Private Equity Insights Q4 2025 3 min read Q4 2025Private equity firms stand at a pivotal moment. The convergence of governance reform, finance transformation, AI disruption, and cyber threats demands a new playbook. The winners will be those who:• Integrate AI across the investment lifecycle• Strengthen governance and cybersecurity• Invest in talent and technology• Embrace agility and strategic foresightThis is not just about surviving — it’s about leading the next wave of value creation in private markets.Please reach out via email or LinkedIn to discuss your own business risks or if you have any questions.Subscribe to this quarterly newsletter. Featured Insights AI Pulse Survey Vol. 3: Agentic AI Trends & Insights This edition dives into the rise of agentic AI — autonomous systems that are already reshaping how businesses operate.What you need to know:Companies are moving quickly: The survey found that more than 68% of organizations will have integrated autonomous or semi-autonomous AI agents into their core operations by 2026.The future is semi-autonomous — but not for long: 38% of respondents prefer semi-autonomous agents, but 19% expect to deploy fully autonomous agents soon.Sprinting to AI agents: 23% of organizations have already integrated agentic AI and 27% plan to do so within six months.Bold vs. Cautious: Executives are leaning into autonomy. Mid-level leaders? Still cautious. Read More Charting the Future: How CFOs Are Navigating Change with Technology and Foresight Protiviti’s 2025 Global Finance Trends Survey findings point to a transformative phase for private equity firms. As finance leaders accelerate AI adoption, strengthen cybersecurity and harness technology to boost agility and cost efficiency, these firms must ensure their portfolio companies keep pace. Success will hinge on ensuring portfolio companies adapt quickly, turning market disruption into a catalyst for strategic advantage and sustainable value creation.Read More Morgan Stanley's Rachel Wilson Talks Cyber Strategies in New AI-Enabled Threat Landscape In this VISION by Protiviti interview, Protiviti Managing Director Sameer Ansari, Global Security & Privacy lead, sits down with Rachel Wilson, head of cybersecurity in the wealth management division at Morgan Stanley, where she is responsible for securing sensitive client data from theft, loss or compromise, as well as for the resilience and continuity of core business processes in times of turbulence.Read More More Top Reads Register Now! 2026 Top Risks and Opportunities Webinar December 16Speed Up or Slip Behind: How Accelerating AI Can Transform Risks Into RewardsFinance at the Speed of InnovationBridging the Generational AI Gap Survey Report Topics Business Performance Industries Private Equity Leadership Rob Gould Rob is a Managing Director in the Business Performance Improvement Solution in Protiviti’s Metro New York Region. Rob leads Protiviti’s Global Private Equity Practice and has been providing professional consulting services to corporate clients and their owners for more ... Learn More