Sagard Europe’s Post

I'm excited to share some key insights from a recent keynote panel I moderated at the 12th annual Private Equity Forum hosted by Markets Group titled "Global Private Equity Investing." The discussion with industry experts was illuminating. Here are some of my takeaways: 📈 Market Recovery Signs: The PE landscape is showing signs of resilience with deal activity finding its footing and capital markets on the upswing. 🔍 Importance of Management: Opportunities in PE are often driven by effective management and the unique motivations of founders. 🌱 Long-Term Focus: Investors would do well to keep their eyes on long-term structural trends instead of getting distracted by short-term buzz. 💰 DPI is the New IRR: There's a noticeable pivot toward Distributions to Paid-In Capital (DPI) ratio as liquidity becomes a heightened priority for investors. Thank you to the panelists - Peter Cornelius, Sean Ward, Fanglu Wang, Vincenzo La Ruffa, and Arslan Mian - for such an engaging discussion.

3i Group plc ("3i"), a leading international investment manager, has made a significant investment in WaterWipes to further accelerate their growth in global markets. Edward McCloskey, WaterWipes’ founder, is retaining a significant minority position, with the leadership team led by Paul Heeringa, CEO, re-investing and partnering with 3i. This partnership will support WaterWipes’ expansion in Europe, Latin America, and Asia, driving growth in their core baby and children's range and capturing further opportunities in additional categories such as adult and convenience. The multi-practice team advising 3i was led by European private equity co-lead Peter Banks with senior associates Soyeon Lim and Lauren Mawhinney. The financing was led by European private equity co-lead and sponsor side leveraged finance partner Neil Sinha and senior associates James Green and Fraser Jackson. Get an in depth look of the broader team involved and transaction here: https://lnkd.in/ebJbWRYp #AOShearman

“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

3i Group plc ("3i"), a leading international investment manager, has made a significant investment in WaterWipes to further accelerate their growth in global markets. Edward McCloskey, WaterWipes’ founder, is retaining a significant minority position, with the leadership team led by Paul Heeringa, CEO, re-investing and partnering with 3i. This partnership will support WaterWipes’ expansion in Europe, Latin America, and Asia, driving growth in their core baby and children's range and capturing further opportunities in additional categories such as adult and convenience. The multi-practice team advising 3i was led by European private equity co-lead Peter Banks with senior associates Soyeon Lim and Lauren Mawhinney. The financing was led by European private equity co-lead and sponsor side leveraged finance partner Neil Sinha and senior associates James Green and Fraser Jackson. Get an in depth look of the broader team involved and transaction here: https://lnkd.in/eyamvUt4 #AOShearman

Simone Girardeau returns with part two of her series on the role of Value Creation in a private equity context, and what it means for management teams. She sets out the different models of Value Creation team, and the important role they might play pre-deal, during the hold and at exit. One of the things that differentiates us at Coppett Hill Growth Advisory is that we have worked in private equity value creation and investment roles, as operators and as consultants, meaning we can help to translate between these worlds. We aim to shed some light on the context behind certain Board dynamics, requests from your PE representative, or changes in priorities. Link in the comments. #valuecreation #privateequity #growth #strategy #gotomarket

Simone Girardeau returns with part two of her series on the role of Value Creation in a private equity context, and what it means for management teams. She sets out the different models of Value Creation team, and the important role they might play pre-deal, during the hold and at exit. One of the things that differentiates us at Coppett Hill Growth Advisory is that we have worked in private equity value creation and investment roles, as operators and as consultants, meaning we can help to translate between these worlds. We aim to shed some light on the context behind certain Board dynamics, requests from your PE representative, or changes in priorities. Link in the comments. #valuecreation #privateequity #growth #strategy #gotomarket

Europe's economy has experienced a shift towards stabilization over the past six months, opening up new opportunities for Accolade Industrial Fund. 📈 In an interview filmed right inside one of the Fund's key assets at Park Cheb, Milan Kratina, co-founder of Accolade Industrial Fund, joins economist Dominik Stroukal to discuss the Fund's Q2 results. They also talk about how recent market developments are influencing the Fund's investments and fueling its expansion across Europe. This conversation offers key insights into what’s next for us, from new projects in Slovakia and Poland to the broader vision for growth. Curious to learn more? 👇 Watch the full video to gain insights into the landscape of European #industrial real estate #investments.

3i Group plc ("3i"), a leading international investment manager, has made a significant investment in WaterWipes to further accelerate their growth in global markets. Edward McCloskey, WaterWipes’ founder, is retaining a significant minority position, with the leadership team led by Paul Heeringa, CEO, re-investing and partnering with 3i. This partnership will support WaterWipes’ expansion in Europe, Latin America, and Asia, driving growth in their core baby and children's range and capturing further opportunities in additional categories such as adult and convenience. The multi-practice team advising 3i was led by European private equity co-lead Peter Banks with senior associates Soyeon Lim and Lauren Mawhinney. The financing was led by European private equity co-lead and sponsor side leveraged finance partner Neil Sinha and senior associates James Green and Fraser Jackson. Get an in depth look of the broader team involved and transaction here: https://lnkd.in/gu5hxtZx #AOShearman

Quality growth investing? What does it mean to Pembroke and our clients? In this fifth video in a five-part series, Stephen Hui, Partner and Portfolio Manager, discusses Solium Capital, one of Pembroke's most successful growth investment of the last ten years. Pembroke has been investing in high quality growth companies since 1968. #growthinvesting #investing #wealthmanagement

An interesting perspective on the private equity industry.