Winning firms will focus on what they can control, weather the rest, as triple-shock brakes private equity's latest revival —Bain & Company 2026 Midyear PE report

Winning firms will focus on what they can control, weather the rest, as triple-shock brakes private equity's latest revival --Bain & Company 2026 Midyear PE report

PR Newswire

BOSTON and LONDON, June 8, 2026

Trifecta of early-year shocks puts brakes on global PE's latest revival for a second consecutive year as 'Groundhog Day' dynamic hits dealmaking againWinning firms need to lean into value creation, AI adoption, disciplined bets, talent and operational execution as PE confronts a more challenging eraMSCI data shows 'SaaSpocalypse' hit private software valuations less than listed SaaS players – even as investors refocus on more AI-proof sectors; separate MSCI analysis shows over 75% of assets still exit at valuations above next-to-last marks, maintaining historical patternOntra's NDA-based leading indicator for PE deal activity points to deal flow remaining roughly flat through July 2026: stable, but far from a broad-based recovery BOSTON and LONDON, June 8, 2026 /PRNewswire/ -- The global private equity recovery that was gathering momentum at the start of this year has stalled once again, as three rapid-fire market shocks dampened dealmaking, fundraising, and exit activity in the first half of the year, Bain & Company concludes in its 2026 Private Equity Midyear Report, released today.