After a prolonged slowdown, private equity distributions are showing some signs of life. Yet is it premature to call the drought over? A massive imbalance between capital in the ground and available demand is forcing a fundamental "shakeout" of PE distributions that is reshaping how GPs generate returns and how LPs manage their portfolios — the subject of a recent AlphaSense webinar with Ted Seides, founder of Capital Allocators. This report leverages key insights from Seides and those available in AlphaSense to explore the trends shaping the PE landscape heading into 2026.
Private Equity Distributions: Assessing the Potential Recovery
About the Authors
Xavier Smith, Director of Research, Energy & Industrials
Xavier serves as the Director of Research, Energy and Industrials at AlphaSense. Before joining AlphaSense, Xavier worked as an equity portfolio manager at various firms including Goldman Sachs, and Gugenheim. Xavier has equity market experience in London as well as New York. Xavier received an MBA from the Wharton School and a BA from Tulane University.
Sean Carmichael
Sean is a Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.
Explore more
Top AI Use Cases for Investment Firms
Recent findings show that while financial services companies are rapidly scaling enterprise AI integration, a majority are still not generating meaningful ROI.
Top AI Use Cases for Consulting Firms
The top consulting teams have moved beyond isolated AI experimentation and disconnected tools. They’re using AI to generate decision-grade outputs tailored specifically to them. In this report, learn the top AI use cases that are transforming how consulting teams operate.
Luxury at an Inflection Point: What the Numbers Aren’t Telling Investors
Luxury has enjoyed close to four decades of near-continuous growth, and the industry has come to view that run as a baseline rather than an exception.
Transform intelligence
into advantage
Develop bold strategies, seize opportunities, and lead with clarity and confidence.