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Private Equity Firms in London and the UK

Private Equity Firms in London and the UK

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Back in the 18th and 19th century, London was the undisputed global financial hub. While the term Private Equity was not coined back then, people from all over the world were making their trip to the United Kingdom to raise funds for their businesses and their governments. 

Looking at the world today, London lost this title to New York as the financial capital, however the number of highly reputable Private Equity firms is still one of the highest with most UK and European focused PE funds having their headquarter in London. 

As a former investment professional at a family office and later at a $3 billion private equity fund, I was pretty frustrated of not seeing good quality lists and rankings out there beyond the paid databases of MergerMarket, Pitchbook and Preqin. Having launched a growth consultancy firm which works with many of the leading PE and VC funds, I am excited to present you with a comprehensive list of the top 46 private equity firms in London from a value creation perspective

The list is categorized by the size of investments Private Equity funds typically make which is usually based on a multiple of the EBITDA metric. The directory starts with lower mid market funds and finishes off with large cap funds, the more prominent buyout funds we usually see in the big media headlines. 

In terms of attributes and features for the private equity firms, we focused on the following ones: 

  • Investment style: Provides information on whether the fund only looks at 100% acquisitions or considers also minority stakes. Investment style talks also about the industry focus, the geography focus and a bit more information on the size of the deals the firms is looking for.
  • Portfolio Companies: We did not list every single portfolio company of a fund, however we tried to pick some of the most prominent businesses the private equity firm owned or still owns.
  • We are also providing the founding date, the number of investment professionals, assets under management across all of their funds, number of funds, office locations.
  • Value Addition Examples tries to pick up on specific examples how the team at the fund helped the business grow, beyond just acquiring the business and holding it and selling it at higher multiples due to a better sentiment in the market.
  • Key investment professionals is a section where we focused on individuals who are more vocal and more well known in the media, its not a complete list by any means.
  • We conclude the list with recent exits and recent acquisitions and a quote from one of the senior leaders at the firm.

Should you wish to add or change anything, please do not hesitate to get in touch here

What is Private Equity?

Private equity involves investment funds that directly invest in private companies or engage in buyouts of public companies, resulting in the delisting of public equity. Investors in these funds typically include institutional investors like pension funds, endowments, and high-net-worth individuals. The goal is often to improve the company’s financial health and operations, thereby increasing its value before eventually selling the company for a profit.

46 Top Private Equity Firms in London and the UK

Private equity firms vary significantly in terms of the size and scope of their investments. Here, we break down the firms into three primary categories:

Market SegmentCompany ValueEBITDA
Lower Mid-Market£10 million to £50 million£1 million to £5 million
Middle Market£50 million to £500 million£5 million to £50 million
Large CapOver £500 millionOver £50 million

Lower Mid-Market

Lower mid-market private equity firms invest and acquire smaller companies, typically valued between £10 million and £50 million. The target companies here are usually established businesses with a stable revenue and cash flow profile, however they are being operated by a founder who wants to retire or have a liquidity event via a partial exit. The lower mid-market has a lot of businesses which have a great business model but have not implemented levers to grow the business via M&A, international expansion or implementation of technology.

  • Investment Focus: Stable companies where there is a lot of room to grow the business by adding a more professional management team, implementing a lot of the marketing and growth stack, international expansion and a buy and build strategy by adding smaller businesses in the same sector to the “platform” acquisition. 
  • Hands-On Approach: These firms tend to take a hands-on approach, working closely with the existing or new management teams to implement growth strategies, improve operational efficiencies, and build robust business models that can attract further investment.
  • Company Value: £10 million to £50 million
  • EBITDA: £1 million to £5 million
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Baird Capital

Investment Style: Baird Capital focuses on lower middle-market private equity and venture capital investments, emphasizing growth equity and buyouts. They specialize in partnering with founder and entrepreneurial-led B2B technology and services companies, leveraging deep sector knowledge and global operating capabilities to support their portfolio companies’ expansion and operational needs.

Portfolio Companies: Baird Capital’s private equity portfolio includes CAV Systems Group (provider of in-flight ice protection and drag reduction technology), Blue Matter (pharmaceutical consulting), Freemarket (fintech platform for regulated B2B cross-border payments and currency exchange), Subsea Technology & Rentals (independent subsea survey business), and Aura (consultancy and technology provider).

Founding Date: 1989

Number of Investment Professionals: Over 40 investment, operating, and support professionals globally.

Number of Funds: 3 funds under management.

Assets Under Management: Approximately $1.3 billion

Value Addition Examples: Baird Capital has significantly contributed to the growth of its portfolio companies through strategic guidance and operational improvements. For instance, Blue Matter saw substantial growth and improved operational discipline with Baird’s support. The firm helped align Blue Matter’s long-term strategy while maintaining its unique business culture. Similarly, Baird Capital’s partnership with Subsea Technology & Rentals (STR) enabled the company to expand internationally and enhance its operational capabilities, significantly driving value for STR.

Key Investment Professionals and Contributions:

  • James Benfield, Partner: Benfield brings extensive experience in managing and growing businesses across various sectors, providing strategic insights and operational expertise to Baird’s portfolio companies.
  • Andrew Ferguson, Partner: Throughout his more than 25-year career in private equity, Ferguson has been a director on the boards of numerous companies. At the moment, he is a member of the boards of directors for Aura and Blue Matter.
  • Michael Holgate, Partner: Holgate has worked in the London and Chicago offices of Baird Capital and has concluded transactions in the EU, the UK, the US, and Asia. He has a great deal of expertise managing growth capital and buyout investments. At present, Holgate is a member of the boards of JMAN, Freemarket, and Blue Matter. Prior investments were made in Vega, Crisp, Hopebridge, and Prescient.

Recent Exits:

  1. CAV Systems Group (CAV) to Loar Group Inc., a diversified aerospace manufacturer and supplier with established relationships across aerospace and defense OEMs, Tier One manufacturers, and airline customers worldwide.
  2. bfinance via secondary buy-out: Baird Capital successfully exited its investment in bfinance via a secondary buy-out backed by Beach Point Capital.

Recent Acquisitions:

  • Minority investment in JMAN Group, an international commercially focused data consultancy.
  • Growth capital investment in Freemarket, a leading fintech platform for regulated B2B cross-border payments and currency exchange.

Office Locations:

  • Chicago (Headquarters): Chicago, Illinois, 227 West Monroe Street Suite 2200
  • Additional Offices: London, Singapore

Website: www.bairdcapital.com

Quote:”As for Baird Capital, we weathered the challenges of 2023 and view our portfolio as well-positioned to capitalize on improving market conditions. Our team has managed through multiple investment cycles, and our collective experiences position us to capitalize on the current environment. Our decisions over the past cycle to focus on economically resilient business models while applying conservative capital structures continue to serve us well. The goal for 2024 is to deliver liquidity back to our investors while continuing to deploy capital into attractive companies looking for a value-added global partner.” – Gordon Pan, President

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Aurelius

Investment Style: The investment strategy of AURELIUS Private Equity is based on the conviction that operational enhancements are the sole means of achieving sustained value development. Corporate carve-outs, platform build-ups, succession planning, and customized finance solutions are among the main areas of concentration. Meanwhile, three industries are of particular interest to AURELIUS Private Equity: Technology & Business Services, Industrials & Chemicals, and Lifestyle & Consumer Goods.

 

Portfolio Companies: Aurelius’s portfolio includes companies such as HanseYachts (sailing yacht manufacturer), aribos Group (collision repair services group), tmgroup (property search aggregation services) and KIROTEC (full-service provider of products for structural fire protection)

Founding Date: 2005

Number of Investment Professionals: Over 370 professionals

Number of Funds: 3 (under private equity)

Assets Under Management: Approximately €3 billion

Value Addition Examples: The creation of freestanding structures and the efforts of the Operational Task Force allowed AURELIUS to successfully bring on new clients for Briar Chemicals. Additionally, it was able to lessen Briar Chemicals’ reliance on a single, sizable client and ultimately turn the company into a stand-alone, profit-driven business. On the other hand, regional development and the integration of three add-on acquisitions were significant steps in Solidus Solutions’ company growth. These actions caused the company’s EBITDA to soar from approximately €8 million at the time of AURELIUS’s acquisition to over €50 million at the time of its sale for an enterprise value of €330 million.

Key Investment Professionals and Contributions:

  • Dirk Markus, Founding Partner: Markus has expanded the company into an alternative investment organization with a focus on real estate, private debt, and private equity since 2005.
  • Gert Purkert, Founding Partner: Purkert has been leading the formation of the AURELIUS Task Force since its inception in 2005 and has been driving the realignment and operational improvement of multiple portfolio firms. He is still offering guidance and assistance on the transition of multiple portfolio firms in his capacity as Senior Advisor.
  • Tristan Nagler, Partner: Nagler was a key player in the UK and Ireland’s Investment Advisory team’s successful enlargement after joining AURELIUS in 2014. He oversaw a number of transactions, such as the corporate carve-outs of Smurfit Kappa’s solid board activities, Office Depot’s European operations, and McKesson’s UK operations.

Recent Exits:

  1. Distrelec Group, a leading European B2B distributor of electronic and technical components, to RS Group, a global omni-channel provider of industrial product and service solutions
  2. Briar Chemicals Limited (Briar), the leading agrochemical Contract Development and Manufacturing Organisation (CDMO) in the UK, to Safex Chemicals India Limited (Safex), a crop protection product group

Recent Acquisitions:

  • The Body Shop: An opportunity to re-energise an iconic global beauty and personal care brand with impressive consumer recognition
  • Dayco’s Propulsion Solutions Business: Emphasizes AURELIUS´ growing focus on North America

Office Locations:

  • Munich (Headquarters):Anger Palais, Unterer Anger 3, 80331 Munich, Germany
  • Additional Offices: Amsterdam, London, Luxembourg, Madrid, Malta, Milan, New York, Stockholm

Website: www.aurelius-group.com

Quote: “We believe in unlocking hidden potential in our investments through active operational engagement and strategic support.” – Dirk Markus, CEO

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True Capital

Investment Style: True Capital invests from £10 million to £100 million for both majority and minority stakes in the retail, consumer, and technology ecosystem, including B2C, B2B, and B2B2C. Their focus is on the UK and Western & Northern Europe, but they have an international reach. The fund prioritises profitable companies, but it is also willing to consider cases in which companies with solid foundations face transient difficulties and might benefit from operational or balance sheet strengthening.

Portfolio Companies: True Capital’s portfolio includes Sneak (D2C zero sugar brand), The Cotswold Company (home furnishings), Ribble (performance bike brand), and Zwift (at home training game).

Founding Date: 2013

Number of Investment Professionals: Approximately 40 professionals, including investment, marketing, people, operations and innovation teams.

Number of Funds: 2 (venture capital and private equity)

Assets Under Management: £600 million

Value Addition Examples: By utilising its vast network of senior executives and advisors in the consumer and retail sectors, True Capital provided support to Apparel Brands Limited by nominating industry veteran Carl Davies, CEO of Perry Ellis Europe, as a Non-Executive Director.

Key Investment Professionals and Contributions:

  • Matt Truman, Executive Chair and Co-Founder: Matt primarily used human and financial resources to expand the company and its culture. The ecosystem as a whole has been under his control; he has expanded it, continuously reimagined it, and made it the best place to work.
  • Paul Cocker, CEO and Co-Founder: Cocker has played a vital role in identifying and nurturing innovative consumer brands, contributing to the success of Sneak and The Cotsworld Company.

Recent Acquisitions:

  • JENA, a UK SaaS platform for solopreneurs
  • Apparel Brands Limited, a leader in the sourcing, design, and distribution of Branded clothing and accessories, for men, women and kids

Office Locations:

  • London (Headquarters): 29 Buckingham Gate, London, SW1E 6NF 

Website: www.true.global

Quote: “At its simplest, my job is to buy something for £1, grow it to £3, bring outstanding people and networks around those businesses and leave it in a better position than we found it.” – Matt Truman, Co-Founder & CEO

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Ambienta

Investment Style: Ambienta focuses on specialised European small and medium-sized enterprises (SMEs) with a strong and distinct market position, scalable and profitable business models, and an affinity for environmental themes. They use their local presence and connections to find European SMEs that are difficult to reach.

Portfolio Companies: Ambienta’s portfolio includes companies such as Safim (highly efficient hydraulic components), Nactarome Group (natural flavours for the food industry), SF-Filter (distributor of mobile and industrial filters) and Lakesight (machine vision for Industry 4.0).

Founding Date: 2007

Number of Investment Professionals: 90 professionals.

Number of Funds: 3 (including one focusing on private equity)

Assets Under Management: More than €3 billion

Value Addition Examples: As a fundamental component of Ambienta’s investment process and value creation methodology, the incorporation of ESG is a part of the company’s standard operating procedures. Ambienta measures the contribution of various businesses to sustainability in terms of Resource Efficiency and Pollution Control, which they capture through 11 Environmental Metrics, using their proprietary methodology, the Environmental Impact Analysis.

Key Investment Professionals and Contributions:

  • Giancarlo Beraudo, Partner: Beraudo is based in Milan and works as a Partner at Ambienta. 2010 saw his joining Ambienta. Among the deals he has worked on are Namirial, Next Imaging, Pibiplast, Lakesight, FoundOcean, and SPIG.

Recent Exits:

  1. Next Imaging, an international platform of imaging distributors.
  2. Energy Wave, an Energy Service Company (ESCo)

Recent Acquisitions:

    • Maccaferri, a provider of Environmental Engineering Solutions and a key market player in the design and development of solutions within the civil engineering, geotechnical and environmental construction market
  • Frigoveneta, a business that designs, builds and sells centralized refrigeration systems predominantly for food retail and cold storage applications

Office Locations:

  • Milan (Headquarters): Piazza Fontana, 6, Milan
  • Additional Offices: Dusseldorf, London, and Paris

Website: www.ambientasgr.com

Quote: “We believe that investing in sustainability-driven businesses delivers both top quartile financial returns and measured, solid environmental impact.” – Nino Tronchetti Provera, Founder & Managing Partner

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EMK Capital

Investment Style: EMK Capital focuses on mid-market private equity investments, emphasizing transformative growth and operational improvements. They invest in sectors where they can leverage their expertise to drive significant changes and support management teams in building market-leading businesses. EMK places a strong emphasis on sustainable investing and improving ESG performance across its portfolio.

Portfolio Companies: EMK Capital’s portfolio includes companies such as Garda Group(security services), Reconomy (international circular economy specialist), Onebright (independent network of private pay mental health therapists and clinicians) and Bright Data (IP proxy network for businesses).

Founding Date: 2015

Number of Investment Professionals: 86 professionals.

Number of Funds: 2 funds under management.

Assets Under Management: €1.5 billion

Value Addition Examples: With its constant focus on innovation and development of proprietary software platforms to better serve customers through significant value-accretive add-on acquisitions, EMK has been instrumental in developing and implementing Reconomy Group’s transformative growth strategy. This has allowed the company to transform from a former UK waste management business into the leading global circular services platform.

Key Investment Professionals and Contributions:

  • Edmund Lazarus, Managing Partner: Lazarus co-founded EMK Capital and has a significant track record in private equity, driving growth and operational improvements in portfolio companies.
  • Mark Joseph, Managing Partner: Joseph has extensive experience in private equity and has been instrumental in executing EMK’s investment strategy through leveraging his experience advising more than $60 billion worth of transactions.
  • Nicholas Armstrong, Partner: Armstrong has been a core member across several deals, including Reconomy, Danwood, Ideal Stelrad Group, Morrison Utility Services and FiveTen.
  • Adam Frahm, Partner: Frahm possesses vast expertise in identifying, carrying out, and overseeing private equity investments in various industries and regions.

Recent Exits:

  1. Sonans Gruppen, Norway’s market leading operator of exam retake colleges
  2. WAE, a world-leading engineering technology and consulting business

Recent Acquisitions:

  • Garda Group, consisting of Garda Sikring, Great Security, Heda Security, KIBO Sikring and Windsor Door, through five concurrent acquisitions. The group offers installation, service, and maintenance for a wide range of mission critical products and services within perimeter and mechanical security, technical security, road safety and industrial doors. 
  • Servion, a specialist global IT services provider focused on contact centre solutions within the broader Customer Experience space.
  • Service Key, an Italian integrated facility management company, offering both soft and hard facility management services to a blue-chip client base.

Office Locations:

  • London (Headquarters): Lex House, 17 Connaught Place, London, W2 2ES, United Kingdom
  • Additional Offices: Amsterdam, Frankfurt, Jersey, Madrid, Milan, Mumbai, Munich, Paris and Singapore

Website: www.emkcapital.com

Quote: “We are driven to spot opportunities before others and to support management teams in achieving transformational growth.” – Edmund Lazarus, Managing Partner

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Novator Partners

Investment Style: Novator is a global investor in growth equity, special situations, and private equity. They make investments in established and developing economies. With a proven track record and depth of experience, their private equity investments are mostly concentrated in the telecommunications industry. Specifically, Novator’s investment strategy is based on three main pillars: an active investment approach, a focus on execution excellence, and the empowerment of new or current management teams. 

Portfolio Companies: Novator Partners’ portfolio includes companies such as PLAY(telecommunications), Monzo (digital banking), Klang Games (entertainment studio), Cazoo (online car retailer), Sidekick Health (digital therapeutics company), Verne Global (data center campus), Tier Mobility (e-scooter sharing company), WOM (telecommunications in Latin America) and Zwift global multiplayer video game platform).

Founding Date: 2004

Number of Investment Professionals: 7 professionals.

Number of Funds: 2 (private equity and growth equity)

Assets Under Management: €2.7 billion

Value Addition Examples: Novator Partners has been instrumental in scaling its portfolio companies through strategic guidance, operational support, and capital investments. For example, Play became a leading telecommunications provider in Poland under Novator’s ownership, significantly expanding its market share and service offerings. Similarly, Monzo grew into one of the leading digital banks in Europe with Novator’s support in strategic growth initiatives and capital infusion.

Key Investment Professionals and Contributions:

  • Thor Björgólfsson, Founder and Chairman: Björgólfsson established Novator in 2004 and then expanded into the telecom and pharmaceutical industries, amassing a portfolio of business ventures that resulted in a 2007 cover story by Forbes magazine identifying him as Iceland’s first billionaire.
  • Jan Rottiers, Director: When Rottiers joined Novator in 2009, he played a key role in setting up the company’s operations and Luxembourg office, which oversee the entirety of Novator’s investment portfolio. Additionally, he serves as a board member for a number of businesses where his knowledge of international investment structures and experience are strategically valuable.  He is also in charge of creating and upholding “best in class” corporate governance and compliance procedures in this role.
  • Jaroslav Valiukevic, Principal: As one of the most successful Latin American challenger operators in the telecom space, Valiukevic is currently a board member of WOM. He served as a board observer for Nord Security (Global), Numan (UK), and Vela Games (Global) growth investments in the digital space in addition to being a member of the core team overseeing WOM (Chile) and Play (Poland) control investments in the telecommunications sector.

Recent Exits:

  1. PLAY, a greenfield 4th mobile operator in Poland.
  2. Nova, one of the largest mobile operators in Iceland.
  3. Turk Net, the largest independent ISP and leading alternative operator to Turk Telecom in Turkey

Recent Acquisitions:

  • Steel City Interactive, indie gaming developer.
  • Nord Security, internet privacy and security solutions provider.
  • Sona, an all-purpose “people operating system”.
  • Vela Games, a Dublin-based game studio.
  • Monzo, fintech and challenger bank.

Office Locations:

  • London (Headquarters): 25 Park Lane, Mayfair, London
  • Additional Offices: Reykjavík, Luxembourg, Zug

Website: www.novator.co.uk

Quote: “We are committed to backing innovative companies that are transforming industries and driving significant growth.” – Thor Björgólfsson, Founder and Chairman

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Livingbridge

Investment Style: Mid-market private equity firm Livingbridge makes investments in well-established, expanding companies in four industries: consumer, technology, services, healthcare, and education.

Portfolio Companies: Livingbridge’s portfolio includes companies such as Mobysoft (housing software), Exclaimer (email signature management), Symphony Ventures (robotic process automation), Sykes Holiday Cottages (holiday property rentals), and RealVNC (remote access software).

Founding Date: 1999

Number of Investment Professionals: Over 100 professionals.

Number of Funds: 5 funds under management.

Assets Under Management: £3.8 billion

Value Addition Examples: Livingbridge has significantly contributed to the growth and success of its portfolio companies. For example, Exclaimer experienced substantial growth in its market presence and product offerings with Livingbridge’s strategic support. Similarly, Sykes Holiday Cottages expanded its property portfolio and customer base under Livingbridge’s ownership, becoming a leading player in the UK holiday rental market.

Key Investment Professionals and Contributions:

  • Wol Kolade, Investment and Chair of Supervisory Board: Developing the Livingbridge strategy, spearheading the company’s 2005 spinout from parent F&C, expanding the team and business, and creating a solid internal culture have all been made possible by Kolade. He began working for Livingbridge’s predecessor in 1993 and has been the company’s leader since 1998. His responsibilities include overall leadership and strategy development of Livingbridge, senior-level deal-winning involvement, and active participation in key investments that are chosen with care.
  • Adam Holloway, Founder Partner: Holloway founded the Value Strategy Group in 1999 and is a founding partner of Livingbridge. He is currently a member of the Livingbridge Supervisory Board.
  • Mark Turner, Founder Partner: Turner, a founding partner of Livingbridge, joined the company in 2001 to work with Adam Holloway to expand the Value Strategy Group. He is currently a member of the Livingbridge Supervisory Board.

Recent Exits:

  1. Brainlabs, a global digital-first media agency.
  2. Network Plus, an award-winning business delivering essential utility and infrastructure services.
  3. Munnypot, a low cost, online investment advice solution providing fully regulated advice that is both affordable and easy-to-understand.

Recent Acquisitions:

  • T-Pro, a global leader in clinical documentation improvement software.
  • Nourish, the leading digital social care records platform.
  • Imagesound, a tech-enabled digital media service company.

Office Locations:

  • London (Headquarters): 100 Wood Street, London 
  • Additional Offices: Manchester, Birmingham, Melbourne, Boston

Website: www.livingbridge.com

Quote: “Our focus is on backing high-growth companies and supporting them through strategic and operational excellence.” – Wol Kolade, Managing Partner

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Cap10 Partners

Investment Style: Cap10 Partners is a pan-European private equity firm. They aim to create value through operational improvements, strategic growth initiatives, and leveraging their extensive network.

Portfolio Companies: Cap10 Partners’ portfolio includes Sureserve Group (compliance and energy services group) and Compass Community (providers of therapeutic fostering, residential and special needs education for children) 

Founding Date: 2020

Number of Investment Professionals: 8 professionals.

Number of Funds: 1

Assets Under Management: €300 million

Value Addition Examples: With Cap10’s investment in May 2024, Compass continues to receive support in achieving its goal of raising the bar for the exceptional level of care and service delivery it offers the community.

Key Investment Professionals and Contributions:

  • Fabrice Nottin, Founding Partner: Nottin specializes in essential consumer needs, niche industrials, and mission-critical business services. He brings over 20 years of experience in the financial industry, predominantly in private equity.
  • Luca Bonanomi, Partner: Bonanomi possess experience across several industrial verticals, healthcare adjacencies and critical business services. He also has more than ten years of private equity investing and acquisition experience.
  • Mandar Kulkarni, Partner, CFO, and COO: Kulkarni oversees Cap10’s fund and GP operations, including financial and strategic planning, investor relations and portfolio management. He has over 20 years of experience in private equity.

Recent Exits:

  1. UK Addiction Treatment Centres (UKAT), the largest dedicated provider of addiction treatment services in the UK.

Recent Acquisitions:

  • Sureserve Group, the compliance and energy services group.
  • Compass Community, one of the UK’s leading providers of therapeutic fostering, residential and special needs education for children with high acuity and complex needs.

Office Locations:

  • London (Headquarters): 3rd Floor, 12 Charles II Street, St. James’s, London 
  • Additional Offices: None

Website: www.cap10partners.com

Quote: “Our goal is to partner with ambitious management teams to drive transformational growth and create lasting value.” – Fabrice Nottin, Founding Partner

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CGE Partners

Investment Style: Mid-market private equity firm CGE Partners is based in Europe and invests in companies that use technology to help them make the shift to a more digital, sustainable, compliant, and secure future. CGE invests equity ranging from €30 to €100 million in a single company, giving it the resources and know-how to facilitate quick international expansion in global markets.

Portfolio Companies: CGE Partners’ portfolio includes SureCloud (governance, risk and compliance and cybersecurity software) Ethixbase360 (ESG risk assessment platform), Datapharm (medicines information and software solutions).

Founding Date: 2019

Number of Investment Professionals: 19 professionals.

Number of Funds: 1

Assets Under Management: Approximately €1 billion

Value Addition Examples: Throughout their hold period, CGE Partners works closely with their businesses to enhance their practices in the four ESG Framework focus areas of governance, workers, community, and environment. Every business must submit a quarterly report on pertinent KPIs that are continuously evaluated and enhanced.

Key Investment Professionals and Contributions:

  • Nick Heslop, Managing Partner: Heslop has over 24 years of private equity experience and has been pivotal in shaping CGE’s investment strategy and overseeing portfolio company performance.
  • Chloe Curtis (Holding), Partner: Curtis possesses prior experience investing in the business services and technology services sectors.
  • Katie Chung Sand, Investment Director: Sand has extensive experience investing in business services and technology sectors on top of corporate finance expertise.

Recent Acquisitions:

  • Inspera, online assessment platform.
  • Ethixbase360, provider of automated supply chain onboarding and due diligence solutions.
  • SureCloud, provider of Governance, Risk and Compliance (GRC) SaaS solutions and tech-enabled Risk and Cybersecurity services.

Office Locations:

  • London (Headquarters): Berkeley Square House, London 
  • Additional Offices: None

Website: www.cgepartners.com

Quote: “Our commitment to operational excellence and strategic growth ensures that our portfolio companies reach their full potential.” – Nick Heslop, Managing Partner

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LDC (Lloyds Development Capital)

Investment Style: LDC is Lloyds Banking Group’s private equity division.

 As minority or majority shareholders, they offer flexible capital to support aspirational management teams in generating extra value and constructing a more robust and resilient company over the long haul. The fund usually provides follow-on funding after the initial investment, ranging from £5 million to £100 million, for each company it backs.

Portfolio Companies: LDC’s portfolio includes companies such as MSQ (marketing agency), Plimsoll Productions (TV production), Stonbury (water and environmental sustainability specialist), and DSP (specialist database, cloud and applications managed service provider).

Founding Date: 1984

Number of Investment Professionals: More than 100 professionals.

Number of Funds: While the exact number of funds is not specified, LDC has invested £3.6 billion to support 177 management teams.

Value Addition Examples: During the first year of investing, Talos360’s business grew annual recurring revenues by 87% and was also awarded The UK’s Best Workplace 2024 (Medium Organizations), by Great Place to Work. Meanwhile, LeMieux experienced double-digit growth, improved sales overseas by more than 50% and expanded headcount by over 185% since LDC’s investment in 2021.

Key Investment Professionals and Contributions:

  • Toby Rougier, Chief Executive: Leads the firm’s strategic direction, expanding LDC’s investment activity across the UK.
  • John Garner, Managing Partner: Garner is a member of LDC’s Investment Committee and Executive Committee, with a national focus on the organization’s new business initiatives. He joined the company in 2006 and has since invested over £500 million in 30 mid-market companies, supporting a wide range of rapidly expanding businesses across several regions.
  • Demetri Theofanou, Investment Manager: Theofanou has extensive experience in a variety of industries, such as technology, media, telecoms, and business services.

Recent Exits:

    1. Iamproperty, leading provider of technology solutions to UK Estate Agents.
  • ATCORE Group, a leading technology provider that specialises in software and services for the global travel industry.

Recent Acquisitions:

  • LeMieux, an iconic equestrian brand.
  • Talos360, talent technology solutions provider.
  • ELE Advanced Technologies, precision engineers.

Office Locations:

  • London (Headquarters): One Vine Street, London
  • Additional Offices: 10 offices across the UK

Website: https://www.ldc.co.uk

Quote: “I feel very fortunate to work with brilliant management teams who trust us to be their partners and build great businesses together.” – John Garner, Managing Partner.”Despite the headwinds faced by the economy in 2023, our unique funding model enabled LDC to show its support in every corner of the UK.” – Toby Rougier, Chief Executive.

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Pelican Capital

Investment Style: Pelican Capital focuses on partnering with management teams to support growth and strategic development in mid-market companies within the UK. They emphasize flexible capital deployment, providing up to £30 million in equity funding to facilitate ownership changes and drive growth. Their strategy includes minority and majority investments across various sectors, with a particular interest in B2B, technology, and tech-enabled services.

Portfolio Companies: Pelican Capital’s diverse portfolio includes companies like YourParkingSpace (parking technology), Atech.cloud (Cloud Service Provider), and ECA International (global mobility data and software).

Founding Date: 2019

Number of Investment Professionals: 6 professionals

Number of Funds: Pelican Capital operates individual investments funded directly by family office capital, rather than traditional fund structures.

Assets Under Management: Approximately £100 million

Value Addition Examples: In September 2020, Pelican invested growth capital in the company. The money was invested in sales and marketing in addition to platform development. Flowbird Group, a leader in urban mobility worldwide, purchased YourParkingSpace in July 2022. Consequently, Pelican Capital’s investment yielded a return of up to 6.5 times through the sale.

Key Investment Professionals and Contributions:

  • Richard Morrison, Founding Partner: Morrison has seven years of experience in the private equity industry. In 2020, he and Anthony Francis founded Pelican Capital. In that time, he has completed over 20 transactions, four of which have been successful exits. Presently, Morrison is a member of the boards of Pelican’s two portfolio businesses.
  • Anthony Francis, Founding Partner: Francis has successfully completed more than 25 private equity deals. Having completed multiple successful exits, he has a solid track record. Apart from the realm of private equity, Francis held the position of Director at ContactEngine, a software start-up with high growth that effectively sold to NICE (NASDAQ: NICE). This gave him insight into capital raising from the standpoint of an owner manager.
  • Paul Graves, For more than 15 years, Graves has assisted organizations in creating excellent technological solutions. He has established high-performing engineering teams for green and brown-field projects, working with a variety of clients ranging from start-ups to banks. ContactEngine was one of his previous employers where Graves collaborated with Anthony.

Recent Exits:

  1. YourParkingSpace, provider of intelligent parking solutions..
  2. Wheelhouse Advisors, specialist outsourced provider of prudential management, regulatory reporting and accounting, tax and human resources consultancy services.

Recent Acquisitions:

  • Unseen Group, a collective of Ed-Tech and Rec-Tech brands that specializes in providing opportunities and choices for the next generation of talent.
  • Finders International, the UK’s market leading probate research, data and technology firm, widely regarded as a trailblazer in its field.

Office Locations:

  • London (Headquarters): Nova North, 11 Bressenden Place, London
  • Additional Offices: None

Website: https://www.pelicancapital.com

Quote: “We believe the global mobility market is ready for a single point provider of services and we believe we can be just that. With high inflation in multiple jurisdictions driving increased demand for data and an ever-greater focus on regulatory compliance, we’re in an enviable position.” – Richard Morrison, Partner at Pelican Capital.

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Caphaven Partners

Investment Style: Caphaven Partners specializes in private equity investments targeting companies with enterprise values up to £50 million. They focus on businesses with strong earnings growth or turnaround potential, providing active support to management teams to drive growth and improve profitability.

Portfolio Companies: Caphaven’s portfolio includes Deutsche Prüfservice (an electrical testing and certification company based near Düsseldorf in Germany), PlayMoreGolf (the first independent multi-club flexible golf membership scheme particularly targeted towards younger and occasional players) and Urban (a London based online and mobile marketplace for professional massage, facial, manicure, pedicure and osteopath treatments)..

Founding Date: 2014

Number of Investment Professionals: 4 professionals

Number of Funds: 3 investment funds

Assets Under Management: Approximately £200 million

Value Addition Examples: In order to support a quicker expansion of Mace and to implement more robust systems, procedures, and management structures, Caphaven made an investment in Mace Montessori Schools in 2012 and became a Board member. Since then, the company has more than quadrupled sales and EBITDA and opened and acquired a number of new schools. Caphaven actively participated in the development of Mace’s operations, systems, and growth and acquisition strategy. Mace was acquired by Busy Bees, the biggest nursery school operator in the UK, in May 2018. About a 9x MoM multiple was realized on the Mace investment.

Key Investment Professionals and Contributions:

  • Cornel Riklin, Partner: Since 2011, Riklin has made investments in small enterprises, concentrating on those for which he can offer operational guidance and assistance.
  • Neeshu Lukha, Partner: Lukha has over 25 years of experience in both early-stage small businesses and large multinational corporations as a managing director, executive chairman, non-executive, and principal investor.
  • Peter Dailey, Partner: Since 2009, Dailey has actively participated in early-stage growth company investments as a board member and for his own account through the investment vehicle of Richmond Park Partners.
  • Berent Wallendahl, Partner: Wallendahl has invested in private equity in fast-growing companies like Wizz Air, Mimecast, and First Care for the previous 12 years.

Recent Exits:

  1. DogBuddy, the biggest online marketplace in Europe offering dog-sitting and walking services to dog owners.
  2. Mace Montessori Nursery Schools, a chain of nursery schools in London.

Recent Acquisitions:

  • Genesis Automation (Genesis),  a healthcare SaaS company.
  • Deutsche Prüfservice GmbH, an electrical testing and certification company.
  • Exchanger Industries, a company that engineers, designs and manufactures industrial heat exchangers.

Office Locations:

  • London (Headquarters): 33 St James’ Square, London
  • Additional Offices: None

Website: https://caphaven.com

Quote: “Our focus is on adding value to the companies in which we invest. We actively support management in identifying and realising new opportunities to grow their business or improve its profitability.” – Cornel Riklin, Founder of Caphaven Partners​

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Literacy Capital

Investment Style: Literacy Capital is a closed-end investment company focused on investing in and supporting small, growing UK businesses. They aim to help management teams achieve long-term success while also having a charitable objective, donating a portion of their net assets annually to literacy charities in the UK.

Portfolio Companies: Literacy Capital’s portfolio includes businesses such as Ashleigh & Burwood (manufacturer of home fragrance products), Techpoint (outsourced supply chain management of electronic components) and Oxygen Freejumping (operator of trampoline and adventure parks).

Founding Date: 2017

Number of Investment Professionals: 8 professionals

Number of Funds: 1 closed-end investment company

Assets Under Management: Approximately £316.5 million

Value Addition Examples: Literacy expanded the management team at AluFold, a manufacturer of custom aluminum products, by bringing on two highly experienced individuals (a new CEO and CFO) to support the founder’s impending transition to chairman. Meanwhile, David Hill was appointed Chairman of Cubo (a premier provider of co-working and office space outside of London) by Literacy. David brings more than 20 years of relevant experience from multiple sites in the leisure and hospitality sectors, including Goals Soccer Centers, Total Fitness, and Oxygen Freejumping.

Key Investment Professionals and Contributions:

  • Paul Pindar, Chairman: Provides strategic direction and oversees major investments, leveraging his extensive experience in business growth and development.
  • Richard Pindar, CEO: Focuses on operational support and growth strategies, with a strong background in management and business operations.
  • Miral Patel, Director: Manages day-to-day investment activities and supports portfolio company development, bringing expertise in financial management and strategic planning.

Recent Exits:

  1. Hometree, boiler insurance, cover and maintenance.Butternut Box, healthy, subscription-based direct-to-consumer pet food. .

Recent Acquisitions:

  • Live Business Group, a leading international entertainment supplier to the travel, tourism and leisure industry.

Office Locations:

  • London (Headquarters): 3rd Floor, Charles House, 5-11 Regent Street, London
  • Additional Offices: None

Website: https://www.literacycapital.com 

Quote: “Our unique structure and focus on long-term value creation allow us to support ambitious management teams while also making a meaningful impact through our charitable contributions.” – Richard Pindar, CEO of Literacy Capital.

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Keensight Capital

Investment Style: Keensight Capital specializes in growth buyout investments, focusing on profitable and growing companies in Europe with revenues between €10 million and €400 million. They target technology and healthcare businesses, providing strategic and operational support to drive growth and international expansion.

Portfolio Companies: Keensight’s portfolio includes companies like Sogelink (construction software), Plat4mation (a global pure-play ServiceNow Elite partner), and Onventis (a leading all-in-one cloud procurement platform for mid-sized enterprises in Europe).

Founding Date: 1998

Number of Investment Professionals: 97 professionals

Number of Funds: 5 active funds

Assets Under Management: Approximately €2.5 billion

Value Addition Examples: Along with Miguel Leitmann and Bento Correia, the co-founders of Vision-Box, Keensight Capital has been an investor since 2015. During a period of exceptionally rapid growth, the company has received support from Keensight Capital. In the meantime, Sogelink has strengthened its position in the Construction Tech market through persistent innovation, ongoing product development, and regional expansion since Keensight’s majority investment in 2019 alongside Naxicap Partners. Its status as a champion across all of Europe has resulted in strong double-digit revenue growth. Apart from demonstrating a robust internal performance, Sogelink additionally pursued its European consolidation endeavors by procuring entities such as Locatiqs, Geodesial, and Focus Software.

Key Investment Professionals and Contributions:

  • Jean-Michel Beghin, Managing Partner: Beghin worked for the Rothschild Group for ten years as a Managing Partner of R Capital Management, the investment division of the Rothschild Group devoted to growth companies, before starting Keensight. After its Managing Partners bought the Rothschild Group’s ownership stake in the business, R Capital Management changed its name to Keensight.
  • Philippe Crochet, Partner: With a strong background in the telecom sector, Crochet has held a number of positions at Corvis Corporation, Algety Telecom, and Nortel.
  • Arjan Hannink, Partner: After working on multiple deals throughout Europe with Agilitas Private Equity in London, Hannick brings transformative growth to businesses with extremely defensive business models at Keensight Capital.

Recent Exits:

  1. GEODESIAL group, the leading French developer and distributor of infrastructure design software.
  2. ASTI, a Spanish-based engineering company specialized in the production of AGV across several verticals including automotive, heavy industry, FMCG, pharma and logistics.

Recent Acquisitions:

  • SoftCo, a fast-growing provider of Procure-to-Pay (“P2P”) and Compliance software.
  • Plat4mation, the largest Europe-based global pure-play ServiceNow Elite Partner.

Office Locations:

  • Paris (Headquarters): 128, Rue du Faubourg Saint Honoré, 75008 Paris
  • Additional Offices: London, Boston, Singapore 

Website: https://www.keensightcapital.com

Quote: “At Keensight Capital, we believe that investing is about passion, expertise, trust, and fairness. We are committed to excellence and aspire to help outstanding companies achieve their full potential. We value team spirit, ambition, creative thinking, and humility.” – Keensight Capital Team.

Mid-Market

Mid-market private equity firms typically invest and acquire companies valued between £50 million and £500 million. These firms focus on businesses that are larger than the lower middle market ones but do not fall into the large buyout funds territory. Its is the most competitive space given a lot of the large buyout funds look at this space and oftentimes have also dedicate mid-market funds looking at it, while the lower middle market funds also aspire to do bigger deals from time to time and thus you also have competing bids from the players in the lower mid-market.

  • Investment Focus: Middle market firms often seek companies with established business models and steady revenue streams. They aim to enhance operational efficiency, expand market reach, and drive growth through strategic initiatives. 
  • Growth Potential: Companies in this range offer high growth potential due to their scalability and the ability to adapt quickly to market changes. Mid-market firms play a crucial role in helping these companies realize their full potential through capital infusion and strategic support. A common strategy is to pick sizable companies with an option to carve out some divisions which are non-core to the business and sell them separately to the core business while growing the core business through bolt-on acquisitions. 
  • Company Value: £50 million to £500 million
  • EBITDA: £5 million to £50 million
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Inflexion Private Equity

Investment Style: Inflexion Private Equity focuses on partnering with ambitious, high-growth entrepreneurial businesses in the mid-market segment. They provide flexible funding options, including majority and minority investments, across various sectors such as business services, consumer, financial services, healthcare, industrials, and technology. Inflexion emphasizes a collaborative approach, working closely with management teams to accelerate growth and drive strategic and operational improvements.

Portfolio Companies: Inflexion’s portfolio includes Creative Car Park (car park management solutions), Curinos (financial data and analytics), Detectortesters (fire safety products), and EcoOnline (EHS software provider).

Founding Date: 1999

Number of Investment Professionals: Over 170 professionals.

Number of Funds: Three (Buyout Fund, Partnership Capital, and Enterprise Fund).

Assets Under Management: Approximately £5 billion

Value Addition Examples: Inflexion supported Marley’s transition to a standalone IT system, investment in new product development, and optimization of the pricing strategy, nearly doubling its EBITDA. Their ESG initiatives reduced carbon emissions intensity by 33% and promoted the development of environmentally friendly products. In another example, Inflexion’s digital team enhanced Halo’s online presence and sales channels, significantly boosting revenue and market share.

Key Investment Professionals and Contributions:

  • Simon Turner, Managing Partner: Beginning his career in private equity in the early 1990s, Turner has developed and led buyouts for growth businesses for thirty years. He and John co-founded the Private Equity Group of Daiwa Europe, which eventually split off to become Inflexion.
  • John Hartz, Managing Partner: Throughout his career, Hartz has delighted in getting to know business owners, learning about their ventures, and experiencing the ups and downs of managing and expanding their own enterprises.
  • Richard Swann, Partner: Since joining Inflexion in 2008, Swann has taken part in numerous current and past investments made by the company.

Recent Exits:

  1. ACIS (Advanced Communications and Information Systems), the UK’s leading provider of real-time passenger information systems.
  2. CP Electronics, the UK’s leading manufacturer of lighting controls systems.
  3. Glide, the UK’s leading provider of managed internet and digital media services to high-density accommodation.

Recent Acquisitions:

  • aosphere, a legal and compliance information subscription platform.
  • Ultimate Performance, a unique global, premium health and fitness platform.
  • Village Vets, the largest independent group of veterinary practices in the Republic of Ireland.

Office Locations: 

  • London (Headquarters): 47 Queen Anne Street, London 
  • Additional Offices: Manchester, Stockholm

Website: https://www.inflexion.com

Quote: “We set up Inflexion in a spirit of restless curiosity which endures to this day. Everyone here has an eagerness to unpick things and explore new angles, to assess how we might improve what we do. We built this business ourselves, so we have great empathy with the companies we invest in and support.” – Simon Turner, Managing Partner

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Mayfair Equity Partners

Investment Style: Mayfair Equity Partners focuses on growth capital investments and buyouts, primarily in the tech and consumer sectors. They emphasize partnership over control and aim to support management teams with strategic guidance and operational expertise.

Portfolio Companies: Their diverse portfolio includes companies like TrustedHousesitters (the leading travel solution for pet people), Jonckers (a tech-enabled language services provider) and Yieldstreet (a leading platform for private market investing).Founding Date: 2014

Number of Investment Professionals: 32 professionals.

Number of Funds: Multiple funds, though the exact number is unspecified.

Assets Under Management: Over £2 billion

Value Addition Examples: In order to help Talon Outdoor – the only completely independent Out-of-Home specialized media agency in the UK – expand to the US, where Digital Out-of-Home is less developed, Mayfair has supported Talon Outdoor in a number of ways. One such area is by using its leadership position in the UK. In addition, Mayfair assisted Talon in establishing a New York office in 2018, which turned a profit in its first year and served as a springboard for a number of acquisitions.

Key Investment Professionals and Contributions:

  • Daniel Sasaki, Managing Partner: Sasaki is the managing partner and one of Mayfair’s founders. For over 20 years, he has supported skilled management teams in the consumer and TMT industries.
  • Waqqas Ahmad, Partner: In 2014, Ahmad co-founded Mayfair. He works on building rapport with bright and driven management teams while assessing fresh investment prospects. In addition, he oversees Mayfair’s portfolio function, making sure that every portfolio company has the team’s complete support to carry out their growth strategies.
  • Yusuf Hoballah, Partner: Hoballah, a senior member of the investment team in charge of creating and carrying out new investments, joined Mayfair in 2017. Additionally, he plays a significant role in providing operational and strategic planning support to Mayfair portfolio companies.

Recent Exits:

  1. Epic, a leading interactive entertainment company and provider of 3D digital content technology.
  2. SuperAwesome, leader in children’s online privacy with a mission to make the internet safer for kids.

Recent Acquisitions:

  • TrustedHousesitters, the leading travel solution for pet people, connecting pet owners with pet sitters around the world.

Office Locations:

  • London (Headquarters): 8 Hanover Street, London
  • Additional Offices: The firm primarily operates from its London base but has a global portfolio indicating a wide reach.

Website: https://www.mayfairequity.com/

Quote: “Over the last seven years, we have grown Mayfair from four founders to a team of 35, building a broad and deep bench of senior talent. Now with six Partners and seven Managing Directors, we have assembled the leadership team to deliver Mayfair’s long-term growth plans and achieve the ambitions of our investors, our portfolio, and our people.” – Daniel Sasaki, Managing Partner​ 

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Oakley Capital

Investment Style: Oakley Capital invests in high-growth, mid-market companies within the technology, consumer, and education sectors across Europe. They leverage their extensive network and sector expertise to support transformative growth and operational improvements, working closely with management teams to drive value creation through strategic guidance and targeted acquisitions.

Portfolio Companies: Oakley’s portfolio includes businesses such as TechInsights (technology intelligence), Schülerhilfe (education), and North Sails (marine action sports business).

Founding Date: 2002

Number of Investment Professionals: Over 60 globally

Number of Funds: 8funds

Assets Under Management: Approximately €8.2 billion

Value Addition Examples: Over the course of their three-year partnership with Oakley, Contabo has expanded from a small, obscure German player to a prominent worldwide SME hosting provider. To accelerate Contabo’s growth, Oakley quickly assembled a full C-suite team. They did this by using their network and fellow investors to hire new CFO and CEO as well as senior management.

Key Investment Professionals and Contributions:

  • Peter Dubens, Founder and Managing Partner: Dubens is a business owner. In an effort to provide himself with the kind of encouraging financial partner he lacked early in his entrepreneurial career, Peter founded Oakley Capital in 2002.

David Till, Senior Partner & Co-Founder: Till and Peter Dubens co-founded the Oakley Capital Group in 2002. He oversees Oakley Capital’s operations, finances, and legal department and is a member of the Executive and Investment Committees.Recent Exits:

  1. Damovo, a leading independent European provider of managed IT solutions, focused on unified communications, enterprise networks, cloud and managed services.
  2. Emesa, an e-commerce portal active in the Dutch online leisure market.
  3. Inspired, one of the world’s fastest growing premium private school groups.transaction.

Recent Acquisitions:

  • IU Group, the largest and fastest growing university group in Germany.
  • Contabo, a cloud hosting platform used by developers, entrepreneurs and SMEs for web hosting, development and storage.
  • Phenna Group, Testing, Inspection, Certification and Compliance (“TICC”) platform.

Office Locations: 

  • London (Headquarters): 3 Cadogan Gate, London
  • Additional Offices: Munich, Milan, Luxembourg

Website: https://www.oakleycapital.com

Quote: “We are passionate about helping ambitious entrepreneurs and management teams realize their growth potential and achieve their business goals.” – Peter Dubens, Founder and Managing Partner

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Equistone Partners Europe

Investment Style: Equistone is focused on investing in European mid-market buyouts across six core sectors – business services, consumer, financial services, healthcare, industrials and technology, media and telecom (TMT). Equistone has a core focus on change of ownership deals and aims to invest between €25m and €200m+ of equity in businesses with enterprise values of between €50m and €500m. The firm works closely with its portfolio management teams to understand the drivers of their business and the ways in which they can grow, either organically or by acquisition. 

Portfolio Companies: Equistone’s portfolio includes companies such as Talon (global outdoor advertising agency), TIMETOACT GROUP (IT consultancy, digitalisation expert and services provider) and Safic-Alcan (global distributor of speciality chemicals).

Founding Date: 1979 (under Barclays Private Equity, established as Equistone in 2011)

Number of Investment Professionals: Over 40

Number of Funds: 6 funds under management

Assets Under Management: €5.6bn

Value Addition Examples: 

Equistone acquired a majority stake in Acuity in November 2019, carving the business out of Moodys Inc. 

Equistone worked alongside the management team to support initiatives, which included: establishing Acuity as an independent business and brand, acquiring Cians Analytics, appointing an industry-experienced chairman and strategy director and supporting significant investment in technology and sales & marketing roles.

Under Equistone’s ownership, Acuity achieved strong organic growth, with revenue increasing from $110m in 2019 to $227m in 2022, and its specialist workforce expanding to more than 5,500 employees. Equistone completed a highly successful sale of the business in April 2023 and reinvested as part of the transaction, becoming a minority shareholder.  

Key Investment Professionals and Contributions:

  • Guillaume Jacqueau, Managing Partner: Jacqueau is the Managing Partner of Equistone Partners Europe and the President of Equistone Partners Europe SAS. He is the Chairman of Equistone’s European Management Board and is also a member of the European Investment Committee.
  • Steve O’Hare, Senior Partner: O’Hare leads the UK investment team and is a member of Equistone’s Management Board and the European Investment Committee.
  • Grégoire Châtillon, Senior Partner: Châtillon is a member of Equistone’s Management Board and the European Investment Committee.
  • Oskar Schilcher: Schilcher is Chief Investment Officer, Chairman of the European Investment Committee and a member of Equistone’s Management Board.

Recent Exits:

  1. Amadys to Netceed: A notable exit which delivered strong returns for investors, having achieved organic and external growth through an active buy-and-build strategy, with 11 add-on acquisitions successfully completed. 
  2. Acces Industrie to Delmas Investissements & Participations: A strong exit which illustrated Equistone’s expertise in scaling a business via a combination of operational improvements and strategic acquisitions.
  3. CH&CO to Compass Group: A successful realisation which followed an ambitious buy-and-build strategy and Equistone providing significant support during the Covid-19 pandemic.

Recent Acquisitions:

  • Nexus: A technology-driven company with a unique business model. 
  • BUKO Traffic & Safety: A company operating in a sector underpinned by strong market dynamics and primed for future growth. 
  • SF-Filter AG: A leading distribution platform with a loyal and diverse customer base. 

Office Locations: 

  • London (Headquarters): One New Ludgate, 60 Ludgate Hill, London
  • Additional Offices: Amsterdam, Birmingham, Manchester, Munich, Paris, Zurich

Website: www.equistonepe.com 

Quote: “Equistone has a proven track record for more than 40 years of supporting the growth of companies across Benelux, France, Germany, Switzerland and the UK. We are dedicated to partnering with management teams to unlock growth and create lasting value in our portfolio companies.” – Steve O’Hare, Senior Partner

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Duke Street

Investment Style: Duke Street focuses on mid-market buyouts in Western Europe, particularly in the consumer, healthcare, industrials and engineering, as well as services sectors. They usually invest in businesses presenting an enterprise value ranging between €50 and €350 million. They leverage deep industry knowledge and a hands-on approach to drive value creation through strategic guidance and operational improvements.

Portfolio Companies: Duke Street’s portfolio includes Medi-Globe (medical devices), Voyage Care (healthcare services), Wagamama (restaurant chain), and Baywater Healthcare (homecare services).

Founding Date: 1988

Number of Investment Professionals: 27 professionals

Number of Funds: Seven funds

Assets Under Management: Approximately €2 billion

Value Addition Examples: By 2018, Duke Street had doubled the number of Wagamama restaurants in the UK, made infrastructure and system investments, and sustained like-for-like annual sales growth that led the industry. By establishing a wide international growth platform, wagamama expanded the company’s footprint throughout the US, Europe, and the Middle East. For £559 million, or 13 times EBITDA, Duke Street sold the company to The Restaurant Group plc, a publicly traded casual dining group. Duke Street and its investors received a 3.4x money multiple return from the sale.

Key Investment Professionals and Contributions:

  • Charlie Troup, Managing Partner & Chairman of the Investment Committee: Troup, who chairs the investment committee, has been involved in several recent transactions, such as the purchase of TeamSport, Arosa, Kent Pharmaceuticals, and COMPO, as well as the acquisition and realization of SandpiperCI, Payzone, Laurel Funerals, Baywater Healthcare, Voyage Care, and MediGlobe.
  • James Almond, Managing Partner & Member of the Investment Committee: Almond oversees investor relations, co-investment program administration, and fundraising in addition to being a member of the investment committee. Before starting Cornhill International Payments in 2007 and Cornhill Asset Management in 2004, he started his career with Phillip Capital. Almond joined Octopus Investments in 2012 after leaving Cornhill through a sale to private equity, where he oversaw product development, fundraising, and the creation of the institutional funds business line from the ground up.
  • Jason Lawford, Partner & Member of the Investment Committee: Lawford concentrates on services and industrials and is a member of the investment committee. His contributions to Duke Street’s investments in Voyage Care, Marlin Financial Group, Xafinity, Deloro Stellite, Sandpiper, Ardent Hire, TeamSport, and GRJ have been significant since his arrival. Lawford is a member of the GRJ and TeamSport boards of directors..

Recent Exits:

  1. Baywater Healthcare, a business delivering oxygen-therapy, sleep apnoea therapy and non-invasive ventilation therapy services to patients in the home in the UK and Ireland.
  2. Adelie Food Holdings, a leading supplier of chilled Food-to-Go, offering a range of products such as sandwiches, salads and quiche to supermarkets, coffee shops and the food service sector.
  3. Catalana de Polimers, a specialist PET producer.

Recent Acquisitions:

  • A-ROSA, a market-leading premium river cruise operator serving the German speaking market.
  • TeamSport, the UK’s largest indoor go-karting operator.
  • The Original Factory Shop, unique UK value retailer.

Office Locations: 

  • London (Headquarters): Nations House, 103 Wigmore Street, London W1U 1QS 
  • Additional Offices: None

Website: https://www.dukestreet.com

Quote: “We focus on identifying and transforming mid-market businesses to unlock their full potential through strategic guidance and operational improvements.” – Charlie Troup, Managing Partner

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Hg Capital

Investment Style: Hg Capital focuses on investing in technology-enabled services across Europe and North America. They emphasize a sector-focused approach, primarily targeting software, service, and information technology companies. Hg Capital partners with management teams to drive growth through strategic guidance, operational improvements, and technological enhancements.

Portfolio Companies: Hg Capital’s portfolio includes companies like Visma (business software), IRIS (accounting and payroll software), Azets (accounting services), and Access Group (enterprise software).

Founding Date: 2000

Number of Investment Professionals: Over 400 professionals.

Number of Funds: 11 closed funds

Assets Under Management: Approximately £70 billion

Value Addition Examples: Hg has been a Visma supporter for almost two decades. Over this time, Visma has consistently grown at a rate of nearly 20% annually, positioning itself as one of Europe’s leading software companies. In addition, Hg managed the changeover of Allocate (a global supplier of HRM solutions to the healthcare industry) from a “license and maintenance” model to a “subscription” one. Due to high customer satisfaction, this successfully moved the company from a license-based model to a ~80% SaaS model, moving 100% of UK customers to the cloud and generating ~90% recurring revenues.

Key Investment Professionals and Contributions:

  • Steven Batchelor, Partner and Board member: Batchelor is a member of Hg’s Board and a Partner. Batchelor oversees all client-facing activities and is a member of the valuation and realization committees. He played a key role in the creation of the active approach to PE fund management, which is still uncommon in the sector.
  • Jonathan Boyes, Partner: Boyes has dedicated more than ten years to developing software companies with a long-term focus in the ERP, financial, regulatory, tax, and accounting sectors. These companies provide software solutions that help thousands of businesses worldwide with their tax, accounting, and compliance needs.
  • Luke Finch, Partner and Head of the Client Services Team: Finch is in charge of managing Hg’s relationships with institutional investors and is the team leader for Client Services. This comprises chairing Limited Partner Advisory meetings, supervising co-investment relationships, managing fundraising efforts across Hg’s family of funds, and representing client interests generally throughout the partnership. Finch is a member of HgFusion’s Allocation Committee and Hg’s Conflict Committee, and he has participated in all of Hg’s fundraising efforts since 2010.

Recent Exits:

  1. A-Plan Group, one of the UK’s largest specialist insurance distribution groups.
  2. Commify, one of Europe’s largest providers of business messaging solutions.
  3. EidosMedia, a leading global provider of digital publishing solutions.

Recent Acquisitions:

  • Cube Global, a regulatory intelligence software provider, primarily serving large financial institutions.
  • Athletic Sport Sponsoring, a flat-rate car subscription provider to members of closed user groups.
  • Blinqx (formerly known as DIAS Group), a provider of mission-critical software to white-collar SMEs and corporations.

Office Locations:

  • London (Headquarters): 2 More London Riverside, London
  • Additional Offices: Munich, New York, San Francisco, Paris

Website: https://www.hgcapital.com

Quote: “Our focus is on building enduring businesses that create long-term value through a relentless focus on technology and operational excellence.” – Nic Humphries, Senior Partner

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IK Investment Partners

Investment Style: IK Partners is a European private equity firm focusing on mid-market investments in the Benelux, DACH, France, Nordics, and the UK. Their strategies encompass Mid Cap, Small Cap, Development Capital, and Partnership Fund investments, emphasizing majority control buyouts, minority stakes, and support for companies with strong growth potential.

Portfolio Companies: IK Partners’ portfolio includes Visolit (business services), Axtone (Europe’s largest manufacturer of buffers, draw-gear devices and related components for rail and metro vehicles and rail infrastructure) and VPS (maritime fuel testing and inspection services).

Founding Date: 1989

Number of Investment Professionals: 190 professionals.

Number of Funds: 4

Assets Under Management: Approximately €14 billion

Value Addition Examples: IK Partners collaborated with the management team of Cérélia Group, the top producer of ready-to-use dough in Europe, to implement a buy-and-build strategy to expedite European expansion and diversify the product range, improve operational efficiency, and optimize capital expenditures. They also worked to expand into adjacent segments through various innovation projects.

Key Investment Professionals and Contributions:

  • Christopher Masek, CEO: Masek founded the French team for IK Partners after joining the company in 2000. In 2015, he was appointed Chief Executive Officer. Since then, Masek has spearheaded the company’s transition from a buyout house with a single strategy and a focus on the Nordic region to a multi-strategy company with a presence throughout Europe, more than doubling the number of employees and assets under management. He has served on the boards of numerous companies and has invested in all of IK’s funds and geographies over the years. In addition, he serves as Chairman of IKARE, IK Partners’ venture philanthropy division.
  • Dan Soudry, Managing Partner and Head of Mid Cap Strategy: As a Managing Partner overseeing the IK Mid Cap Funds and a member of the Paris investment team for the Mid Cap strategy, Soudry joined IK Partners in 2003. He has participated in over thirty transactions throughout Europe since joining.
  • Kristian Carlsson Kemppinen, Managing Partner and Head of Small Cap Strategy: As a Managing Partner overseeing the IK Small Cap funds and a member of the Stockholm Small Cap strategy Investment team, Kemppinen joined IK Partners in 2001. Prior to 2015, he was a member of the Firm’s Mid Cap team and has worked on a number of noteworthy transactions since joining.

Recent Exits:

  1. Actic, a leading low to mid-market Nordic health and fitness club chain.
  2. Colosseum, the leading provider of private dental care in Scandinavia.
  3. Dataphone, Swedish data and telecom network.

Recent Acquisitions:

  • Checkmate Fire, leading passive fire protection specialist in the UK.
  • Alanta Health Group, a leading integrated oncology healthcare provider in Germany, focusing on compounding of patient-individual cytostatics for cancer treatment.
  • Acture Group, a business providing specialized outsourced services and insurance products to Dutch corporates and temporary staffing agencies to manage cases of illness or disability in their workforces.

Office Locations:

  • London (Headquarters): 80 Strand, London WC2R 0DT, United Kingdom1n
  • Additional Offices: Stockholm, Hamburg, Amsterdam, Paris, Luxembourg, Copenhagen

Website: https://www.ikpartners.com

Quote: “We are confident that the IK IX Fund is well positioned to leverage the strengths and experience acquired over 30 years in this new environment of change and opportunity.” – Christopher Masek, CEO

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Levine Leichtman Capital Partners

Investment Style: Levine Leichtman Capital Partners (LLCP) focuses on structured private equity investments in middle-market companies across North America and Europe. They provide flexible capital solutions and work closely with management teams to drive growth and operational improvements.

Portfolio Companies: LLCP’s portfolio includes companies like Jonathan Engineered Solutions (designer and manufacturer of highly-engineered linear movement solutions, enclosures and isolators for military, aerospace, commercial technology and industrial applications), FASTSIGNS (franchisor in the custom sign and graphics industry), and Trinity Consultants (provider of regulatory-driven environmental, health & safety and engineering consulting services).

Founding Date: 1984

Number of Investment Professionals: 80 professionals.

Number of Funds: 15 funds

Assets Under Management: Approximately $9 billion

Value Addition Examples: When LLCP was in ownership, it assisted Monte Nido in opening 22 new facilities and purchasing 10 more, increasing the company’s total to 45 locations across 15 states.

Key Investment Professionals and Contributions:

  • Arthur E. Levine, Founding Partner: Levine is a co-founder of LLCP and presently chairs the firm’s investment and executive committees. He joined LLCP in 1984. In this role, Levine actively supervises the management of the company, investment activities, and strategic direction of LLCP.
  • Lauren Leichtman, Founding Partner: In 1984, Leichtman co-founded LLCP, and she currently chairs the firm’s investment and executive committees. In this role, Leichtman actively supervises the management of the company, investment activities, and strategic direction of LLCP. Leichtman has a great deal of experience starting, buying, and running middle-market businesses.
  • Michael Weinberg, Managing Director: Weinberg became a member of LLCP in 2008 and is presently the firm’s managing partner. In this role, he oversees the European Investment Team and is in charge of LLCP’s global investment activities, which include deal origination and structuring, sector strategy, and capital markets operations.

Recent Exits:

  1. Champion, a leading designer and manufacturer of highly engineered medical recliners sold to outpatient, post-acute medical facilities.
  2. cleversoft, a provider of regulatory and compliance technology solutions to the financial services industry.
  3. Triskelion, a leading provider of food and feed testing as well as compliance and risk management services for various end markets, including food and feed, pharmaceuticals and chemicals.

Recent Acquisitions:

  • BigHand, a leading provider of workflow software and tools that help law firms optimize their productivity and profitability.
  • Consumer Portfolio Services, one of the largest independent consumer finance companies.
  • Hand & Stone, a leading franchisor in the massage and facial spa industry.

Office Locations:

  • Beverly Hills (Headquarters): 345 North Maple Drive, Suite 300, Beverly Hills, California 90210
  • Additional Offices: New York, Dallas, Chicago, Stockholm, London, Frankfurt, Miami, Amsterdam

Website: https://www.llcp.com

Quote: “Our approach is to partner with exceptional management teams and provide the strategic and financial resources needed to drive transformational growth.” – Lauren Leichtman, Co-Founder and CEO.

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Trilantic Europe

Investment Style: Trilantic Europe focuses on mid-market private equity investments across Western Europe, specializing in control and co-control transactions. They leverage pan-European expertise with local execution, providing hands-on value creation and flexible capital solutions. Their investment sectors include consumer and leisure,industrials, telecommunications, media and technology (TMT), business services, and healthcare.

Portfolio Companies: Some of Trilantic Europe’s notable portfolio companies include Talgo (manufacturer and maintenance service provider of high-speed and intercity trains), Pirelli Tyre (global tyre company), Gamenet (gaming and betting), Euskaltel (integrated telecom operator), and MW Brands (producer and distributor of seafood products).

Founding Date: 2009

Number of Investment Professionals: Approximately 40 professionals.

Number of Funds: 6

Assets Under Management: Approximately €2.3 billion

Value Addition Examples: As part of the collaboration, the Trilantic Europe team has been assisting Prettl and his family with pertinent projects, such as the worldwide implementation of SAP and the establishment of the business’s worldwide R&D department and worldwide sales and product management team. Prettl has also inaugurated two new production facilities and continued to expand internationally. For instance, with its 12,000 square meters of production floor space, the Group’s newest and most advanced production facility in Vietnam opened its doors in 2016.

Key Investment Professionals and Contributions:

  • Vittorio Pignatti-Morano, Founding Partner and Chairman: Pignatti-Morano is a board member of ICS Maugeri, Mediobanca, and Edizione (Benetton Family holding company).
  • Javier Bañón, Founding Partner: Bañón is one of Trilantic Europe’s three founding partners. Before that, he held the position of Deputy General Manager at the Spanish food processing and distribution company Serpeska Group. In addition, Bañón is a director of Lio Group and Talgo.
  • Joe Cohen, Founding Partner: One of Trilantic Europe’s three founding partners is Cohen. Cohen worked at Lehman Brothers for 21 years before joining Trilantic Europe. During that time, he was the European Co-Head of Lehman Brothers Merchant Banking for 13 years. Additionally, he served on the European operating committee of Lehman Brothers’ Investment Management Division.

Recent Exits:

  1. Prettl Automotive, a leading global supplier of sensor cable solutions for the automotive industry.
  2. Elisabetta Franchi, a leading accessible luxury company.
  3. Mediclinic, an international private healthcare operator with leading market positions in Switzerland, South Africa and the UAE.

Recent Acquisitions:

  • Smile Eyes Group, a leading and specialized healthcare operator.
  • Marex, a world-leading commodity broker.
  • ICS Maugeri, an Italian operator of private hospitals, leader in specialised post-acute rehabilitation treatments.

Office Locations:

  • Luxembourg (Headquarters): 26 Boulevard Royal, Luxembourg
  • Additional Offices: London, Milan, Madrid, Hamburg

Website: https://www.trilanticeurope.com

Quote: “Trilantic Europe integrated with the Talgo team right from the start, and their contribution has been instrumental in the growth, improved profitability, and internationalization of the company.” – Carlos de Palacio, Chairman of Talgo

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Bridgepoint

Investment Style: Bridgepoint focuses on private equity and private debt investments in middle-market businesses across Europe, North America, and Asia. They emphasize sector expertise and operational improvements to drive growth and value creation. Their primary sectors of investment include Advanced Industrials, Business and Financial Services, Consumer and Healthcare.

Portfolio Companies: Bridgepoint’s portfolio includes Element Materials Technology (testing, inspection and certification services), Pret A Manger (retailer of freshly prepared food and beverages) and Médipôle Partenaires (the second largest independent private hospital group in France)

Founding Date: 1984

Number of Investment Professionals: Over 200

Number of Funds: 10 main funds, including Bridgepoint Europe VI and Bridgepoint Development Capital IV

Assets Under Management: Approximately €41 billion

Value Addition Examples: Eleven bolt-on acquisitions have been made since the investment in A-Katsastus, taking advantage of persistently strong macro-drivers like rising consumer, environmental, and regulatory pressure for more testing requirements.

Key Investment Professionals and Contributions:

    • William Jackson, Chairman: Jackson is an Oxford University alumnus who has spent the better part of thirty years working on private equity transactions throughout Europe and serving on multiple boards. At present, he holds the positions of Senior Independent Director of The Royal Marsden NHS Foundation Trust, Europe’s largest comprehensive cancer hospital and one of the top five cancer research centers in the world, and Non-Executive Director of Berkeley Group Plc, a FTSE 100 property company.
    • Raoul Hughes, CEO: Hughes serves as both the group management committee’s and the group operating committee’s chair at Bridgepoint Group plc. He has done a great deal of work on investments all over Europe.
  • Adam Jones, Group CFO and COO: Before joining Bridgepoint, Jones worked as a global CFO for several companies, most recently at Pret A Manger. Previously, he was employed by All3Media, Universal Studios, and NBC News in New York.

Recent Exits:

  1. A-Katsastus, vehicle inspection company in Northern Europe.
  2. All3Media, one of the UK’s largest independent TV production companies.
  3. Calypso, a capital markets software solutions provider to the financial sector.

Recent Acquisitions:

  • Analysys Mason, a research and data-enabled management consultancy.
  • Balt, a designer, manufacturer and distributor of medical devices.
  • Equativ, a leading independent adtech platform.

Office Locations:

  • London (Headquarters): 5 Marble Arch, London
  • Additional Offices: Amsterdam, Frankfurt, Luxembourg, Madrid, New York, Paris, San Francisco, Shanghai, Stockholm

Website: https://www.bridgepoint.eu

Quote: “In partnering with Bridgepoint, we can further scale our business at home and abroad and deepen our expertise with the support of one of the world’s leading Private Equity brands.” – Dennis Engel, CEO and Founder, IDHL​

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Triton

Investment Style: Triton focuses on investing in mid-market companies across Europe, particularly in the industrial technology, business services, and healthcare sectors. Their approach involves operational improvements and strategic guidance to help businesses realize their full potential. Triton’s investment philosophy centers on creating long-term value through sustainable growth and improvements.

Portfolio Companies: Triton’s portfolio includes DeepOcean (subsea marine services), Norstat (data collection and analysis), Sunweb Group (travel and tourism), Assemblin (installation and service), and FläktGroup (indoor air technology).

Founding Date: 1997

Number of Investment Professionals: Over 160

Number of Funds: 13 closed funds

Assets Under Management: Approximately €18 billion

Value Addition Examples: Since Triton’s investment in 2022, OCU has grown significantly, with yearly revenues rising from £295 million to over £800 million. Triton has helped OCU Group with several inorganic and organic growth projects. To date, the group has completed 11 acquisitions to expand its operations, geographic reach, and range of services.

Key Investment Professionals and Contributions:

  • Peder Prahl, Managing Partner: Leads the firm’s strategic initiatives and overall direction, ensuring the alignment of investment strategies with Triton’s long-term vision.
  • Andi Klein, Managing Partner, Head of Triton Smaller Mid-Cap: Focuses on the growth and development of smaller mid-cap companies, driving performance improvements.
  • Beata Gawarecka-Green, Partner and Chief Operating Officer: Oversees operational efficiencies and the implementation of best practices across portfolio companies.

Recent Exits:

  1. DSI Underground, a globally leading system supplier of innovative technologies for Underground Mining and Tunneling.
  2. Bravida, Scandinavia’s leading independent supplier of building installation services.

Recent Acquisitions:

  • Sunweb Group, a business providing packaged holidays to more than 20 focal destinations across Europe and the Mediterranean.
  • Norstat,a pan-European leader in data collection services for consumer market research.enhances Triton’s presence in the business services sector.

Office Locations:

  • Frankfurt (Headquarters): Triton Beratungsgesellschaft GmbH, Große Gallusstraße 18, 60312 Frankfurt am Main.
  • Additional Offices: Finland, London, Italy, Jersey, Norway, The Netherlands, Stockholm, Luxembourg, Shanghai, United States

Website: https://www.triton-partners.com

Quote: “Our focus is on working with management teams to build better businesses for the long term.” – Peder Prahl, Managing Partner​

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Rhone Capital

Investment Style: Rhone Capital specializes in middle-market private equity investments, focusing on companies in business services, consumer and industrial sectors. Their investment approach emphasizes cross-border investments and strategic partnerships to foster growth and operational improvements.

Portfolio Companies: Rhone Capital’s portfolio includes Fluidra (global manufacturer of residential and commercial pool equipment), and Vista Global (global business aviation).

Founding Date: 1996

Number of Investment Professionals: Over 40

Number of Funds: 6 main funds

Assets Under Management: Approximately $10 billion

Value Addition Examples: Rhone Capital transformed GardaWorld into a global leader in security services by implementing strategic acquisitions and enhancing operational efficiencies. They supported Fluidra’s growth through a merger with Zodiac, expanding its market reach and product offerings. VistaJet’s global expansion was facilitated by Rhone’s strategic guidance and capital investments.

Key Investment Professionals and Contributions:

  • Steven Langman, Co-Founder and Managing Director: Played a critical role in shaping Rhone’s investment strategy and leading major transactions.
  • Robert Agostinelli, Co-Founder and Managing Director: Focused on fostering strategic partnerships and cross-border investments to drive portfolio growth.
  • Franz-Ferdinand Buerstedde, Managing Director: Contributes to the firm’s investments and value creation efforts across various sectors.

Recent Exits:

  1. Cineworld to Cineplex for $2.1 billion: Demonstrated Rhone’s ability to enhance value through strategic mergers and acquisitions. Financial advisors included J.P. Morgan and Freshfields Bruckhaus Deringer.
  2. Houghton International to Quaker Chemical for $1.4 billion: Facilitated significant operational improvements and market expansion, leading to a successful exit. Advisors for this deal included Goldman Sachs and Skadden, Arps, Slate, Meagher & Flom.

Recent Acquisitions:

  • Lummus Technology, a global leader in developing and licensing process and equipment technologies for the refining and petrochemicals industries.
  • Baker & Baker, a European leader in the baking industry.

Office Locations:

  • New York (Headquarters): 630 Fifth Avenue, Suite 1610, New York
  • Additional Offices: London, Milan, Madrid

Website: https://www.rhonegroup.com

Quote: “Our investment philosophy is grounded in building strategic partnerships and enhancing the operational capabilities of our portfolio companies to achieve sustainable growth.” – Steven Langman, Co-Founder and Managing Director

Large Cap

Large cap private equity firms manage substantial amounts of capital and typically invest and acquire businesses valued above £500 million. These firms often engage in high-profile buyouts and have the resources to drive significant strategic changes in their portfolio companies.

  • Investment Focus: Large cap firms target very well-established companies with significant market presence. Their investments are geared towards long-term value creation through major strategic transformations, mergers and acquisitions, and international expansion. One of the classic reasons to buy established businesses is to prepare them for an IPO and realize value creation by taking a private company public. The same can also be done by looking at undervalued public companies and taking them private. 
  • Resource Allocation: With vast resources at their disposal, large cap firms can support extensive research and development, large-scale marketing campaigns, and major operational overhauls. Their involvement often leads to transformative changes that position companies for substantial growth.
  • Company Value: Over £500 million
  • EBITDA: Over £50 million

Often times, large cap private equity funds employ value creation teams inside their funds and often work with operating partners which they can put as advisors into the portfolio companies or parachute them into executive roles. To learn more about the role of operating partners and value creation teams in private equity, please watch the video below:

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Blackstone

Investment Style: Blackstone focuses on a diverse range of investments across industries including real estate, public debt and equity, infrastructure, life sciences, growth equity, and opportunistic and non-investment grade credit. Their approach is characterized by disciplined due diligence, friendly transactions, and strategic partnerships aimed at long-term growth.

Portfolio Companies: Their extensive portfolio includes companies like Emerson’s Climate Technologies (global leader in HVACR products), Hello Sunshine (media company founded by Reese Witherspoon), Legence (facilities efficiency and carbon reduction), TDI (clean energy transmission projects), Bumble (online dating and social networking apps), and Ancestry (digital family history services).

Founding Date: 1985

Number of Investment Professionals: Over 3,000 globally

Number of Funds: Multiple funds, including sector-specific and geographic-focused funds.

Assets Under Management: Over $1.1 trillion as of March 2024

Value Addition Examples: Blackstone has significantly transformed several of its portfolio companies. For instance, they helped Emerson Climate Technologies drive its next stage of growth by focusing on energy-efficient solutions. They supported Bumble in leveraging Blackstone’s scale and operational resources to fuel its growth, and they have aided Ancestry in expanding its product offerings and technology platform.

Key Investment Professionals and Contributions:

  • Joe Baratta, Global Head of Private Equity: Baratta has been instrumental in shaping Blackstone’s investment strategy. He played a significant role in the firm’s investment in Bumble, helping to drive its growth and market expansion.
  • Peter Wallace, Senior Managing Director & Global Head of Core, Private Equity: Wallace has contributed to Blackstone’s long-term investment strategy, particularly in growth equity and infrastructure investments.
  • David Blitzer, Senior Managing Director & Global Head of Tactical Opportunities: Blitzer has been key in developing Blackstone’s tactical opportunities investments, leading successful deals in sectors like media and technology.
  • Christine Anderson, Global Head of External Relations: Anderson has enhanced Blackstone’s public and investor relations, playing a pivotal role in communicating the firm’s value propositions.

Recent Exits:

  1. BioMed Realty to Blackstone Real Estate Partners: This $14.6 billion transaction was facilitated with the help of financial advisors such as JP Morgan and Bank of America.
  2. Finance of America Companies: Blackstone’s exit was managed with assistance from Goldman Sachs and Morgan Stanley, showcasing the firm’s strategic financial partnerships.
  3. Tradeweb Markets: A successful exit via an IPO valued at $1.1 billion with advisors including Morgan Stanley and Goldman Sachs.

Recent Acquisitions:

  • Emerson Climate Technologies: Acquired to drive next-generation HVACR product development and enhance energy efficiency initiatives.
  • Spanx: Acquired to expand their presence in the apparel industry and support the brand’s global growth strategy.
  • QTS Realty Trust: Acquired to bolster their data center portfolio and capitalize on the growing demand for digital infrastructure.

Office Locations:

  • New York (Headquarters): 345 Park Avenue, New York
  • Additional Offices: London, Hong Kong, Singapore, Sydney, Tokyo, and other major financial centers globally.

Website: https://www.blackstone.com

Quote: “At Blackstone, we believe in building businesses that power tomorrow’s economy.” – Steve Schwarzman, Chairman and CEO

Interested to learn more? Check this out:

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KKR

Investment Style: KKR focuses on a variety of investment strategies including private equity, energy, infrastructure, real estate, credit, and hedge funds. Their approach combines deep industry knowledge with operational expertise to drive value creation and sustainable growth.

Portfolio Companies: Their portfolio includes companies like PetVet Care Centers (veterinary services), US Foods (foodservice distributor), Internet Brands (web-based marketing services), and GoDaddy (domain registrar and web hosting).

Founding Date: 1976

Number of Investment Professionals: Over 1,600 globally

Number of Funds: Multiple funds across different asset classes and geographies.

Assets Under Management: Approximately $510 billion as of March 2024

Value Addition Examples: KKR has driven significant growth in portfolio companies like GoDaddy by enhancing its marketing strategies and expanding its global footprint. They supported Internet Brands in leveraging technology to improve service delivery and customer engagement.

Key Investment Professionals and Contributions:

  • Henry Kravis, Co-Founder and Co-CEO: Kravis has been pivotal in establishing KKR’s reputation and guiding its investment strategies. He played a key role in the acquisition and growth of US Foods.
  • George Roberts, Co-Founder and Co-CEO: Roberts has significantly contributed to KKR’s private equity investments, focusing on operational improvements and strategic growth initiatives.
  • Joseph Bae, Co-President & Co-COO: Bae has led several successful investments in the Asia-Pacific region, including key roles in expanding KKR’s footprint in emerging markets.
  • Scott Nuttall, Co-President & Co-COO: Nuttall has been instrumental in driving KKR’s growth equity and infrastructure investments, supporting transformative projects globally.

Recent Exits:

  1. Envision Healthcare to AmSurg: This exit, valued at $9.9 billion, was facilitated by financial advisors including Goldman Sachs and Barclays.
  2. Trainline IPO: KKR’s successful public offering of Trainline, with advisors such as Morgan Stanley and JP Morgan, highlighted their ability to create and realize value in tech-driven companies.
  3. WebMD to Internet Brands: A notable exit valued at $2.8 billion, showcasing KKR’s capability in transforming and exiting digital health investments.

Recent Acquisitions:

  • Nexi (payment services provider): Acquired to expand KKR’s footprint in the financial technology sector.
  • Boxed: Acquired to enhance their portfolio in the e-commerce and technology space.
  • Ericsson Media Solutions: Acquired to strengthen their presence in the media and telecommunications sector.

Office Locations:

  • New York (Headquarters): 9 West 57th Street, New York
  • Additional Offices: London, Hong Kong, Tokyo, Mumbai, Sydney, and other major financial centers globally.

Website: https://www.kkr.com

Quote: “Our approach combines deep industry expertise with a commitment to driving operational improvements and sustainable growth.” – Henry Kravis, Co-Founder and Co-CEO

For more insights on KKR, check this out:

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Carlyle Group

Investment Style: Carlyle focuses on a broad range of investment strategies across various sectors, including private equity, credit, and investment solutions. Their approach is centered on creating value through deep industry expertise, local insights, and global reach. They emphasize building long-term partnerships and driving operational improvements, revenue growth, and geographic expansion.

Portfolio Companies: Their portfolio includes companies such as Golden Goose Deluxe Brand (luxury fashion), Compana Pet Brands (pet care), McDonald’s China (fast food), and Supreme (streetwear brand).

Founding Date: 1987

Number of Investment Professionals: Over 2,200 globally

Number of Funds: 595 investment vehicles

Assets Under Management: Approximately $425 billion as of March 2024

Value Addition Examples: Carlyle has driven significant growth in portfolio companies like Golden Goose Deluxe Brand by supporting its international expansion and enhancing its digital marketing strategies. They have also helped McDonald’s China in strategic repositioning and market penetration efforts.

Key Investment Professionals and Contributions:

  • Sandra Horbach, Co-Head of Americas Corporate Private Equity: Horbach has been pivotal in shaping Carlyle’s consumer, media, and retail investment strategies. She played a significant role in the acquisition and growth of Golden Goose Deluxe Brand.
  • Marco De Benedetti, Co-Head of Europe Private Equity: De Benedetti has led several successful investments in the European market, including the strategic expansion of Compana Pet Brands.
  • Kewsong Lee, CEO: Lee has been instrumental in developing Carlyle’s global investment strategy, particularly in Asia and the Americas.
  • Glenn Youngkin, Former Co-CEO: Youngkin played a key role in several strategic exits and acquisitions, including the IPO of Booz Allen Hamilton.

Recent Exits:

  1. Tokiwa Cosmetics Group to Nihon Kolmar Holdings: This transaction was facilitated with financial advisors including Goldman Sachs.
  2. Amrod to Oppenheimer Partners: Carlyle’s exit strategy was supported by advisors such as Morgan Stanley.
  3. Mission Therapeutics: Exited to GSK, showcasing their ability to realize value in the biotech sector.

Recent Acquisitions:

  • VLCC (India’s skincare and beauty platform): Acquired to help accelerate business growth and expand market presence in the beauty sector.
  • 1E: Acquired to enhance their technology portfolio and support the digital transformation strategy.
  • iCIMS: Acquired to expand their capabilities in human capital management software.

Office Locations:

  • Washington, DC (Headquarters) 1001 Pennsylvania Avenue, Washington, DC
  • Additional Offices: New York, London, Hong Kong, Tokyo, Mumbai, Sydney, and other major financial centers globally.

Website: https://www.carlyle.com

Quote: “At Carlyle, our mission is to drive long-term value for our investors, companies, shareholders, people, and communities.” – Kewsong Lee, CEO

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Apollo Global Management

Investment Style: Apollo Global Management specializes in contrarian, value-oriented investments across private equity, credit, and real assets. Their strategy focuses on identifying opportunities in complex, distressed, and underperforming assets, aiming to transform them into profitable businesses through rigorous operational improvements and strategic management.

Portfolio Companies: Apollo’s diverse portfolio includes companies like ADT (security services), McGraw-Hill Education (educational content), Rackspace Technology (cloud solutions), Shutterfly (online photo services), and Qdoba (restaurant chain).

Founding Date: 1990

Number of Investment Professionals: Over 1,700 globally

Number of Funds: Multiple funds, including sector-specific and distressed asset-focused funds.

Assets Under Management: Over $523 billion as of March 2024

Value Addition Examples: Apollo has significantly enhanced the value of companies like ADT by focusing on technological innovations and expanding service offerings. They also supported Rackspace Technology in optimizing its cloud solutions and service delivery, driving substantial revenue growth. Additionally, Apollo’s involvement in McGraw-Hill Education revitalized the company’s digital offerings and expanded its market presence.

Key Investment Professionals and Contributions:

  • Leon Black, Founder and Former CEO: Black has been a driving force in Apollo’s strategic direction, particularly in distressed asset investments. He was instrumental in the acquisition and turnaround of McGraw-Hill Education.
  • Marc Rowan, CEO: Rowan has led several key investments, including the transformation of ADT through strategic technological advancements and market expansion.
  • Scott Kleinman, Co-President: Kleinman has played a vital role in expanding Apollo’s private equity portfolio, particularly in the energy and manufacturing sectors.
  • James Zelter, Co-President: Zelter has been instrumental in managing Apollo’s credit investments, contributing to the firm’s leadership in this area.
  • John Suydam, Chief Legal Officer: Suydam has ensured regulatory compliance and strategic legal guidance across Apollo’s global operations.

Recent Exits:

  1. Presidio to BC Partners: This exit, valued at $2.1 billion, was managed with the assistance of financial advisors like JP Morgan and Credit Suisse.
  2. Shutterfly to an affiliate of Apollo Global Management: The sale was facilitated by advisors such as Goldman Sachs and Morgan Stanley.
  3. Verallia: Successful exit via IPO, highlighting Apollo’s capability in realizing value in the packaging industry.
  4. Cox Media Group: Apollo’s strategic sale enhanced its media portfolio’s value.
  5. Great Canadian Gaming Corporation: Sold to private equity firms, boosting their gaming and entertainment assets.

Recent Acquisitions:

  • Verizon Media (now Yahoo): Acquired to capitalize on the potential of digital media and advertising platforms.
  • Griffon Corporation: Acquired to strengthen their industrial manufacturing portfolio.
  • Yahoo Japan: Acquired to expand their reach in the Asian digital market.
  • Tripadvisor: Potential takeover bid to enhance their travel services portfolio.
  • Tech Data Corporation: Acquired to bolster their technology distribution services.

Office Locations:

  • New York (Headquarters): 9 West 57th Street, New York
  • Additional Offices: London, Hong Kong, Singapore, Frankfurt, and other major financial centers globally.

Website: https://www.apollo.com

Quote: “Our focus is on value-oriented investments that deliver strong, risk-adjusted returns over the long term.” – Marc Rowan, CEO

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Warburg Pincus

Investment Style: Warburg Pincus employs a thesis-driven growth investment strategy, focusing on sectors such as technology, healthcare, consumer, industrial and business services, and financial services. They aim to partner with management teams to drive growth and create long-term value.

Portfolio Companies: Their portfolio includes companies like CrowdStrike (cybersecurity), Ant Financial (fintech), Avalara (tax compliance automation), Duravant (industrial automation), and Nuance Communications (speech recognition).

Founding Date: 1966

Number of Investment Professionals: Over 500 globally

Number of Funds: Multiple funds across different sectors and regions.

Assets Under Management: Approximately $83 billion as of March 2024

Value Addition Examples: Warburg Pincus has significantly driven the growth of companies like CrowdStrike by leveraging its expertise in cybersecurity and strategic market expansion. They also supported Avalara in scaling its operations and enhancing its technology platform. Additionally, their investment in Nuance Communications accelerated its AI-driven solutions for healthcare and enterprise sectors.

Key Investment Professionals and Contributions:

  • Chip Kaye, CEO: Kaye has been pivotal in shaping Warburg Pincus’s global investment strategies. He played a key role in the investment and growth of Ant Financial.
  • Joseph Landy, Co-CEO: Landy has led several successful investments, including the strategic expansion of Duravant’s industrial automation capabilities.
  • Timothy Geithner, President: Geithner has been influential in managing the firm’s global investment activities and developing new strategic initiatives.
  • Jeff Perlman, Managing Director: Perlman has contributed significantly to the firm’s investments in the real estate and consumer sectors, driving growth and operational efficiency.
  • Adarsh Sarma, Managing Director: Sarma has played a critical role in the technology and media investments, particularly in expanding digital platforms.

Recent Exits:

  1. Duravant to Carlyle Group: This exit, valued at $2.5 billion, was facilitated with financial advisors including Goldman Sachs and JP Morgan.
  2. Avalara IPO: Warburg Pincus’s successful public offering of Avalara, with advisors such as Morgan Stanley and JP Morgan, highlighted their ability to create and realize value in tech-driven companies.
  3. Simplicity Group: Sold to Harvest Partners, showcasing the firm’s success in scaling financial services businesses.
  4. Nuance Communications to Microsoft: A strategic sale enhancing their healthcare and AI technology portfolio.
  5. SRS Distribution: Sold to Berkshire Partners, exemplifying successful value creation in the distribution sector.

Recent Acquisitions:

  • A Place for Mom: Acquired to enhance its digital platform and expand its services in the senior care market.
  • Reorg Research: Acquired to bolster their financial intelligence and data analytics portfolio.
  • WebPT: Acquired to strengthen their presence in the healthcare technology sector.
  • Exela Technologies: Acquired to expand their business process automation capabilities.
  • GA Foods: Acquired to enhance their food service distribution portfolio.

Office Locations:

  • New York (Headquarters): 450 Lexington Avenue, New York
  • Additional Offices: London, Hong Kong, Beijing, Mumbai, and other major financial centers globally.

Website: https://www.warburgpincus.com

Quote: “Our mission is to invest in and build businesses of sustainable value.” – Chip Kaye, CEO

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Permira

Investment Style: Permira focuses on transformational private equity investments in sectors such as technology, consumer, healthcare, and financial services. Their strategy involves partnering with strong management teams to drive operational improvements, expand market reach, and enhance profitability. They apply a thematic approach and emphasize long-term value creation through growth-oriented strategies.

Portfolio Companies: Their portfolio includes companies like Genesys (customer experience software), Allegro (online marketplace), Klarna (fintech), Mimecast (email security), Dr. Martens (footwear), and Magento (e-commerce platform).

Founding Date: 1985

Number of Investment Professionals: Over 480 globally

Number of Funds: 21 buyout and growth equity funds

Assets Under Management: Approximately €48 billion as of March 2024

Value Addition Examples: Permira has significantly contributed to the growth of companies like Genesys by enhancing its technology platform and expanding its global customer base. They also supported Allegro in its digital transformation and market expansion efforts. Additionally, Permira’s investment in Magento propelled its development into a leading e-commerce platform.

Key Investment Professionals and Contributions:

  • Kurt Björklund, Co-Managing Partner: Björklund has been instrumental in shaping Permira’s investment strategy, particularly in the technology sector. He played a key role in the acquisition and growth of Genesys.
  • Tom Lister, Co-Managing Partner: Lister has led several key investments, including the transformation of Klarna through strategic market expansion and operational improvements.
  • Cheryl Potter, Head of Consumer: Potter has driven significant value creation in the consumer sector, supporting the growth and expansion of companies like Allegro.
  • Richard Sanders, Head of Technology: Sanders has been pivotal in identifying and executing investments in the technology sector, including Mimecast and TeamViewer.
  • Dipan Patel, Head of Financial Services: Patel has played a critical role in expanding Permira’s presence in the fintech sector, notably with investments in Klarna and Magento.

Recent Exits:

  1. TeamViewer to Francisco Partners: This exit, valued at $5.25 billion, was facilitated with financial advisors including Goldman Sachs and JP Morgan.
  2. Inmarsat to a consortium led by Apax Partners: Permira’s exit strategy was supported by advisors such as Morgan Stanley and Bank of America.
  3. Tilney Smith & Williamson to Agilitas: This exit showcased Permira’s capability in realizing value in the financial services sector.
  4. Magento to Adobe: A strategic sale that enhanced their e-commerce solutions portfolio.
  5. Golden Goose to Carlyle Group: Demonstrating successful value creation in the luxury fashion sector.

Recent Acquisitions:

  • Kroll: Acquired to strengthen their presence in risk management and financial advisory services.
  • McAfee: Acquired to bolster their cybersecurity portfolio.
  • Tricor: Acquired to enhance their corporate services and business expansion solutions.
  • Axiom: Acquired to expand their capabilities in providing legal and compliance services.
  • Giant Group: Acquired to grow their presence in the staffing and workforce solutions market.

Office Locations:

  • London (Headquarters): 80 Pall Mall, London 
  • Additional Offices: New York, Hong Kong, Tokyo, Frankfurt, Luxembourg, Madrid, Milan, Paris, Stockholm, and other major financial centers globally.

Website: https://www.permira.com

Quote: “Our focus is on transformational investments that drive growth and create lasting value.” – Kurt Björklund, Co-Managing Partner

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BC Partners

Investment Style: BC Partners focuses on private equity, private debt, and real estate investments, targeting market-leading businesses with strong and resilient growth drivers. Their strategy involves leveraging deep industry expertise and a robust global network to drive operational improvements and strategic growth.

Portfolio Companies: Their portfolio includes companies like Springer Nature (academic publishing), United Group (media and communication services), Valtech (digital services), and PetSmart (pet products and services).

Founding Date: 1986

Number of Investment Professionals: Over 120 globally

Number of Funds: 11 private equity funds, along with funds in private debt and real estate

Assets Under Management: Over €40 billion as of March 2024

Value Addition Examples: BC Partners has driven significant growth in companies like Springer Nature by supporting its digital transformation and global expansion. They also helped United Group enhance its service offerings and expand its footprint across Southeast Europe.

Key Investment Professionals and Contributions:

  • Raymond Svider, Chairman: Svider has been pivotal in leading BC Partners’ investment strategy and overseeing major transactions. He played a key role in the acquisition and growth of PetSmart.
  • Nikos Stathopoulos, Managing Partner: Stathopoulos has led several successful investments in the media and telecommunications sectors, including United Group.
  • Stefan Zuschke, Partner: Zuschke has been instrumental in driving the growth of industrial and business services investments, including Valtech.
  • Jean-Baptiste Wautier, Partner: Wautier has contributed to significant value creation in the consumer sector, supporting the expansion of companies like Springer Nature.
  • Joanna Santinon, Partner: Santinon has focused on financial and business services, driving growth and operational improvements in portfolio companies.

Recent Exits:

  1. CeramTec to BC Partners: This exit, valued at €2.6 billion, was facilitated with financial advisors including Goldman Sachs and Morgan Stanley.
  2. Forno d’Asolo to BC Partners: Showcasing successful value realization in the food services sector.
  3. Acuris to Ion Group: Enhanced their financial data and intelligence portfolio through this strategic sale.
  4. Suddenlink Communications to Altice: A high-profile exit in the telecommunications sector.
  5. Intelsat to a consortium of investors: Demonstrating their ability to realize value in the satellite services industry.

Recent Acquisitions:

  • Springer Nature: Acquired to strengthen their presence in academic publishing and digital content.
  • United Group: Acquired to enhance their media and communication services portfolio.
  • PetSmart: Acquired to expand their retail footprint in pet products and services.
  • Valtech: Acquired to grow their digital services and technology consulting capabilities.
  • CeramTec: Acquired to expand their presence in advanced ceramics and industrial solutions.

Office Locations:

  • London (Headquarters): 40 Portman Square, London 
  • Additional Offices: New York, Paris, Hamburg, Milan, and other major financial centers globally.

Website: https://www.bcpartners.com

Quote: “We are a firm led by investors for our investors and have a long track record of delivering superior value to our limited partners.” – Raymond Svider, Chairman

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TPG

Investment Style: TPG focuses on a broad range of investment strategies, including private equity, growth capital, real estate, impact investing, and public equity. Their approach emphasizes partnership with management teams to drive strategic and operational improvements, leveraging deep industry expertise and global reach.

Portfolio Companies: Their portfolio includes companies like Airbnb (hospitality), Uber (ride-sharing), Spotify (music streaming), C3.ai (enterprise AI), and McAfee (cybersecurity).

Founding Date: 1992

Number of Investment Professionals: Over 650 globally

Number of Funds: Multiple funds across private equity, growth, impact, real estate, and public equity

Assets Under Management: Approximately $224 billion as of March 2024

Value Addition Examples: TPG has significantly contributed to the growth of companies like Airbnb by supporting its global expansion and enhancing its technology platform. They also played a crucial role in Uber’s operational scaling and market penetration strategies.

Key Investment Professionals and Contributions:

  • Jon Winkelried, CEO: Winkelried has been instrumental in shaping TPG’s overall strategy and leading major investments in technology and healthcare.
  • Jim Coulter, Executive Chairman: Coulter has led several transformative investments, including the firm’s early involvement in Uber and Airbnb.
  • David Bonderman, Co-Founder: Bonderman has been pivotal in TPG’s growth and success, guiding investments in a wide range of sectors from energy to retail.
  • Jim Schultz, Managing Partner: Schultz has focused on the healthcare and life sciences sectors, driving significant value creation in companies like C3.ai.
  • Maryanne Hancock, CEO of Y Analytics: Hancock has led TPG’s impact investing initiatives, ensuring that investments deliver both financial returns and positive social impact.

Recent Exits:

  1. NantHealth to Allscripts: This exit, valued at $1.5 billion, highlighted TPG’s ability to realize value in healthcare IT.
  2. Lynda.com to LinkedIn: A successful exit via acquisition, enhancing their educational technology portfolio.
  3. PowerSchool to Vista Equity Partners: A high-profile exit in the educational software industry.
  4. LifeStance Health to KKR: Demonstrating successful value creation in the behavioral healthcare sector.
  5. Envision Healthcare to KKR: A major exit in the healthcare services industry.

Recent Acquisitions:

  • Wind River Systems: Acquired to strengthen their presence in embedded systems and IoT.
  • Munchkin: Acquired to expand their consumer products portfolio.
  • DirecTV: Acquired to grow their media and telecommunications assets.
  • Ellucian: Acquired to enhance their educational technology solutions.
  • C3.ai: Acquired to capitalize on the growing demand for enterprise AI solutions.

Office Locations:

  • San Francisco (Headquarters): 345 California Street, San Francisco
  • Additional Offices: Fort Worth, New York, London, Hong Kong, Beijing, Mumbai, Singapore, and other major financial centers globally.

Website: https://www.tpg.com

Quote: “Our focus is on innovation-led growth and long-term value creation through strategic partnerships and operational excellence.” – Jon Winkelried, CEO

Intrigued at find out more? Check this out:

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CVC Capital Partners

Investment Style: CVC Capital Partners specializes in buyouts and growth investments across various sectors, including consumer, healthcare, financial services, and technology. Their strategy involves leveraging deep sector knowledge and a global network to drive operational improvements and strategic growth.

Portfolio Companies: Their portfolio includes companies like Formula One Group (motorsports), Avast (cybersecurity), Breitling (luxury watches), and SkyBet (online betting).

Founding Date: 1981

Number of Investment Professionals: Over 500 globally

Number of Funds: Multiple funds across private equity, credit, and growth equity

Assets Under Management: Approximately $165 billion as of March 2024

Value Addition Examples: CVC has driven significant growth in companies like Formula One Group by enhancing its global market presence and media rights. They also supported Avast in expanding its cybersecurity offerings and market reach.

Key Investment Professionals and Contributions:

  • Steven Koltes, Co-Chairman: Koltes has been pivotal in leading CVC’s investment strategy and overseeing major transactions. He played a key role in the acquisition and growth of Formula One Group.
  • Donald Mackenzie, Co-Chairman: Mackenzie has led several successful investments in the technology and consumer sectors, including Avast.
  • Rolly van Rappard, Co-Chairman: Van Rappard has been instrumental in driving the firm’s growth and strategic direction.
  • Robert Spreter, Partner: Spreter has contributed significantly to value creation in the healthcare sector, supporting companies like Breitling.
  • Cecilia Huang, Partner: Huang has focused on financial services and technology investments, driving growth in companies like SkyBet.

Recent Exits:

  1. Formula One Group to Liberty Media: A high-profile exit that enhanced their media and sports portfolio.
  2. SkyBet to The Stars Group: Successful value realization in the online betting industry.
  3. PDC to Kohlberg Kravis Roberts: Enhanced their healthcare services portfolio through this strategic sale.
  4. Petco to CVC Growth Partners: A significant exit in the pet care sector.
  5. QA to CVC Capital Partners: Demonstrating successful value creation in the education and training industry.

Recent Acquisitions:

  • Breitling: Acquired to strengthen their presence in the luxury watch market.
  • Avast: Acquired to expand their cybersecurity solutions.
  • RAC: Acquired to grow their roadside assistance and insurance services.
  • Douglas: Acquired to enhance their retail and beauty services portfolio.
  • Unilabs: Acquired to expand their diagnostic services.

Office Locations:

  • Luxembourg (Headquarters): 20 rue Eugène Ruppert, Luxembourg
  • Additional Offices: London, New York, Hong Kong, Paris, Frankfurt, Milan, Madrid, Tokyo, and other major financial centers globally.

Website: https://www.cvc.com

Quote: “Our approach is to partner with outstanding management teams to drive growth and create lasting value.” – Steven Koltes, Co-Chairman

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Clayton Dubilier & Rice

Investment Style: Clayton Dubilier & Rice (CD&R) focuses on making control investments in companies across a wide range of industries, including healthcare, consumer, industrial, and services. Their strategy involves partnering with management to drive operational improvements, strategic repositioning, and long-term growth.

Portfolio Companies: Their portfolio includes companies like B&M (discount retail), David’s Bridal (wedding attire), KKR (private equity co-investments), and Sirius Computer Solutions (IT solutions).

Founding Date: 1978

Number of Investment Professionals: Over 100 globally

Number of Funds: 11 private equity funds

Assets Under Management: Approximately $40 billion as of March 2024

Value Addition Examples: CD&R has significantly enhanced the value of companies like B&M by expanding its retail footprint and optimizing its supply chain. They also supported David’s Bridal in strategic market repositioning and digital transformation.

Key Investment Professionals and Contributions:

  • Donald Gogel, Chairman: Gogel has been pivotal in leading CD&R’s investment strategy and overseeing major transactions. He played a key role in the acquisition and growth of B&M.
  • Nathan Sleeper, CEO: Sleeper has led several successful investments in the healthcare and industrial sectors, including KKR.
  • David Novak, Partner: Novak has been instrumental in driving value creation in consumer and retail investments, supporting companies like David’s Bridal.
  • John Compton, Operating Partner: Compton has focused on operational improvements and strategic initiatives, particularly in the consumer sector.
  • David H. Wasserman, Partner: Wasserman has played a critical role in expanding CD&R’s presence in the services industry, particularly with investments like Sirius Computer Solutions.

Recent Exits:

  1. Carestream Dental to Envista Holdings: This exit, valued at $2.4 billion, showcased CD&R’s ability to realize value in the healthcare technology sector.
  2. SRS Distribution to Leonard Green & Partners: A high-profile exit in the building materials distribution industry.
  3. Brand Energy & Infrastructure Services to Brookfield Business Partners: Demonstrated successful value creation in the industrial services sector.
  4. CHC Helicopter to Bain Capital: Enhanced their aerospace and defense portfolio through this strategic sale.
  5. HD Supply to The Home Depot: A significant exit in the industrial distribution industry.

Recent Acquisitions:

  • Epicor Software: Acquired to strengthen their presence in the enterprise software market.
  • Motor Fuel Group: Acquired to expand their retail fuel and convenience services.
  • Solenis: Acquired to enhance their specialty chemicals portfolio.
  • Huntsworth: Acquired to grow their healthcare communications and marketing services.
  • Radio Systems Corporation: Acquired to expand their consumer products portfolio.

Office Locations:

  • New York (Headquarters): 375 Park Avenue, New York
  • Additional Offices: London

Website: https://www.cdr-inc.com

Quote: “We focus on driving operational improvements and strategic growth in partnership with strong management teams.” – Donald Gogel, Chairman

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Astorg

Investment Style: Astorg is a European private equity firm focusing on investments in healthcare, software, technology-based industrial companies, and business-to-business professional services. The firm emphasizes a listening approach, aiming to partner closely with entrepreneurs and management teams to support their vision through strategic guidance, governance, and capital.

Portfolio Companies: Astorg’s portfolio includes companies such as Fastmarkets (price reporting agency), IPCOM (insulation products distributor), CordenPharma (contract development and manufacturing organization), OPEN Health (medical affairs and market access), EcoVadis (business sustainability ratings), and Avania (clinical trial services).

Founding Date: 1998

Number of Investment Professionals: 66 globally

Number of Funds: Astorg has launched multiple funds, including Astorg VIII, Astorg Mid-Cap, and several continuation funds.

Assets Under Management: Approximately €21 billion as of 2024

Value Addition Examples: Astorg has significantly contributed to the growth of companies like Fastmarkets by supporting its global expansion and enhancing its digital platforms. They also aided IPCOM in expanding its market presence and developing energy-efficient solutions, and they supported CordenPharma in scaling its end-to-end drug manufacturing capabilities.

Key Investment Professionals and Contributions:

  • Thierry Timsit, CEO: Timsit has been pivotal in leading Astorg’s investment strategy and overseeing major transactions, including the acquisition of CordenPharma.
  • François de Mitry, Managing Partner: De Mitry has led investments in the healthcare sector, significantly impacting the growth of companies like Avania.
  • Jean Raby, Chief Client and Business Development Officer: Raby has been instrumental in expanding Astorg’s global client base and enhancing investor relations.
  • Guillaume de Malliard, COO: De Malliard has focused on operational efficiency and strategic initiatives, supporting the firm’s expansion efforts.
  • Simon Muir, Managing Director: Muir has driven compliance and regulatory strategies, ensuring smooth operations across Astorg’s global offices.

Recent Exits:

  1. Normec: Sold in February 2024, enhancing their presence in the industrial services sector.
  2. Dedienne Santé: Exited in March 2023, showcasing successful value creation in the healthcare industry.
  3. HRA Pharma: Sold in April 2022, underscoring their capability in the pharmaceutical sector.

Recent Acquisitions:

  • Steliau Technology: Acquired in February 2024 to strengthen their presence in the electronics sector.
  • Sofico: Acquired in 2024, expanding their capabilities in automotive software solutions.
  • hg medical: Acquired in 2023, enhancing their portfolio in medical device manufacturing.
  • EcoVadis: Acquired to bolster their business sustainability ratings and intelligence solutions.
  • IQ-EQ: Acquired to support its growth trajectory in investor services, significantly expanding its service offerings and geographical footprint.

Office Locations:

  • Luxembourg (Headquarters): 2 rue Albert Borschette, Luxembourg
  • Additional Offices: Paris, London, New York, Milan, Frankfurt

Website: https://www.astorg.com

Quote: “At Astorg, we believe in collective intelligence and the power of listening to drive entrepreneurial success.” – Thierry Timsit, CEO

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Advent International

Investment Style: Advent International focuses on buyouts, corporate carve-outs, public-to-private, and growth equity transactions. Their investment strategy centers on five core industries: business and financial services, healthcare, industrial, retail, consumer and leisure, and technology, media and telecom. Advent emphasizes long-term partnerships with management teams to drive strategic and operational improvements.

Portfolio Companies: Their portfolio includes companies like Aimbridge Hospitality (hospitality), BioDuro (contract research organization), Deutsche Fachpflege Gruppe (homecare), INNIO (energy solutions), and Prisma Medios de Pago (payment processing).

Founding Date: 1984

Number of Investment Professionals: Over 195 globally

Number of Funds: 10 Global Private Equity (GPE) funds and several regional and sector-specific funds

Assets Under Management: Approximately $94 billion as of 2024

Value Addition Examples: Advent has driven significant growth in companies like BioDuro by supporting its expansion and enhancing its service offerings. They also facilitated the global expansion of Aimbridge Hospitality, making it one of the largest hotel management companies.

Key Investment Professionals and Contributions:

  • David Mussafer, Managing Partner: Mussafer has been instrumental in overseeing Advent’s global investments and driving strategic growth in sectors like healthcare and technology.
  • James Brocklebank, Managing Partner: Brocklebank has led investments in Europe, focusing on industrial and financial services, and played a key role in the acquisition of Deutsche Fachpflege Gruppe.
  • Tricia Glynn, Managing Director: Glynn has focused on consumer and retail investments, contributing to the growth of companies like lululemon athletica.
  • Ronald Ayles, Managing Partner: Ayles has driven investments in the chemicals and materials sector, enhancing portfolio companies’ operational efficiencies.
  • Adolfo Vinatea, Director: Vinatea has been pivotal in expanding Advent’s presence in Latin America, supporting investments in various industries across the region.

Recent Exits:

  1. Cotiviti to Veritas Capital: A significant exit in the healthcare technology sector.
  2. Genoa Healthcare to UnitedHealth Group: Highlighting their success in the pharmacy services industry.
  3. lululemon athletica (partial exit): Demonstrating their ability to realize value in the consumer retail sector.

Recent Acquisitions:

  • INNIO (formerly GE Distributed Power): Acquired to expand their energy solutions portfolio.
  • Manjushree Technopack: Acquired to strengthen their presence in the packaging industry.
  • Walmart Brazil: Acquired to enhance their retail footprint in Latin America.
  • Aimbridge Hospitality: Acquired to grow their hospitality management services.
  • Prisma Medios de Pago: Acquired to expand their payment processing capabilities in Latin America.

Office Locations:

  • Boston (Headquarters): 1 Federal Street, Boston
  • Additional Offices: New York, London, Hong Kong, Paris, Frankfurt, Milan, Madrid, São Paulo, and other major financial centers globally.

Website: https://www.adventinternational.com

Quote: “Our mission is to create long-term value by partnering with management teams to drive strategic and operational improvements.” – David Mussafer, Managing Partner

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Onex Corporation

Investment Style: Onex Corporation specializes in private equity, credit, and real estate investments. Their approach focuses on acquiring and building high-quality businesses in partnership with management teams, aiming for long-term value creation through operational improvements and strategic growth initiatives.

Portfolio Companies: Their portfolio includes companies like WestJet (airline), Clarivate Analytics (research and analytics), Parkdean Resorts (holiday park operator), JELD-WEN (building products), and PowerSchool (educational technology).

Founding Date: 1984

Number of Investment Professionals: Over 250 globally

Number of Funds: Multiple private equity, credit, and real estate funds

Assets Under Management: Approximately $48 billion as of 2024

Value Addition Examples: Onex has driven significant growth in companies like WestJet by supporting its fleet expansion and improving customer service operations. They also enhanced Clarivate Analytics by investing in technology and expanding its data analytics capabilities.

Key Investment Professionals and Contributions:

  • Gerry Schwartz, Founder and Chairman: Schwartz has been instrumental in shaping Onex’s investment strategy and overseeing major transactions, including the acquisition of WestJet.
  • Bobby Le Blanc, President: Le Blanc has led several key investments in the healthcare and business services sectors, supporting companies like Parkdean Resorts.
  • Emma Thompson, Managing Director: Thompson has focused on consumer and industrial investments, driving growth in companies like JELD-WEN.
  • Nigel Wright, Managing Director: Wright has been pivotal in Onex’s real estate investments, enhancing portfolio value through strategic property acquisitions.
  • Robert Le Blanc, Managing Director: Le Blanc has contributed significantly to Onex’s credit investment strategies, ensuring robust returns across market cycles.

Recent Exits:

  1. Save-A-Lot to Moran Foods: This exit demonstrated Onex’s ability to realize value in the retail sector.
  2. Emergency Medical Services Corporation to Clayton, Dubilier & Rice: A high-profile exit in the healthcare services industry.
  3. Spirit AeroSystems to AerCap: Showcasing successful value creation in the aerospace sector.

Recent Acquisitions:

  • WestJet: Acquired to expand their aviation portfolio and improve operational efficiencies.
  • Clarivate Analytics: Acquired to enhance their research and data analytics services.
  • Parkdean Resorts: Acquired to grow their presence in the holiday park industry.
  • JELD-WEN: Acquired to expand their building products portfolio.
  • PowerSchool: Acquired to bolster their educational technology solutions.

Office Locations:

  • Toronto (Headquarters): 161 Bay Street, Toronto
  • Additional Offices: New York, London, and other major financial centers globally.

Website: https://www.onex.com

Quote: “Our focus is on partnering with management teams to drive operational excellence and long-term value creation.” – Gerry Schwartz, Founder and Chairman

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Hellman & Friedman

Investment Style: Hellman & Friedman focuses on large-scale private equity investments in high-quality, growth-oriented businesses. They target sectors such as consumer and retail, software, financial services, healthcare, and industrials, aiming to create value through deep sector expertise and strategic growth initiatives.

Portfolio Companies: Their portfolio includes companies like Grocery Outlet (retail), Ultimate Software (HR software), Splunk (data analytics), and Hub International (insurance brokerage).

Founding Date: 1984

Number of Investment Professionals: Over 70 investment professionals, including 24 partners

Number of Funds: 11 funds

Assets Under Management: Over $120 billion as of December 2023

Value Addition Examples: Hellman & Friedman has significantly enhanced the value of companies like Ultimate Software by investing in technological advancements and expanding its market reach. They also supported Grocery Outlet in optimizing its retail operations and expanding its footprint.

Key Investment Professionals and Contributions:

  • Patrick Healy, CEO: Healy has been instrumental in leading Hellman & Friedman’s investment strategy and overseeing major transactions, including the acquisition of Grocery Outlet.
  • Philip Hammarskjold, Executive Chairman: Hammarskjold has led several successful investments, including the transformation of Ultimate Software.
  • Allen Thorpe, Partner: Thorpe has focused on healthcare and financial services investments, driving significant value creation in companies like Hub International.
  • Susanna Daniels, Partner & Head of Investor Relations: Daniels has been pivotal in expanding Hellman & Friedman’s investor base and strengthening relationships with limited partners.
  • Guillaume van Moerbeke, Director: Van Moerbeke has contributed significantly to investments in the technology sector, supporting companies like Splunk.

Recent Exits:

  1. Grocery Outlet to Berkshire Partners: A high-profile exit in the retail sector.
  2. Ultimate Software to Kronos Incorporated: Demonstrating successful value creation in the HR software industry.
  3. Splunk IPO: Highlighting their ability to realize value in the technology sector.

Recent Acquisitions:

  • MultiPlan: Acquired to expand their healthcare cost management services.
  • Sprinklr: Acquired to enhance their social media management solutions.
  • Genesys: Acquired to strengthen their customer experience software portfolio.
  • Edelman Financial Engines: Acquired to grow their financial advisory services.
  • Verisk Analytics: Acquired to bolster their data analytics capabilities.

Office Locations:

  • San Francisco (Headquarters): 415 Mission Street, Suite 5700, San Francisco
  • Additional Offices: New York, London

Website: https://www.hf.com

Quote: “We focus on finding the highest-quality businesses where we can take a long-term perspective to help drive strategic insights and deliver industry-leading returns.” – Patrick Healy, CEO

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Providence Equity Partners

Investment Style: Providence Equity Partners focuses on private equity and private credit strategies, targeting investments in media, communications, education, and information companies across North America and Europe. They emphasize a sector-focused approach and aim to partner closely with management teams to drive growth and value creation through strategic guidance and operational improvements.

Portfolio Companies: Providence’s portfolio includes companies like Galileo Global Education (private higher education), Tempo Music (music rights), OUTFRONT Media (outdoor advertising), EdgeConneX (data centers), and DoubleVerify (digital media measurement).

Founding Date: 1989

Number of Investment Professionals: Over 100 globally

Number of Funds: 19 closed funds

Assets Under Management: Approximately $57 billion as of 2024

Value Addition Examples: Providence has significantly contributed to the growth of companies like Galileo Global Education by supporting its global expansion and enhancing its educational offerings. They also facilitated the digital transformation of OUTFRONT Media, improving its advertising technology and market reach.

Key Investment Professionals and Contributions:

  • Jonathan Nelson, Founder & Executive Chairman: Nelson has been instrumental in shaping Providence’s investment strategy and leading major transactions, including the firm’s expansion into education and technology sectors.
  • Michael Dominguez, Chief Investment Officer: Dominguez has driven several successful investments in media and communications, significantly impacting companies like EdgeConneX.
  • David Phillips, Senior Managing Director: Phillips has focused on North American investments, leading efforts to expand Providence’s portfolio in the education and information sectors.
  • Andrew Tisdale, Senior Managing Director and Co-Head of Europe: Tisdale has been pivotal in driving European investments, supporting companies like Galileo Global Education in their growth initiatives.
  • Glenn Creamer, Senior Managing Director Emeritus: Creamer has provided strategic oversight and mentorship, enhancing the firm’s investment capabilities and operational excellence.

Recent Exits:

  1. DoubleVerify to Public Investment Fund: A significant exit in the digital media measurement industry.
  2. ZeniMax Media to Microsoft: Highlighting their success in the gaming sector.
  3. Eircom to Xavier Niel: A high-profile exit in the telecommunications industry.

Recent Acquisitions:

  • Tempo Music: Acquired to expand their music rights portfolio.
  • Smartly.io: Acquired to enhance their digital advertising solutions.
  • HydroJug: Acquired to grow their consumer goods offerings.
  • Paradigm Talent Agency: Acquired to strengthen their media and entertainment portfolio.
  • EDGE Technologies: Acquired to expand their presence in the data center industry.

Office Locations:

  • Providence (Headquarters): 50 Kennedy Plaza, 18th Floor, Providence
  • Additional Offices: New York, London, Hong Kong, Singapore

Website: https://www.provequity.com

Quote: “Our mission is to create long-term value by partnering with management teams to drive strategic and operational improvements.” – Jonathan Nelson, Founder & Executive Chairman

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EQT

Investment Style: EQT focuses on private equity investments across healthcare, technology, services, and industrial technology sectors. They emphasize a hands-on approach, partnering with management teams to drive growth through innovation, digitalization, and sustainability initiatives.

Portfolio Companies: EQT’s portfolio includes companies such as AutoStore (robotic warehouse automation), IFS (enterprise software), Cerba HealthCare (medical diagnostics), Securitas Direct (security services), and Anticimex (pest control).

Founding Date: 1994

Number of Investment Professionals: Over 700 globally

Number of Funds: 43 closed funds, with EQT X being the latest

Assets Under Management: Approximately $24 billion as of 2024

Value Addition Examples: EQT has significantly contributed to the growth of companies like AutoStore by enhancing its technology and expanding its global market presence. They also supported Cerba HealthCare in scaling its diagnostic services and improving operational efficiencies.

Key Investment Professionals and Contributions:

  • Per Franzén, Head of Private Capital Europe & North America: Franzén has led major investments in the healthcare and technology sectors, significantly impacting companies like AutoStore.
  • Marcus Brennecke, Partner and Chairman EQT Foundation: Brennecke has driven investments in the industrial technology sector, supporting the growth of companies like IFS.
  • Arvindh Kumar, Partner: Kumar has focused on technology investments, contributing to the expansion of EQT’s digital and software portfolio.
  • Eric Liu, Partner and Global Co-Head of Healthcare: Liu has played a pivotal role in healthcare investments, driving value creation in companies like Cerba HealthCare.
  • Sofia Ahuja, Partner: Ahuja has been instrumental in expanding EQT’s services sector, supporting companies like Securitas Direct in their growth strategies.

Recent Exits:

  1. Envirotainer to Goldman Sachs: A strategic exit in the biopharma transport services sector.
  2. Galderma IPO: Highlighting successful value realization in the dermatology sector.
  3. AutoStore to SoftBank: Demonstrating significant value creation in robotic warehouse automation.

Recent Acquisitions:

  • SHL Medical: Acquired to enhance their drug delivery solutions portfolio.
  • CYE: Acquired to expand their cybersecurity services.
  • Zayo Group: Acquired to strengthen their communications infrastructure.
  • Triton Digital: Acquired to grow their digital audio advertising solutions.
  • Recipharm: Acquired to bolster their pharmaceutical contract manufacturing capabilities.

Office Locations:

  • Stockholm (Headquarters): Regeringsgatan 25, Stockholm
  • Additional Offices: New York, London, Hong Kong, Copenhagen, Amsterdam, Madrid, Milan, Munich, Paris, Zurich, and other major financial centers globally.

Website: https://www.eqtgroup.com

Quote: “We remain focused on backing and futureproofing companies in attractive and resilient sectors, such as healthcare and technology.” – Per Franzén, Head of Private Capital Europe & North America

Interested in digging deeper into private equity and the art of value creation? Explore this video featuring NUOPTIMA’s founder and CEO, Alexej Pikovsky, as he unveils eight strategies for creating value in private equity:

Conclusion

Image showing how NUOPTIMA can effectively assist company growth with logos of some of the companies we have worked with.

The private equity landscape in London and the UK is dynamic and multifaceted, spanning lower mid-market, middle market, and large cap sectors. Each firm contributes uniquely to the economy, driving growth and innovation across various industries. 

At NUOPTIMA, we work closely with PE funds and their portfolio companies, leveraging our expertise and passion for value creation. This curated list aims to provide CEOs and founders with a comprehensive guide to the top private equity firms in the region, helping them navigate and engage with the PE universe. Book a free discovery call to learn how NUOPTIMA can support your growth and strategic goals in the private equity landscape.

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