Best of LinkedIn: Private Equity Insights CW 48/ 49

Private equity is framed as a core diversifier that can lift returns while smoothing volatility

Leaders flag that slower capital inflows may compress returns, which raises the bar on selection and operating value creation

LPs emphasize liquidity planning, access routes and manager selection to optimize private markets exposure

Exit readiness and crisp value creation narratives remain decisive across routes and buyer types

Exit pace appears uneven. Some posts point to surges while others stress slower processes and lower uplifts as outdated marks reset

Financing flexibility is increasingly useful to navigate shifting buyer demand and valuation uncertainty, including in Middle Eastern contexts

GP-led tools such as continuation funds and strip sales are now mainstream to extend holds and manage liquidity

Securitization emerges as a scalable alternative to SPVs to accelerate private market transactions

LP expectations center on DPI clarity, governance and credible return pathways when backing these structures

The US private credit scale is linked to post-2008 bank retrenchment and regulatory differences versus banks

Market forums spotlight the need for data transparency and enforcement as the asset class matures

Social infrastructure credit appears as a relevant Africa channel combining financial return and impact

AI is positioned as a competitive edge across sourcing, diligence and value creation

Integrating AI in the first 100 days post-acquisition is highlighted as a de-risking lever

Digital infrastructure is flagged as an investable backbone supporting innovation and adoption

Value creation hinges more on organizational discipline than on the chosen investment model

Strong CHRO and CPO leadership is elevated as critical to portfolio transformation

Incentive design and leaver provisions align management behavior with long-term outcomes, while teams are cautioned against Dunning-Kruger risks

MSCI launches a daily index linking public markets and private equity to improve benchmarking

Listed private equity is positioned as blending private capital patience with public market accessibility

Moelis advises Leonard Green & Partners on a majority stake in Topgolf

Brookfield acquires Fosber to expand its European platform in corrugated packaging machinery

Concert Golf Partners partnership is cited for delivering strategic exits through long-term alignment

Brainlogic AI secures a growth equity round led by JSK Investments, emphasizing execution speed and founder alignment

The United Site Services case underlines downside realities in leveraged deals and the importance of risk controls

Fundraising is selective with DPI clarity, local capital, and strong governance prioritized

Private credit, co-investments, and secondaries are used to close liquidity gaps

City-level underwriting, operator depth, and founder execution drive credible growth

Repeatable theses cluster around digital infrastructure, food and agriculture, and travel platforms