news

News (11/21/25)

Lee McCabe

24 Nov 2025 — 2 min read

U.S. Equity Funds Pull In $4.36 Billion as Investors Chase Earnings Pop

U.S. equity funds logged $4.36 billion in net inflows this week, marking a fifth straight week of investors rediscovering their love for public markets. Strong earnings dragged capital out of the sidelines and back into equities, which—like it or not—sets the tone for private equity. When publics heat up, LPs loosen the grip on their wallets and rethink pacing. It’s a reminder that PE lives downstream from macro liquidity; capital always chases the loudest returns. Link

Buyout Professionals Are Eyeing the Exit Door as Industry Fatigue Sets In

A new survey shows nearly 17% of private-equity professionals are “very likely” or likely to leave the industry next year—more than double the attrition rate flagged in 2023. Slower exits, weaker bonuses, and pressure-cooker deal teams have created a burnout loop that hits the middle market hardest, where every lost deal professional is a real hole in the ship. When execution is the only real alpha left, talent flight becomes a thesis risk. Link

News (w/e 1/9/26)

Eir Partners Closes $1 Billion Fund Focused on Healthcare Technology Miami-based Eir Partners closed its third fund at $1 billion, blowing past its $800 million target in just a few months. The raise reinforces a clear LP preference: specialist healthcare investors with repeatable playbooks still get paid attention, even as

Deals (w/e 1/9/26)

Veritas Capital Buys Majority Stake in Global Healthcare ExchangeVeritas Capital is acquiring a majority stake in Global Healthcare Exchange (GHX), the healthcare supply-chain software platform used by hospitals and suppliers across the U.S. GHX sits in the unglamorous but essential plumbing of healthcare, where scale and data matter more

Private equity has quietly entered a new sport: competitive talent hoarding.

Every firm now appears to be stockpiling operators the way children collected Pokémon cards. Operating Partners, Senior Advisors, Venture Partners, EIRs—hand out a title, add them to a slide, declare victory. LPs love the imagery. It signals “capability.” It looks sophisticated. It gives the impression of a tightly coordinated

AI isn’t coming for middle management. It’s already rearranging the job description.

The layer of people whose primary function is aggregating information, writing summaries, building decks, and “managing up” is about to feel the shift first. Not because AI is more insightful than they are, but because it’s cheaper, faster, and doesn’t need three pre-meetings to prepare for the meeting.