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



