Siddharth Mathur

**Amazon's 'Melania' Documentary: Boon or Bane for Streaming?** The recent success of Amazon’s 'Melania' documentary, earning $7M on its opening weekend, raises questions about long-term profitability in theatrical releases. While box office numbers look promising, streaming platforms often rely on subscription models for ROI. At ElevenX Capital, we view such productions as strategic risks with the potential to influence viewer engagement and brand loyalty. Do you think the theatrical release is worth the investment for streaming giants? #investing #innovation #venturecapital #entrepreneurship

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Just back from ICR in Orlando ☀️ where the outlook across #consumer, #retail, and #hospitality for this year is cautiously optimistic. Sharing some takeaways after a few days of packed meeting halls, too much coffee, and more deal chatter than sunscreen: 🛒2026 Consumers Spending is Expected to Be Robust: Operators and brands are feeling better about 2026 demand. Tax refunds, tax breaks on overtime and tip income, and the World Cup are expected to give consumer spending a boost. This, coupled with an easier comp setup, greater visibility around tariffs and inflation, and easing monetary policy have bolstered expectations for a robust 2026. (For good context on the macro narrative, See Torsten Slok's post in The Daily Spark - “Stagflation in 2025. Overheating in 2026.” - and Greg Ip's article in the WSJ - “Trump Wants to Run the Economy Hot. There’s a Good Chance He’ll Succeed.” - both from January 14, 2026). 🍔🛎️Value is Winning, but Consumers Still Crave Experiences: Consumers are trading down on goods but not giving up on convenience and indulgence in “small luxuries”. Expect this to support dining out, especially for value-driven, experience-led concepts. 💰Dry Powder is Real: Sponsors are under pressure on two fronts: to deploy capital and to generate exits. With what is shaping up to be one of the largest IPO backlogs in years, a backdrop of resilient consumer spending could create a window for public listings in 2026. Positive momentum in the IPO market should catalyze investment activity in private markets. Expect the greatest demand for scaled, profitable, and tech-enabled platforms. Curious what others heard on the ground. 👇

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What does the "new era" of private equity look like? This week at PEI NEXUS, Bain & Company's Chairman of Global Private Equity Practice Hugh MacArthur recapped the firm's latest Global Private Equity Report. Hugh noted that firms will need to focus on what they do well in a “new era” for private equity. These sentiments echoed much of what Private Wealth Forum speakers, including Arax Investment Partners Founder and CEO Haig Ariyan, Laird Norton Wetherby CIO Ron Albahary, CFA, Ardian Managing Director, US Private Wealth Solutions Ava Mallin, and Citi Wealth Head of Private Equity and Real Estate Jeffrey Locke, shared on stage at PEI. This week's AGM Alts Weekly dives into what a "new era" in private equity might look like, connecting dots and data points from Bain & Company and McKinsey & Company's 2026 reports on the state of the private equity industry. Some key themes defined the takeaways from both reports: ➡️ Returns will not be a dime a dozen: Bain's punchline? "12 is the new 5." ➡️ Megadeals, big questions: 2025 witnessed an increase in global buyout deal value. However, just 13 deals of $10B or more contributed 69% of the growth in 2025, accounting for $274B of the global gain. ➡️ A K-shaped industry: Private equity appears to turning into a K-shaped industry, with “a subset of elite funds [being] on the upswing while everyone else muddles through.” ➡️ No fun in fundraising: McKinsey noted that core, closed-end fundraising has “become more competitive, selective, and time consuming.” ➡️ Continuation nation: There’s been a marked rise in continuation vehicle activity, but only represents less than 10% of exit value. ➡️ Mid-sized deals not so mid: Megadeal activity grabbed the headlines. But deal sizes $1-5B deals grew 29%. Growth in the $1-5B deal size segment could be encouraging for specialist buyout funds. There are some key questions for allocators to grapple with as they think about what private equity might look like in the future. 1️⃣ Do allocators believe public markets will continue to outperform private markets? 2️⃣ Will fundraising bounce back? 3️⃣ Can firms kick value creation into motion? 4️⃣ Are both GPs and LPs ready to handle how investors might look to exit evergreen vehicles? 5️⃣ For LPs, are they finding managers that have an edge? Read on for more👇 This week's Alt Goes Mainstream's AGM Alts Weekly, brought to you by DealsPlus, covers: 🗂️ AGM Index, an index that tracks the leading publicly traded alternative asset managers. 💻 Who is hiring: Senior-level positions from companies Blackstone, KKR, Apollo Global Management, Inc., Ares Management, EQT Group, Blue Owl Capital, Franklin Templeton, Fortress Investment Group, iCapital, Goldman Sachs, Ultimus Fund Solutions, Krilogy, MSCI Inc. Subscribe👇 to see the latest trends & navigate this rapidly changing landscape as alts go mainstream. https://lnkd.in/eRKN25jy

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