The Sunday Summary brings you a mix of research, insights, videos and interviews. Here’s what’s new over the past fortnight.
ICG Enterprise Trust plc
FY’26 results: look to future realisations
Investment Companies | Mark Thomas | 10 June 2026
Private Company Valuation Forum: Why strategic buyers are paying less than PE – M&A in the age of AI uncertainty. In parts of the market, strategic buyers are paying less than private equity for software businesses, which is unusual. Doug Lawson of MarktoMarket joins Richard Angus to discuss why deal processes are getting longer, what buyers actually do when they cannot model the AI impact on a target’s revenue and what this uncertainty means for anyone trying to agree a price right now. Catch up on Part 3 here, and you can also watch the series here.
Analyst interview on Neuberger Private Equity Partners Ltd: Key takeaways from recent results. In this DirectorsTalk Interview, Hardman & Co analyst Mark Thomas discusses the recent performance and outlook for NBPE. The conversation covers the resilience of NBPE’s portfolio companies, prospects for future realisations, the company’s enhanced share buyback programme, and the key factors shaping sentiment towards the private equity sector.
