Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!
Technology and AI
Boards moved AI from experiment to core lever, integrating GenAI into ERP, pricing, and portfolio dashboards to accelerate EBITDA lift
Deal teams upgraded data infrastructure to feed predictive analytics for sourcing and underwriting, positioning technology as a true edge rather than a back-office tool
Early adopters highlighted Agentic AI pilots that automate cross-portfolio initiatives, freeing operating partners for high-impact interventions
Secondaries and Continuation Vehicles
Secondaries evolved beyond liquidity release, becoming a strategic capital-rotation tool that lets LPs rebalance while GPs hold outperformers
Continuation vehicles gained traction as exit pathways amid slower IPO and sponsor-to-sponsor markets, preserving upside without forcing premature disposals
Specialists flagged niche approaches GP-led strips, preferred equity, and NAV-backed facilities – broadening the menu of liquidity options
Operating Value Creation and Transformation
COOs, CFOs, and transformation leaders emerged as value architects; posts stressed aligning identity, incentives, and execution discipline to unlock margin expansion
Australian market voices underscored operational transformation as the primary alpha source given rising regulatory pressure and multiple compression
Contributors emphasised rigorous IT and cybersecurity diligence to avoid post-close “hidden capex” and protect digital-first growth plans
Talent, Outsourcing, and Partner Models
Firms spotlighted leadership pipelines and data-driven org design to ease talent bottlenecks in high-growth assets
Outsourcing of functional expertise – especially digital and analytics – was presented as a fast-track alternative to building in-house capabilities, balancing speed with cost
Sector and Geographic Highlights
Government-contracting platforms attracted PE interest for their stable cash flows and tech-modernisation tailwinds
UK deal commentary signalled sustained partner-level hiring by US funds, reinforcing London’s role as a strategic beachhead
Australian fundraising successes (e.g., Pacific Equity Partners’ latest vehicle) pointed to resilient LP appetite when operational theses are clear
Risk and Discipline
Frameworks linking risk stage to portfolio manoeuvres were promoted as safeguards against strategy drift in volatile markets
Posts urged founders and executives to embed diligence rigor early, ensuring smoother sponsor engagement and faster time-to-value
Want to see the posts voices behind this summary?
This week’s roundup (CW 30/ 31) brings you the Best of LinkedIn on Private Equity:
→ 62 handpicked posts that cut through the noise
→ 37 fresh voices worth following
→ 1 deep dive you don’t want to miss