Intelligence for the Dealmaking Community since 1965
Intelligence for the Dealmaking Community since 1965
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Oracle

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Energy
LNG M&A: Dry Powder Meets Dry Gas
Private equity and global investors are pouring capital into LNG infrastructure and upstream plays as export capacity explodes and demand climbs alongside AI-driven power needs.
April 6, 2026
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Technology
The AI Gold Rush That Could Break The Bank
A historic, debt-fueled data center build-out is reshaping tech—and pushing private credit into systemically important territory. Critics warn the math may not add up.
January 20, 2026
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Technology
Software Companies Finally Had to Care About Profit in 2023
As interest rates climbed and corporate technology budgets got cut, hawking computer applications began to look less like an endless well of expansion.
December 28, 2023
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Private Equity
A Clear Path for PE Cloud Investments
Data centers sit at the core of growth from digital transformation, attracting private equity buyers.
April 10, 2023

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PE’s Next Bet: Buy Companies That Need Work
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