{"id":1636,"date":"2026-08-24T10:33:43","date_gmt":"2026-08-24T07:33:43","guid":{"rendered":"https:\/\/fintech.mercek.net\/news\/?p=1636"},"modified":"2026-08-24T11:43:39","modified_gmt":"2026-08-24T08:43:39","slug":"ozel-sermaye-fonlari-enerji-saglik-altyapi-ve-savunma-gibi-daha-dayanikli-sektorlere-yoneliyor","status":"publish","type":"post","link":"https:\/\/fintech.mercek.net\/news\/2026\/08\/24\/ozel-sermaye-fonlari-enerji-saglik-altyapi-ve-savunma-gibi-daha-dayanikli-sektorlere-yoneliyor\/","title":{"rendered":"\u00d6zel Sermaye Fonlar\u0131 Enerji, Sa\u011fl\u0131k, Altyap\u0131 ve Savunma Gibi Daha Dayan\u0131kl\u0131 Sekt\u00f6rlere Y\u00f6neliyor"},"content":{"rendered":"

EY Private Equity Pulse 2026 ara\u015ft\u0131rmas\u0131na g\u00f6re, k\u00fcresel \u00f6zel sermaye piyasas\u0131 y\u0131l\u0131n ilk yar\u0131s\u0131nda temkinli ancak diren\u00e7li seyrini korudu. Teknoloji odakl\u0131 i\u015flemler gerilerken yat\u0131r\u0131mc\u0131lar\u0131n ilgisi enerji, sa\u011fl\u0131k, altyap\u0131 ve savunma gibi daha dayan\u0131kl\u0131 sekt\u00f6rlere kayd\u0131.<\/strong><\/h2>\n

Uluslararas\u0131 dan\u0131\u015fmanl\u0131k hizmetleri \u015firketi EY<\/strong>‘\u0131n yay\u0131mlad\u0131\u011f\u0131 EY Private Equity Pulse 2026<\/strong> ara\u015ft\u0131rmas\u0131, k\u00fcresel \u00f6zel sermaye piyasas\u0131n\u0131n 2026’n\u0131n ilk yar\u0131s\u0131nda belirsizliklere ra\u011fmen diren\u00e7li bir g\u00f6r\u00fcn\u00fcm sergiledi\u011fini ortaya koyuyor. Ara\u015ft\u0131rmaya g\u00f6re, yat\u0131r\u0131mc\u0131lar piyasadan tamamen uzakla\u015fmak yerine yat\u0131r\u0131m kararlar\u0131nda daha se\u00e7ici davran\u0131yor. Buna ek olarak, teknoloji odakl\u0131 i\u015flemlerde ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re %50 d\u00fc\u015f\u00fc\u015f ya\u015fan\u0131rken, teknoloji d\u0131\u015f\u0131ndaki i\u015flemlerin de\u011ferinde %9 art\u0131\u015f g\u00f6r\u00fcl\u00fcyor.<\/p>\n

K\u00fcresel \u00f6l\u00e7ekte \u00f6zel sermaye sat\u0131n al\u0131mlar\u0131nda toplam i\u015flem de\u011feri b\u00fcy\u00fck \u00f6l\u00e7\u00fcde yatay seyretti. Bu tablo, yat\u0131r\u0131mc\u0131lar\u0131n \u00f6zellikle yapay zek\u00e2n\u0131n d\u00f6n\u00fc\u015ft\u00fcrd\u00fc\u011f\u00fc alanlarda daha temkinli hareket etti\u011fini, buna kar\u015f\u0131l\u0131k uzun vadeli b\u00fcy\u00fcme potansiyeli sunan sekt\u00f6rlere y\u00f6nelmeyi s\u00fcrd\u00fcrd\u00fc\u011f\u00fcn\u00fc g\u00f6steriyor.<\/p>\n

Yat\u0131r\u0131m oda\u011f\u0131 dayan\u0131kl\u0131 sekt\u00f6rlere kay\u0131yor<\/strong><\/h3>\n

Ara\u015ft\u0131rmaya g\u00f6re yat\u0131r\u0131mc\u0131lar\u0131n ilgisi enerji, dijital altyap\u0131, savunma ve sa\u011fl\u0131k gibi uzun vadeli b\u00fcy\u00fcme potansiyeli sunan alanlara y\u00f6neliyor.<\/p>\n

\u00d6zel sermaye fonu y\u00f6neticilerinin yakla\u015f\u0131k yar\u0131s\u0131, \u00f6n\u00fcm\u00fczdeki 12-24 ayl\u0131k d\u00f6nemde sa\u011fl\u0131k hizmetleri ve dijital altyap\u0131y\u0131 \u00f6ncelikli yat\u0131r\u0131m alanlar\u0131 aras\u0131nda g\u00f6r\u00fcyor. Veri merkezleri \u00f6nemini korurken, yat\u0131r\u0131mc\u0131lar\u0131n oda\u011f\u0131 art\u0131k yaln\u0131zca yapay zek\u00e2 uygulamalar\u0131na de\u011fil, bu d\u00f6n\u00fc\u015f\u00fcm\u00fc m\u00fcmk\u00fcn k\u0131lan elektrik \u015febekeleri, enerji \u00fcretimi, so\u011futma sistemleri, yar\u0131 iletkenler ve yaz\u0131l\u0131m gibi tamamlay\u0131c\u0131 alanlara da geni\u015fliyor.<\/p>\n

Stratejik sat\u0131\u015flar, \u00e7\u0131k\u0131\u015f piyasas\u0131n\u0131 destekliyor<\/strong><\/h3>\n

Ara\u015ft\u0131rmaya g\u00f6re, 2026’n\u0131n ilk yar\u0131s\u0131nda a\u00e7\u0131klanan \u00e7\u0131k\u0131\u015f i\u015flemlerinin toplam de\u011feri ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine g\u00f6re %9 artt\u0131. Kurumsal al\u0131c\u0131lar\u0131n ilgisi sayesinde stratejik sat\u0131\u015flar \u00e7\u0131k\u0131\u015f piyasas\u0131n\u0131n temel itici g\u00fcc\u00fc olmaya devam etti.<\/p>\n

Son alt\u0131 ayda toplam \u00e7\u0131k\u0131\u015f de\u011ferinin %71’ini stratejik sat\u0131\u015flar, \u00f6zel sermaye fonlar\u0131 aras\u0131ndaki i\u015flemler ve halka arzlar ise kalan k\u0131sm\u0131n\u0131 olu\u015fturdu. Kurumsal \u015firketler, \u00f6l\u00e7ekli ve kaliteli varl\u0131klara eri\u015fmek amac\u0131yla \u00f6zel sermaye destekli \u015firketlere y\u00f6nelik ilgisini s\u00fcrd\u00fcr\u00fcyor.<\/p>\n

Ara\u015ft\u0131rma ayr\u0131ca, sat\u0131c\u0131lar\u0131n fiyat beklentilerinde daha ger\u00e7ek\u00e7i bir yakla\u015f\u0131m benimsedi\u011fini ortaya koyuyor. Fon y\u00f6neticilerinin %90’\u0131, uzun s\u00fcredir portf\u00f6ylerinde bulunan varl\u0131klarda daha h\u0131zl\u0131 likidite sa\u011flayabilmek i\u00e7in belirli oranlarda de\u011ferleme indirimi kabul edebilece\u011fini belirtiyor.<\/p>\n

\u00c7\u0131k\u0131\u015f haz\u0131rl\u0131\u011f\u0131nda yapay zek\u00e2 ve operasyonel verimlilik \u00f6ne \u00e7\u0131k\u0131yor<\/strong><\/h3>\n

Jeopolitik geli\u015fmelere ba\u011fl\u0131 belirsizliklerin s\u00fcrd\u00fc\u011f\u00fc piyasa ko\u015fullar\u0131nda \u00f6zel sermaye \u015firketleri, olas\u0131 \u00e7\u0131k\u0131\u015f s\u00fcre\u00e7lerine daha erken haz\u0131rlanmaya odaklan\u0131yor. Kat\u0131l\u0131mc\u0131lar\u0131n %76’s\u0131 yapay zek\u00e2, otomasyon ve veri altyap\u0131s\u0131n\u0131 en \u00f6nemli \u00f6ncelikleri aras\u0131nda g\u00f6sterirken; bunu %62 ile k\u00e2rl\u0131l\u0131k ve maliyet d\u00f6n\u00fc\u015f\u00fcm\u00fc, %52 ile nakit ve i\u015fletme sermayesi y\u00f6netimi izliyor.<\/p>\n

\u00d6zel sermaye fonlar\u0131 gelecek d\u00f6neme ili\u015fkin iyimserli\u011fini koruyor<\/strong><\/h3>\n

Ara\u015ft\u0131rmaya g\u00f6re, fon y\u00f6neticilerinin %72’si \u00f6n\u00fcm\u00fczdeki alt\u0131 ayda yat\u0131r\u0131m faaliyetlerinin artmas\u0131n\u0131 beklerken, %56’s\u0131 \u00e7\u0131k\u0131\u015f i\u015flemlerinin h\u0131zlanaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor. Kat\u0131l\u0131mc\u0131lar\u0131n yaln\u0131zca %14’\u00fc yat\u0131r\u0131m faaliyetlerinde gerileme bekledi\u011fini ifade ediyor.<\/p>\n

Bununla birlikte de\u011ferleme farkl\u0131l\u0131klar\u0131, faiz oranlar\u0131 ve jeopolitik geli\u015fmeler yat\u0131r\u0131m kararlar\u0131n\u0131 etkilemeye devam eden ba\u015fl\u0131ca riskler aras\u0131nda yer al\u0131yor.<\/p>\n

EY T\u00fcrkiye \u00d6zel Sermaye Fonlar\u0131 Sekt\u00f6r Lideri Musa Gezer<\/strong> ara\u015ft\u0131rma sonu\u00e7lar\u0131yla ilgili olarak \u015funlar\u0131 s\u00f6yledi:<\/p>\n

\u201cEY Private Equity Pulse 2026 ara\u015ft\u0131rmas\u0131, \u00d6zel Sermaye yat\u0131r\u0131mc\u0131lar\u0131n\u0131n g\u00fcn\u00fcm\u00fczdeki belirsizlik ortam\u0131nda daha disiplinli ve se\u00e7ici bir yat\u0131r\u0131m yakla\u015f\u0131m\u0131 benimsedi\u011fini ortaya koyuyor. Teknoloji odakl\u0131 i\u015flemlerde yava\u015flama g\u00f6r\u00fcl\u00fcrken, enerji, altyap\u0131, sa\u011fl\u0131k ve savunma gibi dayan\u0131kl\u0131 sekt\u00f6rlere ilginin artt\u0131\u011f\u0131n\u0131 g\u00f6zlemliyoruz. Yapay zek\u00e2 yat\u0131r\u0131mlar\u0131 da yaln\u0131zca uygulama taraf\u0131yla s\u0131n\u0131rl\u0131 kalmay\u0131p, bu d\u00f6n\u00fc\u015f\u00fcm\u00fc m\u00fcmk\u00fcn k\u0131lan alanlara do\u011fru geni\u015fliyor. Di\u011fer yandan stratejik sat\u0131\u015flar ve kurumsal al\u0131c\u0131lar\u0131n g\u00fc\u00e7l\u00fc talebi, \u00e7\u0131k\u0131\u015f piyasas\u0131n\u0131n istikrarl\u0131 seyrini desteklemeyi s\u00fcrd\u00fcr\u00fcyor. \u00d6n\u00fcm\u00fczdeki d\u00f6nemde finansman ko\u015fullar\u0131ndaki iyile\u015fme, sat\u0131\u015fa \u00e7\u0131kacak varl\u0131k say\u0131s\u0131ndaki art\u0131\u015f ve yapay zek\u00e2 ekosisteminin olu\u015fturdu\u011fu yeni yat\u0131r\u0131m alanlar\u0131n\u0131n \u00f6zel sermaye piyasas\u0131n\u0131 desteklemeye devam edece\u011fini \u00f6ng\u00f6r\u00fcyoruz. Belirsizlik d\u00f6nemleri ayn\u0131 zamanda uzun vadeli de\u011fer yaratabilecek yat\u0131r\u0131m f\u0131rsatlar\u0131n\u0131 da beraberinde getiriyor. Bu s\u00fcre\u00e7te, do\u011fru sekt\u00f6rleri ve do\u011fru varl\u0131klar\u0131 se\u00e7ebilen yat\u0131r\u0131mc\u0131lar\u0131n \u00f6nemli avantaj elde edece\u011fine inan\u0131yoruz.\u201d<\/i><\/p>\n

\u0130lgili ara\u015ft\u0131rman\u0131n tamam\u0131na EY internet sitesi<\/a> \u00fczerinden ula\u015f\u0131labilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

EY Private Equity Pulse 2026 ara\u015ft\u0131rmas\u0131na g\u00f6re, k\u00fcresel \u00f6zel sermaye piyasas\u0131 y\u0131l\u0131n ilk yar\u0131s\u0131nda temkinli ancak diren\u00e7li seyrini korudu. Teknoloji odakl\u0131 i\u015flemler gerilerken yat\u0131r\u0131mc\u0131lar\u0131n ilgisi enerji, sa\u011fl\u0131k, altyap\u0131 ve savunma gibi daha dayan\u0131kl\u0131 sekt\u00f6rlere kayd\u0131.<\/p>\n","protected":false},"author":2,"featured_media":1635,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_ecomap_primary_org_id":2280,"_ecomap_primary_org_name":"EY","_ecomap_mentioned_org_ids":"[]","_ecomap_related_org_ids":"","_ecomap_match_confidence":0.95,"_ecomap_email_message_id":"1a032a762886a2f7","_ecomap_email_from":"bulten@basinlistem.com","_ecomap_editor_notes":"Kaynak b\u00fcltendeki e-posta HTML'i temizlendi; sosyal medya ikonlar\u0131, takip linkleri ve abonelikten \u00e7\u0131kma ba\u011flant\u0131lar\u0131 kald\u0131r\u0131ld\u0131. 'EY Hakk\u0131nda' \u015firket profili b\u00f6l\u00fcm\u00fc g\u00f6vdeden \u00e7\u0131kar\u0131ld\u0131. Ba\u015fl\u0131k ve alt ba\u015fl\u0131k T\u00fcrk\u00e7e bas\u0131n b\u00fclteni standartlar\u0131na g\u00f6re yeniden yaz\u0131ld\u0131. G\u00f6vdeye h2\/h3 ba\u015fl\u0131klar\u0131 eklendi ve paragraflar d\u00fczenlendi. \u0130mla ve noktalama d\u00fczeltmeleri yap\u0131ld\u0131.","_ecomap_original_body":"\r\n \r\n \r\n \r\n \r\n
\r\n

<\/a><\/p><\/td>\r\n

\r\n

<\/a><\/a><\/a><\/p><\/td>\r\n <\/tr>\r\n

\r\n
\r\n

<\/p>\r\n

\r\n <\/span>\r\n <\/center>\r\n

<\/p>\r\n

<\/span><\/p>\r\n

Say\u00c4\u00b1n Ahmet Usta;<\/p>\r\n


<\/p>\r\n

\u00c3\u0096zel sermaye fonlar\u00c4\u00b1 enerji, sa\u00c4\u009fl\u00c4\u00b1k, altyap\u00c4\u00b1 ve savunma gibi daha dayan\u00c4\u00b1kl\u00c4\u00b1 sekt\u00c3\u00b6rlere y\u00c3\u00b6neliyor<\/span><\/b><\/p>\r\n

EY Private Equity Pulse 2026 ara\u00c5\u009ft\u00c4\u00b1rmas\u00c4\u00b1na g\u00c3\u00b6re, k\u00c3\u00bcresel \u00c3\u00b6zel sermaye piyasas\u00c4\u00b1 y\u00c4\u00b1l\u00c4\u00b1n ilk yar\u00c4\u00b1s\u00c4\u00b1nda temkinli ancak diren\u00c3\u00a7li seyrini korudu. Teknoloji odakl\u00c4\u00b1 i\u00c5\u009flemler gerilerken yat\u00c4\u00b1r\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n ilgisi enerji, sa\u00c4\u009fl\u00c4\u00b1k, altyap\u00c4\u00b1 ve savunma gibi daha dayan\u00c4\u00b1kl\u00c4\u00b1 sekt\u00c3\u00b6rlere kayd\u00c4\u00b1. Ara\u00c5\u009ft\u00c4\u00b1rma ayr\u00c4\u00b1ca, sat\u00c4\u00b1c\u00c4\u00b1lar\u00c4\u00b1n fiyat beklentilerinde daha ger\u00c3\u00a7ek\u00c3\u00a7i bir yakla\u00c5\u009f\u00c4\u00b1m benimsedi\u00c4\u009fi ve fon y\u00c3\u00b6neticilerinin uzun s\u00c3\u00bcredir portf\u00c3\u00b6ylerinde bulunan varl\u00c4\u00b1klarda daha h\u00c4\u00b1zl\u00c4\u00b1 likidite sa\u00c4\u009flayabilmek i\u00c3\u00a7in belirli oranlarda de\u00c4\u009ferleme indirimi kabul edebilece\u00c4\u009fi ortaya koydu.<\/b><\/p>\r\n

Uluslararas\u00c4\u00b1 dan\u00c4\u00b1\u00c5\u009fmanl\u00c4\u00b1k hizmetleri \u00c5\u009firketi EY'\u00c4\u00b1n yay\u00c4\u00b1mlad\u00c4\u00b1\u00c4\u009f\u00c4\u00b1 EY Private Equity Pulse 2026<\/b> ara\u00c5\u009ft\u00c4\u00b1rmas\u00c4\u00b1, k\u00c3\u00bcresel \u00c3\u00b6zel sermaye piyasas\u00c4\u00b1n\u00c4\u00b1n 2026'n\u00c4\u00b1n ilk yar\u00c4\u00b1s\u00c4\u00b1nda belirsizliklere ra\u00c4\u009fmen diren\u00c3\u00a7li bir g\u00c3\u00b6r\u00c3\u00bcn\u00c3\u00bcm sergiledi\u00c4\u009fini ortaya koyuyor. Ara\u00c5\u009ft\u00c4\u00b1rmaya g\u00c3\u00b6re, yat\u00c4\u00b1r\u00c4\u00b1mc\u00c4\u00b1lar piyasadan tamamen uzakla\u00c5\u009fmak yerine yat\u00c4\u00b1r\u00c4\u00b1m kararlar\u00c4\u00b1nda daha se\u00c3\u00a7ici davran\u00c4\u00b1yor. Buna ek olarak, teknoloji odakl\u00c4\u00b1 i\u00c5\u009flemlerde ge\u00c3\u00a7en y\u00c4\u00b1l\u00c4\u00b1n ayn\u00c4\u00b1 d\u00c3\u00b6nemine g\u00c3\u00b6re %50 d\u00c3\u00bc\u00c5\u009f\u00c3\u00bc\u00c5\u009f ya\u00c5\u009fan\u00c4\u00b1rken, teknoloji d\u00c4\u00b1\u00c5\u009f\u00c4\u00b1ndaki i\u00c5\u009flemlerin de\u00c4\u009ferinde %9 art\u00c4\u00b1\u00c5\u009f g\u00c3\u00b6r\u00c3\u00bcl\u00c3\u00bcyor.<\/p>\r\n

K\u00c3\u00bcresel \u00c3\u00b6l\u00c3\u00a7ekte \u00c3\u00b6zel sermaye sat\u00c4\u00b1n al\u00c4\u00b1mlar\u00c4\u00b1nda toplam i\u00c5\u009flem de\u00c4\u009feri b\u00c3\u00bcy\u00c3\u00bck \u00c3\u00b6l\u00c3\u00a7\u00c3\u00bcde yatay seyretti. Bu tablo, yat\u00c4\u00b1r\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n \u00c3\u00b6zellikle yapay zek\u00c3\u00a2n\u00c4\u00b1n d\u00c3\u00b6n\u00c3\u00bc\u00c5\u009ft\u00c3\u00bcrd\u00c3\u00bc\u00c4\u009f\u00c3\u00bc alanlarda daha temkinli hareket etti\u00c4\u009fini, buna kar\u00c5\u009f\u00c4\u00b1l\u00c4\u00b1k uzun vadeli b\u00c3\u00bcy\u00c3\u00bcme potansiyeli sunan sekt\u00c3\u00b6rlere y\u00c3\u00b6nelmeyi s\u00c3\u00bcrd\u00c3\u00bcrd\u00c3\u00bc\u00c4\u009f\u00c3\u00bcn\u00c3\u00bc g\u00c3\u00b6steriyor.<\/p>\r\n

Yat\u00c4\u00b1r\u00c4\u00b1m oda\u00c4\u009f\u00c4\u00b1 dayan\u00c4\u00b1kl\u00c4\u00b1 sekt\u00c3\u00b6rlere kay\u00c4\u00b1yor<\/b><\/p>\r\n

Ara\u00c5\u009ft\u00c4\u00b1rmaya g\u00c3\u00b6re yat\u00c4\u00b1r\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n ilgisi enerji, dijital altyap\u00c4\u00b1, savunma ve sa\u00c4\u009fl\u00c4\u00b1k gibi uzun vadeli b\u00c3\u00bcy\u00c3\u00bcme potansiyeli sunan alanlara y\u00c3\u00b6neliyor.<\/p>\r\n

\u00c3\u0096zel sermaye fonu y\u00c3\u00b6neticilerinin yakla\u00c5\u009f\u00c4\u00b1k yar\u00c4\u00b1s\u00c4\u00b1, \u00c3\u00b6n\u00c3\u00bcm\u00c3\u00bczdeki 12-24 ayl\u00c4\u00b1k d\u00c3\u00b6nemde sa\u00c4\u009fl\u00c4\u00b1k hizmetleri ve dijital altyap\u00c4\u00b1y\u00c4\u00b1 \u00c3\u00b6ncelikli yat\u00c4\u00b1r\u00c4\u00b1m alanlar\u00c4\u00b1 aras\u00c4\u00b1nda g\u00c3\u00b6r\u00c3\u00bcyor. Veri merkezleri \u00c3\u00b6nemini korurken, yat\u00c4\u00b1r\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n oda\u00c4\u009f\u00c4\u00b1 art\u00c4\u00b1k yaln\u00c4\u00b1zca yapay zek\u00c3\u00a2 uygulamalar\u00c4\u00b1na de\u00c4\u009fil, bu d\u00c3\u00b6n\u00c3\u00bc\u00c5\u009f\u00c3\u00bcm\u00c3\u00bc m\u00c3\u00bcmk\u00c3\u00bcn k\u00c4\u00b1lan elektrik \u00c5\u009febekeleri, enerji \u00c3\u00bcretimi, so\u00c4\u009futma sistemleri, yar\u00c4\u00b1 iletkenler ve yaz\u00c4\u00b1l\u00c4\u00b1m gibi tamamlay\u00c4\u00b1c\u00c4\u00b1 alanlara da geni\u00c5\u009fliyor.<\/p>\r\n

Stratejik sat\u00c4\u00b1\u00c5\u009flar, \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f piyasas\u00c4\u00b1n\u00c4\u00b1 destekliyor<\/b><\/p>\r\n

Ara\u00c5\u009ft\u00c4\u00b1rmaya g\u00c3\u00b6re, 2026'n\u00c4\u00b1n ilk yar\u00c4\u00b1s\u00c4\u00b1nda a\u00c3\u00a7\u00c4\u00b1klanan \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f i\u00c5\u009flemlerinin toplam de\u00c4\u009feri ge\u00c3\u00a7en y\u00c4\u00b1l\u00c4\u00b1n ayn\u00c4\u00b1 d\u00c3\u00b6nemine g\u00c3\u00b6re %9 artt\u00c4\u00b1. Kurumsal al\u00c4\u00b1c\u00c4\u00b1lar\u00c4\u00b1n ilgisi sayesinde stratejik sat\u00c4\u00b1\u00c5\u009flar \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f piyasas\u00c4\u00b1n\u00c4\u00b1n temel itici g\u00c3\u00bcc\u00c3\u00bc olmaya devam etti.<\/p>\r\n

Son alt\u00c4\u00b1 ayda toplam \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f de\u00c4\u009ferinin %71'ini stratejik sat\u00c4\u00b1\u00c5\u009flar, \u00c3\u00b6zel sermaye fonlar\u00c4\u00b1 aras\u00c4\u00b1ndaki i\u00c5\u009flemler ve halka arzlar ise kalan k\u00c4\u00b1sm\u00c4\u00b1n\u00c4\u00b1 olu\u00c5\u009fturdu. Kurumsal \u00c5\u009firketler, \u00c3\u00b6l\u00c3\u00a7ekli ve kaliteli varl\u00c4\u00b1klara eri\u00c5\u009fmek amac\u00c4\u00b1yla \u00c3\u00b6zel sermaye destekli \u00c5\u009firketlere y\u00c3\u00b6nelik ilgisini s\u00c3\u00bcrd\u00c3\u00bcr\u00c3\u00bcyor.<\/p>\r\n

Ara\u00c5\u009ft\u00c4\u00b1rma ayr\u00c4\u00b1ca, sat\u00c4\u00b1c\u00c4\u00b1lar\u00c4\u00b1n fiyat beklentilerinde daha ger\u00c3\u00a7ek\u00c3\u00a7i bir yakla\u00c5\u009f\u00c4\u00b1m benimsedi\u00c4\u009fini ortaya koyuyor. Fon y\u00c3\u00b6neticilerinin %90'\u00c4\u00b1, uzun s\u00c3\u00bcredir portf\u00c3\u00b6ylerinde bulunan varl\u00c4\u00b1klarda daha h\u00c4\u00b1zl\u00c4\u00b1 likidite sa\u00c4\u009flayabilmek i\u00c3\u00a7in belirli oranlarda de\u00c4\u009ferleme indirimi kabul edebilece\u00c4\u009fini belirtiyor.<\/p>\r\n

\u00c3\u0087\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f haz\u00c4\u00b1rl\u00c4\u00b1\u00c4\u009f\u00c4\u00b1nda yapay zek\u00c3\u00a2 ve operasyonel verimlilik \u00c3\u00b6ne \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1yor<\/b><\/p>\r\n

Jeopolitik geli\u00c5\u009fmelere ba\u00c4\u009fl\u00c4\u00b1 belirsizliklerin s\u00c3\u00bcrd\u00c3\u00bc\u00c4\u009f\u00c3\u00bc piyasa ko\u00c5\u009fullar\u00c4\u00b1nda \u00c3\u00b6zel sermaye \u00c5\u009firketleri, olas\u00c4\u00b1 \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f s\u00c3\u00bcre\u00c3\u00a7lerine daha erken haz\u00c4\u00b1rlanmaya odaklan\u00c4\u00b1yor. Kat\u00c4\u00b1l\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n %76's\u00c4\u00b1 yapay zek\u00c3\u00a2, otomasyon ve veri altyap\u00c4\u00b1s\u00c4\u00b1n\u00c4\u00b1 en \u00c3\u00b6nemli \u00c3\u00b6ncelikleri aras\u00c4\u00b1nda g\u00c3\u00b6sterirken; bunu %62 ile k\u00c3\u00a2rl\u00c4\u00b1l\u00c4\u00b1k ve maliyet d\u00c3\u00b6n\u00c3\u00bc\u00c5\u009f\u00c3\u00bcm\u00c3\u00bc, %52 ile nakit ve i\u00c5\u009fletme sermayesi y\u00c3\u00b6netimi izliyor.<\/p>\r\n

\u00c3\u0096zel sermaye fonlar\u00c4\u00b1 gelecek d\u00c3\u00b6neme ili\u00c5\u009fkin iyimserli\u00c4\u009fini koruyor<\/b><\/p>\r\n

Ara\u00c5\u009ft\u00c4\u00b1rmaya g\u00c3\u00b6re, fon y\u00c3\u00b6neticilerinin %72'si \u00c3\u00b6n\u00c3\u00bcm\u00c3\u00bczdeki alt\u00c4\u00b1 ayda yat\u00c4\u00b1r\u00c4\u00b1m faaliyetlerinin artmas\u00c4\u00b1n\u00c4\u00b1 beklerken, %56's\u00c4\u00b1 \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f i\u00c5\u009flemlerinin h\u00c4\u00b1zlanaca\u00c4\u009f\u00c4\u00b1n\u00c4\u00b1 \u00c3\u00b6ng\u00c3\u00b6r\u00c3\u00bcyor. Kat\u00c4\u00b1l\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n yaln\u00c4\u00b1zca %14'\u00c3\u00bc yat\u00c4\u00b1r\u00c4\u00b1m faaliyetlerinde gerileme bekledi\u00c4\u009fini ifade ediyor.<\/p>\r\n

Bununla birlikte de\u00c4\u009ferleme farkl\u00c4\u00b1l\u00c4\u00b1klar\u00c4\u00b1, faiz oranlar\u00c4\u00b1 ve jeopolitik geli\u00c5\u009fmeler yat\u00c4\u00b1r\u00c4\u00b1m kararlar\u00c4\u00b1n\u00c4\u00b1 etkilemeye devam eden ba\u00c5\u009fl\u00c4\u00b1ca riskler aras\u00c4\u00b1nda yer al\u00c4\u00b1yor.<\/p>\r\n

EY T\u00c3\u00bcrkiye \u00c3\u0096zel Sermaye Fonlar\u00c4\u00b1 Sekt\u00c3\u00b6r Lideri Musa Gezer <\/b>ara\u00c5\u009ft\u00c4\u00b1rma sonu\u00c3\u00a7lar\u00c4\u00b1yla ilgili olarak \u00c5\u009funlar\u00c4\u00b1 s\u00c3\u00b6yledi:<\/p>\r\n

\u00e2\u0080\u009cEY Private Equity Pulse 2026 ara\u00c5\u009ft\u00c4\u00b1rmas\u00c4\u00b1, \u00c3\u0096zel Sermaye yat\u00c4\u00b1r\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n\u00c4\u00b1n g\u00c3\u00bcn\u00c3\u00bcm\u00c3\u00bczdeki belirsizlik ortam\u00c4\u00b1nda daha disiplinli ve se\u00c3\u00a7ici bir yat\u00c4\u00b1r\u00c4\u00b1m yakla\u00c5\u009f\u00c4\u00b1m\u00c4\u00b1 benimsedi\u00c4\u009fini ortaya koyuyor. Teknoloji odakl\u00c4\u00b1 i\u00c5\u009flemlerde yava\u00c5\u009flama g\u00c3\u00b6r\u00c3\u00bcl\u00c3\u00bcrken, enerji, altyap\u00c4\u00b1, sa\u00c4\u009fl\u00c4\u00b1k ve savunma gibi dayan\u00c4\u00b1kl\u00c4\u00b1 sekt\u00c3\u00b6rlere ilginin artt\u00c4\u00b1\u00c4\u009f\u00c4\u00b1n\u00c4\u00b1 g\u00c3\u00b6zlemliyoruz. Yapay zek\u00c3\u00a2 yat\u00c4\u00b1r\u00c4\u00b1mlar\u00c4\u00b1 da yaln\u00c4\u00b1zca uygulama taraf\u00c4\u00b1yla s\u00c4\u00b1n\u00c4\u00b1rl\u00c4\u00b1 kalmay\u00c4\u00b1p, bu d\u00c3\u00b6n\u00c3\u00bc\u00c5\u009f\u00c3\u00bcm\u00c3\u00bc m\u00c3\u00bcmk\u00c3\u00bcn k\u00c4\u00b1lan alanlara do\u00c4\u009fru geni\u00c5\u009fliyor. Di\u00c4\u009fer yandan stratejik sat\u00c4\u00b1\u00c5\u009flar ve kurumsal al\u00c4\u00b1c\u00c4\u00b1lar\u00c4\u00b1n g\u00c3\u00bc\u00c3\u00a7l\u00c3\u00bc talebi, \u00c3\u00a7\u00c4\u00b1k\u00c4\u00b1\u00c5\u009f piyasas\u00c4\u00b1n\u00c4\u00b1n istikrarl\u00c4\u00b1 seyrini desteklemeyi s\u00c3\u00bcrd\u00c3\u00bcr\u00c3\u00bcyor. \u00c3\u0096n\u00c3\u00bcm\u00c3\u00bczdeki d\u00c3\u00b6nemde finansman ko\u00c5\u009fullar\u00c4\u00b1ndaki iyile\u00c5\u009fme, sat\u00c4\u00b1\u00c5\u009fa \u00c3\u00a7\u00c4\u00b1kacak varl\u00c4\u00b1k say\u00c4\u00b1s\u00c4\u00b1ndaki art\u00c4\u00b1\u00c5\u009f ve yapay zek\u00c3\u00a2 ekosisteminin olu\u00c5\u009fturdu\u00c4\u009fu yeni yat\u00c4\u00b1r\u00c4\u00b1m alanlar\u00c4\u00b1n\u00c4\u00b1n \u00c3\u00b6zel sermaye piyasas\u00c4\u00b1n\u00c4\u00b1 desteklemeye devam edece\u00c4\u009fini \u00c3\u00b6ng\u00c3\u00b6r\u00c3\u00bcyoruz. Belirsizlik d\u00c3\u00b6nemleri ayn\u00c4\u00b1 zamanda uzun vadeli de\u00c4\u009fer yaratabilecek yat\u00c4\u00b1r\u00c4\u00b1m f\u00c4\u00b1rsatlar\u00c4\u00b1n\u00c4\u00b1 da beraberinde getiriyor. Bu s\u00c3\u00bcre\u00c3\u00a7te, do\u00c4\u009fru sekt\u00c3\u00b6rleri ve do\u00c4\u009fru varl\u00c4\u00b1klar\u00c4\u00b1 se\u00c3\u00a7ebilen yat\u00c4\u00b1r\u00c4\u00b1mc\u00c4\u00b1lar\u00c4\u00b1n \u00c3\u00b6nemli avantaj elde edece\u00c4\u009fine inan\u00c4\u00b1yoruz.\"<\/i><\/p>\r\n

\u00c4\u00b0lgili ara\u00c5\u009ft\u00c4\u00b1rman\u00c4\u00b1n tamam\u00c4\u00b1na EY internet<\/a> sitesi \u00c3\u00bczerinden ula\u00c5\u009f\u00c4\u00b1labilir.<\/p>\r\n

EY Hakk\u00c4\u00b1nda<\/b><\/p>\r\n

D\u00c3\u00bcnya \u00c3\u00a7ap\u00c4\u00b1nda 150\u00e2\u0080\u0099den fazla \u00c3\u00bclkede dan\u00c4\u00b1\u00c5\u009fmanl\u00c4\u00b1k, denetim, g\u00c3\u00bcvence, kurumsal finansman, strateji ve vergi alanlar\u00c4\u00b1nda \u00c3\u00a7\u00c3\u00b6z\u00c3\u00bcmler sunan EY (Ernst & Young), sundu\u00c4\u009fu hizmet kalitesiyle finansal piyasalarda ve d\u00c3\u00bcnya genelinde faaliyet g\u00c3\u00b6sterdi\u00c4\u009fi t\u00c3\u00bcm ekonomilerde g\u00c3\u00bcven olu\u00c5\u009fturulmas\u00c4\u00b1na katk\u00c4\u00b1 sa\u00c4\u009fl\u00c4\u00b1yor. Profesyonel ekipleri, uzun y\u00c4\u00b1llara dayanan deneyimi, sahip oldu\u00c4\u009fu teknoloji, veri ve altyap\u00c4\u00b1 sayesinde \u00c5\u009firketlerin geli\u00c5\u009fmesine ve d\u00c3\u00b6n\u00c3\u00bc\u00c5\u009fmesine destek oluyor.<\/p>\r\n

\u00c5\u009eirketler, \u00c3\u00a7al\u00c4\u00b1\u00c5\u009fanlar ve toplum i\u00c3\u00a7in uzun vadeli de\u00c4\u009fer yaratmay\u00c4\u00b1 ama\u00c3\u00a7layan EY, ayn\u00c4\u00b1 zamanda daha iyi bir \u00c3\u00a7al\u00c4\u00b1\u00c5\u009fma d\u00c3\u00bcnyas\u00c4\u00b1 olu\u00c5\u009fturmay\u00c4\u00b1 hedefliyor. Ba\u00c4\u009f\u00c4\u00b1ms\u00c4\u00b1z denetim, g\u00c3\u00bcvence, dan\u00c4\u00b1\u00c5\u009fmanl\u00c4\u00b1k, hukuk, kurumsal finansman, strateji, teknoloji ve vergi hizmetlerinin yan\u00c4\u00b1 s\u00c4\u00b1ra bir\u00c3\u00a7ok sekt\u00c3\u00b6rde i\u00c5\u009f d\u00c3\u00bcnyas\u00c4\u00b1n\u00c4\u00b1n kar\u00c5\u009f\u00c4\u00b1la\u00c5\u009ft\u00c4\u00b1\u00c4\u009f\u00c4\u00b1 finansal ve operasyonel verimsizliklere kar\u00c5\u009f\u00c4\u00b1 yeni \u00c3\u00a7\u00c3\u00b6z\u00c3\u00bcmler ve d\u00c3\u00b6n\u00c3\u00bc\u00c5\u009f\u00c3\u00bcm yollar\u00c4\u00b1 bulmak ad\u00c4\u00b1na en do\u00c4\u009fru sorular\u00c4\u00b1 sorarak en do\u00c4\u009fru cevaplar\u00c4\u00b1 ar\u00c4\u00b1yor.<\/p>\r\n

EY ad\u00c4\u00b1 k\u00c3\u00bcresel bir organizasyonu temsil eder ve Ernst&Young Global Limited\u00e2\u0080\u0099in, her biri ayr\u00c4\u00b1 birer t\u00c3\u00bczel ki\u00c5\u009fili\u00c4\u009fe sahip olan bir veya daha fazla \u00c3\u00bcye firmas\u00c4\u00b1n\u00c4\u00b1 temsil edebilir. S\u00c4\u00b1n\u00c4\u00b1rl\u00c4\u00b1 sorumlu bir Birle\u00c5\u009fik Krall\u00c4\u00b1k \u00c5\u009firketi olan Ernst&Young Global Limited m\u00c3\u00bc\u00c5\u009fteri hizmeti sunmamaktad\u00c4\u00b1r.<\/p>\r\n

Daha fazla bilgi i\u00c3\u00a7in: ey.com<\/a><\/p>\r\n

<\/p>\r\n

Foto\u00c4\u009fraflar\u00c4\u00b1 indirmek i\u00c3\u00a7in l\u00c3\u00bctfen \u00c3\u00bczerlerine t\u00c4\u00b1klay\u00c4\u00b1n\u00c4\u00b1z!.<\/span><\/em><\/p>\r\n \r\n \r\n \r\n
\r\n

<\/a><\/p><\/td>\r\n <\/tr>\r\n <\/tbody>\r\n <\/table>
Ekleri indirmek i\u00c3\u00a7in l\u00c3\u00bctfen \u00c3\u00bczerlerine t\u00c4\u00b1klay\u00c4\u00b1n\u00c4\u00b1z\u00e2\u0080\u00a6<\/span><\/em>\r\n \r\n \r\n \r\n \r\n \r\n
\r\n

Ek-1 PE Pulse-BB<\/a><\/p><\/td>\r\n <\/tr>\r\n <\/tbody>\r\n <\/table>
B\u00c3\u009cT\u00c3\u009cN DOSYALARI VE RES\u00c4\u00b0MLER\u00c4\u00b0 \u00c4\u00b0ND\u00c4\u00b0RMEK \u00c4\u00b0\u00c3\u0087\u00c4\u00b0N TIKLAYINIZ<\/span><\/b><\/span><\/a>\r\n

<\/td>\r\n <\/tr>\r\n
\r\n

Esin Kuzulo\u00c4\u009flu Demir
\r\n Media Group Coordinator
\r\n Salt \u00c4\u00b0leti\u00c5\u009fim<\/span><\/p><\/td>\r\n

\r\n

Tel: 0212 217 4748
\r\n Cep: 0533 020 05 95
\r\n E-posta: esin.demir@saltiletisimgrup.com<\/a><\/span><\/p><\/td>\r\n <\/tr>\r\n

\r\n
\r\n

E-postan\u00c4\u00b1n i\u00c3\u00a7erdi\u00c4\u009fi t\u00c3\u00bcm metinler, bilgiler, g\u00c3\u00b6rseller ve dosyalar e-postay\u00c4\u00b1 g\u00c3\u00b6nderen firman\u00c4\u00b1n sorumlu\u00c4\u009fundad\u00c4\u00b1r. Bu e-posta bulten@mercek.net adresinize Salt \u00c4\u00b0leti\u00c5\u009fim<\/strong> taraf\u00c4\u00b1ndan olu\u00c5\u009fturulan \u00c3\u00bcye veritaban\u00c4\u00b1nda e-posta adresinizle kay\u00c4\u00b1tl\u00c4\u00b1 oldu\u00c4\u009funuz i\u00c3\u00a7in g\u00c3\u00b6nderilmi\u00c5\u009ftir.Bu e-postay\u00c4\u00b1 almak istemiyorsan\u00c4\u00b1z l\u00c3\u00bctfen t\u00c4\u00b1klay\u00c4\u00b1n<\/a>.<\/span><\/p><\/td>\r\n <\/tr>\r\n <\/tbody>\r\n <\/table>\r\n

<\/div>\r\n ","_ecomap_skills_applied":"[\"bulletin-editorial-tr\",\"company-about-notes-tr\",\"de-hype-tr\",\"dedupe-footer\",\"editor-notes-summary\",\"light-proofread\",\"rewrite-title\",\"structure-extract\"]","_ecomap_language":"tr","_ecomap_source":"email","_ecomap_topics":"[\"technology\",\"market_expansion\"]","_ecomap_mentioned_people":"[{\"name\":\"Musa Gezer\",\"role\":\"Sekt\\u00f6r Lideri\",\"quote\":false,\"ecomap_person_id\":1165,\"source\":\"editor\"}]","_aeroflow_canonical_url":"","footnotes":""},"categories":[1],"tags":[],"content_type":[3],"class_list":["post-1636","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press-release","content_type-bulletin"],"_links":{"self":[{"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/posts\/1636","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/comments?post=1636"}],"version-history":[{"count":1,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/posts\/1636\/revisions"}],"predecessor-version":[{"id":1637,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/posts\/1636\/revisions\/1637"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/media\/1635"}],"wp:attachment":[{"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/media?parent=1636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/categories?post=1636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/tags?post=1636"},{"taxonomy":"content_type","embeddable":true,"href":"https:\/\/fintech.mercek.net\/news\/wp-json\/wp\/v2\/content_type?post=1636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}