Market Insights
Timely observations on market forces shaping sponsor monetization, liquidity, M&A, and portfolio strategy.
M&A
For Sponsors, 2H 2026 is a Fragile Exit Window
July 7, 2026
CREDIT MARKETS
For Sponsors, Medallia Sets a Hardball Precedent
June 18, 2026
MACROECONOMICS
For Sponsors, the CPI Print Cements 2026 and Forces Focus Into 2027
May 13, 2026
MACROECONOMICS
Stagflation Risk is Pulling Forward Sponsor Monetization
April 14, 2026
MACROECONOMICS
For Sponsors, the Iran War is Resetting Exit Timing
March 26, 2026
VALUATION
Current Software Selloff Overgeneralizes AI Risk
February 12, 2026
CAPITAL MARKETS
Market Volatility is Narrowing the Private Equity Exit Window
February 3, 2026
M&A
Private Equity Liquidity is Emerging Selectively
January 15, 2026
MACROECONOMICS
Sustained Dollar Weakness Can Quietly Redefine the Sponsor Playbook, From Investment and Pricing to Leverage and Exits.
December 2, 2025
CAPITAL MARKETS
Funds Flows Don’t Lie: Risk-Off is Accelerating
November 18, 2025
VALUATION
The Consumer is Cracking Heading into the Holidays
November 10, 2025
VALUATION
What Happens If the A.I. Bubble Pops?
November 4, 2025
M&A
2026 Private Equity Monetization Window: Scenario Planning Begins Now
October 23, 2025
CAPITAL MARKETS
Secondaries: Now Central to PE Liquidity Strategy
October 10, 2025
