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Schroders Capital Private Equity Lens Q2 2025
Private equity fundraising, deal activity and exits all remain subdued amid continued liquidity pressures and against a backdrop of broader market uncertainty. However, technology investments, small and mid-market buyouts and still-buoyant secondaries represent key tailwinds.
Lees volledig rapportSchroders Capital Private Equity Lens - Q2 2025
16 Pagina's
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The Schroders Capital Private Equity Lens provides a data-driven guide to the global private equity market each quarter, covering fundraising, deal and exit activity, and valuation and performance trends across buyouts, growth and venture capital, and global secondaries.
Key takeaways from the Q2 2025 Private Equity Lens are:
- Fundraising declined further in Q1 2025, with buyout strategies most affected, while VC/growth stabilised.
- Deal value and count also fell during the quarter, though AI- and tech-focused transactions continued to buoy larger venture funding rounds.
- Q1 2025 exit activity followed typical seasonal patterns, as liquidity pressures persisted; the exit backlog remains elevated.
- Small-mid buyouts continue to trade well below large peers, offering attractive entry points to a segment that could be more insulated from global trade tensions.
- VC valuations rebounded across stages in early 2025, with later rounds driving the recovery from 2023 lows while earlier stages remained stable.
- Small buyouts have outperformed both private and public markets over the past decade, with momentum accelerating in recent years.
- Secondary market deal volume set a record $160 billion in 2024, and strong Q1 2025 fundraising signals continued momentum this year.
- Private equity’s service-heavy portfolios, characterised by a focus on local or domestic revenue generation, are well positioned to navigate 2025’s tariff volatility.
Lees volledig rapportSchroders Capital Private Equity Lens - Q2 2025
16 Pagina's
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