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Private Equity Insights

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 46/ 47

Nov 25, 2025

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7 min read

Best of LinkedIn: Private Equity Insights CW 46/ 47

Market tone stayed pragmatic as firms emphasized operating playbooks, sector focus, and disciplined capital deployment. Activity clustered around carve-outs, platform strengthening, and pragmatic AI enablement. New platforms and partnerships signaled steady modernization across the value chain.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 44/ 45

Nov 11, 2025

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6 min read

Best of LinkedIn: Private Equity Insights CW 44/ 45

The period was defined by SuperReturn Europe in Amsterdam, where secondaries, private debt, and fundraising discipline dominated discussion. Operators doubled down on value creation, pricing power, and product-level optimization. AI surfaced as an enabler for fundraising and portfolio growth, while partnerships were framed as targeted accelerators rather than broad alliances.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 42/ 43

Oct 28, 2025

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6 min read

Best of LinkedIn: Private Equity Insights CW 42/ 43

The latest two weeks of LinkedIn surface a clear shift toward operating excellence, applied AI, and disciplined exit readiness. Leaders emphasize seasoned operators, sector special situations, and sustainability as real levers for value. Secondaries and private debt continue to mature into core portfolio tools, while regional signals in Germany and niche verticals like gaming and legal services stand out.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 40/ 41

Oct 14, 2025

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7 min read

Best of LinkedIn: Private Equity Insights CW 40/ 41

The last two weeks spotlighted a clear pivot from financial engineering to operational excellence. Leaders emphasized AI-driven value creation, sharper diligence, and practical talent models that scale execution. Regional forums and select transactions underscored resilient momentum despite exit headwinds.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 38/ 39

Sep 30, 2025

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4 min read

Best of LinkedIn: Private Equity Insights CW 38/ 39

The last two weeks underscored a pragmatic return to value creation, informed by data, enabled by AI, and pressure tested by liquidity constraints. Fundraising signals cooled at the top end while mid-market and sector-specific playbooks advanced. Partnerships, operating levers, and CFO excellence shaped the agenda across deals and portfolios.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 36/ 37

Sep 16, 2025

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4 min read

Best of LinkedIn: Private Equity Insights CW 36/ 37

The conversation centered on execution, human capital, and disciplined value levers while deal flow clustered in healthcare and the German-speaking mid-market. AI moved from rhetoric to practical adoption and tooling, and secondaries plus private credit dynamics continued to shape liquidity conditions

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 34/ 35

Sep 2, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 34/ 35

The period showed pragmatic momentum across AI execution, liquidity solutions, and operating discipline. Activity concentrated on productized tools, secondaries strength, and selective sector moves, while capital continued to consolidate toward larger managers and private credit remained a preferred path for deployment and liquidity management.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 32/ 33

Aug 19, 2025

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4 min read

Best of LinkedIn: Private Equity Insights CW 32/ 33

The past two weeks centered on operational value creation and disciplined AI deployment across funds and portfolios. Fundraising signals remained selective yet optimistic, with distinct product launches and partnerships aimed at intelligence, data leverage, and portfolio acceleration.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 30/ 31

Aug 5, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 30/ 31

Private-equity discussions over the past two weeks centred on turning technology into tangible value, deepening operational muscle, and navigating a cooling yet resilient deal market. Leaders doubled down on AI, secondaries, and targeted fund closes while sharpening the talent and sustainability agendas that sustain outperformance.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 28/ 29

Jul 22, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 28/ 29

Over the past two weeks the private-equity conversation has circled back to fundamentals: sharpening leadership benches, building operational alpha, and refining liquidity pathways. Digital tools and sector-specific theses continue to reshape where and how capital is deployed, even as fundraising conditions stay selective.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 26/ 27

Jul 8, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 26/ 27

LinkedIn commentary from the past two weeks underscores how private-equity investors are doubling down on technology, sharpening operational playbooks, and refining capital strategies to stay competitive amid macro uncertainty. Across the posts, six storylines stand out: AI adoption, execution excellence, financing shifts, portfolio positioning, leadership demands, and the broader economic backdrop. The collective message is clear: sustainable returns now hinge on digital capability and disciplined value creation rather than leverage alone.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 24/ 25

Jun 24, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 24/ 25

Over the past fortnight the asset class leaned hard into operational playbooks and inventive capital solutions while keeping one eye on a tougher macro backdrop. Family offices rotated toward yield-heavy private credit, sponsors doubled down on AI-led value creation, and partnership models gained traction across the mid-market. What follows is a concise, consulting-grade read-out of the themes shaping the industry.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 22/ 23

Jun 17, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 22/ 23

The past two weeks in Private Equity were defined by a push for liquidity, a pivot toward faster value-realization, and renewed investor appetite for Europe’s mid-market. Managers balanced macro headwinds with creative capital strategies and an intensified focus on operational levers to protect return ambitions.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 20/ 21

Jun 17, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 20/ 21

During the last two weeks, Private Equity leaders shifted the narrative from capital deployment to operational capability. AI enablement and sector specialisation took centre stage, while Europe’s market strength and fresh fundraising channels kept capital in motion despite elongated exit cycles.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 18/ 19

Jun 17, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 18/ 19

Liquidity, leadership, and AI dominated Private Equity conversations over the past two weeks. Investors leaned into defensible mid-market assets and sharper governance while operating teams sharpened digital and talent playbooks. Tariff uncertainty added a dose of geopolitical risk, demanding disciplined scenario planning.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 16/ 17

Jun 17, 2025

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4 min read

Best of LinkedIn: Private Equity Insights CW 16/ 17

Focus in the past two weeks in Private Equity shifted from raising fresh capital to deploying it with greater precision. Operating partners, data-led governance, and practical AI roll-outs dominated the discussion while firms looked for operational alpha in a slower exit market.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 14/ 15

Jun 17, 2025

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2 min read

Best of LinkedIn: Private Equity Insights CW 14/ 15

In a span of just two weeks, private equity players have demonstrated their agility in adapting to evolving market conditions. From pioneering fund strategies to forging impactful alliances, the sector continues to exhibit resilience and a forward-looking approach.

Thomas Allgeyer
Thomas Allgeyer

Private Equity Insights

Best of LinkedIn: Private Equity Insights CW 22/ 23

Jun 17, 2025

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3 min read

Best of LinkedIn: Private Equity Insights CW 22/ 23

The past two weeks in Private Equity were defined by a push for liquidity, a pivot toward faster value-realization, and renewed investor appetite for Europe’s mid-market. Managers balanced macro headwinds with creative capital strategies and an intensified focus on operational levers to protect return ambitions.

Thomas Allgeyer
Thomas Allgeyer

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