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.

Date

May 28, 2025

Private Equity Insights

Thomas Allgeyer

Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!

‍

Listen to our podcast

Fundraising & Capital Flows

Large pension secondary sale to Blackstone underscores secondaries as a primary liquidity valve; pricing discipline remains tight
Goldman Sachs prepares its largest secondaries vehicle, signalling investor demand for diversified liquidity pathways
The prospect of including private equity in US 401(k) plans could open a sizeable retail capital channel and extend PE’s investor base
Fundraising competition intensifies; managers differentiate through vintage support funds and niche strategy positioning

‍

Deals & Exits

Germany shows a cautious deal rebound, led by TMT and healthcare transactions, pointing to selective sector resilience
Sponsors advocate three-year hold periods to accelerate capital recycling and mitigate cost-of-capital pressure
Secondary transactions accelerate as LPs rebalance portfolios, turning portfolio sales into a mainstream exit route

‍

Portfolio Value Creation & Operations

Value creation agendas shift from leverage to revenue growth, margin expansion, and digital transformation
Rapid assessment of management credibility and sector expertise is becoming a core diligence discipline
Post-close execution culture and leadership alignment are highlighted as critical to meeting elevated return hurdles

‍

Market Outlook & Structural Shifts

Higher interest rates and market saturation temper growth expectations, prompting more disciplined deployment pacing
European private credit expands through spin-outs and new platform launches, offering sponsors alternative leverage options
International investors deepen allocations to Europe’s mid-market, drawn by resilient exit pathways and valuation gaps
Roll-ups in law, tax, and advisory services attract capital on the back of stable cash flows and professional-services tailwinds

‍

Technology & Analytics

Vista Equity Partners showcases GenAI toolkit to accelerate portfolio value creation
Data-driven sales playbooks and unified definitions help GPs hit aggressive revenue targets
AI-enabled build–operate–transfer models and warranty-and-indemnity insurance gain traction at regional conferences
Finland’s stalling growth story spotlights need for tech-enabled funding pathways to scale local companies

‍