




With the election year largely behind us, the focus now shifts to fiscal challenges, resolving the ongoing conflicts, looming trade tensions and China’s slowdown.

Central banks are shifting toward looser monetary policies, which is expected to positively impact private equity dealmaking and portfolio management.³ ⁴

With deal markets showing signs of thawing, one question is on everybody’s lips: when will exit markets kick back into gear? The signs suggest the stage is being set for a recovery.⁵ ⁶ ⁷

Large GPs are acquiring smaller firms to build scale and diversify, creating a more concentrated market with mixed implications for investors.⁸

Co-investments have long been a staple of the PE investing toolkit. The strategy has recently gained new attention from both institutional investors and fund managers.⁹ ¹⁰

Buyout houses are eyeing public-to-private deals as stock markets remain volatile and the private company valuations gap is limiting dealmaking to get into full swing.¹¹ ¹²