海湾合作委员会私募股权：规模与战略的新纪元

GCC Private Equity in a New Era ofScale and Strategy Private equity investments by GCC firms grew 75% QoQ in Q3 2025, supported by apersistent strategic push to diversify the region’s economy away from oil and gas •Private equity (PE) investments by GCC-based entities increased to 21 deals in Q3 2025, up from 12 in the previous quarter, underscoringthe region’s ongoing efforts to reduce reliance on the oil and gas industry and diversify investments into non-oil sectors. •PE firms are supporting this shift by channeling capital into areas such as technology, healthcare, finance, infrastructure,andconsumergoods. •Along with PE firms, GCC’s Sovereign Wealth Funds (SWFs), which manage surplus government incomes (majorly derived from oil andgas), also contribute significantly through their diversified exposure to private equity. •While GCC investors have historically been conservative in capital deployment and return expectations, recent years have witnessed a shifttoward higher-return PE investments. Capital invested by PE firms surged 7x QoQ in Q3 2025, with a 3.5x rise in average dealsize, supported by several high-value deals, including Dayforce and ESR Capital Invested by GCC-based firms Traditional PE firms as well as Sovereign Wealth Funds across the GCC are driving PEinvestments, with investor presence concentrated in the UAE Overview of Major PE Investors across the GCC Dry Powder andDeal SizeFigures in USD Mn PE investments by GCC-based investors are largely focused on North America, followed The IT, financial services, and healthcare sectors accounted for more than 95% of theUSD 42 Bn capital invested by GCC-based PE firms in Q3 2025 •The IT sector, including data centers, software, IT components, and networking equipment, has been a key focus area for PE investments byGCC-based firms, driven by rising demand for robust IT infrastructure to support the growing adoption of artificial intelligence(AI), Internet of •In addition, GCC-based PEs and Sovereign Wealth Funds have intensified their investments in financial services, including insurance andasset management. •These investors are now executing direct buyouts, growth deals, and PE-style co-sponsorships rather than solely as passive limited partners,with a significant share of investments outside the GCC across Asia, Europe, and North America. Deal activity in the IT sector rose exponentially in Q3 2025, with deal value up 53xQoQ, primarily driven by investments in software companies Figures in Percentage and USD Bn Top Sectors–IT Key PE Deals in the IT Sector by GCC-based Firms in 2025 (YTD) Total capital invested in the financial services sector surged ~15x QoQ in Q3 2025,with most of the investments being targeted in the APAC region Top Sectors–Financial Services Key PE Deals in the Financial Services Sector by GCC-based Firms in 2025 (YTD) Healthcare PE investment activity jumped ~16x YoY in Q3 2025, led by investments inequipment and consumables suppliers, which received two-thirds of the total capital invested Healthcare by Geography in Q3 2025 Figures in Percentage and USD Bn Top Sectors–Healthcare Outlook for PE Investments by GCC Investors PE deal activity by GCC-based investors is expected to continue rising through 2026 and beyond, supportedby efforts to diversify away from oil and gas sectors, along with a shift in GCC investment philosophy from Information Technology, particularly software, data centers, IT services, and communicationsand networking,is expected to remain among the most favored sectors for PE investments, driven by the rising need for State-owned investors, including major Sovereign Wealth Funds that have historically led PE investments,are expected to maintain this position, supported by their strong capital availability and continued access to What We Heard… “The acceleration of structural reforms, a push for economic diversification, and a deliberate shift in strategic vision areattracting international investors, which is catalyzing the growth of private markets across the region.” –Bilel Belaid, Senior Private Markets Advisor,Union Bancaire Privée(UAE) “Sovereign wealth funds and leading regional players are not only driving domestic opportunities but also capitalizing on –Grégory Garnier, Middle East Head of Private Equity & SWF practices, Bain & Company “Europe-, US-and Asia-based private equity general partners are increasingly finding new sources of capital frominvestors in the GCC region.” –Anna Coutts-Donald, Director–Alternative Investments, Vistra “Investment activity has surged, with sovereign wealth funds and private investors actively deploying capital –Barry Chan, Head of Asia-Australia Region, China International Capital Corporation (CICC) 500+Strong team of professionals 120+Sectors and sub-sectorsresearched by our analysts 80+Countries where we have ABOUT ARANCA Growth Advisory Valuation & Financial Advisory CFOs in Startups, PE/VC Firms, Corporate M&A Tea