Episode description

In this special Karma School of Business episode, Sean Mooney breaks down key lessons from 2024 and offers predictions for the private equity industry in 2025. Discover what’s driving growth, the challenges firms must navigate, and strategies to leverage emerging trends like AI adoption, reshoring, and evolving M&A markets.

Episode Highlights:

2:15 – Looking back at 2024: Stop-and-go momentum, election-year impacts, and why the economy wasn’t as predictable as anticipated.

10:00 – Positive signals for 2025: Stable GDP, moderating inflation, and improving private equity deal activity.

18:30 – Why private equity is shifting from "wartime generals" to growth-focused "peacetime ministers" and what it means for 2025.

26:15 – Breaking down the private equity ecosystem: Emerging trends in M&A, human capital, and AI adoption.

34:00 – Upcoming opportunities: U.S. manufacturing renaissance, reshoring strategies, and advice for firms to stay competitive.

42:30 – The road ahead: How private equity can create its own luck and thrive in the next 5-7 year growth cycle.

To request your copy of the Q4 2025 Private Equity Insights Report, visit www.bluwave.net/insights-report.