Thomas Allgeyer

CEO & Founder of Frenus, strong focus on B2B growth - supporting enterprises with in-depth market research

Strategy & Consulting

Mar 5, 2026

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5 min read

Best of LinkedIn: Strategy & Consulting CW 08/ 09

Across the last two weeks, the storyline is clear: enterprise leaders are moving from AI experimentation to scaled execution, with governance, operating models, and capability building becoming the real bottlenecks. At the same time, resilience themes intensified, spanning geopolitics, supply chains, taxation, and defense, pushing strategy teams to connect long-term positioning with near-term decisions.

Thomas Allgeyer

Private Equity Insights

Mar 3, 2026

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7 min read

Best of LinkedIn: Private Equity Insights CW 08/ 09

Over these two weeks, senior investors, operators and advisors describe a market that has reset rather than stalled. Capital remains available, but outcomes hinge far more on execution, leadership quality and disciplined use of technology. The following segments distil the main patterns that emerge across their reflections on private equity today.

Thomas Allgeyer

Venture Capital

Feb 26, 2026

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3 min read

Best of LinkedIn: Venture Capital CW 07/ 08

Over the past two weeks, venture activity did not slow. It became more selective, more AI driven, and more structured around proven managers and clear narratives. Liquidity remains uneven, but capital is active for the right themes, stages, and operators.

Thomas Allgeyer

M&A Insights

Feb 24, 2026

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4 min read

Best of LinkedIn: M&A Insights CW 07/ 08

Across these two weeks, M&A conversations point to an active but more disciplined market. Sector stories in CPG, cybersecurity, medtech and infrastructure sit alongside sharp debate on culture, governance and execution quality. The result is a deal landscape that is optimistic, selective and increasingly focused on AI, data and real operating capabilities.

Thomas Allgeyer

Strategy & Consulting

Feb 19, 2026

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3 min read

Best of LinkedIn: Strategy & Consulting CW 06/ 07

Across the past two weeks, Strategy and Consulting discussions converged on one dominant theme. AI is moving from experimentation to structural redesign of business models. At the same time, geopolitical fragmentation, resilience imperatives, and sustainability pressures are forcing sharper strategic choices at the top.

Thomas Allgeyer

Private Equity Insights

Feb 17, 2026

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7 min read

Best of LinkedIn: Private Equity Insights CW 06/ 07

Over the last two weeks, the private equity conversation shifted away from financial engineering and headline multiples toward the hard work of value creation, liquidity and leadership. The feed points to a market that is reopening selectively, with Europe in particular moving from stagnation to cautious momentum while investors rethink how they use data, AI and alternative structures to earn returns.

Thomas Allgeyer

Venture Capital

Feb 12, 2026

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4 min read

Best of LinkedIn: Venture Capital CW 05/ 06

VC activity in the past two weeks centered on tighter deal discipline and sharper founder readiness expectations, while AI continued to absorb a disproportionate share of attention and capital. In parallel, several posts highlighted emerging tooling to systematize sourcing, outreach, and investor reporting, alongside clear regional momentum signals across Europe and MENA.

Thomas Allgeyer

M&A Insights

Feb 10, 2026

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4 min read

Best of LinkedIn: M&A Insights CW 05/ 06

Over these two weeks, the M&A conversation in your curated LinkedIn set is decidedly operational. Practitioners focus less on hype and more on sourcing quality, risk control, integration discipline and exit readiness. Sector examples in banking, tech, healthcare and real assets are used to anchor these themes in practice.

Thomas Allgeyer

Strategy & Consulting

Feb 5, 2026

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3 min read

Best of LinkedIn: Strategy & Consulting CW 04/ 05

Across the past two weeks, strategy and consulting discourse shifted from ambition to execution. Leaders focused on turning AI, sustainability, and transformation narratives into governed, value-creating action. The dominant signal is a move from experimentation toward accountability, resilience, and real operational impact.

Thomas Allgeyer

Private Equity Insights

Feb 3, 2026

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8 min read

Best of LinkedIn: Private Equity Insights CW 04/ 05

Over the last two weeks, LinkedIn conversations on private equity pointed to a structural reset of the asset class. Capital is rotating toward disciplined deployment, operating excellence and better access platforms. SuperReturn Saudi Arabia and the wider GCC emerged as a global hub, while AI, talent and legal structures appeared as practical enablers rather than standalone themes.

Thomas Allgeyer

Venture Capital

Jan 29, 2026

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3 min read

Best of LinkedIn: Venture Capital CW 03/ 04

The past two weeks sharpened the picture of global venture capital. Capital is not broadly accelerating. It is concentrating. Regional gravity is shifting, AI and infrastructure dominate conviction, and ecosystems with policy clarity and exit pathways are pulling ahead while others recalibrate.

Thomas Allgeyer

M&A Insights

Jan 27, 2026

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5 min read

Best of LinkedIn: M&A Insights CW 03/ 04

The latest two-week M&A commentary converged on one theme. Execution discipline is back at the center of deal outcomes, from early readiness and negotiation behavior through to integration leadership. In parallel, the advisory and tooling layer kept moving through new partnerships, new firms, and AI-enabled sourcing and process support

Thomas Allgeyer

Strategy & Consulting

Jan 22, 2026

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3 min read

Best of LinkedIn: Strategy & Consulting CW 02/ 03

Over the past two weeks, Strategy and Consulting discussions focused on execution realism, AI adoption discipline, and credibility in go-to-market and cloud decisions. The dominant signal was a shift from ambition narratives toward operational truth, resilience, and trust as core consulting currencies.

Thomas Allgeyer

Events

World Economic Forum Annual Meeting 2026: Navigating Geopolitical Fragmentation, AI Governance, and Global Economic Resilience

Jan 20, 2026

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5 min read

World Economic Forum Annual Meeting 2026: Navigating Geopolitical Fragmentation, AI Governance, and Global Economic Resilience

At Davos 2026, leaders kept returning to three anchors. Applied AI moved from experimentation to the core of strategy, while energy and food transitions shifted from promises to execution. The human side of leadership, inclusion, trust and dialogue shaped new alliances, practical tools and a sober reading of geopolitical and cyber risks.

Thomas Allgeyer

Private Equity Insights

Jan 20, 2026

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7 min read

Best of LinkedIn: Private Equity Insights CW 02/ 03

Private equity conversations over these two weeks draw a consistent picture. Capital markets are reopening selectively, with allocators focusing on operational quality and downside protection. At the same time, AI, leadership and new capital structures are moving from theory into practical playbooks, reshaping how value is created, accessed and shared across the ecosystem.

Thomas Allgeyer

Venture Capital

Jan 15, 2026

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3 min read

Best of LinkedIn: Venture Capital CW 51 - 02

The period combined renewed fundraising momentum with a strong focus on operational maturity across both founders and fund managers. AI remained a dominant lens for venture strategy and exits, while posts also pointed to liquidity pathways via IPO dynamics and an increasingly active secondary market.

Thomas Allgeyer

M&A Insights

Jan 13, 2026

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3 min read

Best of LinkedIn: M&A Insights CW 51 - 02

There's been a pragmatic start into the year, with strong emphasis on execution quality, disciplined valuation, and post-deal value protection. Rather than bold mega-deals, the discourse focused on how M&A teams prepare, de-risk, and operationalize transactions under tighter scrutiny and evolving regulatory and technological conditions.

Thomas Allgeyer

Strategy & Consulting

Jan 8, 2026

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5 min read

Best of LinkedIn: Strategy & Consulting CW 50 - 01

Strategic priorities converged around a single focus. Converting accelerated AI adoption into tangible, measurable business impact while preserving operating stability, governance integrity, and talent effectiveness. At the same time, macroeconomic volatility, shifting trade policies, and tightening sustainability regulation reinforced a strong emphasis on resilience, risk management, and disciplined execution across leadership discussions.

Thomas Allgeyer

Private Equity Insights

Jan 6, 2026

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7 min read

Best of LinkedIn: Private Equity Insights CW 50 - 01

Private Equity Insights has painted a picture of a market that is active, selectively optimistic and increasingly operational. LinkedIn span macro-outlooks, fundraising dynamics, AI powered value creation, exit practices and sector deep dives across Europe, the US, Latin America and Asia. The common thread is a shift toward disciplined execution, transparent governance and more sophisticated use of technology and data across the private market's ecosystem

Thomas Allgeyer

Venture Capital

Dec 18, 2025

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4 min read

Best of LinkedIn: Venture Capital CW 49/ 50

Across the last two weeks, the strongest signals clustered around fundraising execution discipline, sharper LP scrutiny, and a market narrative that is increasingly benchmark driven. In parallel, AI-native workflow products and “connector” models surfaced as practical attempts to compress sourcing, matching, and back-office work in venture.

Thomas Allgeyer

M&A Insights

Dec 16, 2025

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4 min read

Best of LinkedIn: M&A Insights CW 49/ 50

Across these two weeks, M&A conversations show a market that is still highly active but far more disciplined. Integration quality, AI enabled infrastructure and human factors sit alongside a steady stream of sector deals in media, infrastructure, energy and services. The overall signal is clear. value is shifting from one off transactions to repeatable, insight driven M&A capabilities.

Thomas Allgeyer

Strategy & Consulting

Dec 11, 2025

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4 min read

Best of LinkedIn: Strategy & Consulting CW 48/ 49

Strategy and consulting this fortnight centered on the shift from experimenting with AI to redesigning how firms create value, price work, and build trust. The shared signal is clear. Winners will pair agentic technologies with hard choices on operating models, economics, and governance.

Thomas Allgeyer

Private Equity Insights

Dec 9, 2025

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4 min read

Best of LinkedIn: Private Equity Insights CW 48/ 49

This two-week window shows a pragmatically defensive playbook across private equity. Exit conditions look mixed, liquidity engineering has gone mainstream, and private credit remains central. SuperReturn Africa is in focus for capacity, governance and local capital, while practical AI and a new MSCI index shape how managers benchmark and create value.

Thomas Allgeyer

M&A Insights

Best of LinkedIn: Venture Capital CW 47/ 48

Dec 4, 2025

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3 min read

Best of LinkedIn: Venture Capital CW 47/ 48

Across these two weeks of LinkedIn signals, the venture narrative points to a more disciplined yet still ambitious market. AI and software remain the primary growth engines, even as fundraising slows in key regions and liquidity pressures persist. Founders face higher expectations on communication, process quality and investor fit, while new geographies, products and capital platforms steadily broaden the opportunity set.

Thomas Allgeyer

M&A Insights

Dec 2, 2025

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4 min read

Best of LinkedIn: M&A Insights CW 47/ 48

Recent M&A conversations show confidence with scrutiny. Diligence depth, privacy readiness, and data-driven multiples shape negotiation leverage. Activity centers on real estate AI, creator media, and European mid-market deals.

Thomas Allgeyer