Sun European Partners has acquired a Heathrow-based aerospace logistics company, marking a significant investment in the aviation supply chain sector. The deal comes as private equity firms continue to show interest in specialized logistics operations that support critical infrastructure.

Meanwhile, the Middle East conflict is creating headwinds for private equity dealmaking in the beauty sector. BCLP partner Carol Osborne and VMG Partners' Alisa Carmichael told PE Hub that geopolitical tensions are making investors more cautious about beauty industry investments. The conflict has disrupted supply chains and created uncertainty around consumer spending in key markets.

This dual trend highlights how macroeconomic and geopolitical factors are reshaping investment strategies across different sectors. While aerospace logistics represents a stable, essential service that's attracting capital, the beauty industry faces more immediate challenges from regional instability. Private equity firms are reportedly recalibrating their approach to beauty investments, with some putting potential deals on hold until the situation stabilizes.