Finance Updates – Page 27 – Finance Updates

Index Ventures’ Leadership Transition: How Succession, Carry & Strategy Are Evolving

Index Ventures is executing a deliberate succ...

The firm is reinforcing continuity with fresh...

Partner departures such as fintech investor M...

Key uncertainties remain around who ultimatel...

AI Dominates Healthcare VC: Nearly Half of 2025 Funding Driven by Mega Deals

Global FYI Finance and Insurance

AI drew over $18B in 2025, about 46% of the $...

Capital shifted toward healthtech (+5.3%) and...

AI funding concentrated in mega-rounds, with ...

Deal volume slipped ~7% and healthcare-focuse...

Advent International’s 2026 Japan Re-Entry: Why Private Equity Is Surging and What It Means

Global FYI Finance and Insurance

Advent International will reopen a Tokyo offi...

It is reentering as Japans private equity mar...

Other global firms are also expanding in Japa...

Key risks include higher valuations, tougher ...

Pluto’s WELOC: AI-Enabled Credit Tied to Private Assets Without Selling

Americas Firms Nondepository Credit Intermediation

Pluto Financial Technologies launched an AI-e...

The startup raised $8.6 million in seed fundi...

Loans typically advance 20–35% of NAV at roug...

The model aims to add liquidity and advisor-f...

Private Equity’s Shadow Politics: Carried Interest, Lobbying & Tax Advantage Battles

Global FYI Finance and Insurance

Private equity has ramped up political spendi...

A top objective is protecting tax advantages ...

Political influence is hard to track because ...

The surge raises reputational and regulatory ...

Altadena’s Shared-Equity Plan: Housing Tools to Stop Displacement After the Eaton Fire

Global FYI Finance and Insurance

After the 2025 Eaton Fire, corporate and inve...

AEI and USC economists propose a shared-equit...

Local nonprofits are buying and holding lots ...

State and local proposalsincluding AB 851, a...

PE-Backed Wealth Platforms Poised for Shift in 2026: What Advisors & Firms Must Watch

Global FYI Finance and Insurance

AdvisorPro flags ten PE-backed U.S. wealth fi...

Named platforms include Osaic, Rockefeller, W...

Sector data point to higher deal values but f...

Advisors and vendors may see disruption and p...

North America PE Fundraising Hits Post-Pandemic Low: Mega-Funds Dominating, Emerging Managers Struggle

Americas Markets Other Investment Pools and Funds

North American private equity fundraising has...

Capital is increasingly concentrated in mega-...

Dry powder remains very high but is starting ...

The market is bifurcating, favoring scale whi...

Jefferies Gains Momentum in Investment Banking as M&A & Underwriting Surge

Americas Firms Securities and Commodity Contracts Intermediation and Brokerage

Jefferies posted a sharp fourth-quarter inves...

The quarter included a $30 million pre-tax lo...

Industrywide, 2025 investment-banking fees ro...

Rate-cut and easing-regulation expectations a...

Citigroup’s Turnaround: ROTCE Set to Hit 10–11% by Late 2026 Amid Structural Gains

Global FYI Finance and Insurance

Citigroup shares surged about 70% in 2025 and...

Results show improving profitability, with st...

Analysts forecast roughly 10–11% ROTCE by 202...

Upside still hinges on execution and clean ex...