Private Equity 2025 Insights and the 2026 Deal Cycle Outlook
Sean Mooney, Founder and CEO of BluWave, shares the key takeaways from BluWave’s 2025 Private Equity Insights Report and what they signal for the year ahead. Drawing on real-time data from hundreds of PE firms and thousands of portfolio companies, he outlines how the industry shifted from defense to offense, why diligence and value creation surged late in the year, and what separates winners from laggards entering 2026. Sean also delivers clear predictions on AI adoption, talent, software sprawl, and the accelerating deal rebound. This episode sets the context every private equity leader needs before leaning into the next cycle—press play.Episode Highlights0:58 – Why private equity shifted from defense to offense in 20254:48 – What GDP, inflation, and productivity data revealed about economic resilience9:59 – The 41% diligence surge and why it’s a leading indicator for deal flow12:36 – Human capital’s comeback and what new deals signal for leadership hiring18:20 – 2026 predictions:...
