Posts by THE LEAD
Behind the Curve
Private equity fundraising through early June is slowest pace in over a decade. Source: PitchBook
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Conclusion)
Our recent survey of 164 private equity executives revealed improved confidence in both the M&A environment over the next twelve…
Read MorePrivate Credit – The Final Reckoning (Last of a Series)
Markets happen when you’re making other plans. This was true again last week as confrontation with Iran, instead of caving…
Read MoreMiddle Market Deal Terms at a Glance – July 2025
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part Two)
In response to our Reflections on Wimbledon two weeks ago, a long-time Lead Left reader informed us that the famed…
Read MoreExit Ramp
The number of PE exits slumped 1Q after last year’s steady improvement. Source: Preqin Pro
Read MorePrivate Credit – The Final Reckoning (Third of a Series)
We spoke recently to a C-suite executive of a global specialty chemicals company about how tariffs are affecting his business.…
Read MoreSlowing the Slowdown
Notwithstanding tariffs, economists now view the chances of a recession fading. Source: WSJ Surveys of Economists
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part One)
Life happens at inflection points. This goes for capital markets as well. Whether changes in interest rates (high to low),…
Read MorePrivate Credit – The Final Reckoning (Second of a Series)
Those who talk about risks in private credit should also keep in mind that investors always look at relative risk.…
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