Sector Specialist
Our only business is private equity. We focus exclusively on investing in the financial and business services sectors across Europe. Key subsector focus areas include on Insurance Distribution, Wealth Management, Financial Services Software and Business Services.
Investment Philosophy
- Specialism: focus exclusively on opportunities within the middle market financial and business services sectors, where we have deep sector expertise, a wide network of proprietary connections and where there is less competition from generalists
- Thesis based: invest behind robust investment themes that have been developed alongside leading industry experts and executives
- Growth investing: create value through underlying revenue and earnings growth in the business and not through financial engineering
- Aligned incentivisation: structure deals such that management retain a significant shareholding in the business to align interests
- Category-A businesses: focus on investing and backing market-leading businesses with highly recurring revenues, above market growth, differentiated business models and ones that continue to be management-led
Value Creation
- Buy and Build: actively sourcing, supporting due diligence and financing accretive M&A opportunities
- Vertical Integration: specialist approach to owning a greater share of the value chains
- Management Recruitment and Strategic Team Hires: strong industry connectivity to supplement portfolio with high-quality talent
- Technology and Margin Enhancement Initiatives: leveraging operational expertise to implement technology and margin enhancing initiatives
- Product and Geographic Expansion: scaling portfolio companies across new product verticals and geographies to drive growth