A Houlihan Lokey report found signals of distress are high in loans to small companies, but the real risk is in still-healthy ...

While Wall Street figures have flagged risks in private credit, Apollo's Zito is among the first within private credit to ...

Thoma Bravo's Orlando Bravo has publicly argued that AI is a tailwind for enterprise software, making existing products more ...

Morgan Stanley sees a coming wave of direct lending defaults in private credit, driven largely by AI's disruptive effects on the software sector.

Private software investment represents a significant yet often overlooked opportunity for high-net-worth investors. According to Luke Finch of HG Capital, a firm managing approximately $65 billion ...

For insights on what’s driving take-private enterprise software transactions in 2025, PE Hub reached out to several PE firms that invest in tech. Here are comments from Tara Gadgil, partner at Thoma ...

JPMorgan Chase has marked down the value of certain loans linked to private credit funds, reported Financial Times. The move ...

It’s not just the stocks of software companies that are taking hits from worries about artificial intelligence. In the private credit market, where loans to software firms had become a favored sector ...

Houlihan Lokey’s supply chain software pipeline is “much larger than last year”, Tim Macholz, a director in the investment bank’s technology group, told PE Hub Europe. A drop in interest rate ...

Private‑equity stocks sank sharply on Tuesday as the deep correction in software shares spread across financial markets, sparking concern that stress in credit portfolios could emerge next. Major ...

Apollo Global Management’s John Zito left the audience of investors stunned. Addressing a gathering in Toronto last fall, he said that the real threat for private capital markets wasn’t tariffs, ...

Warren Buffett has a great line on how hard it is to pick winners when major industrial change is afoot. “What you really should have done in 1905 or so, when you saw what was going to happen with the ...