TICKER

Vol. XLVII · Feb 2026

Hand turning pages of a dense financial report with fountain pen resting at the margin, natural window light catching paper texture

Latest Issue · Tuesday 6 AM EST

"The $55B Take-Private Playbook: What the EA Deal Signals for 2026 Mega-Deal Velocity"

Dry Powder Tracked

$4.2T

Global PE capital available for deployment

Updated weekly

Private Equity Intelligence

The PE Intelligence Your Competitors Read First.

Weekly deal flow, fund benchmarks, and LP sentiment — human-curated, thesis-driven, delivered before the market opens.

Tracking $4.2Tin global dry powder, weekly

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Trusted by partners at Apollo, KKR, Carlyle and 200+ more

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The Problem1 / 5

Why Ticker Exists

The problem isn't access. It's synthesis.

Data Overload

Bloomberg, Pitchbook, Preqin, Bain, McKinsey. You have access to everything and signal to nothing. The briefing that matters is buried in a 140-page PDF released at 11 PM.

Paywalled Fragmentation

The best PE intelligence sits behind five separate enterprise subscriptions. Your analyst stitches it together on a Friday. By Monday, the window has closed.

Reports That Arrive Late

Quarterly reports describe what happened. Deal flow intelligence tells you what's about to happen. Most funds are navigating last quarter's map.

The Editorial Mission

Human-curated. Thesis-driven. Every Tuesday, 6 AM.

Three analysts. One mandate: distill the week's most consequential PE signals into 12 minutes of reading. No filler. No repackaged press releases. Every insight earns its space.

Deal Teardowns

2–3 annotated transactions per issue, with entry multiple context and sector thesis

Fund Benchmarks

Quartile performance data for vintage years 2018–2024, updated as capital calls land

LP Sentiment Index

Proprietary survey of 340 institutional allocators on re-up likelihood and allocation shifts

Sector Heat Map

Capital flow intensity by sector and geography, 8-week rolling window

Analyst reviewing private equity reports and financial data at a mahogany desk with natural light

Issues per year

Every Tuesday at 6 AM EST since 2021

Avg. read time

12 min

vs. 4.5 hrs of raw research

Sample Content · Deal Teardown

Inside a $4.8B Sponsor-to-Sponsor Exit

Redacted Preview

Healthcare Services · Buyout

██████████ Holdings

Sold by ████████ to ██████████

$4.8B

Enterprise Value

Entry Multiple

9.2x

EBITDA

Exit Multiple

14.1x

EBITDA

Hold Period

5.3 yrs

Vintage 2019

Ticker Analysis

The deal signals a broader rotation toward defensive healthcare services as GPs seek durability in a rate-uncertain environment. Entry at 9.2x in 2019 reflected ████████████████ while the exit multiple expansion to 14.1x was driven by ████████████████████.

Gross IRR of ████ and DPI of ███ places this in the top quartile for 2019 vintage healthcare buyouts. ████████████████████████████████

Full teardown includes GP interview, debt structure, and comparable exit data

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2025 Sector Context

Healthcare Services+14%

Enterprise Software+8%

Infrastructure+22%

Consumer-11%

Dry Powder Overhang

40%+

of deployed capital has been sitting idle for 2+ years — 15pp above the 5-year average.

Source: Ticker LP Survey, Q4 2025

3 Comparable Exits This Quarter

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Sample Content · Sector Heat Map

Capital Flow Intensity by Sector & Geography

8-week rolling window · Deal count and capital deployed · Q4 2025 – Q1 2026

Low

High

Sector	North America	Europe	Asia-Pac
Healthcare	88 34d	72 21d	45 12d
Technology	76 58d	61 29d	53 22d
Infrastructure	65 18d	79 24d	58 16d
Consumer	32 11d	28 8d	41 14d
Financial Services	55 22d	48 17d	62 25d
Energy Transition	70 19d	84 31d	49 14d

Hover any cell for detail

This heat map tracks 8-week rolling capital flow intensity across 6 sectors and 3 geographies. Intensity score combines deal count, capital volume, and velocity change.

This Week's Top Signal

European Energy Transition hits 3-year high in capital intensity

84 intensity score driven by infrastructure mandates and LP sustainability requirements. Full analysis in Tuesday's issue.

Read Full Analysis →

Sample Content · GP / LP Sentiment

Q1 2026 Sentiment Index

Proprietary survey of 340 institutional LPs and 280 GP respondents

GP Sentiment (280 respondents)

LP Sentiment (340 respondents)

Key Findings This Quarter

79%

of GPs expect deal activity to increase in H1 2026

Highest reading since survey inception

2.5×

more LPs rank DPI as their primary performance metric vs. 3 years ago

IRR alone no longer sufficient for re-ups

30%

of LPs plan to increase PE allocations in the next 12 months

Despite constrained liquidity positions

38%

of funds now take 2+ years to close — up from 9% in 2019

Fundraising timelines have nearly tripled

Full survey methodology, breakdowns by fund size, strategy, and geography available in the Tuesday briefing.

Get Tuesday's Briefing

Tuesday 6 AM EST·2,400+ fund managers subscribed

The PE Intelligence Your Competitors Read First.

The problem isn't access. It's synthesis.

Data Overload

Paywalled Fragmentation

Reports That Arrive Late

Human-curated. Thesis-driven. Every Tuesday, 6 AM.

Inside a $4.8B Sponsor-to-Sponsor Exit

██████████ Holdings

Capital Flow Intensity by Sector & Geography

Q1 2026 Sentiment Index

The briefing your competitors are already reading.