Summary

• Private equity and private credit vehicles now come in myriad structures with various return and risk profiles.
• Top U.S. private equity sponsors continue to attract capital, portfolio backlogs may drive a rebound in exit activity, and distributions seem to be recovering from their 2022 – 2023 lows.
• We believe nimble private equity sponsors have the potential to capitalize on recent AI-driven market dislocations within the software sector.

Originally published on May 19, 2026

When Opportunity Meets Complexity

As private markets continue to evolve, we explore three themes shaping the landscape today: how to navigate an expanding range of investment structures, where we see the private

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