Private Equity 24 Hours

Last updated: May 8, 2026, 2:30 PM ET

Private Equity Deal Flow & Exits

Private equity firms are actively pursuing returns across specialized healthcare sectors, evidenced by Amulet Capital's acquisition of TFP Fertility Group, which operates an integrated network of 10 fertility clinics across the UK and Poland. This focus on specialized care follows strong performance indicators elsewhere, as Siris Capital is positioned to triple its money on the anticipated sale of its portfolio company, Equiniti, while remote healthcare demand continues to steer PE interest toward telehealth investments, including five recent deals involving firms like Goldman Sachs and Avesi Partners. Separately, FH Capital is moving to acquire a majority stake in JinkoSolar’s US subsidiary, although Jinko Solar will maintain a minority holding in the transaction.

Sector Focus: Defense, Health Tech, and Industrials

Defense technology startups are emerging as a significant investment theme in Europe, with over 70 companies now mapped in the sector, reflecting a perceived "new wave" of interest in defense tech driven by geopolitical tensions. However, this environment is complicating valuations in the broader defense M&A space, according to Houlihan Lokey, a challenge underscored by EQT’s rejection of its third offer for assurance provider Intertek. In other specialized plays, Brightstar recently invested in Simon Eye Holdings, where the CEO and management team will retain a substantial ownership portion post-deal, while FH Capital is acquiring a majority stake in JinkoSolar’s US subsidiary.

Investor Capital Deployment & Mandates

Institutional investors are firming up deployment strategies, with Montana Capital Partners indicating plans to deploy $40M across fund, secondary, and co-investment strategies, specifically targeting climate and social impact themes via a discretionary mandate. In contrast, South Korean manager Kiwoom Asset Management is signaling a more risk-averse allocation stance as it considers funds in North American and Western Europe. Meanwhile, niche venture capital is seeing early-stage success, as Mother Ventures closed its $10 million debut fund targeting opportunities where mothers are identified as the primary consumer "economic engine." Further supporting diverse startup funding, Arāya Sie Fund secured a £7.5M first close for its mandate focused on women-led startups amid a broader tech environment perceived by some as undergoing a "bro renaissance."

Technology & Operational Shifts

The functional areas of sales and marketing are undergoing rapid transformation, having collectively pulled in approximately $2.7 billion in global funding from seed through growth stages so far in 2026, according to recent Crunchbase data reflecting AI integration. This technology shift is also apparent in the trades sector, where European analysts suggest that current tools are inadequate, presenting a clear opportunity for specialized application development designed for that workforce. In the fintech space, Revolut’s new bets division is reportedly succeeding by emphasizing agility, specifically through "pivoting, fighting and hustling." In Australia, potential regulatory changes could influence how superannuation funds are measured, as reforms under consideration may lead to benchmarking total fund returns rather than tracking them across separate asset classes, potentially impacting future investment mandates across the region.

Event Promotion Note

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