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AI ignited a private market boom. Now wealthy investors want more

Dec 23, 2024 - qz.com
Wealthy investors are increasingly turning to private markets to invest in artificial intelligence (AI) startups, contributing to a resurgence in private market activity. The AI boom has attracted significant interest, with many tech startups remaining private longer, offering lucrative opportunities for accredited and institutional investors. The total size of U.S. private markets has grown substantially, driven by a generational wealth transfer and a desire to hedge against public market volatility. As a result, private market assets are expected to grow rapidly, with investors diversifying into sectors beyond tech, such as consumer goods, real estate, and healthcare.

Major financial firms are expanding their private market offerings to meet growing demand, with companies like Morgan Stanley and BlackRock making significant moves in this space. However, some skepticism remains about the transparency and liquidity of private markets. Tender offers have become a popular mechanism for private companies to raise cash and reward employees, with notable activity from firms like OpenAI. Despite the current private market boom, there is anticipation of a resurgence in initial public offerings (IPOs) as companies seek more permanent access to capital, suggesting a potential increase in IPO activity in the coming years.

Key takeaways:

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  • Wealthy investors are increasingly investing in AI startups through private markets, which are experiencing significant growth and interest.
  • The private market size in the U.S. has grown substantially, with projections indicating continued rapid growth, driven by factors like generational wealth transfer and diversification strategies.
  • Major financial firms are expanding their private market offerings to meet growing investor demand, with initiatives like Morgan Stanley's private markets transaction desk and BlackRock's acquisitions.
  • Tender offers are becoming more prevalent in private markets, potentially setting the stage for an increase in IPOs as private companies seek more permanent access to capital.
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