Mastering the challenges of private equity

Discover the new Strategic Viewpoint by Louis Flamand, CIO ofAltaroc. Once a quarter, our Chief Investment Officer deciphers the major trends that are transforming private equity over the long term.

For Private Equity specialists Merrick McKay and Louis Flamand, investment in specialized funds is crucial to company growth. McKay stresses the difficulty for generalist funds to compete with this expertise. Flamand also discusses the European market's move towards sector specialization. They discuss the complexity of investing with over-demanded managers.

Abrdn's Merrick McKay maintains that it's still a good time to invest in Private Equity, despite the global economic climate. He stresses the importance of choosing the best funds for optimal returns, with a median performance in Europe of 15-16% over the past 20 years.

Deven Parekh, Managing Director at Insight Partners, shares his perspective on private equity in software, AI, and the market

In an increasingly complex market, Bridgepoint on the mid-market and discipline.

Jean-Baptiste Brian: Toward a More Demanding Private Equity Sector, with Specialization and Value Creation at the Core of the Model.

Interview with Fredrik Näslund on the future of private equity amid economic cycles, AI, and specialization.

AI and Software: Thoma Bravo’s Strategy to Transform Private Equity

Apax OutlookApax the Future of Private Equity in the Face of AI and Economic Cycles

The role of Evergreen and secondary education: interview with Briac Houtteville.

Paul Fishbin explains how Manulife built a long-term private equity program

Discover episode 2 of Fund Insights with David Rogero, dedicated to Cressey & Company healthcare strategy.

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 Partners

Darren Foreman details the allocation of pension funds to private equity.

Why the software sector has become central, and how a specialist investor creates value.

Sania Jamil presents Thoma Bravo's B2B software strategy and growth drivers.

Interview with Orlando Bravo, founder of Thoma Bravo and Fund manager Odyssey .

Xavier Robert analyzes the macroeconomic impact on private equity.

Interview with John Hartz on minority investment in private equity.

Expert analysis of the private equity market recovery, with a focus onAltaroc's Odyssey 2024 funds.

Interview with Jean-Christophe Germani, Managing Partner France at CVC.

Discover CVC 's distinctive strategy CVC private equity.

Discover the CVC strategy CVC its integration into Altaroc solutions.

CVC, with €160 billion under management, illustrates the performance of private equity.

Merrick McKay shares his vision of good timing in private equity.

Merrick McKay discusses when to invest in private equity.

Institutional appetite for private equity and Altaroc solutions.

Interview with Bertrand Pivin from Marlink on private equity opportunities in the telecommunications sector with Altaroc.

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

Check out our analysis in the latest Strategic Briefing

A dynamic of reinforcement, not replacement

New Mountain Capital adopts a Defensive Growth investment strategy, focusing on high-growth, non-cyclical sectors. Each year, the team identifies resilient sub-sectors, which it explores in depth through an in-house "Deep Dive Process". The firm is particularly well known in the healthcare sector, including life sciences and healthcare IT, as well as in segments at the crossroads of technology and infrastructure services.

Featured in the Vintage Altaroc Odyssey , Thoma Bravo is an American private equity firm specializing in the software sector. Founded by Carl Thoma and Orlando Bravo, it applies an approach focused on margin optimization and external growth. With more than 220 employees, including around 100 investment professionals, it has offices in San Francisco, Miami, Chicago, London, New York, and Dubai. Thoma Bravo manages more than $166 billion in assets across its various fund ranges.

The Fund manager Inflexion in several key sectors, including business services, technology, healthcare, and consumer goods. Its model is based on active support to maximize value creation through strategies such as mergers and acquisitions, international expansion, and digital transformation. With £11 billion under management and supporting 123 companies, Inflexion a diverse client base, ranging from sovereign wealth funds to entrepreneurs. Its culture, built on listening to and supporting entrepreneurs, along with its sector expertise, are key drivers of its success and global presence.

STG established STG as a leading player in the private equity sector. Under the leadership of Bill Chisholm, co-founder and Fund manager, the firm has developed a distinctive approach, grounded in rigor and sector expertise, that sets it apart in an industry known for being particularly competitive.

Specializing in B2B software and services, Hg established Hg as one of the major players in European private equity. Thanks to a highly targeted strategy and in-depth sector expertise, the firm supports technology leaders in their long-term growth.

For over three decades, Nordic Capital has established itself as one of Northern Europe's most influential private equity firms. Founded in 1989, this pioneering company has distinguished itself through strong industry specialization, while maintaining an unwavering commitment to sustainable practices. Nordic Capital invests in strategic sectors such as healthcare, technology and financial services, while placing environmental, social and governance (ESG) issues at the heart of its priorities.

A major player in global private equity, Bridgepoint established Bridgepoint as the benchmark for mid-market investment. Thanks to a disciplined, sector-focused, and growth-oriented approach, the firm supports European and international companies as they scale up.