Perspectives in Private Equity

For PE investors, the arrival of the 119th Congress and the new Trump administration shifts the landscape, creating uncertainty, challenge and opportunity in equal measure.

If there is one thing that PE investors can be sure of as the new administration settles into the White House, it is that there will be a heightened focus on, and more aggressive use of, international trade regulatory, enforcement and policy tools in 2025.

The heightened focus on antitrust and competition issues that has defined dealmaking globally over the past few years looks set for readjustment since President Trump re-entered the White House.

Navigating the complex landscape of foreign investment review is crucial for PE firms operating in an international landscape.

As deal activity picks up in 2025, we expect private capital providers to be at the forefront of responding to borrower demand.

Employment-related policies are undergoing rapid change, including non-compete enforceability, unionization and ESOPs, requiring private equity firms to stay informed.

Technology continued to be an industry of particular focus for PE through 2024. Despite its relative strength, technology investing has not been easy of late.

We continue to observe the growth of professional sports as an asset class, with private capital having transformed team investments in recent years from trophy assets to opportunities for significant growth.

Private equity investors in health care and life sciences must navigate a complex and shifting landscape influenced by regulatory and policy changes and technological advancements.