Lukas Hees

🚀 Exciting News! Introducing the Leverest Relationship Tracker H1 2024 featured by FINANCE Magazin — including publicly available LBO DACH mid-market debt transactions. ✨ 🔎 What is it? A comprehensive list of publicly available LBO DACH midmarket debt transactions with detailed insights into financial sponsors, related companies, lenders, and both borrower’s and lender’s counsel. 🤔 Why do you need it? Understand legal counsel relationships, discover who’s collaborating, and analyze market trends to unlock valuable insights. ✨ What’s new? - Extensive Deal List: Access deals from the H1 2024 release with direct links to press releases for full transparency. - Graphical Analysis: Visualize the most active parties in the debt advisory space and see who’s building strong relationships with whom. 📈 🔗 Ready to explore? Hit like if this resonates💡For an exclusive download, check the link in the comments below 🔒 🚀 #LegalInsights #LBOTransactions #LeverestRelationshipTracker #MarketAnalysis

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Five trends in benchmarking private market performance: webinar recap 27.10.2024 - Investoren Plattform Weekend News: Private Equity Outperformance over public markets is likely to continue, but the private capital landscape is likely to shift as more LPs do direct deals and funds explore different strategies and ways to exit . und mehr als 9.600 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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We are happy to announce that we advised ROBOVIS on its seed financing round with Brandenburg Kapital GmbH as the lead investor and PRO Sunflower GmbH joining as an additional investor. It has been a pleasure for our Schalast team, led by VC partner Dr. Marc-André Rousseau, to advise ROBOVIS throughout this pivotal process. ROBOVIS’ uniqueness lies in the state-of-the-art integration of advanced image processing and robotics technologies, ensuring robust performance and unparalleled precision. Unlike many solutions, which struggle to maintain consistent quality due to the inherent complexity and variability of industrial environments, ROBOVIS delivers AI-powered systems capable of adapting to the dynamic and diverse nature of industrial applications. Read more on our webiste: https://lnkd.in/e6APF6C9 Dr. Christoph T. Thies Florian Frisse, LL.M. Antonia Dicke Okan Agbuga #VentureCapital #Innovation #Robotics #Deal #Advice #lawfirm #schalastlawtax

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⚡️⚡️Julius Baer Bank may buy EFG.   Julius Baer is considering buying Swiss private bank EFG International AG, according to Bloomberg. Bank Julius Baer completed preliminary merger agreements with EFG last week. EFG shares rose 1.2% on Friday, valuing the bank at 3.8 Swiss francs ($4.2 billion). The deal between the two banks will continue a transformation of the Swiss financial industry that began last year when the country's largest bank, UBS Group AG, bought rival Credit Suisse. 🤐Representatives of banks Julius Baer and EFG declined to comment. ☝️ Let us remind you that the largest shareholder of EFG is the family of billionaire Latsis, which made a fortune in Greek shipping. EFG's other major shareholders are Brazil's Banco BTG Pactual SA, with a stake of about 20%, and Boris Collardi, the former CEO of Julius Baer.   ❓💸Whether there will be a second major merger in the Swiss banking sector this year and what the result of the merger will be for clients is still difficult to say. We'll watch 🤓 #bank #investment #suiss #Geneve #EFG #JuliusBaer #BTG #Latsis #shipping #privatBank #trade #market #Bloomberg #trader

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20.05.2024 - Investoren Plattform News: Private Equity Payment fintechs see Q1 uptick in buyouts While private equity buyout dealmaking shows new signs of life, certain subsectors of fintech have been especially fertile territory for PE buyers. According to a recent PitchBook analyst note, there were 16 US and Canadian fintech buyout deals in Q1—compared to 11 deals in the same period last year—with 38% of the deals falling under […] und mehr als 7.500 weitere Artikel finden Sie unter:  https://lnkd.in/e7C_eC-8

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Infrastructure Q3 2024: Preqin Quarterly Update 10.11.2024 - Investoren Plattform Weekend News: Infrastructure Fundraising remains soft after a short-lived recovery, with funds in market data suggesting experienced managers are delaying bringing larger funds to market Deals activity is a bright spot, with strong growth in larger deals compared with Q2 despite elevated rates Performance still strong for current asset owners, but higher valuations may be restricting new commitments. und mehr als 9.700 weitere Artikel finden Sie unter: https://lnkd.in/eYZk6Yt4

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Deep data — Preqin’s Investor Sentiment Index 12.09.2024 - Investoren Plattform News: Private Debt Private debt remains the most popular alternative asset class among investors, with half of LPs planning to increase allocations over the next 12 months. LPs’ views of private equity are improving, as they have in real estate and VC (although both are still below 50 in Preqin’s Investor Sentiment Index). But enthusiasm for infrastructure and […] und mehr als 9.000 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k

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More than two years ago, I started my journey at FLEX Capital with the intention of building a top-tier HR case in Germany's PE sector. Value Creation and HR as a subfunction have a low level of maturity in small and mid-cap PE, but I believe they have enormous potential in most PEs' toolboxes because it's much more than "just" recruiting! Therefore, I am happy to have a platform and an interview partner with Private Equity Observer (PEO) 's founder, Pascal Philipp Buck. In the interview, we explored the nuances between HR responsibilities in PE and non-PE environments. At FLEX Capital, we focus on strategic and operational HR work within the fund and our portfolio companies. Our investment focus on small—to medium-sized software enterprises in the DACH region allows us to create tailored playbooks addressing common challenges like attracting and retaining top talent, building stage-appropriate HR solutions, and increasing Leadership as overall maturity. We delved into the importance of pre-deal HR involvement, discussing how recognizing and addressing HR-related white spots can significantly impact the deal cycle. I shared insights from my experience and introduced the maturity model I've developed for strategic HR work, which is now being applied internally for HR, Finance, Tech & Commercial DD, and value creation. One highlight of our discussion was the concept of Workforce Planning versus traditional hiring approaches. At FLEX, we believe in "No hiring without a business case," emphasizing aligning business strategy with people strategy for optimal performance. I also touched upon the critical role of management audits in ensuring that exemplary Leadership is in place, particularly in succession planning scenarios. Our structured approach helps us find the best CEO fit for each unique organizational situation. Our People Strategy at FLEX Capital underscores the employee as a critical value driver. We aim for maximum synergies with minimal complexity during group and platform building. This strategy is crucial in maintaining our portfolio companies' cultural fit and operational efficiency. For HR professionals looking to venture into PE or VC, my advice is to deeply understand the financial-driven nature of these environments and embrace the value of making observations measurable. We covered some ground in HR Value Creation, and I am grateful for the opportunity to share our journey. As you never walk alone, a big shoutout to my incredible team, Lars Meyer, Christoph Oesterheld, Gregor Hemeyer, Alessa Schlegel & Le Suong Ho, and Peter Waleczek & Christoph Jost, who make all this possible by seeing more in HR than "just" recruiting! Watch the full interview for more insights! Let's connect if you are interested in HR Value Creation, organizational design, or Maturity in the PE context! #PrivateEquity #HRValueCreation #FlexCapital #HumanResources #PeopleStrategy 

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#fundingalert 💼Company: Doconomy 💰Funding: €34 Million ⚡Round: Series B 👥Investors: UBS Next, CommerzVentures, S&P Global, commodity and automotive markets joined the round. Other prominent existing investors Motive, PostFinance and Tenity participated in the round. Doconomy, founded in Sweden in 2018 by Mathias Wikström and Johan Pihl, is a world-leading provider of applied impact solutions. Its core mission is to ensure the future sustainability of life on Earth by empowering individuals and corporations to assume responsibility for their environmental footprint, fostering a sustainable lifestyle for all. Doconomy empowers banks worldwide to help close the gap between ‘say’ and ‘do’ amongst their client bases, by providing tools which encourage climate-friendly choices whilst supporting financial wellbeing. Henrik Rosvall, Didde Brockman Read more - https://lnkd.in/gqGH-RSR To share your startup story write us on - [email protected] #Doconomy #sustainability #fostering #financial #funding #fundingnews #news #startup #startupnews #startuprise

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Our valuation experts Dr. Tim Laas und Ruslan Savin, CFA Savin - co-authored with Benjamin Ullrich - have contributed an article in the handbook valuation on the valuation of start up companies. They have outlined methods to derive the business value and to allocate this business value to the individual equity instruments. By reflecting factors such as seniority, liquidation preferences or preferential dividend claims, the option price method can quantify the effect of such special rights and privileges on the share value. A simplified allocation of the company value on the current waterfall, does not adequately reflect the value effect of such rights and privileges. You are looking for valuation experts? Please meet our valuation team: https://okt.to/HeRiVP #AMon #Bewertung #MandA

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🚨 BIG NEWS 🚨 We're excited to share three major updates with you that mark a pivotal moment for us!   1. We raised our €13.5m Series A. 2. We are releasing re:cap Institutional and now offer our underwriting and monitoring platform to external investors. 3. We are launching Cash Insights and make our cash management software accessible to any company. From day one, our mission has been to connect companies seeking financing with investors looking for a tech-enhanced financing solution. Releasing our software platform to investors and all businesses is a huge step to strengthen this mission. With re:cap Institutional, we’re introducing a data-driven platform for debt and equity investors. Built on our own underwriting and monitoring platform, it offers investors access to a range of real-time business data sources to improve their decision-making and risk management. With Cash Insights, we’re launching a standalone cash flow management tool for companies. It offers all businesses a ready-to-use solution to manage their liquidity. Check out our new website to learn more about re:cap Institutional and Cash Insights. 👉 See more information: https://lnkd.in/e-r2588n

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20.04.2024 - Investoren Plattform News: Private Equity Private Credit and Traditional Banks Forge a New Path As direct lending becomes a more popular financing option for middle-market and large U.S. companies, banks are increasingly seeking new ways to leverage their existing customer networks to participate in the direct lending market. However, because traditional banks have been largely circumscribed by regulators in their ability to participate directly in the leveraged loan market, […] und mehr als 7.100 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k 

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Deep data — Preqin’s Investor Sentiment Index 15.09.2024 - Investoren Plattform Weekend News: Private Debt Private debt remains the most popular alternative asset class among investors, with half of LPs planning to increase allocations over the next 12 months. LPs’ views of private equity are improving, as they have in real estate and VC (although both are still below 50 in Preqin’s Investor Sentiment Index). But enthusiasm for infrastructure and […] und mehr als 9.100 weitere Artikel finden Sie unter: https://lnkd.in/eYzxGH5k

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08.07.2024 - Investoren Plattform News: Private Equity GPs are cooking up a PE exit recovery We’re still waiting for the long-anticipated PE exit recovery, but deal advisers tell me GPs are busy cooking up plans to offload their fully baked assets as pressure mounts to return capital to LPs. Market chatter at the start of the year indicated the pipeline of exits was filling up, there were more assets up […] und mehr als 8.200 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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Infrastructure Q3 2024: Preqin Quarterly Update 09.11.2024 - Investoren Plattform News: Infrastructure Fundraising remains soft after a short-lived recovery, with funds in market data suggesting experienced managers are delaying bringing larger funds to market Deals activity is a bright spot, with strong growth in larger deals compared with Q2 despite elevated rates Performance still strong for current asset owners, but higher valuations may be restricting new commitments. und mehr als 9.700 weitere Artikel finden Sie unter: https://lnkd.in/eYZk6Yt4

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🚀 Are ideas always a risk? As part of the new BVK Bundesverband Beteiligungskapital (BVK) campaign #DasNeueKapital, we are proud to send a strong signal about the importance of private equity in Germany! Together with BVK, we shine a light on how private equity and venture capital are driving economic transformation – for innovation, growth and sustainable development. #DasNeueKapital highlights the fact that private equity is much more than financial support. It is a strategic tool that helps companies achieve their growth targets and future-proof themselves. To learn more about our involvement and the services that we can offer in this field, you may reach out to our Head of Investor Support Matthias Welge directly. #venturecapital #investing #privateequity #germany #technology #innovation

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23.07.2024 - Investoren Plattform News: Private Equity 5 alternative investments that can diversify your portfolio beyond stocks, bonds, and cash Alternative investments are financial assets other than the traditional, publicly traded ones (stocks, bonds, and cash). The most common types of alternative investments include real estate, collectibles, commodities, private equity, and derivatives. Alternative investments offer portfolio diversification and a counterbalance to stocks, but they often are illiquid, unregulated, and not clearly priced. und mehr als 8.500 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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