AI / Healthcare, an extremely promising sector for General Atlantic

Interview with Peter Y. Chung, Managing Director and CEO of Summit Partners recorded in Boston on October 28, 2024.

Interview with Steve Klinsky, Founder and CEO of New Mountain Capital

Interview with Stephen Byrne, Partner at Vitruvian

Private equity software: why this sector has become so important, and how a specialist investor creates value. Jean-Baptiste Brian (Hg) shares his insights from the field: cloud, AI, cybersecurity, and valuations.

Sania Jamil, representative of Thoma Bravo, discusses the investment strategy of the fund, which specializes in B2B software, and analyzes the growth drivers in the sector, from SaaS to artificial intelligence.

Read our exclusive interview with Orlando Bravo, founder and Managing Partner of Thoma Bravo, one of our managers in theAltaroc Odyssey 2024 Vintage . Vintage 2024 closes on March 31.

Xavier Robert, Chief Investment Officer at Bridgepoint, analyzes the European and US macroeconomic environment and explains how these dynamics are incorporated into the fund's investment strategy and portfolio construction. 

In this video, Xavier Robert, Chief Investment Officer at Bridgepoint , analyzes the impact of macroeconomic dynamics on Private Equity, including the reindustrialization of the United States and the rise of Artificial Intelligence. He explains why American growth, even under Trump, remains a positive lever for European funds, thanks to the internationalization of portfolio companies. Find out how Bridgepoint maintains solid performance despite an uncertain economic environment and why 2023-2025 are shaping up to be key years for investment.

Interview on minority investment in private equity with John Hartz (Inflexion). He explains the Partnership Capital model, the origination logic, and two recent transactions.

Check out the interview with Jean-Christophe Germani, Managing Partner France at CVC, where he shares his insights and key strategies.

With €41 billion under management, Bridgepoint is a leading buyout specialist in the global mid-market segment. Founded in 1984, the company is headquartered in London and has offices in several major European cities, including Paris, Frankfurt, Stockholm and Madrid. Bridgepoint stands out for its ability to create long-term value for its investors through an approach focused on growth and innovation. As William Jackson, Group Chairman Bridgepoint, explains in an exclusive interview with Altaroc, the firm aims to support the organic growth of the companies in which it invests, to explore new market opportunities and to make strategic acquisitions.

Present in the Vintage Altaroc Odyssey 2022, Hg is a major private equity investor specializing in B2B software and services, supporting the growth of companies in Europe and North America.

Nordic Capitala long-standing player in the Swedish private equity market, has an impressive track record since its foundation in 1989. Initially specializing in carve-outs, the firm has capitalized on Sweden's economic dynamism to become a European leader in private equity. The figures speak for themselves: 12 funds raised and a total of over 25 billion euros invested in 145 companies. Today, the company manages €31 billion and operates through 10 offices on 3 continents, employing 230 people. As Klas Tikkanen explains, Nordic Capital specializes in four sectors: healthcare, technology and payments, financial services and business services. The manager is also a pioneer in ESG criteria, having trained 1,200 professionals in this field to date.

Interview with Gabriel Caillaux on current trends in private equity and Altaroc investment solutions.