Bain & Company's Technology Report 2025 reveals that technology deals increased their share of all buyouts to 22% in the first half of 2025, up from 19% at year-end 2024, but the era of easy returns from simply riding software growth is ending. Private equity investors must fundamentally shift their value creation strategies as software market penetration flattens and traditional revenue sources lose steam.

According to KPMG's 2025 Global PE Value Creation Survey, private equity firms face an inflection point as traditional strategies of financial leverage and multiple expansion fade. With fundraising contracting by 12% CAGR from 2021-2025, median holding periods exceeding six years, and over $3 trillion in unsold assets, PE firms must pivot from "stock-picking" to systematic, data-driven value creation to deliver expected returns.

Political risk has emerged as the single greatest threat to global investing, surpassing traditional market concerns like valuations or economic cycles. Conni Jonsson, Founder and Chairperson of EQT, addresses this challenge head-on in the Alt Goes Mainstream podcast's DNA series, arguing that geographic diversification represents the only viable mitigation strategy in an increasingly unstable political environment.

Private equity value creation is experiencing its most significant transformation in decades as artificial intelligence shifts from efficiency tool to fundamental business reinvention. Chris Kindt, Partner and Head of Value Creation at Hg, warns that companies failing to embrace "AI-first" culture risk falling on the wrong side of disruption as agentic AI delivers 10-20x efficiency gains in core functions.

Private equity faces mounting pressure to deliver returns after years of overpriced deals and sluggish exits, forcing firms to fundamentally rethink how they create value in an increasingly competitive landscape. Clark O'Neill, BCG's global lead for AI infrastructure and cyber in the private investors and private equity practice, argues that artificial intelligence has moved beyond theoretical potential to become a practical necessity for differentiated returns.

Infrastructure investing has evolved beyond passive ownership to require operational intensity and network-building capabilities.

Todd Abbrecht, Co-CEO of THL Partners, argues that the industry's future success depends on deep domain expertise and integrated operational capabilities rather than deal-making prowess alone.

The venture capital ecosystem is witnessing a fundamental transformation as innovative fund structures emerge to bridge the gap between institutional LPs and emerging managers, creating new pathways for accessing top-tier talent while they're still building their firms. Lisa Cawley, Managing Director of Screendoor, reveals how the "LP of GPs" model is revolutionizing early-stage fund investing by combining allocator expertise with seasoned GP advisory support.

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

Escala Medical raises $4.5M to expand its FDA-approved pelvic organ prolapse treatment device globally, including EIC Fund investment.

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

Gallant secures $18M Series B to advance off-the-shelf stem cell therapies for pets, targeting FDA approval for feline treatment.

Verny Capital Group to sell gold mining company RG Gold to Zijin Gold International after successful development since 2014.

HealthpointCapital acquires majority stake in ImmersiveTouch, enhancing surgical planning and navigation with VR/AR technology.

BitMine raises $250M to implement an Ethereum treasury strategy, potentially becoming one of the largest publicly traded ETH holders.

AIP Capital and Monroe Capital form $1 billion venture to acquire mid-life aircraft on long-term lease to airlines globally.

Swedish luxury menswear brand Eton transitions to new ownership as EQT exits, marking a successful transformation period.

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

B. Riley Financial divests GlassRatner to TorQuest Partners for $117.8M, expecting to record a $66M gain in Q2 financial results.

Legal-Bay announces Exactech's decision to allow lawsuits against TPG Capital, offering new options for plaintiffs with defective implants.