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Introducing Insight Partners

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Introducing Insight Partners

Published on

3/4/2025

Episode

3

2:23mn

Summary

Insight Partners Partners, founded in 1995, is distinguished by its exclusive specialization in the software sector, with over 750 international investments. The fund is recognized for its ability to support hyper-growth companies, with sales increases frequently exceeding 80% per annum, and for valuing organic growth over leverage. What's more, Insight has a team of 70 people dedicated to sourcing, identifying and approaching target companies.

Written transcription

Dimitri Bernard: Insight Partners was founded in 1995, and here we are working on the Insight Partners XIII fund, and therefore on the 13ᵉgeneration of funds that have made Insight so successful. As you are no doubt aware, one of Altaroc's primary support criteria, which you will systematically find in our selections, is management companies with a track record of at least 20 years. So here, we're already validating an important criterion, since we've been in business for 30 years. Another criterion, or at least a strong conviction that we have at Altaroc, is sector specialization. And I think that what really sets Insight apart from other private equity funds is its exclusive specialization in software. And always has been. The team has a track record of over 750 software investments worldwide. And it's extremely rare to find players with so much international investment experience in a single sector over such a long period of time. For example, Insight has supported iconic companies such as Twitter and Docusign before their IPOs. Another very characteristic feature of Insight is the teams' preoccupation with hypergrowth, so here we have a predominantly Growth angle. More concretely, the companies supported by Insight Partners Partners most often achieve annual sales growth in excess of 80%. And it's this very strong operational growth that will contribute to the performance of the portfolios, much more than the use of leverage, for example. And perhaps one last very strong element at Insight is its sourcing capabilities. Insight has a team of 70 people who specialize solely in identifying and approaching target companies. This team is there to manage the flow of opportunities, and prepare the deployment of funds in companies.

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In this series

5

episodes

The Altaroc Odyssey 2025 Vintage

Louis Flamand announces the launch of Vintage Altaroc Odyssey 2025, with a strong focus on technology, particularly software, and a rebalancing of investments, reducing exposure to healthcare to 10-20% and increasing exposure to software and technology services to 50-60%. The selection universe includes seven funds from six renowned managers, such asInsight Partners and Nordic Capital, with investments primarily targeting Europe and North America in high-growth sectors. For Odyssey 2025, Altaroc has already committed $52 million with Insight Partners XIII and €60 million with Hg Saturn IV, while continuing due-diligence on other opportunities.

Louis Flamand

Louis Flamand announces the launch of Vintage Altaroc Odyssey 2025, with a strong focus on technology, particularly software, and a rebalancing of investments, reducing exposure to healthcare to 10-20% and increasing exposure to software and technology services to 50-60%. The selection universe includes seven funds from six renowned managers, such asInsight Partners and Nordic Capital, with investments primarily targeting Europe and North America in high-growth sectors. For Odyssey 2025, Altaroc has already committed $52 million with Insight Partners XIII and €60 million with Hg Saturn IV, while continuing due-diligence on other opportunities.

Louis Flamand

The selection universe of the Altaroc Odyssey 2025 Vintage

Vintage Altaroc Odyssey 2025 comprises seven private equity funds from six managers, focusing onAltaroc 's preferred sectors: software, payments, healthcare and services, with investments mainly in Europe and the United States. Among them, Insight Partners XIII and Hg Saturn IV, in which firm commitments have already been signed, stand out for their growth equity and buyout strategy, providing good visibility and effective deployment from the outset. Each of the management companies involved has between 25 and 35 years' experience, and manages assets of between 10 and 100 billion euros for institutional investors.

Dimitri Bernard

Dimitri Bernard

Vintage Altaroc Odyssey 2025 comprises seven private equity funds from six managers, focusing onAltaroc 's preferred sectors: software, payments, healthcare and services, with investments mainly in Europe and the United States. Among them, Insight Partners XIII and Hg Saturn IV, in which firm commitments have already been signed, stand out for their growth equity and buyout strategy, providing good visibility and effective deployment from the outset. Each of the management companies involved has between 25 and 35 years' experience, and manages assets of between 10 and 100 billion euros for institutional investors.

Dimitri Bernard

Dimitri Bernard

Introducing Insight Partners

Insight Partners Partners, founded in 1995, is distinguished by its exclusive specialization in the software sector, with over 750 international investments. The fund is recognized for its ability to support hyper-growth companies, with sales increases frequently exceeding 80% per annum, and for valuing organic growth over leverage. What's more, Insight has a team of 70 people dedicated to sourcing, identifying and approaching target companies.

Dimitri Bernard

Dimitri Bernard

Insight Partners Partners, founded in 1995, is distinguished by its exclusive specialization in the software sector, with over 750 international investments. The fund is recognized for its ability to support hyper-growth companies, with sales increases frequently exceeding 80% per annum, and for valuing organic growth over leverage. What's more, Insight has a team of 70 people dedicated to sourcing, identifying and approaching target companies.

Dimitri Bernard

Dimitri Bernard

Introducing the Hg manager

Hg is a private equity fund established in 1990, specializing in LBOs for the software sector in Europe, and comprises three fund ranges, including the Saturn fund for large-cap companies. Since 2012, Hg has strengthened its specialization in software, becoming one of the world's leading acquirers of software companies and outperforming its European competitors in terms of size and resources. Altaroc has a strong and historic relationship with Hg, having invested in two of its funds in 2022 and participated in several co-investments over the past three years.

Dimitri Bernard

Dimitri Bernard

Hg is a private equity fund established in 1990, specializing in LBOs for the software sector in Europe, and comprises three fund ranges, including the Saturn fund for large-cap companies. Since 2012, Hg has strengthened its specialization in software, becoming one of the world's leading acquirers of software companies and outperforming its European competitors in terms of size and resources. Altaroc has a strong and historic relationship with Hg, having invested in two of its funds in 2022 and participated in several co-investments over the past three years.

Dimitri Bernard

Dimitri Bernard

Private equity and buyout outlook to 2025

In 2024, the buyout market experienced a noticeable upturn thanks to improving economic conditions, with an increase in transactions particularly in the USA and Europe, while Asia showed varied regional dynamics. Take-private transactions and carve-outs were particularly dynamic, illustrating a growing desire on the part of companies to leave public markets for greater flexibility. Investors' caution in the face of macroeconomic risks reduced fund-raising, but also created attractive investment opportunities, while the strategy of GP-LED transactions continues to grow as an alternative to traditional exits.

Louis Flamand

In 2024, the buyout market experienced a noticeable upturn thanks to improving economic conditions, with an increase in transactions particularly in the USA and Europe, while Asia showed varied regional dynamics. Take-private transactions and carve-outs were particularly dynamic, illustrating a growing desire on the part of companies to leave public markets for greater flexibility. Investors' caution in the face of macroeconomic risks reduced fund-raising, but also created attractive investment opportunities, while the strategy of GP-LED transactions continues to grow as an alternative to traditional exits.

Louis Flamand

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