BDC and Direct Lending Funds Face Redemption Challenges This week in private capital, market pressure in private credit was prominent, but investor interest in some private equity strategies was also visible (Reuters, 2026a; Reuters, 2026b). The main narrative remains ongoing pressure in private credit and semiliquid vehicles. Big asset managers Apollo Global Management and Ares …
Global venture funding for startups recently reached a record $189 billion, marking the largest single month of startup funding on record (Crunchbase News, 2026). The analysis of the numbers shows a very different picture from previous periods. As per the Crunchbase data available, three businesses accounted for most of the global venture capital raised during …
Record VC Funding Grabs the Headlines, but the Real Story is Hiding in Plain Sight Read More »
Private capital markets look very different in 2026. After years of broader capital allocation, we are noticing regional differences becoming more pronounced. Now that markets are steadier, investors are sizing up company values by region instead of treating the world as one big pool. The US, Europe, and Asia are each charting their own course. …
Private Capital in 2026: Different Strategies for a Changed World Read More »
One of the most defining features of private equity in 2026 is a more disciplined approach to capital deployment, paired with an increased emphasis on operational precision. After a period of market adjustment, private equity firms are approaching capital deployment with greater restraint. Alongside this, attention has shifted decisively toward compliance, governance, and execution quality, …
Disciplined Capital and Operational Precision Are Shaping Private Equity in 2026 Read More »
The ability to act quickly in private equity is important.However, being speedy isn’t all that matters; the ability to exercise discipline – knowing when to be quick, as well as when to slow it down – is a primary differentiator between mediocre and excellent performance.This involves acting decisively within an appropriate timeframe for each investment …
The Role of Discipline in Private Equity Decision-Making Read More »
The Business Process Outsourcing (BPO) industry has evolved noticeably over time. Deals are still important in shaping the market, but how we see worth in them has evolved. Financial performance remains important, yet it’s not the only thing that matters anymore. In many scenarios, future execution plays a greater role than historic performance. It’s about …
BPO Industry Overview 2026: Market Growth, Trends, and Value Drivers Read More »
The reason for our emphasis on strategic fit, along with financial measures, is simple: they are both important. Strategic fit has been given equal weight as value formation. In Isher Capital, acquisitions are most attractive if they can build upon an existing platform as opposed to standing alone. Although acquisition activities have played an integral …
The way businesses create and sustain value is changing. For much of the past decade, growth strategies were dominated by scale, speed, and efficiency. Expanding quickly, optimising cost, and capturing market share were often prioritised over operating discipline. While those levers remain important, they are no longer sufficient on their own. In 2025, organisations that …
Building Value That Lasts in a Changing Operating Landscape Read More »
The UK business process outsourcing (BPO) sector is undergoing a period of structural adjustment. Rising operating costs, extended client payment terms, and increasing expectations around service quality and resilience have placed sustained pressure on many call centre operators. Against this backdrop, acquisition activity has accelerated. However, not all acquisitions are equal in outcome or intent. …
Why Responsible Acquirers Matter in the UK BPO Sector Read More »
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