iM Global Partner’s Post

The timing of a big capex project can be particularly critical for corporate value creation in a capital-intensive business. In our latest NOYM, Gränges Group CFO Oskar Hellström describes how they weigh risks against upside in major spending decisions, guided by their long-tem financial targets. #nordeaonyourmind #capitaldiscipline #capex #valuecreation

Unveiling Strategic Brilliance: Corvinus Partners' Mastery in Private Equity In the dynamic landscape of private equity, the art of sophisticated manoeuvres distinguishes the realm of strategic excellence. At Corvinus Partners, we embody this ethos through our adept execution of meticulously engineered leveraged buyouts. Each move is carefully orchestrated, transforming latent potential into enduring prosperity. Our unwavering commitment ensures that our acquisitions not only withstand the test of time but thrive in the face of challenges. Join us in exploring the depths of #Corvinus expertise, and unravel the intricacies of strategic brilliance. #Corvinus #CorvinusPartners #PrivateEquity #LeveragedBuyouts #StrategicExcellence

CIVC Partners believes the IT Services sector presents a growth opportunity in today’s economy and we are proud investors in several portfolio companies operating in the space. We are interested in adding to our portfolio via new platform investments and add-on acquisitions to our existing companies. The following factsheet summarizes our view on the industry and areas of focus. Please reach out if you’d like to discuss further. 

Although market volatility in recent times has impeded dealmaking overall, lower valuations have made some companies attractive acquisition targets, potentially at bargain prices. Even so, the shrinking accessibility of funds for acquisition financing creates difficulties for prospective buyers.     To address these challenges, dealmakers need to consider alternative strategies beyond the typical 100% acquisition. These include equity financing, partial stakes or staggered acquisitions, opportunistic strategies, collaborative ventures, and consortium break-up bids.     My colleagues Daniel Friedman, Dr. Georg Keienburg, Tobias Söllner, Dominik Degen, Lianne Pot, Roy Huang and I discuss these acquisition strategies, as well as innovative approaches to divestitures, in 2023 M&A Report: Bold Moves for Dealmakers in Volatile Markets.   Read the article here: https://lnkd.in/dzjq8uMN   #BCGMAReport

As we wind down and look back on the events of the year, it is safe to say 2023 was a challenging year. With soaring interest rates, high inflation and the country’s ongoing struggles with loadshedding, ALT Capital Partners is proud to say we stood firm in the face of these challenges and were able to end the year on a high. We managed to complete some key acquisitions, secure important funding for expansion and even added some exceptional talent and experience to our ranks. You can read all this and more in our 2023 Highlights report in the following link  https://lnkd.in/dp2C9apw #ALTCapitalPartners #REimagineRetailFund

Add-on acquisitions accounted for over 76% of all private-equity-backed buyouts by the end of 2022 and are expected to remain a staple in the private equity investment playbook as markets recover in 2024. For more insights and a detailed analysis of why add-on strategies make sense now more than ever, check out the full article by my colleagues James Moriarty, Gregory G. Cage and Victoria Woodward linked below. #Goodwinlaw #mergersandaquisitions #Healthcare

Clearlake Completes Exit of its Investment in Janus International. Under Clearlake’s ownership, Janus more than doubled EBITDA and executed on numerous initiatives under Clearlake’s O.P.S.® value creation playbook. Janus International is a global manufacturer and supplier of turn-key building solutions and access control technologies for the self-storage, commercial, and industrial sectors. Clearlake acquired Janus in February 2018 in partnership with the founding management team and remained its largest shareholder when Janus listed on the New York Stock Exchange in June 2021. Under Clearlake’s ownership, the Company executed several initiatives, including but not limited to the development of new access control technologies and the purchase and integration of seven acquisitions. “We believe the growth and strategic transformation executed at Janus in partnership with management is a compelling story,” said José E. Feliciano, Co-Founder and Managing Partner, and Colin Leonard, Partner, at Clearlake. “Our thesis to partner with Janus was centered around the Company’s market position, value proposition, margins, and free cash flow, as well as the potential we saw for both organic and inorganic growth. Together with management, we achieved over 140% EBITDA growth and made investments to transition the business to a public company. Clearlake is proud to have partnered with CEO Ramey Jackson and his management team and looks forward to following the Company’s future successes.” #PrivateEquity #Investment #Acquisition #Leadership #GlobalManufactorer #JanusInternational https://lnkd.in/g6zEDF_i

Add-on acquisitions accounted for over 76% of all private-equity-backed buyouts by the end of 2022 and are expected to remain a staple in the private equity investment playbook as markets recover in 2024. For more insights and a detailed analysis of why add-on strategies make sense now more than ever, check out the full article by my colleagues linked below. #Goodwinlaw #mergersandaquisitions #Healthcare

Another example on why you need to dig deeper into the financial statements before you invest. Based on this person’s post, either they can clarify for $SPGI that this is the most RECENT ROIC, or they can provide the historical ROIC that isn’t skewed by one time acquisitions. Otherwise, guillble people will assume $SPGI has the worst return on invested capital.