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The definitive source of private markets intelligence.


Recycled Base Oil Market to Reach $1.27B by 2030, Growing at 5% CAGR
Recycled base oil market growth driven by regulations, cost reduction, and technological improvements in recycling processes.
Jun 251 min read


Global ECM meets with triumph and disaster in volatile first half
Global equity capital markets faced volatility in 1H25, with a strong start, April collapse, and May rebound amid macroeconomic shocks.
Jun 252 min read


Perforating Gun Market Set for $1.83 Billion Surge by 2030 Amid Horizontal Drilling Boom
The global perforating gun market is projected to reach $1.83 billion by 2030, growing at a 5.7% CAGR from 2024-2030.
Jun 241 min read


Megadeals boost deal volume 25% in 1H25 as dealmakers wrestle macro headwinds in mid-market
Global M&A deal volume rose 25% to $2 trillion in 1H25, driven by mega TMT deals, while mid-market activity slowed amid uncertainties.
Jun 241 min read


Private Markets Flash Warning Signals Despite Continued Growth | Weekly Pulse
Private credit markets flash warning signs with dangerous overheating in core segments as lenders abandon due diligence, while massive growth opportunities emerge across asset-based finance, Japanese markets, and wealth democratization. Major fundraising continues with ICG targeting €10B and strategic shifts toward AI integration in PE. Industry faces tension between record expansion and quality concerns.
Jun 205 min read


Lower Mid-Market PE Fills Growing Capital Gap
Josh Koplewicz, managing partner of Thayer Street Partners, appeared on Capital Allocators to discuss his boutique private equity firm's unique positioning in an increasingly underserved market segment. Speaking with host Ted Seides, Koplewicz identified a critical funding void emerging in the $5-50 million capital market as massive private credit firms consolidate around larger deals while smaller banks retreat post-SVB collapse.
Jun 143 min read


Private Markets Face Performance Reckoning as Warning Signs Mount | Weekly Pulse
Private markets face unprecedented challenges as State Street data shows PE underperformed public stocks across all timeframes for first time since 2000, while DoubleLine's Gundlach warns of CDO-like euphoria. Major firms pivot to Europe expansion amid frozen IPO markets, distressed opportunities in France, and growing retail access concerns. BlackRock targets $400B fundraising by 2030 as industry grapples with exit backlogs and liquidity mismatches threatening institutional
Jun 144 min read


Natixis provides $158.2M refinancing for Long Island City multifamily property
Natixis Corporate & Investment Banking refinances 391-unit Class A multifamily property in Long Island City with $158.2M loan.
Jun 121 min read


Apollo Maps Future of Principal-Aligned Asset Management
John Zito, Co-President of $800 billion Apollo Global Management, reveals how his firm executed a fundamental transformation of asset management through its merger with insurance company Athene on the Invest Like the Best podcast. Speaking with host Patrick O'Shaughnessy, Zito explains that Apollo now deploys over $300 billion of its own capital alongside clients rather than simply collecting fees on third-party money, creating unprecedented alignment in an industry built on
Jun 73 min read


Private Markets Battle Exit Backlog and Growing Risks Amid European Expansion Drive | Weekly Pulse
Private markets face a critical inflection point with rating controversies exposing hidden risks, 30,000 unsold PE companies creating exit backlogs, and industry leaders warning the sector has "lost its way." Yet opportunities emerge through European expansion, AI infrastructure needs, and wealth democratization as regulators push to eliminate accredited investor barriers—reshaping the industry's future.RetryClaude can make mistakes. Please double-check responses.
Jun 74 min read


SuperReturn 2025 Wrap: Private Markets Leaders See Europe Rising as US Faces Headwinds
Private markets titans gathered at SuperReturn 2025 in Berlin delivered a sobering assessment of an industry grappling with what Julian Salisbury of Sixth Street Partners called "bad vintage assets" that have created systemic "indigestion" throughout the market.
Jun 66 min read


Private Markets At Inflection Point As 40-Year Tailwinds Reverse
Jacob Miller, co-founder and Chief Solutions Officer at Opto Investments and former Bridgewater Associates investor, warns that private markets face a fundamental shift as three massive 40-year economic tailwinds are reversing course.
Jun 53 min read


Bain Report Says Tariff Turmoil Crushes Private Equity's Q2 Momentum
Private equity dealmaking lost significant steam in the second quarter of 2025 after tariff policy announcements triggered widespread market volatility. According to Bain & Company's Private Equity Midyear Report 2025, deal values in April dropped 24% below Q1 monthly averages while deal counts fell 22%, with the IPO market essentially shutting down as companies like Klarna paused public offering plans amid trade uncertainty.
Jun 22 min read


Private Markets Navigate Capital Abundance Crisis Amid Retail Expansion Push | Weekly Pulse
Apollo partners with major banks to trade private credit, potentially blurring public-private lines. $5B+ mega-deals dominate as Blackstone buys NYC pension stakes, India sees record $3.4B credit deal. UK mandates pension private allocation while ECB intensifies oversight. PE faces exit crisis with 12K portfolio companies stuck, distributions down 70%. Shadow banking hits $1T as retail access expands amid regulatory debates.RetryClaude can make mistakes. Please double-check r
May 316 min read


Private Markets Grapple with Supply-Demand Imbalance | Weekly Pulse
Private credit faces a capital abundance problem with too much money chasing too few deals, compressing returns from 14.9% to 5.2%. Major themes: university endowments liquidating PE stakes at steep discounts, regulatory push for retail access, systemic risk warnings, and IRR inflation concerns.RetryClaude can make mistakes. Please double-check responses.
May 245 min read


Private Credit Boom Creates Hidden Banking Risks, Federal Reserve's Study Shows
Private credit surged to $1T, largely bank-funded, raising systemic risk concerns as loans increasingly resemble traditional banking.
May 232 min read


Private Markets Navigate "Shifting Weather" as Industry Evolves Beyond Traditional Funds, McKinsey Says
Private equity is emerging from a challenging period with distributions finally exceeding capital contributions for the first time since 2015, while global deal value rebounded 14% to $2 trillion in 2024. According to McKinsey's Global Private Markets Report 2025, this marks the beginning of recovery after three years of difficult conditions caused by rising interest rates and economic uncertainty.
May 222 min read


EQT completes public offering of common stock of Waystar Holding Corp.
EQT's affiliate completes public offering of Waystar Holding Corp. shares, raising $557 million with EQT receiving $239.6 million.
May 201 min read


Private Markets Pivot to Retail Investors and Europe Amid U.S. Policy Uncertainty | Weekly Pulse
Private credit continues to expand rapidly beyond institutional investors to reach retail and 401(k) markets, despite growing concerns about industry risks in the $2.2 trillion asset class.
May 168 min read


Private Equity's $2.9 Trillion Exit Problem Needs New Strategies, Bain Report Shows
According to Bain & Company's recent report, private equity firms are facing an unprecedented challenge with $2.9 trillion in unsold assets, with 53% of portfolio companies held for four years or longer as traditional exits remain elusive in the current market environment.
May 162 min read
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