Capital flows and structural shifts: what changed this quarter

Scope

This note is not macro tourism. It connects funding conditions to deal feasibility: what sellers will transact at, which buyers can clear antitrust and FX, and where intermediation still adds leverage.

Regional notes

We contrast US, European, and MENA clearing levels for mid-market control deals and selective minority growth tickets. The objective is to highlight asymmetry, not to predict indices.

Use

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