PEINVEST
Track PE deal activity, valuations, and dry powder across 14 major industry sectors. Analyze sector-specific investment trends and identify the firms driving deal flow.
AI infrastructure and application-layer AI companies are commanding premium valuations. Take-private activity in public software companies remains elevated as PE firms seek recurring revenue businesses.
AI-driven diagnostics and telehealth expansion continue to attract PE capital. Value-based care models are creating new investment opportunities in care coordination and population health management.
Data center demand driven by AI workloads is creating the hottest real estate sub-sector. Industrial and logistics assets remain strong while office continues its structural repricing.
Premium and wellness brands continue to outperform mass market. Restaurant franchising and pet industry remain among the most active consumer PE categories.
Reshoring and supply chain diversification are driving industrial PE deal flow. Automation and Industry 4.0 technologies are key value creation themes.
PE-backed insurance platforms continue to grow through annuity and life block acquisitions. Wealth management RIA roll-ups are among the most active consolidation plays in financial services.
Energy transition investments are accelerating with PE firms launching dedicated clean energy vehicles. Battery storage and grid infrastructure are the fastest-growing sub-sectors.
Fiber-to-the-home buildout and 5G infrastructure are attracting large-scale PE capital. AI-driven content creation and personalization are emerging investment themes.
Digital infrastructure (data centers, fiber, towers) is attracting record capital. Government infrastructure stimulus programs globally are creating new deal flow across transportation and utilities.
Pharma outsourcing to CROs and CDMOs continues to accelerate. AI-driven drug discovery and cell/gene therapy manufacturing are the fastest-growing sub-sectors.
Clean label and plant-based products continue to attract PE investment. Precision agriculture and supply chain technology are growing rapidly.
Rising global defense budgets and geopolitical tensions are driving deal activity. Space technology and unmanned systems are the fastest-growing sub-sectors.
AI-powered security operations and cloud-native security platforms are commanding premium valuations. Identity security and zero trust adoption are the most active investment themes.
AI-powered personalized learning and corporate upskilling platforms are attracting PE capital. Micro-credentialing and skills-based hiring are creating new education categories.
Technology leads with the highest deal volume among tracked sectors, driven by high-margin software businesses and SaaS models. Across all 14 sectors we track, there are 5,895 total deals with $2090B in dry powder awaiting deployment.
Dry powder refers to committed but undeployed capital that PE firms have raised from LPs. Across all sectors, we track approximately $2090B in dry powder. High dry powder levels can indicate strong fundraising momentum but also increased competition for deals, potentially inflating valuations.
Sector selection significantly impacts PE returns. Technology and healthcare have historically delivered the strongest returns due to high growth and recurring revenue. Real estate and infrastructure offer more stable but lower returns. Sector-specific risks (regulatory, cyclical, technological disruption) can dramatically impact individual fund performance.
Year-over-year (YoY) growth measures the change in deal activity compared to the prior year. Positive YoY indicates increasing PE interest and capital deployment. The average YoY growth across all tracked sectors is +10.2%, though individual sectors range from negative growth to double-digit expansion.
Private equity deal activity varies significantly across sectors, driven by factors such as market fragmentation, recurring revenue characteristics, regulatory dynamics, and secular growth trends. Technology and healthcare consistently lead in deal volume, while infrastructure and energy attract the largest individual transactions.
Each sector page provides detailed analysis including active deal flow metrics, top firms by sector focus, sub-sector breakdown, and frequently asked questions about sector-specific investment strategies. Use this data to inform allocation decisions, competitive analysis, and market research across PE sectors.