Edgar Holmann

Key Investment Highlights from The Seraphim Space Index Q2 2024 🌌 Let's take a closer look at the key highlights from the latest quarter: 💰 $8.5bn invested in TTM to Q2 2024 👩‍💻 174 deals in Q2 2024 🛰 $2.4bn invested in Q2 2024 🤝 385 deals in Q2 2024 compared to 320 in Q1 2024 🚀 Space Pioneer closed the biggest deal of $208m in Q2 2024 💲 Average deal size is $18m ◾ Median deal size is $5m in Q2 2024 Check out the full Index here - https://lnkd.in/d-vf-mVN

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Good signs for growth, which in turn will help corporate earnings and stocks. A stronger-than-expected earnings season has also helped propel stocks higher, with 77% of companies beating estimates, compared to 67% historically.

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How can you differentiate yourself with private equity investors as a sponsor, demonstrate the ability to deliver meaningful DPI! For years, investors relied on cash coming back from existing investments to make new investment commitments to private capital market funds. But with distributions at their lowest level in more than a decade as sponsor fail to deliver realizations on their private investments, their investors are zeroing in on a yardstick that measures that churn of cash, the true and real return on investment. Referred to as “distributed to paid-in capital,” or DPI, it’s the ratio of cash generated to what’s invested. A DPI ratio of at least one is considered healthy for older funds and historically was delivered by fund managers within the first three (3) to five (5) years of the fund’s life, while a lower number suggests that a private equity firm may not be returning enough capital to its investors and instead the fund manager is sitting on unrealized portfolio companies at a fanciful mark to market valuation that may be unattainable in the real world. Unsurprisingly, that hamstrings the ability of investors to allocate additional money to future private capital market funds! So as a private capital market sponsor, be a fiduciary, get some liquidity in your fund, a realization of your portfolio companies, and deliver DPI to your investors! #privateequity #privatecapital #privatemarkets #pe #vc #venture #growthequity #institutionalinvestor #liquidity #ipo #m&a #dpi #distribution #secondary

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To create and sustain high performance, #privateequity sponsors must prioritize building a distinctive #CEO that drives #transformation, #growth, #value and #culture https://ow.ly/rsnx50QqEc5

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#Private_equity #boom Private equity has had quite a boom over the last couple of decades. Here are some stats: The number of private equity firms has grown from just 24 in 1980 to 17,000 in the U.S. alone today. In 2000, the global private equity market was $579 billion. Today it’s over $8 trillion. We’ve reported on how private equity firms have bought up companies in everything from nursing homes to restaurants and real estate. But is there trouble ahead for private equity? Jared Dillian, a financial author and trader, has been looking into private equity, and he does not like what he sees. His new report is called “The Next Big Short: Hidden Risks Behind Private Equity’s $8 Trillion Market.” Dillian discussed his views on the industry with “Marketplace Morning Report” host David Brancaccio. The following is an edited transcript of their conversation. https://lnkd.in/dGG3D3-U

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