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Global Private Equity: Key themes shaping the industry in 2026


By Bob Crosbie-Dawson


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The global private equity market continues to evolve at pace. After joining Bain & Company’s recent webinar on the findings of their 2026 Global Private Equity Report, we’ve pulled together the themes we believe will matter most to firms navigating this changing landscape.
From liquidity pressures to shifting return dynamics and the rising importance of strategy and specialisation, 2026 signals a pivotal moment for the industry.

1. A resilient yet constrained dealmaking environment

2025 was, on paper, a strong year:

  • $904 billion worth of buyouts made it the second‑largest year ever by deal value.
  • Exit values also hit their second-highest on record at $717 billion.

But behind the headline numbers lies a more complex story. Despite high values, deal and exit volumes declined, signalling that getting transactions over the line remains challenging. A handful of very large North American deals masked a more subdued market underneath.

 

Looking to 2026, webinar polling showed participants expect deal volume to be largely flat, with optimism still limited as valuation expectations remain the biggest barrier to closing.


2. Liquidity pressures remain the industry’s defining challenge

Liquidity resurfaced as one of the most urgent structural issues private equity faces today.

Key pressures include:

  • Four consecutive years of low net distributions (14% or less of NAV).
  • Holding periods stretching to seven years on average - far above historical norms.
  • Global unrealised buyout value nearing $4 trillion, and 32,000 active portfolio companies.

The prolonged hold periods stem from a persistent bidask spread: sellers are reluctant to transact below existing marks, while buyers struggle to underwrite deals with confidence until performance improves further.

 

Despite this, the consensus from Bain is clear: extended holding periods cannot become the new normal if the industry is to remain healthy.


3. Fundraising tightens as the market becomes more selective

While total alternative assets remained flat at $1.3 trillion, the picture for buyout funds was more challenging:

  • Buyout fundraising fell 16% year‑on‑year.
  • The number of buyout fund closures dropped 24%, the lowest level since 2017–18.
  • Nearly 20,000 funds are currently seeking capital, far more than Limited Partners (LPs) can supply.

This is contributing to a likely shakeout in the market. Bain estimates 20–40% of funds may not successfully reraise, with DPI emerging as the key differentiator for LP decisionmaking.


4. Returns landscape shifts: the rise of diversification

For the first time, US public equities outperformed average US buyout returns over 5‑ and 10‑year periods. This makes diversification an increasingly important case for private equity allocation - especially as public market performance has been driven by a narrow set of mega‑cap names.

Private equity continues to offer a different mix of assets, particularly in IT:

  • 90% of private equity IT investment is in B2B software
  • This is distinct from the public market IT sector, which includes hardware and consumerfacing technology.

For LPs, this difference matters. Diversification, combined with the outperformance of topquartile funds, reinforces the importance of manager selection and repeatable value creation models.

 


5. “12 is the new 5”: value creation expectations rise

One of the strongest themes from the webinar, and already a widely quoted takeaway, is Bain’s assertion that “12 is the new 5.”

A decade ago, achieving a 20% IRR over a five‑year hold required around 5% EBITDA growth per year.

Today, the same target requires around 12% annual EBITDA growth, driven by:

  • Higher cost of debt
  • Lower leverage availability
  • Elevated entry multiples

This raises the bar for both underwriting discipline and portfolio value creation, placing greater emphasis on revenue growth, margin expansion, M&A execution, and leadership effectiveness.


6. Strategy becomes essential as the industry matures

With rising costs, fee pressure, and greater competition, private equity is entering a more mature phase. The old strategy, “make the next deal great”, no longer works in an environment where not everyone can win.

Winning firms will be those that can clearly articulate what makes them different, backed by evidence. Bain outlined several routes to competitive advantage, including:

  • Deeper subsector expertise
  • Overwhelming scale and resources
  • Superior value creation playbooks
  • Proactive sourcing models
  • Specialisation in deal types e.g., carve-outs, buy-and-builds)
  • Product/solution breadth (e.g., offering minority, credit or special sits options)

LPs are increasingly seeking GPs with a repeatable alpha model, a consistently demonstrated ability to generate outperformance over time.


7. AI continues to reshape both diligence and value creation

AI’s role in private equity is accelerating. Bain emphasised that assessing AI’s impact on a business, whether as an opportunity or a threat, is now essential in due diligence.

Key considerations include:

  • Whether a software asset is part of the AI solution for its customers
  • The future of pricing models, shifting from usage-based to value-based.
  • The importance of technology due diligence in buy-and-build strategies.
  • Using AI Internally for more efficient operations and better decision-making. 

     

AI is becoming a central theme across strategic planning, underwriting, and portfolio transformation.


Conclusion

The private equity industry enters 2026 at a critical inflection point. While headline numbers show resilience, deeper structural challenges, from liquidity to fundraising pressure, are reshaping what it takes to succeed.

Firms that thrive will be those that:

  • Demonstrate genuine, repeatable value creation
  • Focus on disciplined underwriting and fullpotential diligence
  • Develop clear strategic differentiation
  • Harness technology and AI to build stronger, more competitive businesses

     

In an environment where “12 is the new 5,” the ability to deliver meaningful EBITDA growth and to articulate how it will be achieved, will define the leaders of the next decade.


How Black Sun can help

The webinar made it clear that private equity firms must communicate more clearly, more consistently, and with stronger proof of differentiation. That’s where we come in.

We help firms articulate their value creation story, especially important in a world where “12 is the new 5” and stakeholders need confidence in your strategy and outcomes.

We bring clarity to complexity, translating market pressures, liquidity challenges and performance expectations into simple, compelling narratives that build trust with LPs and other stakeholders.

We create integrated reporting and digital experiences that communicate strategy, performance and impact coherently across channels, critical as investors rely on both human and AI‑driven search to form their view of a firm.

If you’d like to explore how we can support your private equity communications and engagement, we’d love to talk:

Bob Crosbie-Dawson, Head of Business Development
BCrosbie-Dawson@blacksun-global.com


About Black Sun

Black Sun Global is a stakeholder advisory and engagement agency that's been driving transformation and positive change for ambitious brands for more than 20 years. With deep expertise in disclosure and reporting, ESG, sustainability, and digital engagement, we reshape how organisations connect with customers, investors, employees, and the wider world. 

We are trusted partners to some of the most influential global organisations, sparking innovation and sustainable performance through our strategic insights, partnerships, and proprietary technologies.

As founders of the Positive Change Group, we are on a mission to create a new kind of stakeholder relations partner. Our world-class specialists work closely with executive leadership teams to protect reputations, inspire trust, and promote responsible business practices - building resilience and long-term value in a rapidly changing world.

For more information, please visit: www.blacksun-global.com




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