In this file, you will discover:
In this report, you will discover how private equity is adapting to the normalization of the cost of capital and redefining its value creation drivers through a cross-analysis of five international fund managers.
While fund managers had $2,620 billion in uninvested capital as of mid-2024, according to Preqin and S&P Global, distributions to investors fell to 11% of the net value of portfolios, according to Bain. This shift in the financial landscape is putting operational execution and business growth back at the heart of performance.
The report analyzes the transition from a model historically driven by falling interest rates to value creation based on the actual transformation of assets.
In particular, the document presents:
- The views ofApax Partners, Bridgepoint, Hg, Nordic Capital , and Thoma Bravo on the end of the automatic expansion of multiples;
- The actual impact of artificial intelligence on the efficiency of investment processes and the digital transformation of portfolio companies;
- Market consolidation between large multi-asset platforms and highly specialized asset managers;
- Transparency requirements and illiquidity management related to opening up the private equity market to retail investors;
- The integration of ESG criteria as a condition for market access and a driver of financial performance.
This report is intended for individual investors, wealth management advisors, asset managers, and financial professionals seeking to understand the changes taking place in the private market. This study provides factual and strategic insights to assess managers’ ability to generate sustainable returns in a normalized financial environment.
Watch the full video interviews: Arthur Brothag (Apax Partners), Chris Busby (Bridgepoint), Jean-Baptiste Brian (Hg), Fredrik Näslund (Nordic Capital), and Scott Crabill (Thoma Bravo).
