PE Pulse: Five takeaways from 3Q 2021

In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 3Q 2021 that are top of mind for PE investors.

Related topics Private equity

PE Pulse is a quarterly report and corresponding podcast miniseries that provides analysis and insights on private equity market activity and trends.

Visit https://www.ey.com/pepulse to view this quarter’s summary and infographic.  

Five takeaways from 3Q 2021:

  1. Global M&A markets are on their way to a record year, with private equity (PE) in the driver’s seat.
  2. PE as an asset class continues to grow, with retail and insurance markets positioned to drive future asset growth.
  3. PE firms’ continued focus on the technology sector is driven by rising needs for security, automation and the digital transformation of critical organizational functions.
  4. Health care is garnering significant interest from PE due to favorable macro tailwinds, long-term growth expectations and an anticipated increase in consumer spending.
  5. Deal activity is not limited to large-scale deals; middle market deployment is the highest since the global financial crisis.   

For your convenience, full text transcript of this podcast is also available. Read the transcript.

Podcast

Episode 37

Duration 08m 50s

In this series

series overview
(Event List - Manual)

PE Pulse: Five takeaways from 3Q 2021

In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 3Q 2021 that are top of mind for PE investors.
Podcast

Episode 37

Duration
08m 50s

Presenters

How PE can plan for climate risk with confidence

In this episode, our speakers share why PE is in a unique position to lead our transition to a low-carbon, circular economy.
Podcast

Episode 36

Duration
19m 29s

Presenters

Hanne Thornam

EY Norway Head of Climate Change and Sustainability Services

Winna Brown

EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP

Which three geopolitical risks PE investors should watch

In this episode, our speakers discuss how geopolitical risk derived from the Covid-19 pandemic, the tech sector and climate change impacts PE.
Podcast

Episode 35

Duration
19m 47s

Presenters

Famke Krumbmüller

EY EMEIA Leader, Geostrategic Business Group

Winna Brown

EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP

Why PE can thrive in Southeast Asia

In this episode, our speakers explore why Southeast Asia is a vibrant region for PE investors who adeptly navigate local dynamics.
Podcast

Episode 34

Duration
24m 14s

Presenters

Luke Pais

EY APAC Private Equity Leader

Winna Brown

EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP

How cybersecurity creates value in PE

In this episode, our speakers explore how PE can manage cybersecurity risk and why it should be viewed as a value creation lever rather than a cost.
Podcast

Episode 33

Duration
30m 14s

Presenters

Paul Harragan

EY-Parthenon Associate Partner, Strategy & Transactions, Ernst & Young LLP

PE Pulse: Five takeaways from 2Q 2021

In this episode, Pete Witte, EY Global Private Equity Lead Analyst, explores the key themes and market dynamics from 2Q 2021 that are top of mind for PE investors.
Podcast

Episode 32

Duration
10m 00s

Presenters

Which six consumer categories PE should watch

In this episode, our speakers explore the consumer product categories, behaviors and trends investors should keep an eye on.
Podcast

Episode 31

Duration
27m 00s

Presenters

Winna Brown

EY Americas ESG Private Equity Leader; Partner, Private Equity Client Service, Ernst & Young LLP