December 02, 2025

In this episode of Macro Bites, EY-Parthenon Chief Economist Gregory Daco and EY-Parthenon Americas Private Equity Leader Patrick Quay discuss private equity trends, what we’re hearing from clients and what actions firms should take to overcome obstacles.

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Key takeaways

  1. Despite a mixed economic environment with slowing labor markets and rising inflation, positive signals persist, including resilient consumer spending and robust capital deployment opportunities, especially in AI, healthcare and infrastructure.
  2. PE deals are expected to increase, with rising deal volume and larger fund sizes fueling increased transaction value, even as fundraising challenges and policy uncertainties continue to influence the landscape.
  3. A strategic focus on AI investment, early-exit preparation and stakeholder engagement is critical for private equity stakeholders aiming to enhance growth and productivity in a dynamic and evolving market.

Host and featured guest

gregory daco

Gregory Daco
 EY-Parthenon Chief Economist, Strategy and Transactions

image of patrick quay

Patrick Quay
EY-Parthenon Americas Private Equity Industry Leader

How EY-Parthenon can help

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