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Latest posts

May 31, 2026

How to Invest in Frontier Market Fintech — and Actually Get Your Money Out

The economic potential of Sub-Saharan Africa is increasingly being noticed at the highest levels of global finance — the IMF's April 2026 World Economic Outlook singled out Sub-Saharan Africa as one of the few regions where digital financial services adoption is outpacing GDP growth, suggesting the infrastructure being built today may be structurally more durable than the capital cycles funding it. But the opportunity comes with a problem that does not get discussed enough: getting in is the easy part. Getting your money out is where things get complicated.

Articles
May 14, 2026

The $788 Billion Bet: Why Smart Money Is Going Long on Emerging Markets

The world's most consequential capital is not the kind that moves fastest — it is the kind that stays longest. While advanced economies argue over basis points and quarter-by-quarter returns, these are economies being defined not by what they lack today, but by what they are building for tomorrow: infrastructure, institutions, workforces, and digital systems that will compound in value for decades. Most of global finance is still too impatient to see it clearly. The investors who will matter most here are not those who arrive with an exit strategy already in hand. They are the ones who arrive with time.

Articles
April 7, 2026

MENA Private Equity: Deal Structuring, Risk, and the $106B Opportunity That Cannot Be Ignored

For most of the past two decades, the Middle East and North Africa sat on the edges of most institutional investment portfolios. Today, that is changing — and the reason is no longer just the region’s oil wealth or the recycling of petrodollars into global markets, but a broader economic shift. Governments across the region are opening up industries they once kept entirely to themselves, such as healthcare, energy, and financial services, and inviting private investors in. For institutional allocators — pension funds, endowments, and large investment managers — that shift creates real opportunity. But to take advantage of it, understanding how deals get done is essential. 

Articles
March 5, 2026

Africa's Family Business Succession Gap: Why It's Private Equity's Biggest Untapped Opportunity

Africa’s family businesses built the backbone of the private economy. Now, as founders approach retirement, succession is exposing governance gaps that threaten billions in enterprise value. For private equity, this moment of transition represents one of the continent’s most underpriced and overlooked investment theses.

Articles
February 11, 2026

Why Integration Beats Deal-Making in Emerging Market M&A

Across emerging markets, fragmentation creates fertile ground for buy-and-build strategies—but success depends far more on integrating acquisitions into a coherent operating platform than on the number of completed acquisitions. In high-complexity environments, delayed or weak integration quickly erodes value. Durable platforms are built by standardizing core functions, professionalizing governance, and investing early in systems and talent that allow scale to compound over time.