Posts by THE LEAD
Private Equity Now – Portfolio Positioning (LP Perspective)
In a world fraught with macroeconomic uncertainty, geopolitical turmoil, and evolving capital markets, LPs must take a consistent, balanced, and…
Read MorePrivate Debt Intelligence – 1/20/2025
Hurdle and carry rates climb for riskier private debt strategies [wpdm_package id=’73200′] Read more in ‘Preqin 2025 Global Report: Private…
Read MoreHigh Five – 2025 Outlook (Third of a Series)
We now turn to the first of our five themes for the year ahead: “Still higher for longer: What slower…
Read MoreReversal of Fortune
Three quarters of M&A activity in 2024 approached full-year volume for 2023. Source: PitchBook
Read MorePrivate Equity Now – The GP/LP Relationship
It is a clear win-win. GPs can customize the deployment and portfolio construction of their funds — particularly crucial in…
Read MoreMiddle Market Deal Terms at a Glance – January 2025
Source: SPP Capital Partners Contact: Stefan Shaffersshaffer@sppcapital.com
Read MoreHigh Five – 2025 Outlook (Second of a Series)
What we learned about 2024 is that many worries identified by analysts and market observers came to naught. Rates, economic…
Read MoreLabor on a Roll
December’s job adds topped expectations, suggesting slower Fed rate cuts. Source: WSJ, The Daily Shot
Read MorePrivate Equity Now – Impact on Fundraising (LP Perspective)
We resume our discussion of the private equity liquidity crunch and its impact on fundraising, this time from the LP’s…
Read MorePrivate Debt Intelligence – 1/6/2025
Direct lending the driver of private debt growth in Europe [wpdm_package id=’73073′] Read more in Preqin’s ‘2025 Global Report: Private…
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