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
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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.
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Contributors in Valuations & Opinions
I find immense fulfillment in enabling clients to achieve their objectives and navigate the complexities of today's ever-changing landscape.
Chris Croft
Managing Director & Co-Head of Transaction Opinions
New York
I enjoy sharing insights about market and valuation trends with my clients, while also leading a differentiated and high-touch process.
Brian Garfield
Managing Director & Head of U.S. Portfolio Valuations
New York
I enhance my clients’ decision making and governance processes by providing independent and objective financial advice in a highly responsive manner.
Chris Gregory
Managing Director & Co-Head of Transaction Opinions
New York
I enjoy the opportunity to provide clients with insightful and unbiased advice that will help them make the most informed decisions possible.
Ron Kahn
Managing Director & Global Co-Head of Valuations & Opinions
Chicago