Private Equity in Q3 2025: Moving from Defense to Offense
In this special edition of the Karma School of Business, Sean Mooney, Founder and CEO of BluWave, breaks down key findings from BluWave’s Q3 2025 Private Equity Insights Report. Drawing parallels between his son’s fencing lessons and today’s economic climate, Sean explains how the best investors are shifting from a defensive stance to an offensive one. Seeing through the noise, leaning forward, and playing to win.He shares fresh data showing that deal activity, due diligence spending, and AI investment are all surging—signs of an industry on the offense. From the manufacturing renaissance to the rise of flatter, AI-enabled organizations, Sean offers a grounded, data-backed view of where private equity and the broader economy are heading next.Episode Highlights1:07 – The Sport of Fencing and PE: what private equity can learn from shifting from defense to offense4:40 – Why the U.S. economy is “good enough” and accelerating despite the noise11:45 – Deal data shows confidence returning:...
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