Maksym Petrus, CFA

🔋 Supercharge your valuation process with an innovative new offering developed by the foremost authority in private asset valuation. Learn how Kroll is combining technology, proprietary data and valuation expertise to help firms manage their illiquid asset portfolios and address new regulation: http://ms.spr.ly/6046cAm5K

59

At Resolver, we love to see innovations that align with our mission of streamlining complex processes. Check out this groundbreaking new service from our parent company Kroll, designed to enhance #valuation processes for #PrivateAssets. Leveraging cutting-edge technology, proprietary data, and deep valuation expertise, firms can effectively manage their illiquid asset portfolios while navigating new regulations. Learn more about this transformative solution and how it can benefit your firm. #AssetManagement #Innovation

12

Over half of European Corporates surveyed have reported an increase in FX costs over the last 12 months, with 20% of German corporates surveyed stating their costs had increased significantly. Discover the key FX trends uncovered in your country by downloading our free European Corporate CFO FX Report 2024, linked in the comments. #fxtrends #corporates #fxcosts

13

1 Comment

🚨 The Most-Read M&A Advisory Deal This Week: Morgan Stanley and Goldman Sachs Advise Informa in Strategic £1.2 Billion Acquisition of Ascential - Deal Summary Krugman Insights offers Reliable and Comprehensive Insights across M&A, Investment Banking, Private Equity, and Asset Management. 🔎 Financial Advisors on the Deal: Morgan Stanley, Goldman Sachs, Bank of America 🔎 Corporate Brokers on the Deal: Morgan Stanley, Bank of America, Deutsche Numis 🔎 Legal Advisors on the Deal: Slaughter and May, Clifford Chance 🔎 Key Stakeholders: Informa, Ascential 💡 Morgan Stanley and Goldman Sachs have taken center stage as financial advisors in Informa PLC's strategic acquisition of Ascential PLC for £1.2 billion. This move marks a significant consolidation in the business information sector, positioning Informa as a powerhouse in global business intelligence. Under the terms of the deal, Informa will pay 160 pence per share for Ascential, a 30% premium on its last closing price before the announcement. ✅ Read full article here: https://lnkd.in/dVu44WbX ✅ Sign up to our FREE M&A Weekly Newsletter '3 DEALS SUNDAYS': Comment your email down below #MergersAndAcquisitions #M&A #InvestmentBanking #PrivateEquity #AssetManagement #FinancialAdvisors #LegalAdvisors #Informa #Ascential #BusinessIntelligence #StrategicAcquisition #BusinessGrowth #KrugmanInsights

25

2 Comments

Explore how June's PE and VC investment surge to $3.1 billion reflects rising deal sizes, spotlighting @TPG_Capital's pivotal moves in Altimetrik and Zepto. #PrivateEquity #VentureCapital #InvestmentTrends

2

🌱🥩 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

Oliver Gottschalg, CEO of Gottschalg Analytics and professor at HEC Paris, sat down to discuss his research on fund level credit and performance. Gottschalg highlighted the significant impact subscription lines can have on performance metrics like IRR, which may lead to inflated results and industry misinterpretation. Ben James and Edward Beecham | Alpha Group https://lnkd.in/eUUVrSju #FundFinance #FundFinancing #FundFinancer

2

Why should private equity firms focus on FX? In today's global marketplace, private equity firms are increasingly exposed to FX risks, making it essential for them to develop effective strategies to manage these challenges. To navigate the complexities of the volatile FX market, we have created a comprehensive, free e-guide for private equity managers, outlining practical steps to enhance FX risk management and effectively manage FX costs associated with currency fluctuations. Don't leave your firm exposed—download your free copy now and equip your team with the knowledge to thrive in the FX landscape! >>> https://lnkd.in/eXAf74mq

9

The recovery in private equity (PE) transaction markets continued into Q3, with 135 significant deals announced globally, matching Q2 figures. Although deal values slightly declined, the past six months marked the most active period for PE since market volatility began over two years ago. Year-to-date, PE activity has risen by 36% in value and 18% in volume compared to 2023, indicating improved sentiment and narrowing valuation disconnects that allow more transactions to succeed. https://lnkd.in/gDFsEWHH

1

Our latest QD view looks at the outlook for the listed private equity sector and whether it is likely to improve along with a more optimistic macroeconomic environment. https://lnkd.in/emHEQ_RW Oakley Capital Patria Private Equity Trust PLC #QuotedData #QD #Invesment #OakleyCapital #OCI #PatriaPrivateEquity #PPET #privatequity #alternativeassets #global

1

We are thrilled to introduce Alper Ince, CFA as the newest addition to the Metamor Global team, stepping into the role of Chief Executive Officer. With experience spanning over 25 years as an institutional investor, asset allocator and business builder, Alper's appointment signifies a pivotal moment for Metamor. His leadership will spearhead our efforts in all the business activities of the firm, guiding us as we assemble a team of exceptional talent to drive our expansion forward. Metamor Global is a value-driven investment firm with a focus on high quality businesses primarily listed in developed markets. Our founding principle is based on full alignment with our investors through an incentive structure linked to long-term performance. We believe the current investment landscape is overly focused on generating short-term performance and passive investing, providing us an opportunity to generate long-term alpha by using short-term volatility to our advantage.

132

30 Comments

Are differing generational views affecting decisions in Family Offices? Find out how generational change is impacting Family Office priorities in our latest report with Hedgeweek: https://lnkd.in/eB8naWwW

24

PE News Weekly 📈 📍 Vista Equity Partners is exploring selling Finastra's capital markets division for at least $2bn. This unit, contributing $400m to Finastra's $1.85bn revenue, might attract financial software firms or institutions. 📍 Carlyle Group has delayed closing its pan-Asian buyout fund due to high demand for its Japan-focused fund. It has secured $3bn so far, falling short of its $8.5bn goal. 📍 The NFL met with major private equity firms to discuss potential institutional investments. The league is considering changes to allow PE investments, potentially setting a lower ownership threshold than other US sports leagues. 📍 CVC Capital Partners, Nordic Capital, and Platinum Ivy are acquiring Hargreaves Lansdown for £5.4bn. The deal includes a 54.1% premium and aims to boost Hargreaves Lansdown’s tech and market position amid rising competition. #privateequity #penews #rawselection

3

This is Rothschild & Co’s Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory, the most recent in a commentary series on developments in growth equity markets. In this edition you can read about the rise and retrenchment of Getir, the latest fund manager survey, the IPO market and what’s happening in European VC. https://bit.ly/4br0nfs #GlobalAdvisory #EquityAdvisory #GrowthEquityUpdate

183

2 Comments

Private equity is facing challenges in exits and fundraising amidst economic uncertainty, while private credit has seen significant growth. Firms like Ares and Goldman Sachs have raised billions, driven by strong investor demand. With strategies ranging from junior capital to growth and rescue financing, private credit has emerged as a dominant asset class, unlocking capital for mid-sized and large companies with elevated risk profiles. ▶ Read the full report: https://lnkd.in/ddT_Gpcf #PrivateCredit #PrivateEquity

4