Kelso & Company, Cornell Capital, KKR, Platinum Equity, and PAG deployed capital into packaging and consumer sectors across North America and Asia-Pacific during February 2026, targeting inflation-resistant assets as Q4 2025 earnings revealed divergent corporate performance.
Star Equity Holdings posted $48M Q3 2025 revenue, up 30% year-over-year, after acquiring Hudson Global in August 2025. The merged entity generated $3.1M pro forma adjusted EBITDA versus $600K prior year. Hudson Talent Solutions maintained #1 ranking in Asia Pacific recruitment outsourcing with $37M revenue and $1.7M adjusted EBITDA.
Public markets reflected guidance uncertainty. Nvidia shares climbed 5.79% while Monday.com plunged 20% on forecast revisions. The volatility comes as global cryptocurrency holders reached 716M—up 16% annually—signaling shifting capital allocation preferences across markets.
Regulatory shifts altered investment flows. The Trump administration reversed H20 chip export restrictions, reopening technology trade channels. Automotive, consumer goods, and biotech firms issued cautious 2026 guidance despite completing fiscal reporting across North America, Europe, and Asia.
Star Equity's Building Solutions segment generated $21.4M pro forma revenue versus $13.7M prior year, with adjusted EBITDA jumping to $2.6M from $700K. The company held $18.5M cash and maintained $20M committed order backlog despite residential market softness.
Private equity concentrated activity in defensive sectors. Packaging acquisitions attracted multiple firms seeking margin stability. Consumer brands with pricing power drew capital amid retail pressure across developed markets.
Star Equity deployed agentic AI through TalentIQ and Hudson Flow platforms in business services. The company relocated its Edinburgh office to Princess Street and expanded into Middle East, Latin America, and Japan markets through the Hudson acquisition. Energy Services posted $3.7M pro forma revenue targeting natural gas and geothermal drilling as oil rig counts declined.
Building Solutions' 1.01 book-to-bill ratio over twelve months indicated stable project pipelines despite weather-dependent Q4 performance. The Oxford, Maine facility remained idle with management evaluating reopening scenarios.