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Secondaries on the Rise: Q1 2026 Trends in Institutional Sell-Side Activity and Evolving Deal Terms

Following on our recent observations about what institutional investors should know about the Middle East conflict for institutional investors, and the open question of whether declines in public markets would trigger...more

Tariffs, Conflict, and Market Volatility: What Institutional Investors Should Know

This month’s geopolitical developments – including shifting tariffs, conflict in the Middle East and concerns around potential AI market disruption – have added uncertainty and volatility in these global financial markets....more

2025 Highlights and 2026 Outlook—A Year of Volatility and Market Momentum

2025 marked a volatile year for global dealmaking, driven by tariff announcements, elections, geopolitical tensions, and policy uncertainties. Nonetheless, the transactional markets are poised for a new phase, one defined by...more

Endowment Tax Changes: Secondaries Market Implications in 2025 and Beyond

As we head into the fourth quarter of what has already been a busy year in the secondaries market, we wanted to revisit a topic from the summer that may impact sales activity: the endowment tax regime. Enacted in July, “The...more

Asian Secondaries Market Poised for Growth Amid Evolving Investor Dynamics

The global secondaries market has experienced remarkable expansion in recent years. However, Asia has seen comparatively subdued deal activity, as investors have navigated the lingering effects of the Covid-19 pandemic,...more

Continuation Funds: A Structural Phenomenon?

A recurring topic of discussion among secondaries market players is the extent to which the growth in GP-led deal volume in recent years has primarily resulted from transitory factors, such as softness in exit markets. A...more

Undercapitalization in the Booming Secondaries Market: Why Buy-Side Capital Continues to Lag Behind Deal Opportunities Despite...

With near-constant reports on the growth and scale of the secondaries market, and headlines announcing marquee secondary fund closings, such as Carlyle AlpInvest’s recent $20 billion fundraise, one could be excused for...more

Another Step towards True Retail Access to Private Equity: Secondaries Market Perspective

Many secondaries players began 2025 with the anticipation that the new presidential administration might further liberalize rules around access to private equity markets. SEC Chairman Paul S. Atkins and Division of Investment...more

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