Private Equity 8 Hours

Last updated: July 8, 2026, 5:30 AM ET

Private Equity Dealmaking & Strategy

Tikehau Capital is actively pursuing defense technology deals, with its next transaction expected to materialize by next year, according to Emmanuel Laillier. The firm sees opportunities in electronics and mechanical components within the sector. Laillier also noted that while European defense budgets are expanding, this does not automatically translate to increased production capacity for conflict readiness, suggesting that asset mergers are essential for a unified European defense strategy strengthening European defense.

Meanwhile, Amadeus Capital Partners's chief executive, Anne Glover, anticipates artificial intelligence will render some Software-as-a-Service providers obsolete. Separately, venture capital firm Accel has significantly increased its investment in energy startup Axle. In the European startup ecosystem, Lovable is reportedly in talks to secure $300 million at a $13.2 billion valuation, reflecting strong investor interest in the region’s emerging companies.

Investor Allocations & Market Trends

Australia's Rest pension fund is aiming to boost its private markets exposure, with a keen focus on private equity and infrastructure. This move signals a broader trend of institutional investors seeking diversified returns. The European startup scene continues to draw attention, with a recent analysis identifying the 25 companies that garnered the most focus from industry insiders during the first half of the year.