EMEA private capital experienced a rocky H1 on multiple fronts.
The US war with Iran, rising energy prices, and a frantic AI funding market all have the potential to raise the interest rate of central banks, which could impact LBOs and ultimately lead to compressed returns throughout the rest of 2026.
These developments are also causing US investors to withdraw from EMEA, participating in only 18% of private capital deal count.
What are market participants doing to adapt to these conditions?
Get expert analyst insights, the latest H1 data, and updated projections for Q3 and beyond in our 2026 EMEA Private Capital Outlook: Midyear Update.
- How will US investor participation shape deal count?
- Will the EMEA IPO window hold?
- How does AI fit into EMEA private capital?
