News & Views
Capital Markets Thoughts and Guidance
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DEER ISLE: Insights, Flows and Investment Trends
May 27, 2025 The Rise of “Venture Merger Arb” The nature of Venture Capital secondaries is changing. Today, many of the transactions labeled as “secondaries” are GP-led exits — strategic or sponsor-driven sales... Read More -
DEFY THE NUMBERS: Capital Landscape by the Data
May 26, 2025 It Will Get Better! Private equity and venture capital markets are navigating a stark new reality. After years of abundant capital, fundraising has not only slowed — it’s been in... Read More -
PRIVATE MARKETS TODAY: Eyes Wide Open
May 26, 2025 Overview: Private Markets – Always Evolving Private market vehicles have been around for decades. Until more recently, they had primarily been the domain of large institutions – pensions, endowments, insurers... Read More -
DEER ISLE: Insights, Flows & Investment Trends
April 26, 2025 Gold Rally, Central Banks and Miners In today’s environment of persistent global volatility, capital is flowing steadily into safe-haven assets — and gold is leading the charge. Since the beginning... Read More -
CAPITAL MARKETS HAVE PAUSED: 5 Steps for Moving Towards Transaction Success
April 26, 2025 Build Momentum! The capital markets have shifted and there is increasing consensus that the environment might not change in the foreseeable future. Investment activity has slowed, decision-making timelines have extended,... Read More -
GUEST POST: SO MANY ALTERNATIVES: What Do I Do…? Take a Deep Breath — There’s No Rush
April 26, 2025 Overview: FOMO and the Rush to Private Markets For many financial advisors and investors not purely focused on portfolio management, the sheer volume of marketing pitches, financial headlines, LinkedIn posts, and... Read More -
GUEST POST: Private Credit: Expanding Beyond Senior Secured Lending
March 21, 2025 Overview: Broadening the Private Credit Landscape Advisors are increasingly exploring private credit to enhance client portfolios, recognizing it as a distinct alternative investment alongside other semi-liquid vehicles, such as non-traded... Read More -
LESSONS FROM THE BOSTON CELTICS SURPRISE PURCHASE: Why Capital Should Cast A Wide Net
March 21, 2025 In a move that caught even seasoned sports finance insiders off guard, the Boston Celtics—the storied NBA franchise—was recently acquired in a deal that no one saw coming. The buyer?... Read More -
DEER ISLE: Insights, Flows & Investment Trends
March 21, 2025 Rethinking Emerging Markets – Tariffs, Tech and Transformation Institutional investors are re-evaluating their global strategies, particularly in emerging markets, due to structural changes driven by tariffs, technology shifts, and infrastructure... Read More -
DEER ISLE: Insights, Flows & Investment Trends
February 25, 2025 It’s the People … But, Is It Still? Has the value equation in business fundamentally changed from a focus on people as value drivers to machines, robots and AI as... Read More -
GUEST POST: The Overlooked Factor in Investment Success: Talent, Culture, and Strategy Alignment
February 25, 2025 When assessing an investment opportunity, traditional due diligence focuses on market potential, financial performance, and risk-adjusted returns. However, one critical factor is often overlooked: the alignment of leadership capabilities, with... Read More -
GUEST POST: How LPs and GPs Can Navigate Regulatory Risk
February 25, 2025 The ability to discern risk when evaluating opportunities is high on the list of requirements for being an effective investment analyst. If untamed, risks have the potential to only be... Read More
