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Private Equity Bros Weekly
Private Equity Bro
December 20, 2025
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📊 Weekly Summary
A recap from this week’s highlights in global markets and finance:
M&A volumes near record levels and expectations are building for further growth in 2026. IPO activity also looks set to accelerate, as Nasdaq pointed to a bigger year ahead for billion-dollar listings. In credit markets, US CLO issuance hit a fresh record, and Latin America saw a record $184B in debt sales.
Central banks moved in different directions. The ECB held rates at 2%, the BoE cut rates to 3.75%, and the BOJ lifted rates to 0.75%. In Asia, India’s IPO boom is expected to run through 2026, while US regulators cleared asset managers to offer dual-share-class funds.
Let’s dive in.
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📈 Recent Finance News
Global M&A volumes nearly broke records with more expected in 2026: Deal momentum remains strong across sectors despite higher financing costs (RT)
Nasdaq sees even bigger year ahead for billion-dollar IPOs: Exchange officials expect large tech and AI listings to drive activity (Inv.)
US CLO sales hit a fresh record this year: Demand for leveraged credit remains robust despite rising default concerns (PitchBook)
Private credit’s edge in deal flow is buying bank loans: Direct lenders are sourcing assets by acquiring loans banks want to offload (MA)
Goldman and JPMorgan see India IPO boom extending to 2026: Strong domestic growth and reforms are drawing sustained investor interest (BT)
India’s financial reforms target wave of foreign capital: Changes to markets and regulation aim to attract long-term global investors (TP)
Record $184B Latin America debt sales shattered expectations: Sovereigns and corporates rushed to lock in funding amid market optimism (FP)
ECB held rates steady at 2%: Policymakers paused as they assess cooling inflation against weak growth across the euro area (CNBC)
BoE cut rates to 3.75% in a divided vote: UK policymakers split over easing as inflation risks remain elevated (BBC)
BOJ raised rates to 0.75%, a three-decade high: Japan continued its historic policy normalization as wage and price pressures persist (CNBC)
SEC cleared asset managers to offer dual-share-class funds: The move could reshape competition between mutual funds and ETFs (BW)
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🔍 Newly Released Reports
Financing Gap in Sports: A $2.5 Trillion Opportunity (Apollo)
Blowing Bubbles: Will Risky Assets Perform in 2026? (SC)
Investment Outlook for the Year Ahead (Brookfield)
Research Paper: Valuation in Private Credit (SSRN)
Banking Industry 2025 Round-Up (Moody’s)
What Will Shape the Markets in 2026 (DB)
Private Capital Deal Case Studies (GPCA)
Private Real Estate Factor Model (MSCI)
Global Markets 2026 Outlook (Tatton)
Tech & Telco: CEO Outlook (KPMG)
Making Tech Work in M&A (LTIM)
📈 The go-to resource pack trusted by top finance professionals
🤝 M&A Activity
Cosco pushes for control of Panama ports in BlackRock–MSC deal (SCB)
Potential Deal Value: $22.8B
Carlyle lines up Goldman Sachs for bid on Lukoil’s international assets (PEI)
Potential Deal Value: $22B
Apollo explores sale of aviation company Atlas Air Worldwide (BT)
Potential Deal Value: $12B
Trump Media to merge with nuclear fusion firm TAE Technologies (BBC)
Deal Value: $6B
US energy investor Kimmeridge bids for Ascent Resources (OP)
Potential Deal Value: $6B
MUFG to acquire 20% stake in India’s Shriram Finance (JT)
Deal Value: $4B
Asahi to buy majority stake in East African Breweries from Diageo (RT)
Deal Value: $2.3B
Pershing Square-backed Howard Hughes to acquire insurer Vantage (YF)
Deal Value: $2.1B
BNP Paribas in talks to acquire Mercedes-Benz leasing unit Athlon (BNP)
Potential Deal Value: $1.2B
Ardian acquires 60% stake in Kering’s Fifth Avenue flagship property (Ardian)
Deal Value: $900M
ByteDance to form TikTok US JV with Oracle, Silver Lake, MGX (BBC)
Deal Value: Undisclosed
That wraps up this week’s insights. More coming your way next week.
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