Best of LinkedIn: Private Equity Insights CW 48/ 49

This two-week window shows a pragmatically defensive playbook across private equity. Exit conditions look mixed, liquidity engineering has gone mainstream, and private credit remains central. SuperReturn Africa is in focus for capacity, governance and local capital, while practical AI and a new MSCI index shape how managers benchmark and create value.

Date

November 26, 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!

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Market Backdrop and Allocations

Private equity is framed as a core diversifier that can lift returns while smoothing volatility
Leaders flag that slower capital inflows may compress returns, which raises the bar on selection and operating value creation
LPs emphasize liquidity planning, access routes and manager selection to optimize private markets exposure

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Exits and Liquidity

Exit readiness and crisp value creation narratives remain decisive across routes and buyer types
Exit pace appears uneven. Some posts point to surges while others stress slower processes and lower uplifts as outdated marks reset
Financing flexibility is increasingly useful to navigate shifting buyer demand and valuation uncertainty, including in Middle Eastern contexts

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Secondaries and Liquidity Solutions

GP-led tools such as continuation funds and strip sales are now mainstream to extend holds and manage liquidity
Securitization emerges as a scalable alternative to SPVs to accelerate private market transactions
LP expectations center on DPI clarity, governance and credible return pathways when backing these structures

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Private Credit

The US private credit scale is linked to post-2008 bank retrenchment and regulatory differences versus banks
Market forums spotlight the need for data transparency and enforcement as the asset class matures
Social infrastructure credit appears as a relevant Africa channel combining financial return and impact

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Technology and AI

AI is positioned as a competitive edge across sourcing, diligence and value creation
Integrating AI in the first 100 days post-acquisition is highlighted as a de-risking lever
Digital infrastructure is flagged as an investable backbone supporting innovation and adoption

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Governance, Talent and Operating Model

Value creation hinges more on organizational discipline than on the chosen investment model
Strong CHRO and CPO leadership is elevated as critical to portfolio transformation
Incentive design and leaver provisions align management behavior with long-term outcomes, while teams are cautioned against Dunning-Kruger risks

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New Products and Market Infrastructure

MSCI launches a daily index linking public markets and private equity to improve benchmarking
Listed private equity is positioned as blending private capital patience with public market accessibility

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Notable Transactions and Partnerships

Moelis advises Leonard Green & Partners on a majority stake in Topgolf
Brookfield acquires Fosber to expand its European platform in corrugated packaging machinery
Concert Golf Partners partnership is cited for delivering strategic exits through long-term alignment
Brainlogic AI secures a growth equity round led by JSK Investments, emphasizing execution speed and founder alignment
The United Site Services case underlines downside realities in leveraged deals and the importance of risk controls

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SuperReturn Africa

Fundraising is selective with DPI clarity, local capital, and strong governance prioritized
Private credit, co-investments, and secondaries are used to close liquidity gaps
City-level underwriting, operator depth, and founder execution drive credible growth
Repeatable theses cluster around digital infrastructure, food and agriculture, and travel platforms

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