Alice Lenarduzzi’s Post

There’s much reference to Private Equity dry powder… but too little on Corporate dry powder which is a staggering €2.6Tn in corporate bank deposits in Europe. In our new Capital Currents report, “M&A Playbook for Corporates and Private Equity Growth,” we dive into how private equity firms can make their business stand out to corporates who are flush with cash.   We reveal why it’s essential to map out exit options from day one and to pinpoint potential buyers early, taking the time to understand what truly drives their decision-making. PE has to work harder to get exits to corporates to happen; and corporates need engage earlier with a rich and aging set of PE portfolio assets. #privateequity #M&A #drypowder

The insurance and asset management industry is a hotbed of potential transactions with corporate purchasers of private equity owned businesses. Lessons for both sides in Chris McMillan and the team’s new thought piece.

€2.6 trillion in Corporate’s bank deposits and a growing PE backlog. - How PE firms can make their businesses attractive targets? - How Corporates can better prepare for PE deals? In our "M&A Playbook for Corporates and Privatre Equity Growth" we explore how Corporates and PE firms can unlock deal making. #OliverWyman #PrivateEquity #PrivateCapital

PE dealmaking remains resilient, despite headwinds. Ropes & Gray’s latest U.S. PE Market Recap highlights key shifts: 📉 Deal activity: Deal count is down 5% YTD, but deal value is up 30%, with nearly 40% of transactions exceeding $1B. 💸 Liquidity crunch: Extended holding periods and record-low DPI remain pressure points for LPs. 🔄 Secondaries surge: Over $100B in H1 transactions—on pace for a record year. 📈 IPO pipeline: A strong summer for PE-backed IPOs suggests renewed momentum, though volumes remain below pre-pandemic levels. For boards and LPs, liquidity solutions and strategic exits will define the next phase of private equity. This environment also puts a premium on risk allocation—with 𝐃&𝐎 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐚𝐧𝐝 𝐑&𝐖 𝐢𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 playing an increasingly critical role in protecting boards and facilitating transactions. #privateequity #corporategovernance #ipo #liquidity #capitalmarkets #insurance https://lnkd.in/gDTbcXNu

Private Equity Isn’t About Big Money — It’s About Smart Timing Everyone glorifies Private Equity as the “final level” of finance — massive deals, billion-dollar exits, luxury lives. But here’s the truth no one tells you — PE is less about money, more about timing, structure, and conviction. Let’s break it down. 1️⃣ Timing the Entry PE firms don’t jump in when markets are hot — they wait for dislocation. When others panic, they negotiate. Patience creates alpha, not predictions. 2️⃣ Structuring the Deal Capital structure is the weapon. A good deal with bad leverage can destroy IRR. Smart PE teams know exactly how much debt to use and how to align incentives with management. 3️⃣ Exit with Precision Every PE deal starts with one question — “Who will buy this later?” If you can’t define the exit strategy on day one, the deal isn’t worth signing. Private Equity isn’t glamorous — it’s strategic patience in a suit. Behind every “$500M exit” is a team that planned it five years ago, line by line, assumption by assumption. You don’t need a billion-dollar fund to think like them — you just need to start connecting finance with strategy. #PrivateEquity #InvestmentBanking #Finance #DealMaking #Valuation #FinancialModelling #AlternativeInvestments #CorporateFinance #Strategy #MergersAndAcquisitions #CareerGrowth #AnalystLife #FundAccounting #LinkedInFinance

A marriage made in heaven? European corporates are sitting on a record €2.6 trillion in bank deposits. Private equity funds have an urgent need to exit long vintage investments. We certainly think there is a vast untapped opportunity for strategic buyers to deploy capital in private to public transactions. In this new edition of #CapitalCurrents, we delve into the key opportunities within the European M&A landscape. The report also outlines five essential actions for corporates to effectively prepare for private equity deals, as well as various strategies for PE firms to enhance their appeal as targets.   To find out more strategies that can drive growth, read the full report > https://owy.mn/42ahujg #PrivateEquity #Strategy #MergersAndAcquisitions

An IPO can be a game-changer for UK companies - unlocking capital, visibility, and growth. But in 2025’s discerning market, a mispriced pre-IPO valuation is a red flag that risks investor confidence and deal success. Discover the six critical valuation mistakes UK investors won’t overlook and how avoiding them is key to a successful listing on the Main Market or AIM. 𝗥𝗲𝗮𝗱 𝗠𝗼𝗿𝗲: https://lnkd.in/dpig4h4E 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝗮 𝗣𝗿𝗼𝗽𝗼𝘀𝗮𝗹 𝗼𝗿 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝘂𝘀, 𝗳𝗼𝗿 𝗮 𝗳𝗿𝗲𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻 𝗼𝗻 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 & 𝗗𝗲𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝘆𝗼𝘂 𝗵𝗮𝘃𝗲 𝗲𝗺𝗮𝗶𝗹 𝗯𝗲𝗹𝗼𝘄: ajhangeer@insightss.co #InsightsUK #CorporateFinance #DealAdvisory #IPO #PreIPO #Valuation #UKFinance #CapitalMarkets #IPOReadiness #InvestmentBanking #EquityMarkets #InvestorRelations #LondonStockExchange #UKBusinesses #BusinessGrowth #FinancialAdvisory 

The dramatic growth in the sheer number of high-net-worth investors and their investing clout has formed the backdrop for one of the hottest areas of deal-making in today's market: consolidation and investment in wealth-management firms. My latest story chronicles the breadth and depth of this deal-making wave, which also highlights another key way that private equity investors are betting on the convergence of public and private markets. https://lnkd.in/gAbsQQHD

VCs & PE Firms: Don’t Let Your Portfolio Companies Miss This A fresh 409A valuation before year-end isn’t just a compliance checkbox—it’s a strategic move. - Protect equity grants from IRS scrutiny - Enable clean cap tables for Q1 fundraising - Support M&A readiness and audit prep If your portfolio companies are issuing options or planning capital events in early 2026, now’s the time to act. Let’s make sure they’re set up for success. #Scalar #Valuation #409a

From Bloomberg: “After a half-century of meteoric growth, buyout firms are facing challenges at every step of their life cycle: Attractive takeover targets are scarcer, financing costs are up and it’s harder to cash out old investments and deliver the robust returns once promised to pension managers, endowments, foundations and wealthy individuals. Even dealmakers are frustrated — waiting to collect their share of profits known as carried interest that comes when investments are successfully wrapped up.” #alts #privateequity #privates #macro #investing