectory demands a fundamental shift toward technology-driven solutions and value-based care models.
Sep 11, 20253 min read


AI Poised to Transform Private Markets Investment Strategies
AI will transform private markets like Bloomberg did bonds—operational efficiency today, new investment strategies tomorrow.
Aug 31, 20252 min read


PE Firms Battle Eight-Year Exit Timeline While Investor Distribution Pressure Mounts | Weekly Pulse
Private equity faces historic crisis: 30,000+ portfolio companies need 8 years to exit at current pace. Despite $29B Meta deal & $10B Warburg returns, PE stocks trail S&P 500 as LP pressure mounts. Exit drought drives "private for longer" revolution via continuation vehicles. Critics warn retail 401(k) access inappropriate amid inventory bottleneck.
Aug 23, 20254 min read


Private Markets Face AI Revolution While Stuck in Spreadsheets
Private markets' spreadsheet-based infrastructure will be fully automated by AI within years, not decades.
Aug 22, 20253 min read


Venture Capital Evolves Beyond Traditional Stage Boundaries
The venture capital industry is undergoing a fundamental transformation as firms abandon traditional stage-focused investing in favor of comprehensive software investment platforms that can deploy capital from Series A through full buyouts. Deven Parekh, Managing Director at Insight Partners, argues this "stage agnostic" approach provides superior market intelligence and better outcomes for both entrepreneurs and investors.
Aug 14, 20253 min read


AI Infrastructure Becomes Private Equity’s New Power Play in 2025
What’s New Private equity is making billion-dollar bets on the backbone of artificial intelligence — from hyperscale data centers to...
Aug 14, 20252 min read


Private Equity Slows Sharply in Q2 2025 as Tariff Uncertainty Bites
Global private equity dealmaking plunged in Q2 2025, with total announced investment dropping to $363.7B across 3,769 deals, the lowest volume since Q3 2020, according to KPMG’s Pulse of Private Equity Q2’25. The slowdown was most pronounced in Asia and the Americas, as investors delayed deals pending clarity on U.S. tariff policies — despite blockbuster U.S. transactions like Blackstone’s $11.5B TXNM Energy buyout.
Aug 13, 20252 min read


Enterprise Software Investing at an AI Inflection Point
Nic Humphries, Senior Partner and Executive Chairman of HG Capital, one of the world's top 10 largest private equity firms with over $100 billion in assets under management, warns that companies must aggressively adopt AI technologies or face being disrupted by startups.
Aug 10, 20253 min read


Private Markets Face Growth Crossroads as 401(k) Access Opens | Weekly Pulse
Private markets face historic transformation as traditional institutional fundraising hits multi-year lows while Trump's executive order opens $12.2 trillion retirement market. Major firms like Apollo, Carlyle pivot to retail channels and evergreen funds as geographic shifts accelerate from UK tax exodus to Asia expansion.RetryClaude can make mistakes. Please double-check responses.
Aug 10, 20254 min read


Private Credit Rapidly Capturing Main Street, Hamilton Lane CEO Says
Erik Hirsch, co-CEO of Hamilton Lane, which manages nearly $1 trillion in private assets, detailed this credit revolution and its implications for both borrowers and investors on Bloomberg's Masters in Business podcast with Barry Ritholtz.
Aug 1, 20254 min read


Blue Owl Capital Hits Record $12.1B Quarterly Fundraising as AI Infrastructure Boom Drives Unprecedented Growth
Blue Owl Capital delivered a record-breaking Q2 2025 performance with $12.1 billion in equity fundraising and $284.1 billion in AUM (up 48% YoY), marking the 17th consecutive quarter of management fee and FRE growth. The alternative asset manager continues aggressive expansion through strategic acquisitions and new product launches, positioning itself at the intersection of AI infrastructure demand and private credit markets while successfully scaling institutional and privat
Jul 31, 20254 min read


Private Equity Pivots to Organic Growth Amid Market Freeze
Private equity firms are abandoning traditional value creation playbooks in favor of organic growth strategies as prolonged high interest rates and extended exit timelines force a fundamental industry transformation. According to Alvarez & Marsal's inaugural North American survey of 50 PE investors and portfolio executives, firms are implementing comprehensive operational improvements and AI-powered initiatives across portfolio companies rather than relying on multiple expans
Jul 30, 20253 min read


Private Markets Drive Toward Retirement Access While Navigating Compressed Returns and Geographic Shifts | Weekly Pulse
Private markets pivot toward retail access as Trump administration prepares 401(k) executive order for $12T retirement market. Secondary transactions hit record $103B amid exit drought. GIC signals caution on compressed private credit spreads. Major deals include Apollo's £600M dental financing, Carlyle's $250M farm loans.
Jul 26, 20254 min read


Sixth Street CEO: AI Transition Risk and Investment Evolution
Alan Waxman warns that the financial system faces significant overlooked risks from AI's productivity transition, citing insufficient discussion about job displacement and economic rebalancing as artificial intelligence reshapes entire industries.
Jul 24, 20253 min read


Private Markets Embrace Policy Shifts as 401(k) Access and Regulatory Scrutiny Reshape Industry Dynamics | Weekly Pulse
Private markets face regulatory crossroads as Trump's 401(k) order promises $12.5T access while Warren scrutinizes $1.7T credit sector. Industry splits on growth outlook with Dimon warning of peaks vs. private credit leaders seeing continued expansion. Major deals include Reckitt's $4.8B sale to Advent.RetryClaude can make mistakes. Please double-check responses.
Jul 19, 20254 min read
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