Private Equity View

UBS remains constructive on private equity, noting resilient dealmaking and attractive valuations compared to public markets. They recommend diversifying beyond US technology into European/Asian assets and sectors like energy and healthcare.

Key Takeaways

• 1.Maintain a constructive view on private equity due to historical resilience to short-term political volatility.
• 2.Dealmaking momentum is shifting from megacap software deals toward middle-market opportunities in energy and hard assets.
• 3.Selectivity is critical, favoring experienced managers in carveouts, divestitures, and secondaries.

Table of Contents

• Private equity in the current environment
• Positive drivers
• Negative drivers
• Considerations before investing
• Appendix

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