Private Market Volatility – What are the Implications?

Release date March 9, 2026

Recent volatility across software markets, accelerating AI disruption concerns and geopolitical-driven energy price increases are materially influencing valuation and credit dynamics.

Lincoln International’s Valuations & Opinions Group has prepared a timely update on how these forces are affecting U.S. and European private equity and credit markets—and how market participants are adjusting enterprise value, leverage and spread assumptions in response.

Given the pace of public market repricing, AI-driven disruption concerns and geopolitical-driven energy volatility, we believe this update provides timely insight into how market participants are adjusting valuation and credit assumptions.

Summary

  • Lincoln International's Valuations & Opinions Group has prepared a timely update on how these forces are affecting U.S. and European private equity and credit markets.

  • Sign up to receive Lincoln's perspectives

To request your copy, complete the form below:

Contributors in Valuations & Opinions