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Insight
Approaches to core AI infrastructure development have a strong bearing on how deeply it can be embedded across the investment lifecycle. Whether to buy or build, assemble or integrate is a decision predicated strongly on asset class, size and talent. This report explores AI decision-making in private markets.
Intel
TOP STORY: CVC Capital Partners has increased its offer to take Italian pharmaceutical company Recordati private to €10.5bn ($11.8bn), responding to criticism from minority shareholders that its original proposal undervalued the business, according to a report by Bloomberg.
Insight
In Alternative Views, Private Equity Wire® goes behind closed doors with those in the know to get the latest on private markets. In this episode we discuss share price discounts and liquidity management with Charlotte Morris, a partner in Pantheon’s global secondaries team who also runs Pantheon International, the firm’s listed private equity fund.
Intel
McKesson and Clayton Dubilier & Rice are nearing an agreement to acquire Option Care Health, the largest independent provider of infusion services in the US, in a transaction that would value the healthcare company at more than $5bn including debt, according to a report by the Financial Times.
Intel
PE firms have invested about $10bn in Indian hospital operators over the past five years, but the influx of capital is increasingly drawing scrutiny over rising treatment costs and the financial strain being placed on patients and insurers, according to a report by Bloomberg.
Intel
UK digital bank Monzo is stepping up discussions with private equity firms over a potential sale of a significant minority stake after Brazilian fintech Nubank abandoned talks over a potential acquisition that could have valued the company at as much as £10bn, according to a report by the Financial Times.
Insight
STORIES OF TRANSFORMATION: As demand grows for a reliable base load of zero carbon electricity, nuclear has come back into the picture. After years of stagnation, investors and governments are now looking to expand existing capacity, and reopen old plants.
Intel
Sycamore Partners is in advanced discussions to sell UK health and beauty retailer Boots to the Canadian branch of the billionaire Weston family in a transaction that could value the business at about $9bn, according to a report by the Financial Times.
Insight
With companies staying private for longer, retail investors have even more to gain from early exposure. Tokenisation could help broaden private markets access, offering greater flexibility than what is currently on offer.
Insights Report
September 2026 | As we progress to late in the cycle, private credit has developed into a substantial force in the global economy, highly stratified, increasingly sophisticated and vastly dispersed. A maturing market brings with it conversations around opportunism, innovation, risk management, operational agility and standardisation – all themes that will be explored in this research.
Events
12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
