This analyst note examines the surge in venture funding for consumer AI startups, highlighting capital concentration in megadeals, shifting stage dynamics, and the evolving challenges around monetization, distribution, and regulation.

Its stock dropped 6.4% on its first day of trading on the NYSE.

Q2 IPO volume and value slumped as PE firms pulled back, but optimism remains for AI, robotics, and tech-driven listings ahead.

The historic family-owned business was sold after a year-long courtship.

PE firm Sycamore Partners is acquiring Walgreens for $23.7 billion as the retailer restructures and adapts to rising competition.

Private equity firms closed an all-time high number of investments targeting roofing companies in 2024.

IT and healthcare are underweighted since 2018

The retailer is said to be cutting its IPO target after getting hit by tax rule revisions.

Whatnot has launched a $72M tender offer as more growth startups shy away from an IPO.

The once-buzzy startup hasn’t raised capital since 2021.

The Nordstrom family and Mexican retailer El Puerto de Liverpool team up as business-to-consumer M&A activity rebounds, despite sector challenges.

VC funding for consumer AI startups is less than half that of enterprise.

Deal count however remains at a five-year low

Recent deals in the beauty industry may lead private equity owners to consider exiting mature portfolio companies in the sector.

B2C startups grabbed the largest share of VC deal value in Southeast Asia last year.

PitchBook’s Q1 2020 European M&A Report provides an overview of key factors shaping mergers and acquisitions each quarter and what will prove most impactful in the quarters to come.

Investor skepticism toward fast-growing, unprofitable startups has claimed a new victim.

Kylie Jenner’s $1.2 billion deal joins PayPal’s record acquisition, PE’s big day in DC, WeWork’s layoffs and more in our recap of the week.