Private Equity 3 Days

Last updated: May 11, 2026, 5:30 AM ET

Private Equity Dealmaking & Portfolio Activity

Blackstone is moving to acquire a majority stake in Greek online marketplace Skroutz from CVC Capital Partners, a move that comes as dealmakers contend with looming ultimate deadlines for transaction processes. This activity occurs alongside a significant secondary market transaction where Coller Capital emerged as the sole lead on Verdane’s €635 million multi-asset continuation vehicle (CV), which also saw Step Stone co-underwrite the deal, marking the second instance of a private equity firm using a CV structure for exposure to the Arrive Group asset. Separately, Siris Capital Group is poised to triple its money on the expected sale of portfolio company Equiniti, capitalizing on heightened private equity interest in telehealth driven by rising demand for remote healthcare solutions, with firms like Goldman Sachs and Avesi Partners executing at least five deals in the sector recently.

Sector Focus: Healthcare & Energy Transition

The fertility sector is seeing consolidation, as Amulet Capital announced its plan to acquire TFP Fertility Group from Benefit Street Partners; TFP operates an integrated network spanning 10 clinics and 21 satellite centers across the UK and Poland. In renewable energy investments, FH Capital is finalizing the purchase of a majority stake in Jinko Solar’s US subsidiary, though Jinko Solar will retain a minority position in the asset. Meanwhile, investors are prioritizing climate and social impact mandates, with Montana Capital Partners actively deploying $40m across fund, secondary, and co-investment strategies via a discretionary mandate.

AI, Robotics, and Defense Tech Investment Trends

The broader technology investment environment remains heavily skewed toward artificial intelligence, with Nvidia having already committed $40 billion to equity stakes in AI-related companies this year alone. This capital infusion supports sectors ranging from enterprise AI to biotech, according to recent funding round data. Within enterprise software, companies focused on sales, marketing, and CRM categories have recently pulled in approximately $2. 7 billion from seed to growth stages globally in 2026. In Europe, specialized technology sectors are attracting capital; robotics deals are concentrating in specific metropolitan areas, while defense startups, particularly missile technology firms, are being labeled "the new wave" in European defense spending. Furthermore, specialized software firms are evolving their focus, with the trend moving away from general Legal AI toward 'Agentic Law', as evidenced by the recent €18m funding raise by quantum software startup Algorithmiq, which is relocating its operations to Italy.

Investor Sentiment & Fund Allocation

Limited partners are navigating year-end deadlines and adjusting risk appetites, as indicated by CSC’s observations on looming dealmaking timelines. South Korean asset manager Kiwoom Asset Management is signaling a relatively risk-averse approach as it considers allocations toward North American and Western European funds. Concurrently, niche venture capital strategies are launching, such as Mother Ventures debuting a $10 million fund focused specifically on mothers as the primary consumer engine. While macro and specialized tech funding trends dominate headlines, data analyzing 2,800 funding rounds suggests startups are increasingly directing capital toward specific operational areas.