Louis Lehot
- Indexed articles, last 90 days
- 14
- Latest publication
- Sep 22, 2026
- Outlet visibility, for natlawreview.com
- Top 1M sites
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- Jul 7, 2026
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Private Equity's Hard Year Has Real Openings (opens the original)
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A war in the Gulf, an oil spike, a Fed that may raise rates, and an AI shock that took $285 billion out of software stocks in a day have all landed on sponsors in 2026. Capital is still flowing to the firms that return it, and the law has mostly moved their way. Private equity has taken a beating in 2026. A war in the Persian Gulf, an oil-price spike, a Federal Reserve that may raise rates this month and an artificial-intelligence shock that wiped $285 billion off software stocks in a single ses
Private Equity's $285 Billion Shock Year Still Has Real Openings (opens the original)
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War in the Gulf, an oil spike, rate risk and an AI shock that erased $285 billion of software value in a day have battered sponsors in 2026. Capital is still flowing to firms that return cash — and the law has moved mostly in their favor. Private equity has taken a beating in 2026. A war in the Persian Gulf, an oil-price spike, a Federal Reserve that may raise rates this month and an artificial-intelligence shock that wiped $285 billion off software stocks in a single session have hit sponsors a
The Growth Docket (opens the original)
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Growth equity sits between venture capital and the buyout. It is a large check, often for control, that does three things at once. It funds growth. It pays cash to founders and early investors. And it builds the scale to sell the company later. It uses little or no debt. That matters this year, because debt is expensive and lenders are picky. This newsletter covers that market every Wednesday. Same order every week. Six minutes to read. Three sectors: technology, life sciences and healthcare, an
Where We Are on Software M&A (opens the original)
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Each August, I review the software earnings roll-up with one question in mind: What do the numbers mean for the deals my clients will pursue, or wish they had pursued, over the next 12 months? This quarter, the answer is unusually clear. The sector remains healthy, but growth is slowing, and the divide between likely buyers and likely targets is widening. If you run, sponsor, or advise a software company, now is the time to get organized. Robert Bartlett, his colleagues at Jefferies, and the Sil
California's $366 Billion Venture Capital Boom: Founders and Investors Should Be Watching (opens the original)
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California is going through a record-breaking venture capital surge, fueled mostly by the rapid expansion of artificial intelligence. Companies based in the state have attracted approximately $366 billion in venture capital since the beginning of 2026, nearly twice California’s previous annual record and more than three times the amount raised by companies in the other 49 states combined, according to PitchBook data reported by The Wall Street Journal. These numbers are impressive, but they don’
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