Assessing our 2022 US PE predictions
At the start of 2022, PitchBook PE analysts made their predictions amid several tailwinds. Midway through the year, inflation is raging as supply chains adjust to pandemic-related shocks, and Russia’s invasion of Ukraine has escalated supply chain disruptions and further lifted inflationary pressures. Significant market volatility has dampened PE’s previously fervent pace. We will observe how the industry is affected in the rest of 2022.
A few of the predictions we revisit in our latest analyst note:
- Prediction: Mega-funds will raise $250 billion in 2022, including the three largest-ever buyout funds. H1 2022 update: It is not yet clear whether this prediction will come true.
- Prediction: The big five US public alternatives managers’ AUMs will eclipse $3 trillion in 2022. H1 2022 update: This prediction is not on pace to come true.
- Prediction: At least 30 GP stakes deals will close, thereby setting a record. H1 2022 update: This prediction is not on pace to come true.
- Prediction: PE firms will close at least 400 middle-market software deals. H1 2022 update: This prediction is not on pace to come true.
Table of Contents
| Mega-funds will raise $250 billion in 2022, including the three largest-ever buyout funds. | 3 |
| The big five US public alternatives managers’ AUMs will eclipse $3 trillion in 2022. | 5 |
| More private capital managers will go public in 2022 than during any previous year. | 7 |
| At least 30 GP stakes deals will close, thereby setting a record. | 8 |
| PE firms will close at least 400 middle-market software deals. | 10 |
| At least 10 US PE-backed healthcare provider platforms will list publicly, breaking 2021’s record. |
https://pitchbook.com/news/reports/2022-us-private-equity-outlook-h1-follow-up
