Shonnel Malani

Great to talk to Tom Mackenzie at Bloomberg about the depth of Europe’s software sector and how it can grasp the AI opportunity.   Following vast capex into AI ‘infrastructure’, the critical next step is how this technology diffuses into the workplace. We have a front row seat, with this transition actively led by many companies backed by Hg.   These companies succeed by navigating complexity – addressing real challenges for customers by combining expertise and data with an understanding of regulation, culture and the detailed workflow. There’s no doubt that AI will reshape the potential value of the software used in most ‘white collar’ workflows and this ability to master real world complexity will determine long term winners.   And as the potential unfolds, we are laser-focused on enabling all our investee companies to both leverage the operational potential from implementing the very best AI-led products - as well as investing to build their own AI-driven applications that are immediately valued by their customers.

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Huge milestone for the US power industry and for the team at ElectronX⚡ They’re now the first US-regulated, direct-access electricity derivatives market, with DCM and DCO approvals from the CFTC. This unlocks a new set of tools for energy asset operators and larger users to better manage short-term price volatility and risk. We believe this market infrastructure will help unlock a cleaner, more resilient grid. It’s been a privilege to partner with Sam Tegel, CFA and the team as they’ve built toward this moment. Their vision and persistence have been incredible to watch, and this is just the beginning. Congrats to everyone involved. Looking forward to what's ahead! https://lnkd.in/g85acSHq

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Our latest analysis takes a closer look at the makeup of UK private equity portfolios, decomposing them to identify the fundamentals that shape long-term value. We’ve benchmarked portfolios by growth, sector exposure, holding periods, vintage mix, and buy-and-build activity—offering a clear view of how UK GPs are building and evolving their investments. Whether you're looking to validate your strategy or spot emerging trends, this snapshot provides a valuable point of reference. 👇 Explore the insights and see how your portfolio stacks up. Download the full report: https://lnkd.in/e67t5uDy 📈 HIGH-GROWTH HIGH-MARGIN LEADERS ↳ Oakley Capital: >30% growth ↳ Hg: >20% growth ↳ Cinven: >20% growth .  Hg and Oakley both have a strong concentration in fast-growing software and tech businesses, with Hg also being one of the most active consolidators. 🛠️ BUY-AND-BUILD LEADERS ↳ Hg: ~10 add-ons per asset ↳ EMK Capital: ~7.5 ↳ Apax Partners: ~7.5 All the 30 largest UK investors exhibit above-average acquisitiveness compared to the broader UK peer set. 📱SECTOR SPECIALISTS ↳ Hg: 71% TMT ↳ TDR: 69% Consumer ↳ Exponent: 70% Consumer ↳ Charterhouse: 53% Services ↳ InvestIndustrial: 41% Consumer ↳ Vitruvian: 42% TMT Most investors are diversified, but many show strong sector preferences. Overall, Services and TMT are the most common sectors across the group. 🌏 INVESTING INTERNATIONALLY ↳ InvestIndustrial: 63% Italy ↳ Triton: 40% Nordics and 36% DACH ↳ Oakley Capital: 38% DACH ↳ Charterhouse: 37% France ↳ IK Partners: 31% France Most investors are geographically well-diversified and many invest internationally. METHODOLOGY All data is sourced from our platform and based on private equity-owned assets of the largest UK-headquartered investors. #investors #growth

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