Sector Intelligence

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Our range of services

Industry insights

Exploring the factors driving deployment into particular sectors and industries.

Transaction types

Exploring sectoral factors influencing transaction types.

Regulatory changes

Identifying and exploring regulatory changes that may impact deployment decisions.

Macroeconomic impacts

Identifying and exploring macroeconomic developments that may influence investment decisions.

Examples of our Sector Intelligence insights

Industry insights

Professional services

June 2025

How private capital can thrive amidst tariff uncertainty

In this report, we examine how tariff uncertainty creates both challenges and opportunities for private capital funds (PCFs) navigating cross-border transactions.

May 2025

Private capital in professional services: Strategic opportunities and transaction execution

This is the second article in our two-part series examining the evolving relationship between private capital and professional services firms.

May 2025

Private capital in professional services: Understanding the landscape

This is the first article in our two-part series examining the evolving relationship between private capital and professional services firms.

January 2025

Private capital investment into professional services firms

This note explores the recent surge of private capital investment in professional services.

Transaction types

Continuation funds

June 2025

Navigating single asset continuation funds: Part 2

In part 2 of our series on single-asset continuation funds, we focus on some of the technical and commercial developments in this space, as the SACF becomes a fourth exit for private capital managers of all shapes and sizes.

May 2025

Private credit continuation funds: a developing frontier for secondary transactions?

In this article, the authors consider the use of continuation funds in private credit by comparing and contrasting their adoption with increasingly popular private equity continuation fund transactions.

March 2025

Navigating single asset continuation funds: Part 1

In part 1 of this series on navigating single-asset continuation funds, we explore the characteristics that make a portfolio company well-suited for a SACF and the drivers that have led to the growth of this type of transaction.

April 2024

Continuation fund structuring and terms

This article sets out the range of continuation fund structures that exist in the market, the latest terms, and how we see the market continuing to evolve.

Macroeconomic insights

January 2025

The macroeconomic backdrop to the private capital market - January 2025

This article considers our views on how certain macroeconomic developments may impact the private capital markets.

July 2024

The macroeconomic backdrop to the private capital market - July 2024

This article considers our views on how certain macroeconomic developments may impact the private capital industry in terms of fundraising and deployment.

February 2024

The macroeconomic backdrop to the private capital market - January 2024

This article considers our views on how certain macroeconomic developments may impact the private capital market in terms of fundraising and deployment.