NextWave Private Equity

Private equity started 2026 with strong momentum, but fresh market volatility shifted dynamics toward greater selectivity. Investors are now focusing on high-quality, well-structured deals, particularly in asset-heavy sectors like energy, utilities, infrastructure and select real estate, where cash flows are visible and inflation linked. AI-led disruption is reshaping software investment strategies, prompting enhanced diligence and targeted investments in AI-ready companies. Exit markets remain steady, supporting a positive outlook centered on operational value creation. Overall, private equity demonstrates resilience and adaptability amid evolving geopolitical and macroeconomic challenges. All data contained in this document is sourced from Dealogic and EY analysis unless otherwise noted. For detailed findings, please visit ey.com/pepulse.

In this episode of the NextWave Private Equity podcast, Avi Kalichstein, co-founder and CEO of Hunter Point Capital, joins host Bridget Walsh to discuss the growing market for GP stakes. The private equity landscape is shifting, with strategic capital becoming a vital piece of the puzzle. Hunter Point Capital's CEO, Avi Kalichstein, shares his insights on the nuances of GP stakes investing. Listen to find out how strategic alliances and smart capital solutions are key to thriving in the modern financial ecosystem. Key takeaways: Hunter Point Capital champions strategic growth for investment managers, essential for navigating the economic shifts and enhancing value in private equity. Investment selection hinges on proven success, cultural alignment and potential for expansion, coupled with tailored strategic guidance. Hunter Point Capital is pioneering new ways to support GPs with innovative financing solutions, reflecting the sector's growth and the need for diverse capital strategies.

In this episode of the NextWave Private Equity podcast, Oi-Yee Choo, CEO of ADDX, joins host Bridget Walsh to discuss tokenization and democratization of private markets. Blockchain is reshaping private investing, and Oi-Yee Choo, CEO of ADDX, shares how on the EY NextWave Private Equity podcast. Listen to find out how this technology is making private markets more accessible and what it means for the future of investment. Key takeaways: ADDX is breaking down barriers for individual investors to participate in private equity and credit markets through innovative blockchain technology. The use of blockchain enables fractional investment opportunities, providing liquidity and broader access to high-quality private market investments. ADDX foresees a transformation in wealth management and private equity, with technology like blockchain paving the way for more inclusive and efficient investment structures.

Software's been a powerful theme for PE investors for much of the last decade, representing between one-quarter and one-third of total PE deployment. David Humphrey, Partner in the Technology, Media & Telecommunications Vertical and Co-Head of Bain Capital's North American Private Equity business, discusses the philosophy into investing in the tech space.

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2023 that are top of mind for Private Equity (PE) investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary. In this episode, Pete reviews the recent PE landscape and modest uptick on European resurgence.

In this episode of the NextWave Private Equity podcast, Bridget Walsh, EY Global Private Equity Leader, will be discussing the entrance of retail investors in the private equity market with Jenny Johnson, CEO of Franklin Templeton.

Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 4Q 2022 that are top of mind for PE investors. PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends. Visit https://www.ey.com/pepulse to view this quarter's summary. 2022 was an incredibly dynamic year for the private equity (PE) industry, characterized by growth, innovation, creativity and the trademark resiliency that has defined the industry since its inception. The first half of the year saw a deal environment that carried over much of the momentum from 2021's record levels of activity and the second half of the year saw PE firms become increasingly cautious in the face of rising inflationary pressures, the macro impacts of the war in Ukraine, a widening valuations gap, and widespread dislocation in the financing markets that restricted access to PE's traditional sources of financing.

Greg Schooley, EY-Parthenon US Value Creation Leader, joins Winna Brown to discuss what tasks PE is outsourcing across business functions such as finance, IT, HR and customer service to create value. The path to successful value creation in private equity (PE) today goes beyond typical levers such as G&A cost-cutting, sales force effectiveness and strategic sourcing. It's about an approach that leverages digital tools including automation, strategic outsourcing and advanced analytics. Going forward, PE-owned companies of all sizes may need to look at outsourcing as a way to access cutting-edge technologies and capabilities that can lead to revenue growth opportunities, in addition to reducing costs.