Sounds like we are in the middle of the #privateequity implosion. This is going to get ugly.

https://prospect.org/2026/04/06/private-credit-cartels-crisis-wall-street/

#economy

All Content from Business Insider | A new scorecard shows which software companies will win or lose in AI by Alistair Barr

David Cannon/Getty Images

AlixPartners analyzes software companies' AI risk with a new AI Disruption Score.The software industry faces a $40 billion debt wall in 2028 that must be refinanced as AI bites.SaaS revenues could fall amid AI competition, AlixPartners warns.A new analysis from consulting firm AlixPartners suggests the AI-driven "SaaSpocalypse" gripping enterprise software is less a cyclical slowdown and more a structural reset — one that could reshape private-equity portfolios in painful ways.

The firm examined 500 software companies across 12 private-equity portfolios and developed an "AI Disruption Score" to assess which businesses are most exposed to AI and which are relatively insulated. Rather than naming specific companies, AlixPartners ranked subsectors and business models based on two main factors: data and vertical specialization.

AI Disruption ScoreWinners and losersA looming debt wallFalling revenueRead the original article on Business Insider

Read more: https://www.businessinsider.com/alixpartners-scorecard-shows-which-software-companies-win-lose-ai-2026-4

#ai #enterprise-software #privateequity #saas #aidisruptionscore #privateequity

Master of the Roll-up, of PE and Turnarounds!

Adam Coffey has done it, repeatedly.

60 acquisitions across 9 PE sponsors.

For a deeper look:
👉 https://zurl.co/ZiiWN

This is disciplined scaling.

#AdamCoffey #PrivateEquity #Scaling #BusinessGrowth #WDanielCoxIII

Private Equity Stakeholder Project PESP | Ratepayers and stakeholders weigh in on whether the proposed acquisition of Minnesota Power by Global Infrastructure Partners and BlackRock is in the public interest by media

As the proceeding to determine whether ALLETE, the parent company of Duluth-based utility Minnesota Power, can be purchased by the BlackRock subsidiary Global Infrastructure Partners (GIP), ratepayers are voicing their concerns about a private equity firm buying their utility. PESP has been supporting local organizing efforts by participating in community education events to explain how private…

Source

Read more: https://pestakeholder.org/ratepayers-and-stakeholders-weigh-in-on-whether-the-proposed-acquisition-of-minnesota-power-by-global-infrastructure-partners-and-blackrock-is-in-the-public-interest/

#ratepayers #minnesotapower #privateequity #utility #communityeducation

yahoo news | What the Department of Labor's new 401(k) proposal means for advisors

The Department of Labor is proposing a rule that would give 401(k) plan fiduciaries a clear, process‑based “safe harbor” for evaluating a broader range of investment options, including private equity and private credit. According to the Employee Benefits Security Administration, the framework would require fiduciaries to objectively and analytically assess performance, fees, liquidity, valuation, benchmarks and complexity, while remaining neutral across asset classes. Labor Secretary Lori Chavez‑DeRemer framed the rule as a way to reduce “regulatory overreach and litigation abuse,” stressing that plans should be judged on the prudence of their decision‑making process rather than on hindsight outcomes.

For advisors like Jim McGowan of Apollon Financial, the safe‑harbor provision is a surprise because it offers legal protection to plan sponsors that follow the stipulated process, potentially easing the fear of costly ERISA lawsuits that have plagued the industry. The proposal arrives as the retirement‑plan market, projected to exceed $10 trillion in assets by the end of 2025, looks to diversify beyond public equities. However, the shift also raises concerns about transparency, especially with private‑equity and private‑credit products that historically have faced scrutiny over fees and performance metrics. Advisors are cautioned to ensure that any pooled funds or target‑date funds incorporating these alternatives conduct rigorous due diligence and maintain safeguards for participants.

The timing coincides with heightened scrutiny of private‑credit markets, where recent fund redemptions and sector‑specific exposure—such as to software borrowers—have highlighted liquidity risks. While the DOL’s rule could encourage employers to consider alternatives like infrastructure funds or even cryptocurrencies, adoption is likely to be incremental. For wealth managers, the key takeaway is to keep a balanced menu: offer private‑market options where due diligence is solid, but also preserve traditional, lower‑risk choices for clients who remain uncomfortable with higher‑volatility exposures. Maintaining both pathways will help advisors meet client expectations while navigating the evolving regulatory landscape.

Read more: https://www.investmentnews.com/retirement-planning/dol-proposes-new-401k-rule-aimed-at-broadening-investment-menus/265898

#departmentoflabor #401(k) #erisa #privateequity #privatecredit

bing news | Willkie Poaches Private Equity Lawyer From Kirkland in London

Miroslav Tomo joined Willkie Farr & Gallagher as a partner in its private‑equity practice in London, the firm announced Monday.

Tomo represents sovereign‑wealth funds and financial sponsors on cross‑border public and private M&A, private‑equity, and corporate transactions across numerous sectors, with a focus on real estate and infrastructure. He advises clients on joint ventures, minority investments, carve‑outs, shareholder and co‑investment matters, and management‑equity plans.

He comes to Willkie from Kirkland & Ellis. This story was produced by Bloomberg Law Automation.

Read more: https://news.bloomberglaw.com/business-and-practice/willkie-poaches-private-equity-lawyer-from-kirkland-in-london

#privateequity #sovereignwealthfunds #realestate

OpenAI offers 17.5% on venture deal! How can it?? - YouTube
https://www.youtube.com/watch?v=C2Wp5ZUg1yo

#AI #OpenAI #PrivateEquity #Capitalism

The great care home cash grab: how private equity turned vulnerable elderly people into human ATMs
https://www.theguardian.com/society/2026/mar/28/the-great-care-home-cash-grab-how-private-equity-turned-vulnerable-elderly-people-into-human-atms?CMP=Share_AndroidApp_Other

This is sickening. Why isn't the government stepping in to protect vulnerable people?

#privateEquity #forProfitCareHomes