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Tech companies with additional strengths such as a deep grasp of end-markets are more resilient to AI disintermediation, says the Battery partner.
Software funds from the likes of Vista, Insight and PSG are largely outperforming or matching their vintage cohorts, despite concerns over returns in this sector.
In today's edition, An IR vet shares tips for navigating PE's tech crisis; UK funds receive a major pension boost; US regulators are wary of insurance exposure to private markets.
Japanese institutional investors are expanding their PE portfolios in the mid-market, as well as co-investment and secondaries, say Neuberger’s Jonathan Shofet, Yoshi Yagisawa and Hiro Fukuda.
An anecdote on how AI is already playing a greater role in investor relations; embattled software portfolios face a looming maturity wall; GPs face friction in the fund finance process.
Gulf capital that was previously earmarked for the US or Europe could be redirected towards home countries, Andrei Rotaru, head of Middle East private equity, tells PEI.
GPs seek to downplay fears that execs will lose roles to AI; consolidation is creating GP selection headaches for LPs; why New Mountain is convinced CVs are here to stay.
Secondaries technology is increasingly proving its worth as a multi-faceted tool for GPs and LPs, says Churchill Asset Management’s head of secondaries, Nick Lawler.
As GP-led secondaries evolve in scope and sophistication, market participants are navigating new expectations around governance, liquidity and transparency, say Akin partners Brendan McNamara, Daniel Quinn and Fadi Samman.
In today's edition, Zombie funds could manage $1 trillion in NAV before the end of the decade; How managers can navigate private equity's 'new era'; Why there are limits to the speed at which secondaries can expand.