Private Equity Bros Weekly

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Private Equity Bro
October 18, 2025

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📊 Weekly Summary

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

The IMF warned that $4.5T in bank exposure to shadow finance poses growing systemic risks, as global regulators move to tighten oversight of hedge funds and private credit. In the US, the Fed is preparing to overhaul its bank stress tests to improve transparency, while Goldman Sachs announced job cuts tied to AI-driven efficiency gains.

In markets, ETF inflows smashed through the $1T mark at record speed. Wall Street is enjoying a rebound in IPOs and dealmaking. The UK is loosening banker bonus rules to boost London’s competitiveness, but renewed US-China trade tensions threaten to unsettle global market optimism.

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

IMF warns on $4.5T bank exposure to shadow finance: The IMF flagged systemic risks from rising bank ties to hedge funds and private credit markets (TB)

Fed to unveil overhaul of bank stress tests: The changes aim to make capital planning more transparent amid criticism from Wall Street (FRB)

AI boom shields US from sharper slowdown: Global AI spending is projected to reach $375B in 2025, fueling GDP growth and market optimism (CNBC)

Goldman Sachs to cut jobs as AI boosts efficiency: Automation is reshaping roles across investment banking and back-office functions (Fortune)

Banker bonuses to be paid faster after UK regulators loosen rules: The UK aims to revive London’s competitiveness as a global finance hub (Guardian)

Swiss court overturns $20B Credit Suisse bond wipeout: The landmark ruling could reshape AT1 bondholder protections across Europe (Jurist)

ETF inflows smash $1T record in fastest run ever: The surge highlights investors’ pivot to passive strategies amid market uncertainty (YF)

Wall Street rides IPO momentum as dealmaking rebounds: Equity issuance and advisory revenue jump as risk appetite returns (AInvest)

US-China trade tensions escalate again: Renewed tariff rhetoric threatens fragile supply chains and global market stability (BBC)

US investment boom seen as sustainable: Policy incentives and pent-up demand fuel inflows, though the shutdown remains a drag (Reuters)

📈 A selection of resources used by top finance professionals

🔍 Newly Released Reports

  • Strategic Issues for Banking Leaders in 2025 (KPMG)

  • Family Office & Investor Magazine (Opalesque)

  • Real Estate Capital Markets Report (Hunton)

  • Global Analysis of Venture Funding (KPMG)

  • Uncertainty and Portfolio Resilience (MSCI)

  • Rethinking Access to Private Equity (MSCI)

  • Defense & Government M&A Update (RJ)

  • Global Buyers Report 2025 (Equiteq)

  • Fixed Income Outlook Q4-25 (PGIM)

  • US M&A News and Trends (FactSet)

  • Global Fintech M&A Trends (DAD)

🤝 M&A Activity

BlackRock, Microsoft & Nvidia buy Aligned Data Centers in mega-deal (CNBC)
Deal Value: $40B

Allwyn and OPAP merge, creating 2nd largest global gambling operators (Allwyn)
Deal Value: $18.6B

Brookfield invests in Bloom Energy to expand its clean energy portfolio (ESG)
Deal Value: $5B

Lone Star Funds to buy industrials group Hillenbrand in take-private deal (PEI)
Deal Value: $3.8B

Canal+ takes control of South Africa’s MultiChoice Group (MW)
Deal Value: $3.2B

Brookfield acquires remaining 26% stake in Oaktree to boost credit business (YF)
Deal Value: $3B

Novo Nordisk acquires rights to rare-disease drug from Omeros (YF)
Deal Value: $2.1B

Blackstone sells UK logistics assets to Tritax Big Box in strategic expansion (Inv.)
Deal Value: $1.3B

I Squared Capital buys Liberty Tire Recycling from Energy Capital Partners (BW)
Deal Value: Undisclosed

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

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