We’re excited to share this LinkedIn RoundUp edition together with our parter Private Equity Insights and Informa

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And here is our Private Equity Summary for CW 46/ 47

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!

If you prefer listening, check out our podcast summarizing the most relevant insights from Private Equity Insights CW 46/ 47:

Deal Activity & Exits

  • Permira advanced a sale of Golden Goose to HongShan Capital Group at a multibillion valuation, reflecting premium appetite for resilient consumer brands

  • Rivean Capital took a majority stake in Engelmann Sensor GmbH to fortify market leadership and expand a metering technology platform

  • EVEX Group acquired Bludata to consolidate leadership in Germany and Italy, underscoring vertical software roll-ups with clear regional scale logic

  • Discussions of slowed exits highlighted valuation pressures and the need for earlier readiness across finance, commercial, and technology workstreams

Fundraising & Capital Flows

  • Wealth and private client channels continued to engage with private markets for diversification and return potential

  • Evergreen structures and manager selection were in focus within wealth programs, pointing to durability and pacing discipline

  • Co-investment remained a central lever for LP alignment, capital efficiency, and risk sharing across concentrated opportunities

Private Credit & Financing

  • The boundary between private equity and banking intensified scrutiny as private credit scaled, elevating compliance expectations for lending-like activities

  • Unitranche and flexible capital solutions were referenced as tools to unlock mid-market transactions without over-reliance on syndicated markets

Portfolio Operations & Value Creation

  • Operating excellence, not financial engineering, dominated narratives with pricing, sales, procurement, and talent as frontline drivers of EBITDA expansion

  • CEO transitions and leadership discipline were stressed as time-bound levers for value creation and execution reliability

  • AI enablement featured pragmatically in finance and back-office processes, with emphasis on variance control and measurable productivity gains

  • Case reflections including Hilton’s transformation showcased playbook depth across restructuring, brand revitalization, and asset strategy

Sports & Media

  • Minority stake models and institutional capital reshaped sports ownership and operations, opening new revenue streams and professionalized governance

  • Conversations highlighted expanding roles for analytics, fan engagement, and cross-border investment theses within leagues and clubs

Software & Technology

  • Buy-and-build strategies in software and tech-enabled services remained core, anchored in repeatability, customer retention, and data leverage

  • Mid-market dynamics were attractive where competition is less concentrated and platform professionalization can compound quickly

Financial Services & Insurance

  • Broker and fintech narratives reinforced the appeal of recurring economics, M&A fragmentation, and digital workflows for operating lift

  • Data and AI integration emerged as differentiators in underwriting, distribution, and post-deal performance management

Secondaries, GP-leds & Co-Investment

  • LPs favored co-investment for fee mitigation and precision exposure alongside trusted sponsors

  • Continuation options and portfolio solutions were discussed as pacing tools in slower exit environments

Regulation & Policy

  • Regulatory attention tracked the convergence of private equity and credit, reinforcing the need for rigorous compliance, data controls, and conflict management

  • Governance expectations extended to AI adoption, with emphasis on auditability and responsible deployment in operating teams

Partnerships & Alliances

  • Totalmobile entered a new partnership with Five Arrows following a multi-year growth journey, signaling sponsor fit and scale-up readiness

  • Dialogue with leading sponsors underscored culture, values, and innovation as selection criteria for long-term partnership success

New Products & Platforms

  • Clearlake’s acquisition of Pathway created a reinforced platform in private markets with aligned values and growth ambition

  • Kinexys launched Fund Flow to streamline alternative investment data and funding processes, targeting bottlenecks in money movement and workflow integrity

  • A beta initiative for PE-backed executives combined AI and anonymous peer feedback, aiming to accelerate learning and decision quality

Geographies & Markets

  • Asia dialogues highlighted culture and innovation as success factors for scaled investing

  • Europe’s mid-market remained active, with German-speaking deals illustrating sector diversity and disciplined underwriting

Private Equity Insights Nordics

  • Operating excellence was the core value lever discussed for mid-market deals, with clear 90-day execution focus across pricing, sales, and talent

  • Sector-focused versus multi-sector strategies were contrasted, with a tilt toward repeatable theses and European growth angles shared on stage in Stockholm

  • Carve-outs and purposeful business investing featured prominently, linking disciplined ownership to measurable operational uplift and governance maturity

  • AI surfaced as pragmatic enablement, shaping valuation dialogue and driving targeted partnerships rather than standalone theses

  • Private wealth channels are reshaping access and pacing in the region, prompting new engagement models for LPs and family offices

  • Board effectiveness themes emphasized diversity, balanced skills, and deep company understanding to accelerate decision quality and accountability

  • Storytelling around innovative asset classes highlighted investor education, brand building, and clearer pathways from interest to allocation

Want to see the posts voices behind this summary?

This week’s roundup (CW 46/ 47) brings you the Best of LinkedIn on Private Equity Insights

→ 71 handpicked posts that cut through the noise

→ 35 fresh voices worth following

→ 1 deep dive you don’t want to miss

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