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Schroders Capital Private Equity Lens Q3 2025
Private equity remains under liquidity pressure amid rising market uncertainty, but secondaries, including continuation investments, small and mid-market buyouts and AI-driven venture, continue to benefit from tailwinds.
Čítať celú správuSchroders Capital Private Equity Lens Q3 2025
16 strany
Profily autorov
T
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 Q3 2025 Private Equity Lens are:
- Fundraising edged higher in Q2 2025, while the number of final closes fell as capital remains selective and concentrated in proven strategies. By strategy, buyout inflows increased while venture and growth fundraising remains subdued.
- Deal values declined in Q2 2025 amid continued and rising market uncertainty, with a sharper drop in buyout investments while AI and advanced tech continue to drive investor interest in venture.
- Exit activity remained muted in Q2 2025, with fewer sponsor‑to‑sponsor deals, trade sales and IPOs remaining stable at lower levels, and a growing reliance on continuation investments to provide liquidity solutions.
- Small-mid buyouts continue to trade 40–50% below large-cap and public market peers, as entry multiples remain stable and the segment has faced much more limited re-pricing pressures.
- Venture valuations rose in Q2 2025 as AI‑driven deals lifted Series C and Series D+ rounds, while early stages continue to hold broadly steady. Biotechnology venture has cooled further, creating contrarian investment opportunities.
- Small-mid buyouts have delivered the strongest cumulative performance over the past decade compared to both wider private equity and public markets peers, with momentum accelerating since 2022.
- Secondaries activity remained strong after a record 2024, with Q2 2025 fundraising rebounding and continuation investments gaining share. See our recent research paper for more on the growth prospects for this rapidly evolving market segment.
Čítať celú správuSchroders Capital Private Equity Lens Q3 2025
16 strany
Profily autorov
T
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