Download PitchBook’s Report here.
A clear concentration of buyout inventory resides in four sectors: software, commercial products and services, and healthcare services. That is due in large part to the particular traits of PE operating theses converging with those sectors’ specific dynamics and recent macro trends. Given the concentration in services, PE portfolios may be somewhat more insulated from tariffs as well, but some concerns are still likely due to ripple effects on the overall economy once the impact of tariffs and any economic slowdown are felt more intensely.
(Past performance is no guarantee of future results.)
Latest news
US leveraged loans returns turn negative in October
The Bloomberg US Leveraged Loan Index (Ticker: LOAN) has returned -0.26% this month through October 21, reducing its year-to-date return…
M&A activity begins to tick upward
In the third quarter of 2026, acquisition-linked loan volume across North America and Europe reached about $47 billion, up from $30.6 billion in Q2 and $29.5 billion a year ago.
