NextWave Private Equity PE Pulse: key takeaways from Q2 2025
Jul 30, 2025
Private equity is buzzing with its highest exit levels in three years, as corporate buyers step in and firms adapt their valuations. Global M&A activity is up by 30%, contributing to a booming $2 trillion in deals, despite market volatility. While fundraising remains a challenge, optimism prevails for increased investment deployment. The podcast also delves into the effects of tariffs on investments and the necessity of exit readiness across sectors, as firms navigate a rapidly changing landscape.
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Private Equity Resilience in 2025
- Private equity has shown remarkable resilience despite significant geopolitical and macro disruptions in 2025.
- PE deals grew 17% in number, with large deals driving over 40% growth in value, spanning diverse sectors.
Second Order Tariff Impacts
- Most private equity investors now focus more on second order tariff impacts like inflation and spending habits than immediate effects.
- Understanding these nuanced effects helps firms better manage their portfolios amid uncertainty.
Exits Gain Momentum with Flexibility
- Exits to corporate buyers surged in demand and deal value in early 2025, doubling deal values compared to before.
- Sellers show increased flexibility, with many willing to accept 5%-20% valuation haircuts to facilitate sales.