Inflexion's newly appointed healthcare head John DiGiovanni sees promising opportunities in artificial intelligence applications within healthcare. With nearly two decades of experience, DiGiovanni joined Inflexion in January after serving at Arsenal Capital Partners. He notes AI tools are improving productivity and outcomes through patient identification and workflow automation, while avoiding areas at risk of AI-driven disintermediation.

Tariff risk has peaked according to Victor Capital's Doug Korn, as many companies have adjusted to higher tariff environments. The impact on dealmaking appears to have passed, though manufacturing sectors experienced sharper declines in deal activity during the first half of 2025. Despite remaining uncertainty, buyers remain sensitive to execution risks, elongating diligence processes while high-quality transactions continue with enhanced protections.

Permira has appointed Giorgio Dinaro as head of its Milan office, succeeding Francesco Pascalizi. Dinaro, who joined Permira in 2014 and became managing director in the consumer sector in 2021, will lead the firm's Italian operations. Italy remains an attractive market for private equity due to its high concentration of small and medium-sized enterprises and significant consolidation potential.