Private Equity Bros Weekly

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Private Equity Bro
November 08, 2025

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📊 Weekly Summary

Here’s a recap of this week’s major news in finance and economics:

Global bond sales surged to a record $5.95T, and Goldman Sachs highlighted a strong M&A pipeline. The Bank of England held rates at 4% in a split decision, while the US Treasury leaned on short-term debt to fund widening deficits. Meanwhile, job cuts in the US jumped to their highest October level in over 20 years.

Private credit earnings helped calm market jitters, though UBS warned of systemic risks tied to leverage and opaque ratings. Global managers are also eyeing a return to China, and Big Tech borrowing is set to climb as companies finance AI and data infrastructure expansion.

Let’s dive in.

Elon Musk is building the Tesla Smart Home. Apple is doubling down with new Face-ID locks and smart displays. The world’s biggest tech giants are battling for dominance in the $158B smart home market, growing 23% each year.

Big Tech is pouring billions—the race is officially on. Just like how Google acquired Nest for $3.2 Billion and Amazon snapped up Ring for $1.2 Billion, investors are hunting for the next smart home breakout.

As Tesla and Apple race ahead, one startup is riding the wave—leading a massive, overlooked category - smart shades. And RYSE is dominating it.

RYSE checks every box:

  • 10 granted patents

  • Over $12M in revenue

  • 200% annual growth

RYSE is not just another smart gadget—it’s a prime acquisition target in a category with billion-dollar potential.

At just $2.25/share, investors can still get in early—before their next wave of growth.

The next Nest or Ring could be this.

📈 Recent Finance News

Global bond sales hit record $5.95T: Robust sovereign and corporate issuance underscores strong demand for fixed income (YF)

BoE holds rates at 4% in divided vote: Policymakers balance inflation control with signs of slowing UK growth (BBC)

Private credit earnings calm market jitters: Leading firms post resilient results, easing fears of sector-wide stress (IN)

Asia PE funds turn bullish on China: Renewed confidence follows signs of policy stabilization and easing capital outflows (CNBC)

US Treasury leans on short-term debt to fund deficits: Shift signals rising refinancing risk amid persistent fiscal gaps (RT)

Goldman sees tremendous backlog of large M&A deals: Pipeline strength points to renewed corporate confidence in 2025 (MSN)

UBS chair warns of systemic risk in private credit: Concerns mount over opaque ratings and leverage across the fast-growing market (TB)

US job cuts surge to highest October level in 22 years: Corporate layoffs highlight rising pressure on labor markets (CNBC)

Big Tech borrowing expected to rise further in 2026: Firms tap debt markets to finance massive AI and data infrastructure investments (PYMNTS)

Global PE funds eye return to China: Managers pivot from US exposure as valuations and regulatory clarity improve (PEW)

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🤝 M&A Activity

Novo Nordisk and Pfizer in bidding war for weight-loss startup Metsera (YF)
Potential Deal Value: $10B

Aquarian to acquire life insurer Brighthouse in all-cash deal (PEI)
Deal Value: $4.1B

KKR & Singtel in talks to acquire 80% of ST Telemedia Global Data Centres (BT)
Potential Deal Value: $3.9B

Ovintiv to acquire Canadian rival NuVista Energy in cash-and-stock deal (YF)
Deal Value: $2.7B

Comcast in talks to acquire UK ITV’s entertainment business (BBC)
Deal Value: $2.1B

Tinicum affiliate to buy TriMas’ aerospace segment (TriMas)
Deal Value: $1.45B

ASUR leads bidding for Brazilian airport portfolio from Motiva (USN)
Potential Deal Value: $925M

Intuitive Machines to acquire spacecraft maker Lanteris Space Systems (SN)
Deal Value: $800M

Charles Schwab closes deal for private shares platform Forge Global (BW)
Deal Value: $660M

PE firm TriArtisan Capital to acquire diner chain Denny’s (PEW)
Deal Value: $620M

That wraps up this week’s insights. More coming your way next week.
PE Bro

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