News and insights

Private equity is entering a more selective market, where access, insight and disciplined underwriting matter more than ever.

On Wednesday, Cubera joined Private Equity Insights in Stockholm, contributing to the discussion across three areas central to how we see the market developing:

Reidun Tysseland, Managing Partner, joined the panel PE in 2027 and Beyond
Johan Nord, Head of Nordic PE, joined the panel The Secondaries Opportunity: Pricing, Returns and Deal Flow
Henrik Madsen, Partner, delivered the keynote The Nordic Buyout Market: Growth, Performance and an Evolving Opportunity Set

A clear theme across the day was liquidity. As holding periods extend and traditional exit routes remain constrained, secondaries and continuation vehicles are becoming an increasingly important part of the private equity ecosystem.

At the same time, dispersion in both valuations and performance is increasing. In our view, this makes selectivity more important than ever. Access alone is not enough. Understanding the underlying assets, managers and portfolios, and underwriting them with discipline, will increasingly determine outcomes.

With deep roots in Nordic private equity and experience investing across market cycles, we believe this environment creates compelling opportunities for investors able to combine access with selectivity and a truly informed view of value.

Thank you to Private Equity Insights for bringing together the industry in Stockholm!

Last week, our Partner, Mikael Falck, represented Cubera at the Finnish PE-VC Summit 2026 in Helsinki.

As part of the panel “Conviction Over Consensus: How LPs Are Allocating Today” Mikael shared perspectives on how LPs are navigating today’s private markets environment and approaching manager selection and portfolio construction.

Bringing together more than 300 private equity and venture capital professionals, the summit provided a valuable forum for exchanging views on the trends and opportunities shaping the industry.

Many thanks to the organizers, panelists, and attendees for an excellent event and engaging discussions.

Last week, our Head of Nordic PE, Johan Nord, joined industry peers at the Real Deals Nordic Forum to discuss “Liquidity or illusion? The real value behind the secondaries surge.”

With liquidity solutions and GP-led transactions continuing to shape the market, it was a timely and insightful discussion.

Thank you to Real Deals for bringing together industry leaders for meaningful discussions on the trends shaping private equity.