Lorna Van Zyl’s Post

Have you been keeping up with the insights and industry discussions in the Hampleton Partners archives? Subjects tackled in recent articles include:   🔥 The startup scenes in Belgium and Ireland 🔥 Why defence tech is no longer taboo for investors 🔥 The hottest new UK fintechs to watch 🔥 Why the autotech industry is having a rude awakening   Dive into our archive here: https://lnkd.in/eQyZX2c9

Meet the panel for our upcoming FinTech event! Join Search Chain Partners on Thursday 26th September for a 1-hour virtual panel discussion: 'The Growing Impact and Influence of Technology in the Private Equity Industry', where we’ll explore how cutting-edge technologies are driving change and value creation in Private Equity. Our second panellist spotlight is Wissem Souissi. Wissem founded Dasseti in 2018 after working for almost two decades in the investment software and data space for some of the biggest vendors in the industry; Moody’s Analytics, BlackRock eFront and NASDAQ eVestment. Wissem spotted a gap in the market for a one-to-one data collection platform that sits alongside market data providers and allows allocators or consultants to collect data directly from managers, GPs and portfolio companies. This data can be used for operational, investment, ESG and diversity due diligence and monitoring as well as supporting risk management practices. The software portfolio has since grown to incorporate an RFP response software for asset managers and private equity managers to allow them to streamline and automate RFP and DDQ responses, driving huge efficiency gains. Wissem takes a client centric approach to the business, driving developments that will make clients’ lives easier and addressing pain points that no other industry specialized vendor does within the same platform.  Secure your spot by registering here: https://lnkd.in/eYUWRtx8 #FinTech #PrivateEquity #Events

I finally got around to working my way through the Dealroom.co and HSBC Innovation Banking data for the first quarter of 2024. 🥤 To butcher Kelis, “UK founders bring all the VC’s to the yard”. UK start-ups raised pretty much the same in the aggregate in Q1 as the French and German ones combined and London was a bigger destination for VC than the whole of Germany. We in the UK VC scene have reasons to be cheerful. 🌱 There’s still a fair bit going on at Series B stage and earlier. People are still making bets on early-stage companies, and in relative (if not absolute) terms the early stages are more active than the later ones. There’s cause for optimism here as some of these will grow and be successful: they are the growth and later-stage companies of tomorrow. More reasons to be cheerful. 📉 Sadly, it’s not all unicorns and rainbows. In terms of amounts raised and number of start-ups raising over $2m, Q1 2024 was dismal. If you’re out in the market, chin up: it’s not you, it’s them and bigger forces (such as the interest rate environment) are at play. A reason not to be cheerful. 🌐 UK funds are active, but so are others. About a third of VC investment has been domestic this quarter, which is actually down on 2023 according to these data. This picture is slightly inconsistent with the findings of the VC term sheet guide for 2024, which looked at 2023 data - maybe the sample is different. 🤖 People are deploying into enterprise software, health, energy and fintech. Whilst the data is skewed by the mega-rounds the more granular segment data also shows the same trends. 📊 I love the quality of the information that's coming across my desk. It makes all of us smarter. Knowing where things stand in the market is super helpful for VC’s, founders and advisers to start-ups like me. I for one read, think about and really appreciate these papers. Data can be downloaded here: https://lnkd.in/eFm5pZcN

Top 5 industry events for #fintech and private equity companies in 2024 Attending #conferences and #events can be a game changer, especially given the amplitude of networking opportunities. These gatherings set the stage to meet potential clients, investors, or strategic partners. As a company in the intersection of fintech and private equity, here’s a list we’ve curated featuring those events that we are looking forward to this year: ▪ Money20/20 (4-6 June, Amsterdam, Netherlands): Labeled as “the heartbeat of the global fintech ecosystem,” this conference gathers leaders from emerging fintech firms and legacy financial institutions alike, creating a unique platform for strategic partnerships. ▪ Finovate Fall (9-11 September, New York, USA): Decision-makers convene in New York, one of the world’s preeminent financial hubs, to learn about the most promising innovations in the financial world. Entrepreneurs building groundbreaking products can apply for a chance to demo their creations on stage. ▪ Seamless Europe (10-11 September, Munich, Germany): Focused on the retail, e-commerce, payments, and fintech verticals, this event fosters a dialogue about the digital transformation of the industry and how it can be prepared for an increasingly interconnected future. ▪ Milan Fintech Summit (8-9 October, Milan, Italy): An immersion in the spirit of innovation and agility that characterizes the fintech world. This summit offers a unique opportunity for open collaboration and discovery, enhancing connections between disruptors who are building cutting-edge financial solutions. ▪ Global Wealth Management Summit (6-7 November, London, UK): FT Live and PWM’s flagship event, this conference reunites wealth managers, family offices, and private banks, fostering productive discussions to help the industry evolve and adapt to the latest market trends. Fellow financial innovators, what other events are you considering attending this year? Let us know in the comments section!

This week’s spotlighted activity is spread across 5 of our covered Fintech verticals, with 5 out of our top 10 deals happening in the “Capital Markets, Wealth Management” and “Other Fintech” verticals. In our top 3 on the financing front: ✔ b.well Connected Health, a US-based health and data management platform, raised a $40m round led by Leavitt Equity Partners. ✔ BoondManager, a France-based ERP software for consulting firms, raised $35m in a round led by Expedition Growth Capital. ✔ United Fintech, a UK-based Software platform for capital markets, wholesale banking, and wealth management firms, announced a strategic investment from Citi and BNP Paribas. RPP advised United Fintech on this transaction. On the M&A front: ✔ SK Growth Opportunities Corporation, a publicly traded SPAC, and Webull Financial, a US-based online investing platform, announced that they have entered into a definitive business combination agreement. The proposed transaction values Webull Financial at an implied EV of approximately $7.3bn. ✔ Cox Enterprises announced the acquisition of a majority stake in OpenGov Inc., a US-based cloud government software, valuing the company at $1.8bn. Please click on the link below to read and download our report https://lnkd.in/eKYctBjd Follow our page or subscribe to receive by email our Fintech Market updates http://eepurl.com/ih7D_5 #fintech #mergersandacquisitions #capitalmarkets Hellas Direct, EasyKnock, Avail, Xcelerate Global, ether.fi, OpenGov Inc.

How can your organisation move to a modern, component based trading architecture using a BuyANDBuild approach? Join us at TradingTech Summit London on 19th September for this panel discussion, with speakers: ☑️Moderator: Steve Grob, Founder, Vision57 ☑️Gary Collier, CTO, Man Group ☑️Will Winzor Saile, Partner, Execution Analytics & Architecture, Redburn Atlantic ☑️Jon Butler, CEO, velox ☑️Mike Gatny, Chief Operating Officer, Connamara Up for discussion: ❓What are the limitations and challenges of just buying or building? ❓When firms are considering new data and technology products in trading, how should they decide what to build and what to buy? ❓What are financial institutions looking for in a technology partner and what is key to a successful collaboration and partnership? ❓What are the critical success factors for successful technology integration? ❓What are the expected benefits and ROI? Register: https://lnkd.in/g4UsWEvR #TTSLDN #tradingtech #buyandbuild #trading #ROI

It was a great week in Berlin, present again at SuperReturn for the annual gathering of Private Markets. Always exciting to attend the event and engage with GPs, LPs, service providers, innovators. My first SR was in 2008, when we were mainly discussing about large and mid-size Private Equity (PE) buyouts. 16 years forward I have to say the landscape keeps evolving with more strategies, asset classes, and participants, with lots of funding and subsequently more complexity as well as risk and opportunity. Here are my key takeaways/projections: - Private markets will keep growing globally - We are heading to a correction, especially in highly competitive, more "commoditized" areas (e.g. larger PE, US sponsored direct lending) - The industry will keep innovating with new structures and strategies (e.g. evergreen, secondaries, credit) - The fund management companies will become more institutionalized with GP staking, NAV financing and M&A be key contributors - Private wealth becomes a new institutional type of an LP, bringing more inclusion but with the caveat of risk management and transparency - Pleased to see that the Family Office community is growing more and more in the space - Emerging markets become more mature for both GPs and LPs with a high growth potential - Portfolio construction and diversification remain very important especially for private investors - Technology and AI will play a major role on sourcing investments, selecting managers, educating investors Over the next two weeks, we will be sharing more on the website of ALTNOVEL for each asset class and markets with our investment approach

Curious about the latest in financial innovation? Dive into my recent article where I share Trustia's trailblazing journey, breakthrough portfolio management models, and the exciting vision for the future. 🔗 https://lnkd.in/eHdwaRyx Your insights and feedback are invaluable! Let's revolutionize the world of finance together. #Trustia #FintechInnovation #ReadNow

This week Zngly video diary, there's great news across our clients - fund raising, growing their networks and business - let's dive in! ** Links in comments to stories, use cases and more ** 🚀 Bravo to INQDATA , transforming market data ingestion and provision for Financial Markets. Closing their funding round with Clarendon Fund Managers - congratulations to all the INQDATA team - Theodore Voegt Peter Moylan Aoife Clarke - hot on the heels of their partnership announcement with Paul Humphrey BMLL !!! 🚀 Bravo to Baton Systems "the future of post-trade processing" - adds JSCC (Japanese Securities Clearing Corporation) to their CCP-Core-Collateral network - great addition to SGX and growing APAC CCP network - congratulations to Alex Knight Ronn Baker Arjun Jayaram- on the back of their partnership announcement for FX PvP with OSTTRA Basu Choudhury !!! 🚀 Bravo to NextWave Consulting, "the Digital Transformation tech partner for banks". Congratulations on a string of great happenings - another hugely successful 1) 'One4One' Social Impact Program for interns, 2) launching the AI Leadership Forum for Financial Services with CMS - and 3) to Tony Clark - the new host for London Fintech Podcast! Bravo to Iain Ivey Charles Rustin Maya Kokerov and all the team! ☀ ☀ ☀ Now - all we need is some sunshine! If you would like to learn more about how Zngly our AI powered Sales & Marketing platform can shorten your sales cycles by 25%, increase your marketing top of funnel by 20% MQLs - and turn your events into a 365-day experience - check us out - links in the comments. #ai #b2b #sales #marketing #growth #tech #techinnovation Dogpatch Labs

TradeTech from afar.... Sadly for me, lucky for everyone else, this year I have experienced tradetech remotely, and mostly through some helpful LinkedIn posts and daily recaps by Annabel Smith and Lauren McAughtry et al. so thank you! As I see the joyful photos and posts of attendees on train rides home, and think of the saddle sore on their bikes searching for Duncan Higgins's elusive 30th (?) birthday party, I am drawn to thinking about how we can all help make our markets better? The continual struggle to access differentiated liquidity this year included discussions about how to improve interactions with retail liquidity, which is surely one of the most atomised sources of liquidity out there. Contrast retail liquidity with the liquidity from the corporates themselves. Collectively corporates are the largest net buyers of pan European equities, over the last 3 years they have bought approx €750bn worth of their own shares. Some of the individual programmes are several billion EUR each. I am left wondering if there are things we can do which will both help corporates get better outcomes AND help the buyside access larger blocks of natural liquidity (albeit one sided)? Of coarse there are regulatory restrictions to consider, however when you talk to regulators, their primary concerns seem to centre on two core objectives. The first is to make sure that any pending and on going buyback activity is very well disclosed, and the second is that the buyback trading activity does not unduly effect shares prices. The first of these is already very well established in the regulations, and the second sounds like a very suitable match for liquidity venues that use referencing pricing. Corporates like to execute their buybacks within the market abuse safe harbours, and for good reason. However, these safe harbours effectively restrict them to a maximum of about 5% of the total daily liquidity available to the buyside. This liquidity restriction forces the buybacks to execute over very long periods of time. As we all know and understand, time extension in trading equals increased risk, and increased risk equals increased costs. When a company is buying back their shares, they are buying them from a departing shareholder, on behalf of their remaining shareholders. Any inefficiency in this process is a direct drag on both sets of shareholders returns. I can't think of a more simple way to help make our markets become more attractive to potential new issuers, than to help the existing crop of issuers to get better outcomes when they access our capital markets. As members of the trading community we can all help- a good starting place is to ask questions about to how corporates currently execute their share buybacks.... #buyback #buybacks #boardofdirectors #executivemangement #clevel #thoughtleadership #dividendyield #makeourmarketsbetter