Dealmaking

Triton’s Thomas Hofvenstam: Earnings quality, geopolitics, financing access ‘key swing factors’ in 2026

'Many sponsors hold large, mature portfolios and there is an increasing need to return capital as fund lives stretch. With cleaner run‑rates and more predictable trading, more assets will come to market.'

Funding for AI dominated in VC in 2025: Crunchbase

Funding to AI-related start-ups spiked 75% to $203bn from 2024, with foundation model companies representing 40% of that globally and US companies dominating.

Arctos bets on baseball after PBG investment; One Equity doubled EBITDA value of InfuCare before selling back to founder

Also featured is how AI expansion-stage companies are driving exits in the US in 2025.

Behind One Equity's InfuCare exit: Sometimes selling a company back to its founder is the right move

'No one knows this business better than its founder and CEO,' said One Equity's Inna Etinberg about InfuCare's Deven Patel.

TSG Consumer’s Mike Layman expects uptick in strategic and sponsor exits in 2026; Riverside agrees sale of remote security monitoring to GI Partners

'Our optimism comes from the consistency with which consumers are investing in themselves, their well-being and the brands that reflect their values.'

TSG’s Mike Layman: Bullish on wellness, experience and authenticity

'The 2025 deal environment was steady but demanding, marked by a higher bar for conviction on both sides of the table.'

GI Partners, TA Associates to launch process for RCM business; Warburg Pincus’ Jim Neary optimistic about 2026 dealmaking

GI Partners and TA Associates are expected to launch a sale process in early 2026 for an electronic records and healthcare revenue cycle management software company; Warburg Pincus’ Jim Neary, a managing director and co-head of private equity in the US, is the latest subject of our ongoing series of interviews with PE thought leaders; Consortium Brand Partners agrees to acquire California Pizza Kitchen.

Warburg Pincus's Jim Neary: 'Clock is ticking for many GPs'

'To me, if you assume moderating interest rates, an accommodating regulatory backdrop and decent GDP growth – which I think are reasonable assumptions – there will be plenty of assets coming to market,' Neary said.

Exclusive: GI Partners, TA Associates to launch Netsmart sale process in early 2026, sources say

The sale process represents the second time the co-investors have attempted to exit the $250m EBITDA healthcare tech company over the past two years.

Permira’s services co-heads: ‘Flight to quality’ accelerating; Apollo, Ardian, BC Partners, KKR, Oaktree and others sign deals 

'We are likely to see a shake-up in the smaller enterprise and mid-market segments. Given the dynamics we are seeing, these companies will face challenges in managing AI and productivity investments, but also in terms of competition and within their value chains,' said Brenhouse.