Private Equity 3d Briefing
×Market Trends & Performance
Global buyout deal value pe-insights.com surged to $904 billion in 2025 as the "12 is the new 5" mindset reshapes returns. The rebound in dealmaking reflects growing confidence among private equity firms despite ongoing market uncertainties. OMERS pe-insights.com reported $8.2 billion in net income for 2025, though private equity lagged behind the broader portfolio's performance.
Portfolio Company Activity
Water infrastructure pehub.com is drawing increased interest from private equity firms eager to tap into a market with several attractive features. No Dig Alliance pehub.com expanded its portfolio by acquiring Suomen Putkisto Palvelu, a specialist in manhole rehabilitation and underground water pipe services. Meanwhile, TMA pehub.com made its third acquisition since partnering with Main Capital Partners, picking up HR tech business STYR.
Exit Strategies & Secondaries
Exit volumes secondariesinvestor.com are expected to move assets' cashflows forward, allowing secondaries buyers to offer higher prices and pull sellers into the market. The structure of a €2 billion+ CV secondariesinvestor.com by Meridiam will consist of 22 infrastructure assets held by the firm's legacy funds. Over 40% of GPs secondariesinvestor.com expect to consider continuation vehicles in the next two years, with mid-market sponsors increasingly turning to larger CVs to hold onto trophy assets.
Fundraising & Investment
Ardian pe-insights.com opened private equity to 5.6 million UK DC savers through a partnership with Legal & General. Qatar Investment Authority pe-insights.com committed several hundred million dollars to 5C to expand its private credit capabilities. Jada Fund of Funds pe-insights.com plans to ramp up private credit deployment, targeting $200 million in Saudi Arabia.
Portfolio Company Investments
Hydraulics International Inc pehub.com secured investment from Arcline to support its global customer base of US and allied defense forces. Gridco pehub.com received backing from Bay Hawk, with the founding management team retaining majority ownership. Sirion pehub.com gained support from Haveli to accelerate product innovation and expand its global presence.
Mergers & Acquisitions
Rev Spring pehub.com acquired healthcare tech firm Trust Commerce with backing from Frazier Healthcare. Crestview-backed One Magnify pehub.com expanded its AI-enabled marketing solutions through acquiring Optimal's performance marketing business. EQT-backed Scale Microgrids pehub.com scooped up Reload to enhance its advanced energy solutions portfolio.
Industry Personnel Moves
Angeles Equity Partners pehub.com appointed Eric Dunn as VP for its operating team, responsible for evaluating new investment opportunities and driving post-close transformation. ECI Partners pehub.com welcomed Marijn Pangemanan as new investment director while appointing Scarlett Salamon as investor relations analyst.
Fund Performance & Strategy
CalPERS pehub.com CEO Marcie Frost emphasized the need for greater transparency from general partners on portfolio company data to better manage the $613.7 billion pension's risk. NEXUS panelists pehub.com highlighted that the lack of exits and compressed returns are complicating LP-GP dynamics, with alignment "never been more complicated."
Sector-Specific Developments
Gencom pe-insights.com accelerated its New York hotel buying spree with family office backing, as family office capital increasingly drives large-scale US hospitality transactions. Bluestone Equity Partners pe-insights.com strengthened its sports portfolio through a three-year partnership with USA Archery ahead of the 2028 Games.
Strategic Considerations
KKR pe-insights.com is exploring a potential $1.5 billion sale of BMC Helix, testing the software market with its AI-driven IT service management platform. Permira's pehub.com long hold on Evelyn Partners showcases the evolution of UK wealth management M&A, culminating in a £2.7 billion sale to Nat West.
Market Challenges
Josh Harris of 26North warned that mixing retail capital with wealth capital through vehicles with differing regulatory levels could lead to industry backlash. Bain pehub.com noted that Europe is drawing capital as dealmakers weigh US tariff uncertainty, with strategic interest increasing for UK wealth management assets.
Infrastructure & Energy
Rockpoint Gas Storage pehub.com closed a C$459 million secondary offering as Brookfield sold 16.4 million shares. Grid pehub.com received capital injection from Topspin to support its partnerships with fitness chains, YMCAs, and athletic programs across various sectors.
Technology & Innovation
Thoma Bravo's pehub.com Holden Spaht and New York's Anastasia Titarchuk discussed how GPs and LPs view AI disruption at the NEXUS 2026 summit. The conversation highlighted the growing importance of artificial intelligence in private equity investment strategies and portfolio company operations.