Private Equity Bros Weekly

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Private Equity Bro
October 25, 2025

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📊 Weekly Summary

This week’s key developments in global finance and economics:

The Fed announced plans to ease capital rules for major banks. Meanwhile, US corporate earnings are on track for their strongest performance in four years. Global hedge fund assets hit a record $5T, and private credit continued its mainstream ascent as investors seek yield beyond traditional equities.

In global markets, Japan’s inflation climbed to 2.9%. Real estate allocations fell for the first time in over a decade. PE-backed IPOs gained traction in the Middle East. Gold’s volatility surged on renewed inflation hedging, and KKR’s Henry Kravis dismissed fears that private credit poses systemic risk despite growing defaults.

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

Fed unveils plans to ease capital rules for big banks: The biggest regulatory rollback since 2008, aiming to free up lending capacity (YF)

S&P 500 earnings on track for best showing in four years: Strong corporate profits underscore resilience in US equities despite tighter monetary policy (IBT)

Global hedge funds AUM hit $5T in expansion boom: Industry growth is driven by macro and multi-strategy funds capturing inflows from institutions (FE)

Private credit goes mainstream as investors push past passive equity limits: The boom in private markets offers active alternatives in private lending (Fortune)

Japan inflation rose to 2.9% YoY: The highest in months, keeping pressure on the BOJ as investors brace for a potential policy shift (ING)

PE-backed IPOs gain traction in the Middle East: Strong demand from regional SWFs and family offices boosts listings momentum (NDTV)

Investors trim real estate allocations for first time in 13 years: Property’s declining appeal highlights a global shift toward liquid assets (PERE)

Gold’s wild ride enters a new stage: The precious metal sees volatility as inflation hedging and central bank demand drive record ETF holdings (ZAWYA)

Lenders strengthen bankruptcy protections amid rising distress: Banks and credit funds tighten terms across leveraged loans and private credit deals (BB)

KKR’s Henry Kravis dismisses systemic risk in private credit: The billionaire co-founder says liquidity fears are overstated despite mounting defaults (YF)

📈 The go-to resource pack trusted by top finance professionals

🔍 Newly Released Reports

  • Top 10 Strategic Commodities to Watch (Deutsche Bank)

  • Building the AI factories of tomorrow (Goldman Sachs)

  • Leading for Long-Term Private Equity Value (Esquai)

  • Operational Vendor Due Diligence Guide (EFESO)

  • US Private Equity Market Recap (Ropes & Gray)

  • Single Family Offices in the Gulf Region (BNY)

  • Private Equity Exits in Latin America (LL)

  • Brazilian Investment Insights 2025 (VR)

  • Private Equity Pulse Q3-25 (KPMG)

  • Analysis of UK Profit Warnings (EY)

🤝 M&A Activity

Blackstone and TPG buy medical device maker Hologic (Reuters)
Deal Value: $18.3B

GE Vernova acquires full control of transformer maker Prolec (YF)
Deal Value: $5.3B

Advent and TA Associates seek buyers for Conservice (PEW)
Potential Deal Value: $5B

Coca-Cola HBC buys 75% of Coca-Cola Beverages Africa (LW)
Deal Value: $2.6B

CenterPoint Energy announces sale of its Ohio natural gas business (BW)
Deal Value: $2.6B

Insight-backed Veeam acquires Securiti AI to boost data security for AI (PEI)
Deal Value: $1.7B

Japan’s top power generator JERA buys US shale gas assets (CNBC)
Deal Value: $1.5B

Airbus, Thales and Leonardo merge European space units to rival SpaceX (FP)
Deal Value: Undisclosed

FalconX acquires Swiss crypto ETP issuer 21Shares (YF)
Deal Value: Undisclosed

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

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