Observed Signal · Oct 7, 2026 · Market Signal · Source: Permira · Impact: 3/5
Brian Ruder joined Dani Burger on Bloomberg Deals to talk about where we are in the cycle
Permira Co-CEO Brian Ruder appeared on Bloomberg Deals to discuss the current market cycle and implications for private equity investors. Also new: AI & Customer Experience | Kleinanzeigen.
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Recent verified developments and strategic activity across this market segment.
Private Equity Growth Continues Despite Uncertainties
KPMG's 'Pulse of Private Equity Q2’26' finds the global private equity market resilient despite geopolitical tensions, inflation and varied interest-rate environments. In H1 2026 roughly $1 trillion was invested across more than 9,200 transactions; deal counts are at their lowest in over five years while invested capital remains high. Europe (EMA) saw a rolling 12‑month investment volume of $782.4 billion, with Germany accounting for $88.6 billion. KPMG highlights an upcoming succession wave among German family-owned businesses (estimated 260–295 larger firms considering external succession over the next decade) and identifies investment opportunities in AI, energy and data infrastructure. The report also notes a selective exit market, rising use of secondary transactions and continuation vehicles, and cites Bain Capital’s takeover of Everllence as a notable H1 transaction.
Revolut Tests AI Shopping Agent AIR in UK
Revolut plans to test AIR, an AI shopping agent, in the UK in December. AIR autonomously shops for users, leveraging Revolut's integrated infrastructure—card issuance, payment approval, and banking license—to differentiate from rivals like Meta's Muse and xAI's Grok Bot, which rely on Stripe Link. This positions Revolut centrally in the emerging 'Personal Agent Protocol' (PAP) competition. Meanwhile, Ramp announced early access to Glass, an AI workspace integrating with Slack, Notion, Gong, and Snowflake, featuring shared skills and versioned workflows. Ramp reports a 30% reduction in AI spend and increased efficiency, though Glass lacks public pricing and security docs. The competitive landscape includes free open-source alternatives, with Ramp's differentiator being financial control over AI spend. Both developments highlight the growing integration of AI in financial and workspace contexts.
Golden Goose Reports Double-Digit Growth, Expands DTC
Italian luxury fashion brand Golden Goose reported a 15% currency-adjusted revenue increase to €380.4 million in H1 2026, with Q2 growth accelerating to 19%. Direct-to-consumer (DTC) sales surged 22% to €309.6 million, representing 81% of total revenue, up from 77% a year earlier. All regions saw double-digit growth, with the Americas up 18%, EMEA 14%, and APAC 17%. Adjusted EBITDA rose 9% to €122.9 million, with a 32.3% margin. The company opened new stores, including locations in Athens and Rome, and launched its first Younique Caffè in Europe. During Q2, ownership changed with HSG becoming majority shareholder, Temasek investing as a minority, and Permira remaining a strategic shareholder, aiming to support international expansion and innovation.
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