Cinven’s Post

Good connecting with so many at the ACG conference. For newbies, what is Dealsource North? These are regular conferences held around North America to connect private equity firms (who want to buy great businesses) with investment bankers like me (who are representing and finding good partners for great businesses). It leaves everyone involved with lots of insights around the types of businesses for sale, market dynamics, multiples and lots more.

Despite the subdued nature of global M&A activity in 2023, discernible trends have emerged in European private equity M&A, with a strong emphasis on consolidation. We've witnessed these trends firsthand through our transactions across Europe. Watch this video to explore the current landscape and gain insights from our experiences working with clients in this dynamic market, or access the full report by Fried Frank partners James Renahan, ian lopez, Andrew Rearick and Rachel Wolfenden here: https://bit.ly/4bWbyxy

We’re excited to share that New To The Street will be a Bronze Sponsor for the first-ever Spartan Capital Securities, LLC Investor Conference 2024! 🏆 Join us on November 4th at The Pierre Hotel in NYC to network with a dynamic group of investors and innovative growth companies, in partnership with B2i Digital—experts in investor communications. 💡 Who’s ready for this prestigious event? Let us know below! #SpartanCapital #InvestorConference #BronzeSponsor #BusinessUpdate #InvestmentOpportunities #NYCEvents #innovation #businessupdate #businessnews #business #news #newtothestreet

🎤 As the co-chair and moderator of the “Private Equity and M&A Market 2023” panel at last year's pemacom - Private Equity and M&A Community conference, I had the privilege of guiding a discussion among some of the sharpest minds in our industry—Todd Albright, Michael C., Dr. Sven Oleownik, and Philipp Amandus Sebbesse. 📹 Now available on our new pemacom YouTube channel — choose your preferred format: ➡ the complete panel discussion https://lnkd.in/eK7xugGg ➡ a short film highlighting the key insights https://lnkd.in/eA-q-M6d Reflecting on our conversation, a few pivotal themes stood out: • The nuanced shift away from traditional markets like China, reshaping investment landscapes. • Europe's emerging role as a beacon of stability amidst global economic flux. • The undeniable need for agility in our strategies as we navigate the complexities of global supply chains and geopolitical changes. • And perhaps most critically, the emphasis on sustainability and resilience in driving forward-thinking investment decisions. 🤝 A heartfelt thank you to all our panellists and attendees for engaging in such a thought-provoking dialogue. Each year, pemacom - Private Equity and M&A Community provides us a platform to dissect these trends, and last year felt particularly impactful. It was a reminder of why we do what we do—why we strive to foresee and adapt to the ever-changing market dynamics. Let's continue these important conversations and shape the future of our industry together! 📅 Mark your calendars for pemacom 2024! September 24, 2024 — pemacom returns to the Bayerischer Hof in Munich! 👉 Use this link to register: https://lnkd.in/gcCb4TGT before 31 May and receive your 20% Early Bird Spring Special! #pemacom #Munich #PrivateEquity #MergersAndAcquisitions #pemacom2024 Reed Smith LLP Reed Smith Global Corporate Group Reed Smith in Deutschland

Now we have had the opportunity to review the transcript of this fascinating conversation, it seems apparent that thinking is turning hard to the nature of the inflection point we are reaching in global markets. In short, it is all well and good to talk about 'higher for longer' in the context of taking air out of a balloon that was pumped full of pandemic stimulus, but we have now reached the point where consumers everywhere are feeling the pain. And yet central banks may not cut, or at least not far, unless that pain metastasises into unemployment and other symptoms of spare capacity. There are no easy answers for policymakers, especially as, at the same time, everyone is only too aware of the heightened atmosphere of political and geopolitical tension looming in H2. Talk on the RBNZ, for instance, coalesced around a sense that it may now be overdoing its hawkish tone. The good news? Issuers have been able to make hay in H1, including in the Australian market - which has experienced unprecedented scale and consistency of demand. New Zealand has been harder for global borrowers but there is ongoing optimism about underlying demand even as pricing has been tough to line up. You can read a full transcript of the discussion in the June/July edition of KangaNews magazine - to be published in late July.

🎥 Live: Interview with Samuel Pallotto at Fieldfisher France During our recent conference organized with Euronext and Fieldfisher France, Samuel highlighted the importance of the stock market in reconciling the interests of investors, markets, and founders. Discover his insightful perspectives on the crucial role of the stock market and how these two worlds can come together for successful exits. #Fieldfisher #Euronext #TpicapMidcap #Finance #Investment #Markets #StockMarket #Interview #Innovation

Day one of the ADISA 2024 Annual Conference & Trade Show has begun, and the American Alternative Capital team, along with President Jason Kavanaugh, is thrilled to participate. Throughout the week, we will explore the latest trends in alternative investments, regulatory updates, and programs tailored for financial professionals. With key industry experts, educational panels, and ample time for networking, there is much to learn and discuss. We are eager to engage with other leaders, share knowledge, and remain at the forefront of the alternative investments industry. Who else is attending the conference this week? #AmericanAlternativeCapital #ExpertiseDrivingOpportunity #Opportunity #Connection #AlternativeInvestments #Investments #RealEstate #Alternatives #Investing #AlternativeInvestment #DueDiligence #OpportunityZones #RealEstate

“Private Equity for Mittelstand” At the pemacom - Private Equity and M&A Community on September 24th in Munich, our Investment Director, Friedrich Wallwitz, will analyze the current market situation as a panellist together with other industry experts, talk about the specific challenges and opportunities in the SME sector, highlight the particular nuances of transactions with SMEs, and discuss what it takes to build SMEs into midmarket champions. Dr. Nikolaus von Jacobs, Dr. Germar Enders, Nicolas Gutbrod, Kai Hesselmann, Stephan Hölger-Winhardt, Julien Zornig

Despite a challenging geopolitical context and continued inflationary pressure, M&A activity in Luxembourg has been buoyant over the last several months with a mix of high-profile blockbuster deals as well as noteworthy local deals across all sectors.   This year’s edition of our M&A Forum will bring together specialists from the A&O Shearman network, as well as external M&A advisory experts, and representatives from the Luxembourg Venture/Growth Capital community, who will touch on some of the latest we are seeing impacting the local and global M&A landscape. From M&A trends, to guidance in respect of approach to distressed M&A, to the impact of FDI on M&A, and a panel discussion with key market players on Luxembourg’s position and attractiveness in the VC and start-up M&A scene, we think we have all the right ingredients to make this a great event!   Curious and interested? Click here: https://lnkd.in/eixiRPty Fabian Beullekens | Sylvain Cailleau | Jacques Graas | Michael Mountain | Peter Myners | David Weaver | Matthieu De Donder | Johanna Tschurtschenthaler | Lukáš Vondřich | Victoria Woestmann #MergersandAcquisitions #MandALaw #MAForum2024 #VentureCapitalMandA #DistressedMandA #FDI #AOShearman #Luxembourg

What does the road to IPO look like?   I am delighted to share a series of upcoming events hosted by Deutsche Börse Cash Market, designed to guide companies on their journey to going public. Together with our esteemed Capital Markets Partners, we’ll provide invaluable insights on the preparatory steps, the IPO process, and the key elements for a successful listing and public life. These events are fantastic opportunities to gain knowledge and connect with industry experts! 📅 30th Oct: IPO Night at the Städelmuseum, organized by Deutsche Börse & Weimer Media Group 📅 12th Nov: Masterclass: IPO Fundamentals at Börsenplatz 4 in Frankfurt, organized by Deutsche Börse & partners 📅 13th Nov: Investor Readiness - Fit für die Kapitalakquise in Berlin, organized by Berenberg and KPMG 📅 20th & 21st Nov: IPO Prep Class in Frankfurt, organized by PwC and White & Case LLP 📅 25th - 27th Nov: Deutsches Eigenkapitalforum (EKF) for listed companies in Frankfurt, organized by Deutsche Börse   Our IPO readiness events are crafted to equip companies with the tools and knowledge needed to excel in the public market. The #EKF stands out as Europe’s leading broker-independent investor conference. Don’t miss these opportunities to prepare your company for a successful IPO journey! If you’re a company representative interested in attending any of these events, please reach out directly. I look forward to welcoming you! #DeutscheBörse #IPO #GoingPublic #InvestorReadiness #EKF Pictures: martinjoppen.de