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Our latest research reveals that Financial Services and TMT are the most attractive sectors to invest in based on growth, profitability, buy-and-build strategy, leverage and EBITDA multiple. While these sectors display market-leading growth rates with high profitability and above-average buy-and-build activity, other European subsectors stand out as top contenders for growth opportunities. Get the full breakdown of growth, profitability, capital intensity, leverage, and internationalization for every European subsector to discover growth opportunities 👉 https://okt.to/jaSN6l #privateequity #report

Did you know that in 2022, Amazon and eBay captured over half of the e-commerce market revenue in Europe? This week, we analysed 70 European marketplaces and collected valuable insights into how the rise of C2C and second-hand product marketplaces can alleviate carbon emissions while meeting consumer demand for lower-cost products on the back of declining disposable income. PE-led interest has been strong, with >80% of identified assets being sponsor-backed. Herein, factors appealing to investors include high cash conversion levels, a positive market-wide outlook as well as potential for top-line and bottom-line margin expansion by leveraging technology. Deterrents for investors include complexities regarding international expansion due to consumers' preference for local and specialised marketplaces, disintermediation risks created by retailer-run marketplaces and limited differentiation at the product level. Accel, Bpifrance, FJ Labs, Eurazeo, General Atlantic, AGLAÉ VENTURES , 14W, Permira, Tiger Global Management, Balderton Capital, Vitruvian Partners, Insight Partners, Burda Principal Investments, Korelya Capital, Alven, Verdane, Ventech, Practica Capital, MidEuropa, Cinven, EQT Group, Prosus Ventures, Fidelity International Strategic Ventures, Kima Ventures, APAX PARTNERS LLP, Index Ventures, Blackstone, Global Founders Capital, Heartland, Bain Capital, Turenne Groupe, SPRINTS CAPITAL MANAGEMENT LIMITED, Molten Ventures, Hellman & Friedman, Azimut Group, Bonsai Partners, Passion Capital, SoftBank Group International, Picus Capital and Demeter are currently invested in the European marketplace market. Interested? Read our full report: https://lnkd.in/eCN8KiYN #origination #privateequity #fintech #marketplaces #onlineplatform #ecommerce #secondhandmarketplaces #C2C #propertyportal #realestateplatform #automotiveplatform #consumergoods

Did you know that nearly 14bn clinical laboratory tests are performed every year in the US? This week we analyzed 135 US laboratory services players and gathered insights about how concerns about environmental contaminants, climate change and food safety are driving the demand for specialized testing services. PE-led interest has been moderate, with ~28% of the identified assets being sponsor-backed. Essential and mandatory testing demand, rising chronic diseases and increasing regulatory scrutiny in food and environmental end markets are key reasons for investor interest. On the other hand, persistent labor shortages, decreasing insurance reimbursement rates and expanding competition from global incumbents act as detractors in this space. 5AM Ventures, Altimeter, American Securities, Andreessen Horowitz, Bain Capital, BlackRock, Catalio Capital Management, DCV, EcoR1 Capital, LLC, Farallon Capital Management, Fidelity Investments, Foresight Ventures, Founders Fund, General Catalyst, Glide, Golden Seeds, Greenspring Associates, GV (Google Ventures), Janus Henderson Investors, Kaiser Permanente Ventures, Khosla Ventures, Leonard Green & Partners (LGP), Levine Leichtman Capital Partners, LLC, Lightspeed, Lux Capital, Morgan Stanley, Lux Capital, Morgan Stanley, NewView Capital, NextGen Venture Partners, Oaktree Capital Management, L.P., Rothschild & Co - Asset Management, Sequoia Capital, Seventure Partners, SoftBank Investment Advisers, T. Rowe Price, TCG, Versant Ventures and Warburg Pincus LLC are currently invested in the US laboratory services market. Interested? Read our full report: https://lnkd.in/gZjuZi8D #laboratory #labs #testing #foodsafety #TIC #diagnostics #clinical #pathology

We’re thrilled to launch the first edition of the “European PE Asset Handbook.” 📖 This report offers a quantitative deep dive into the European private equity landscape, highlighting key growth opportunities across various subsectors. 🔍 What’s inside? ➡️ Quant scorecards for a quick snapshot of top subsectors and regions ➡️ Insights into high-growth, high-margin subsectors crucial for PE value creation ➡️ Detailed metrics for 27 subsectors, including growth, profitability and more ➡️ Analysis of PE penetration trends across different sectors With over 30,000 assets analyzed, this handbook is your essential guide to finding growth opportunities in Europe. Read the full report -> https://lnkd.in/dk3vC7v5 #privateequity #report

Join us July 25th for our masterclass webinar on how to automate your private market research and deal sourcing workflow with Gain.pro 🌐 In this live demo, Senior Account Executive, Alex Barnes, will give you an exclusive look into the platform, revealing our comprehensive dataset as well as our features and functionalities that support more efficient workflows. Even more, we reveal how you can leverage Gain.pro to not only source more deals, but better deals, all the while recovering the time that would have been spent on manual research. 🗓️ Date: July 25th, 2024 🕒 Time: 3:00pm CET ✍️ Save your spot here: https://okt.to/I1j78A #privateequity #webinar

We analyzed and benchmarked the buyout portfolios of the 30 largest PE investors in Europe. Here are those with: 1) Fastest revenue growth — Hg, Partners Group, GIC, Bridgepoint 2) Most add-ons per asset — Hg, BC Partners, Caisse de dépôt et placement du Québec (CDPQ) 3) Highest Margin — Macquarie Group, Ontario Teachers' Pension Plan, Hellman & Friedman 4) Least Debt — CVC, Blackstone, Clayton Dubilier & Rice In my view, the winners in PE, would continue to focus on a high-growth strategy either organically or through acquisitions. You could make a case for operational improvements, but frankly, operational improvements without growth is not as attractive to generate returns. #pe #portfolio #growth #europe

Value creation in private equity can happen in multiple ways, but evidence suggests that growth and multiple expansion are the most important levers. But in today’s lackluster growth environment, where can PEs find growth opportunities? Which sectors show the most promise? To find out, we analyzed our dataset of over 30,000 of Europe’s investable assets to gain a quantitative view of each subsector and its growth potential. In our latest report, we deep dive into metrics for all 27 niche subsectors, providing detailed insights into their growth, profitability, capital intensity, leverage, internationalization and more. Our report drops this week! Be the first to access it by joining our mailing list: https://okt.to/8MaqwP #privateequity #report

Did you know that global high-net-worth individual wealth amounted to ~$86.8tn in 2023 despite growing market unpredictability, rising from ~$56.4tn in 2015? This week, we analysed 83 European trust and corporate services players and gathered insights from industry executives on the rising adoption of outsourced administration services by large corporates and SMEs, along with changing regulations related to rising ESG reporting standards.   PE-led interest has been substantial. Herein, recurring revenues from a loyal customer base, stable profitability, consistent cash generation, along with opportunities for buy-and-build expansion, present strong positives for investors. Conversely, rising operational costs, licensing challenges for international expansion and capital expenditures required for implementing new technologies serve as drawbacks. Astorg, Avedon Capital Partners, BlackFin Capital Partners, Bridgepoint, The Carlyle Group, Cinven, CVC, Hg, IK Partners, Inflexion, Kima Ventures, Montagu, Mubadala Capital, Permira, Synova Capital Partners, TA Associates, Warburg Pincus LLC and Waterland Private Equity are currently invested in the European trust and corporate services market.    Interested? Read our full report: https://lnkd.in/e5jsXkzu   #origination #privateequity #fintech #finance #trust #corporateservices #fundadministration #trustservices

We're hosting an open house! 🏡 Join us for our live product demo to see the Gain.pro platform firsthand -> https://okt.to/REIKzQ Senior Account Executive, Alex Barnes, will be showing off our comprehensive dataset as well as all our platform features and functionalities that not only help you source more deals, but better deals, all the while saving you a significant amount of time in your research efforts. Tune in for this demo to see what Gain.pro can do for you and your team. 🗓️ Date: July 25th, 2024 🕒 Time: 3:00pm CET ✍️ Save your spot here: https://okt.to/K3dYNy #productdemo #fintech #privateequity

Did you know that the average wait time to consult a family doctor in the US is ~21 days? This week we analyzed 52 US telemedicine & mobile health players and gathered insights about how advanced technologies are accelerating telemedicine & remote patient monitoring adoption amid the rising prevalence of chronic diseases and an increasing geriatric population. PE-led interest has been significant, with ~65% of the identified assets being sponsor-backed. Resilient market nature, potential for recurring revenue streams through subscription-based models and long-term partnerships with healthcare providers and insurers are key reasons for high investor interest. On the other hand, commoditization of telehealth services due to limited differentiation, disintermediation risk from large healthcare providers and evolving regulations act as detractors in this space. Altimeter, AME Cloud Ventures, Andreessen Horowitz, Aquiline Capital Partners, Atomico, AVP (AXA Venture Partners), Bain Capital, Bessemer Venture Partners, BoxGroup, Coatue, Deerfield Management, Drive Capital, FirstMark, Founders Fund, Francisco Partners, Gaingels, General Atlantic, Goldman Sachs, Greenspring Associates, GV (Google Ventures), Highland Capital Partners, Initialized Capital, Insight Partners, Khosla Ventures, NGP Capital, Norwest Venture Partners, Oak HC/FT, OCA Ventures, OrbiMed, Perceptive Advisors, Qualcomm Ventures, RiverPark Ventures, SignalFire, Spectrum Equity, TCV, Tiger Global Management, Venrock and Wellington Management are currently invested in the US Telemedicine & mobile health market. Interested? Read our full report: https://lnkd.in/gVdspsTH #origination #deals #privateequity #venturecapital #medicine #telehealth #healthcare