Marta Suarez Estebanez

Over the past few months, we’ve been working with the team at Greco Advisors to produce a comprehensive report on the State of Value Creation in UK&I Private Equity Funds. We’ve gathered quantitative data and conducted 20+ interviews with senior leaders in order to characterise the main choices that investors are making with their approach to Value Creation teams and where we expect most change over the next twelve months - including Investment Committee representation and career paths for Value Creation professionals. We’ve had excellent feedback and some constructive suggestions for next year from our clients so far; if you would like to receive a copy of the report please message one of our team or comment ‘Yes’ below. #valuecreation #research #privateequity #growth #strategy

15

7 Comments

The latest monthly report from Phenix Capital Group shows growth of more than 10% in both the number of infrastructure impact funds on its database and the amount of capital raised by them over the last year, writes Ian Lewis. #impactinvesting #infrastructure #realassets https://lnkd.in/ewzizs_U

5

2 Comments

AJ Bell: Hg Capital Trust (HgT ) Manager Hg to sell F24 AG to private equity firm Altor Equity Partners HgT on Monday noted that its manager Hg will sell F24 AG, a software-as-a-service provider, to investor Altor Equity Partners. The London-based investment vehicle, that provides access to the private equity investments of manager Hg, said the sale by Hg values HgT 's investment in F24 AG at around £18.4 million. ‘This would represent an uplift of £800,000 (4% or 0.2 pence per share) over the carrying value of £17.6 million in the net asset value of HgT at 31 March 2024,’ the London listing explained. HgT said the terms of Hg’s F24 AG sale to Altor Equity Partners have not been disclosed. Altor Equity Partners is a private equity firm focused on investing in and developing medium-sized companies. Professional investors only. Capital at risk. For more information on HgT or Cadarn Capital, please contact [email protected]. https://lnkd.in/egssPseg

4

🌱🥩 PRIVATE EQUITY FIRM COMITIS CAPITAL ACQUIRES UK TOFU LEADER THE TOFOO CO The Tofoo Co has been acquired by German private equity firm Comitis Capital, which has taken a majority stake in the business, while the previous Japanese investor has exited Co-founders Dave Knibbs and Lydia Smith will continue as investors in the business and steer its next stage of growth in the UK and international markets. “The Tofoo Co has plans to grow further – both with existing and new customers and channels – and needed a strong and proactive partner to help that growth journey,” said Smith. “Comitis is a great fit as that partner for this next chapter of Tofoo Co’s growth journey.” “David and Lydia have built a remarkable enterprise that is ready for the next phase of growth. The Tofoo Co represents a great addition to our portfolio, covering the thriving plant-based food market,” said Comitis Capital managing partner Nikolaus Bethlen. The acquisition comes after The Tofoo Co had enlisted Piper Sandler to conduct an auction process for the Yorkshire-based business in April. Smith and Knibbs established The Tofoo Co in 2016 and capitalised on the rising interest in vegan food in the UK. Its products are stocked at every major retailer in the UK, and are used by foodservice giants like Starbucks, Holiday Inn, wagamama and itsu. The company has now overtaken Cauldron as the second-largest meat-free brand in the UK (with 10.5% of market share), behind only Quorn Foods. Read the full article here: https://lnkd.in/emvU-x9m #GreenQueen #plantbasedmeat #vegan #foodsystems #sustainability

13

1 Comment

What is a VCT? - 💡Venture Capital Trusts (VCTs) are complementary to the Enterprise Investment Scheme (EIS), in that both are designed to encourage private individuals to invest in smaller high-risk unquoted trading companies affected by the equity gap. 💰💼 Discover our infographic below which offers insights on VCTs and their qualifying conditions. Got some questions? 💬 Get in touch with our team today at [email protected] or for more information on our services, visit our website here ➡ https://lnkd.in/eD27gygE #taxadvice #taxadvisory #tax #taxtips #trusts #vct #venturecapital

4

1 Comment

Mountside - 400+ VC firms with fresh capital and UK focus https://lnkd.in/eERd3pHS Mountside Ventures keeps track of VC forms that recently raised a fund - they are most likely to be actively investing. The focus is mostly, but not exclusively, UK. ----- ♻️Like, Comment, Share Follow Startup Vencha for more, Stop Thinking & Start Doing.

1

Barclay's Private Markets Annual Report for 2024 is here! The report is a collaboration with PitchBook and looks at how private investors are shaping the industry. The highlights include: - Why private markets are attracting a growing number of private clients. - Key strategies for manoeuvring the space. - Insights from experts at BlackRocks - The role private markets can play in an investment portfolio. Get the full details here: https://heyor.ca/pWDFjL #Investment #SilverlightExpertNetwork #PrivateMarket #PrivateEquity

9

The UK VC investment landscape is going through fundamental change as UK pension money starts to flow into the private markets. We look at what impact the potential $65bn of extra money could have on venture capital investment. Could this mean UK growth-stage #startups will now stay in the country and even choose to list of the country's stock exchange? Here is what it could mean for the UK's tech startup ecosystem: https://lnkd.in/e42zG9eR #mansionhousecompact #pensioninvestment

11

1 Comment

Some €45bn has been invested in blue economy themes since 2015, according to Phenix Capital Group Capital’s latest report. During the same period, the firm reported a jump of more than 530% in the number of ocean-focused funds, including a 3.8% rise last year, writes Danielle Rossingh #impactinvesting #blueeconomy #oceanfunds #climate https://lnkd.in/e473EwP6

10

3 Comments

Shasta Ventures fails to secure LPs’ approval for continuation fund deal with StepStone Group, according to a report. The deal for the remaining assets out of Shasta’s fifth fund was reportedly priced at $562 million, which was a 65% discount to the fund’s Q3 2023 valuation. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #Venture #VentureCapital #VC #Stepstone https://lnkd.in/dHAc_39H

13

1 Comment

For professional investors. Private markets are evolving – innovation in structuring combined with regulatory changes are progressively opening up access to private markets for private investors. For investors seeking to enter private markets, Schroders Capital, in association with Citywire, is debunking the common myths. Part two addresses liquidity and time horizons. Read on to discover their potential for your portfolio. Investing places your capital at risk. This is sponsored content. https://ow.ly/oSBI50S8hQI

2

Fairtree Worldwide Multi-Strategy Flexible FR Retail Hedge Fund Anniversary The objective of the fund is to provide competitive after-inflation annualised returns by investing in a diversified blend of worldwide assets and strategies, including alternatives. Access the August 2024 Fund Factsheet here> https://lnkd.in/eZ2S96Me #Fairtree #InvestmentExcellence #FundAnniversary #ValuesDrivenInvesting

24

Private equity house IW Capital eyes growth following #MBO. Dealmaker Tariq Attia becomes #CEO, with experienced entrepreneur and #privateequity investor Alan Armstrong named chairman. Growth investor IW Capital is to launch a £30 million fund backing UK SMEs following the successful completion of a management buyout. Existing director and established dealmaker Tariq Attia becomes CEO, with experienced entrepreneur and private equity investor Alan Armstrong named chairman. IW Capital invests patient capital in growing businesses, backing experienced management teams across a range of sectors, with drivers including technology, environmental impact, healthy living, demographic change and education. The launch of the new Growth fund will enable IW Capital to invest larger cheques in businesses that have proven their model and are ready to scale at pace. Core to IW Capital’s success is the significant commercial support provided to the portfolio, leveraging both the entrepreneurial experience within the investment team and the significant strength of its investor network. With eight exits to date, IW Capital has over £150m assets under management across a broad range of UK-based companies including Transcend Packaging Ltd., Daily Dose, BorrowMyDoggy, SaveMoneyCutCarbon and Flarin with co-investors including ITV AdVentures, Barclays Sustainable Impact Capital, Starbucks and LG. Most recently, it has invested in Impact Recycling and GPDQ. Its portfolio investments are across England, Scotland and Wales. “Since its foundation in 2011, IW Capital has demonstrated a strong track record of backing brilliant businesses with experienced management teams who are addressing long-term shifts in societal trends,” Attia said. “Our approach means we have continued to see success regardless of the economic environment; in fact, 2023 was our most active year to date. It is hugely exciting to embark on a new chapter for IW Capital, with a talented team bringing the best of youth and experience to support the most exciting growth businesses in the UK today.” Armstrong added: “I know from my own business experience how important it is to find an investment partner who understands how to support growing businesses through engagement and commercial acumen and network introductions. “UK SMEs are a core driver of employment and GDP and we pride ourselves on being an active, supportive partner. We combine the agility and entrepreneurship of venture capital with the long-term commitment of private equity to ensure some of the most promising businesses in the UK today have the financial and commercial support they need to realise their potential.  “For our investors, this means access to opportunities which would otherwise be the domain of larger private equity houses.” #GrowthFund #UKSMEs #Investment #Business #Entrepreneurship #VentureCapital #Funding #GrowthStage #Technology #EnvironmentalImpact #HealthyLiving #DemographicChange #Education #InvestorNetwork

55

4 Comments

ICG is the top European private debt fundraiser, per the PDI 200 ranking for 2024 🏆 With over $50bn in private debt investment capital raised over the five-year period, we feature 6th out of 200 and are the largest European player on the list. Thanks Private Debt Investor for compiling and to ICG’s client servicing teams for their dedication to our growing client base. 🔗 See the full ranking: https://lnkd.in/gEbkQmTS At ICG we: 💡 Provide flexible, sustainable solutions 🎯 Drive performance 💫 Operate with purpose #PrivateDebtInvestor #PDI200 #Ranking #PrivateDebt #PrivateMarkets #PrivateCapital #Alternatives Capital at risk. Past performance is not a reliable indicator of future results.

163

Hargreaves Lansdown receives second bid from PE consortium for £5.4bn. Hargreaves Lansdown has received a second bid by a private equity consortium led by CVC Capital Partners to acquire the platform for around £5.4bn. Check out Cristian Angeloni’s latest article 👇 https://incm.pub/3KN1w5q #investing #assetmanagement #wealthmanagement #finance

3

What are the biggest challenges faced by VCs? 1️⃣  Fundraising 2️⃣  Exit environment 3️⃣  Insufficient private domestic LPs Get the full picture in the latest report from European Investment Fund (EIF), authored with support from Invest Europe ➡️ https://lnkd.in/eK8Ccfwe #VentureCapital #PrivateEquity #infrastructure #EIFVCSurvey #VCimpact

90