PE Pulse: key takeaways from Q1 2026

Private equity started 2026 with strong momentum, but fresh market volatility shifted dynamics toward greater selectivity. Investors are now focusing on high-quality, well-structured deals, particularly in asset-heavy sectors like energy, utilities, infrastructure and select real estate, where cash flows are visible and inflation linked. AI-led disruption is reshaping software investment strategies, prompting enhanced diligence and targeted investments in AI-ready companies. Exit markets remain steady, supporting a positive outlook centered on operational value creation. Overall, private equity demonstrates resilience and adaptability amid evolving geopolitical and macroeconomic challenges. All data contained in this document is sourced from Dealogic and EY analysis unless otherwise noted. For detailed findings, please visit ey.com/pepulse .

You can listen to PE Pulse: key takeaways from Q1 2026 online on Radio and Podcast. Open the player on this page to stream the available audio.

PE Pulse: key takeaways from Q1 2026 is an episode from NextWave Private Equity by Bridget Walsh.

This episode is 07:09 long.

This episode was published on Apr 30, 2026.

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