Axel Bauer’s Post

'To buy and build or not to buy and build?' Join 250 PE investors, CEOs, CFOs and M&A advisors at the PE Summit 2024 as we explore examples of successful target selection, brilliant timing, and effective post-merger integration. We'll analyse the impressive returns that well-executed add-ons can generate and discuss impactful cases of buy-and-build with investors and entrepreneurs. What works and what doesn’t work? Discover the pros, cons, and lessons learned at the PE Summit 2024 at KPMG Amstelveen on 23 May. Register for free at https://PESummit.nl. Principal sponsors: Ansarada, KPMG Nederland

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.

📣 Applications for Euronext Brussels' pre-IPO program are open 📣 Investigate together with other ambitious company executives which are the financing options for your company and explore the pathway up to an #IPO. Let our experienced partners take you on a journey through high quality workshops and coaching sessions to make sure you have everything you need to achieve the IPO successfully. Who can (or should) apply? 🚀 Companies with financial metrics showing strong growth potential 📈 Companies with significant financing needs ✔ Companies who are likely to consider capital markets within 1-3 years What can you expect? A kick-off event end of January'24, followed by 4 afternoon workshops a dinner event and a two-day closing campus in Lisbon spread over a period of 6 months. When and where to apply? ⏰ Applications are open until the 10th of November 👉 Brochure and application link on: https://lnkd.in/ghE2re_f If you have questions, please contact me and I am happy to further elaborate! #Euronext #Brussels #IPOready #Capitalmarkets Made possible thanks to all our partners: Cresco, 4Reliance, PwC, Clifford Chance, Van Lanschot Kempen, KBC Securities, Linklaters, Berenberg, Degroof Petercam, NautaDutilh, Baker McKenzie, Belfius, Kepler Cheuvreux

🌐 Mastering the Art of Private Equity: Insights from TPG's Jim Coulter 🌐 Steering a Private Equity firm through evolving landscapes presents a formidable challenge. In his conversation with Hugh MacArthur, Chairman of Global Private Equity Practice at Bain & Company, industry stalwart Jim Coulter, CEO of TPG Capital, shares insights into the longevity and growth of firms. He highlights the successful firms' ability to master "three-dimensional chess" across three critical arenas, demonstrating a multifaceted approach to sustaining and expanding their operations over time. Successful firms excel in three areas: 1st Board: Investment Acumen It's not just about making wise investments but also thriving through market cycles with resilience. As evidenced by the rise and fall of firms like Forstmann Little & Company, sustained success requires more than just good investment decisions. 2nd Board: Firm Building & Culture Creating a robust internal culture and implementing effective management practices are crucial for long-term growth and succession planning. Being a skilled investor isn't enough; one must also excel in managing and building a firm with a strong foundation. 3rd Board: Strategic Vision Adapting to the major trends and positioning the firm ahead of significant shifts, like the move towards technology or global expansion, is vital. Success stories show that firms that have managed to stay ahead of these waves have not only kept their focus sharp on investments but also fostered a culture and strategic foresight to navigate future challenges. At Artevis Consulting, we guide our clients in adopting these core strategies, offering support to Private Equity firms worldwide in fostering sustainable growth and success. #PrivateEquity #Drypowder #TPG #InvestmentStrategy #BusinessGrowth #CorporateCulture #StrategicVision

PRIVATE EQUITY INSIGHTS 2024 I will intervene as speaker at the #PrivateEquityInsights conference on May 14th, the Italy’s largest private equity conference The round table, sponsored by Gatti Pavesi Bianchi Ludovici, will be focused on “Insights: future opportunities & challenges in 2024 & beyond”   #PEI #PEInsights #PrivateEquityInsights #PrivateEquity #EconomiaReale Azimut Libera Impresa

Our Private Equity Conference in Singapore is just about to kick off, with a record number of presenting companies and participants. Asian M&A is definitely still buoyant! #bdapartners #manda #mergersandacquisitions #theinvestmentbankingadvisorforasia #privateequity #singapore

Last week, I had the privilege of attending LPGP Connect's CFO/COO Private Equity summit in San Francisco. What I loved most about the event was the focus on the critical--yet sometimes less glamorous--functions that either allow firms to flourish when done well or can create setbacks as they seek to scale when neglected. My biggest takeaway was how the roles of the CFO and COO are evolving. To create value, those holding CFO and COO roles within #PrivateEquity firms are actively transitioning their focus and contributions to strategic needs vs. financials and reporting. To help support this, they: 1.      🤝 Lean into Outsourcing: Creating trusted partnerships to allow these leaders to shift focus with confidence. Leading-edge firms are curating tech and partnership ecosystems comprised of specialized tools and partners to meet specific needs. Oh, and they are actively measuring use, satisfaction, and ROI across these investments while also regularly hunting for new use cases or needs that could be supported through technology or partners. 2.      ⚖ Discern and Balance Stakeholder Needs: CFOs and COOs are charged with serving investors needs and the needs of portfolio companies as well as internal needs. A successful leader must balance these competing needs by understanding the importance and impact of each. 3.      🧠 Deeply Understand Portfolio Companies: Taking the time to learn about the firm's portfolio companies and each of their growth trajectories, runways, and efficiency drivers allows these leaders to implement KPIs, plan for pacing, and react when unforeseen changes occur.   A big thank you to LPGP Connect for hosting the event, MUFG Capital Analytics for making it possible to attend, and the panelists for making it an informative and engaging day. And thank you to Jayme Haas for agreeing to join me in an evening stroll by the Painted Ladies to recreate the iconic opening scene from Full House--my inner Michelle Tanner felt right at home.

Panel discussion about private equity and M&A in Dublin at the 40th convention of M&A WORLDWIDE #privateequity

Excited to announce that BluWave, LP has named FFL Partners one of its 2024 Top Private Equity Innovators! This award recognizes the top 2% of PE firms for innovation across proactive due diligence, transformative value creation, modern private equity firm operations, and corporate citizenship.* *BluWave, LP has not received investment capital from and holds no ownership interest in the PE firms evaluated or recognized under the Top Private Equity Innovator awards program. BluWave received no compensation from any of the PE firms in connection with this awards program. However, BluWave may otherwise provide services to the PE firms and/or portfolio companies, but BluWave confirms that its assessment of the PE firms was independent of any such service arrangements. Top 2% in the PE industry is based on BluWave’s review of the more than 5,000 PE firms in the U.S. and Canada from which the PE firms were selected as award recipients.

We are in Munich this week attending the lead autumn equity investment conferences organized by Berenberg Conference and Events and Baader Bank AG which both bring together management of German listed companies with hundreds of global equity portfolio managers and buy-side analysts. An excellent opportunity to discuss global investment opportunities, the current valuation of PATRIZIA on the stock market and most importantly, get direct feedback on PATRIZIA’s performance from existing and prospective shareholders. Pictured below our CFO Christoph Glaser presenting PATRIZIA‘s equity story in the public session, in addition to ten 1o1 meetings today - busy day and great to see strong investor interest. Key questions discussed include: Resilience of PATRIZIA‘s AUM, temporary low EBITDA levels due to the current subdued client / market investment activity, optionality driven by the strong PATRIZIA balance sheet / available liquidity and the low implied stock market valuation of PATRIZIA‘s operating business based on the current market cap. Interested in further information? Click here: https://lnkd.in/dzSDUvw Dr Janina Rochell Verena Schopp de Alvarenga