Private Equity Bros Weekly

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📊 Weekly Summary

A recap from this week’s highlights in global markets and finance:

Private markets stayed in focus as credit firms pushed deeper into consumer debt. Dealmakers said the global M&A boom still has room to run, with private equity and alternative capital playing a larger role in financing transactions, particularly in Europe. Ares explored a potential acquisition of a major PE firm, while Apollo cut risk and built cash buffers ahead of possible market turbulence.

In macro and markets, major central banks delivered their largest coordinated easing since the 2008 crisis. Bond markets were busy, with global tech bond issuance hitting a record $430B on AI-driven spending and US investment-grade sales nearing a $1.7T annual total. Looking ahead, emerging markets draw renewed optimism for 2026.

Let’s dive in.

📈 Recent Finance News

Private credit firms pile into consumer debt as risk rises: Lenders are stretching into riskier assets to sustain returns (FT)

Bankers say global M&A boom still has room to run: Dealmakers see momentum extending after one of the strongest years on record (FP)

Major central banks delivered biggest easing since 2008 crisis: Coordinated rate cuts reflected slowing growth and fading inflation pressures (IDN)

Global tech bond sales surged to a record $430B on AI frenzy: Tech giants tapped debt markets aggressively to fund data centers and AI expansion (FIN)

US investment-grade bond sales neared a record $1.7T year: Issuers rushed to lock in funding amid expectations of lower rates (YF)

Ares explores acquiring a major PE firm: Mega-manager consolidation accelerates as competition for scale and capital intensifies (PEW)

Europe’s banks turn to private equity for M&A financing: Alternative capital is filling gaps left by tighter bank balance sheets (GBM)

Apollo cuts risk and stockpiles cash ahead of potential turmoil: The private-capital giant is positioning defensively amid late-cycle signals (PEW)

Emerging markets bring optimism for 2026: Improving fundamentals and carry attract global investors to EM assets (YF)

Japan targets $7T household savings pool to boost bond demand: Policymakers aim to mobilize domestic capital as issuance rises (AInvest)

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🔍 Newly Released Reports

• CEO Outlook: Energy, Natural Resources & Chemicals (KPMG)

• Top Takeaways from Oaktree’s Quarterly Letters (Oaktree)

• Private Credit: 2025 Year in Review & 2026 Outlook (PW)

• Leveraged Finance: Annual Report (Baker McKenzie)

• 2026 Commercial & Industry Outlook (HB)

• What’s Next for Japanese Insurers (PwC)

• The Challenge of Greenwashing (KPMG)

• Securing the UK’s Digital Future (KPMG)

• Annual RIA M&A Outlook (Devoe)

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🤝 M&A Activity

Holt to leave New Mountain Capital and acquire five portfolio companies (PEW)
Potential Deal Value: $30B

Permira and Warburg Pincus to take Clearwater Analytics private (YF)
Deal Value: $8.4B

ServiceNow to buy cybersecurity startup Armis (TC)
Deal Value: $7.8B

Asset manager Janus Henderson bought by Trian and General Catalyst (CNBC)
Deal Value: $7.4B

BioMarin Pharmaceutical to buy Amicus Therapeutics amid rare disease push (YF)
Deal Value: $4.8B

Alphabet buys clean energy developer Intersect Power from TPG (AIB)
Deal Value: $4.8B

MUFG to acquire 20% stake in India’s Shriram Finance (YF)
Deal Value: $4.4B

Harbour Energy to acquire US oil and gas producer LLOG Exploration (YF)
Deal Value: $3.2B

Samsung-owned Harman to buy ZF’s driver-assistance business (RT)
Deal Value: $1.8B

Cintas offers to acquire UniFirst in long-running takeover bid (Inv.)
Deal Value: Undisclosed

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