Tikehau Capital

🏃♂️🏃♀️ Last weekend, the Tikehau Capital team took on the #ParisHalfMarathon, a 21.1 km race through the streets of Paris, bringing together over 47,000 runners. With energy high, our team showed great determination, supporting one another to the final sprint. 👏 Congratulations to everyone who took part! Whether chasing a personal best or simply embracing the challenge, your effort and team spirit made it another race to remember. #TeamSpirit #Team #Endurance #Commitment #Culture

📢 European countries are seeking to mobilise funding to strengthen their defence ecosystems. 🔹 At Tikehau Capital, we’ve been ahead of the curve, building deep expertise in defence over the years and actively financing this strategic sector across the entire value chain. We have the capability to deploy #capital rapidly, in both #listed and #private assets, supported by: ✅ Investment teams with proven expertise ✅ A unique network of industrial and public partners across Europe ✅ A broad geographical footprint essential to navigating this complex ecosystem 🔍💡 In our latest Tikehau Focus, our Deputy CEO and Co-CIO, Thomas Friedberger explores the key challenges and opportunities in the defence sector, and how Tikehau Capital is positioning itself to support its growth through strategic investments. Read in English 👉 https://lnkd.in/eHyFbXnQ Read in French 👉 https://lnkd.in/e_y3WU8j Emmanuel LAILLIER Fabien Roualdes Cyril Moulin Henri Marcoux Armand de Montlivault Raphael THUIN Nina Majstorovic Jean-Marc Delfieux Arnaud d'Aligny Gilles Daguet Quentin Besnard

⚡ Tikehau Capital is pleased to announce it has acted as the lead arranger of a Senior Secured Loan Facility to support the development of a cutting-edge modular data centre designed for High-Performance Computing (HPC) near Oslo, Norway. Developed by Polar DC and majority-owned by H.I.G. Capital's value-added infrastructure strategy, this project is designed to deliver data centre infrastructure that meets the intense computational demands of AI workloads, while maintaining a commitment to environmental responsibility. It capitalises on Norway’s abundant and cost-efficient energy supply, including surplus green energy, providing a strategic advantage for AI-driven enterprises.   The investment, which was made through the third round of Tikehau Capital’s special opportunities strategy, alongside its real estate credit strategy, underscores Tikehau Capital’s commitment to financing innovative infrastructure projects that drive Europe’s technological transformation. Jonathan Fielding Maxime Laurent-Bellue Jean Odendall Edoardo Crotta Louise Hedou #digitalinfrastructure #datacentres #privatecredit #digitalisation #realestatecredit

🔎 𝐖𝐡𝐲 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 𝐚𝐫𝐞 𝐤𝐞𝐲 𝐭𝐨 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐜𝐥𝐢𝐦𝐚𝐭𝐞 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬   At Tikehau Capital, we’ve been committed to financing climate solutions for over a decade, launching our first dedicated energy transition fund back in 2018. As our co-founder, Mathieu Chabran, highlights in this World Economic Forum feature:   💬 “There is so much need that the opportunity is more structural than cyclical….We identified a gap: profitable, scalable companies that need capital to grow.”   #Privatecapital has a crucial role to play in scaling up the companies driving real impact. Read more in the latest WEF article and watch our co-founder's interview in full with Michael Eisenberg 👉 https://lnkd.in/erFhz4vv   #Decarbonisation #PrivateMarkets #SustainableFinance #ImpactInvesting #ClimateAction

🌱 Tikehau Capital is pleased to announce it has completed the acquisition of a controlling stake in JUAN NAVARRO GARCIA SA (JNG), a leading processor and distributor of paprika and oleoresins, internationally recognised for its product quality, safety and traceability. JNG has a long-established track record in the sourcing, processing and distribution of high-quality spices. With a global client network, the company has positioned itself as a strategic partner to blenders, mixers and food producers, strengthened by its ability to provide clear product traceability and its commitment to follow sustainability practices. The investment will be made through Tikehau Capital’s private equity strategy dedicated to #regenerativeagriculture and marks its second investment to date. Developed in partnership with Unilever and AXA, the strategy aims to accelerate the paradigm shift towards a more resilient and sustainable agri-food sector by supporting leading companies that help preserve natural resources and prioritise #sustainability. In this new chapter, Tikehau Capital, together with Queka Real Partners , which is also investing capital in the new deal, will work with JNG’s CEO, Juan Luis Martinez, and his management team to provide operational and strategic support to further accelerate the company’s international expansion and strengthen its position as a leading sustainable and responsible player in the industry. Read the press release 👉 https://lnkd.in/e4wfdiAH David Martín Laurent-David Charbit Emmanuel LAILLIER Jose María Mateu Sánchez-Ocaña Marta Ramirez Segura Pierre Abadie #Sustainability #AgriFood #SustainableInvesting #FoodIndustry

📺 Our co-founder, Mathieu Chabran, sat down with Ana Blanquart at #FIIPriority Miami, hosted by the FII Institute , to discuss market dislocations, interest rate expectations and why sustainability is now essential for profitability. Mathieu also explained why macroeconomic uncertainties and geopolitical dynamics in the current landscape can present a compelling opportunity for #privatemarket investors. Watch the full interview here 👉 https://lnkd.in/eRaqHF8H

[Podcast 🔉] Tikehau Capital's Deputy CEO and Co-CIO, Thomas Friedberger, shares our angle on the news shaping the market today in under 10 mins. In this episode, Thomas discusses US debt, corporate bonds, the high number of bankruptcies among US companies in 2024 and US tariffs on imports. Listen wherever you get your podcasts 👉https://lnkd.in/eQ3uSDW3 --- [Podcast 🔉] Thomas Friedberger, Directeur général adjoint et Co-CIO de Tikehau Capital, vous livre son décryptage des dynamiques économiques et des marchés en moins de 10 minutes. Dans cet épisode, Thomas évoque notamment la dette et les obligations d'entreprises américaines, le nombre élevé de faillites d'entreprises US en 2024, ainsi que les tarifs imposés par les Etats-Unis sur les importations. Il fait également un point sur les centres de données, la performance et la capitalisation boursière des Sept Magnifiques, ainsi que la consommation de charbon. Ecoutez ce podcast sur votre plateforme favorite 👉https://lnkd.in/eNj8sQCG *** Certain statements and forecasted data are based on current expectations, current market and economic conditions, estimates, projections, opinions and beliefs of Tikehau Capital and/or its affiliates. Due to various risks and uncertainties, actual results may differ materially from those reflected or contemplated in such forward-looking statements or in any of the case studies or forecasts. #podcast #marketviews #markets #finance

🌍 𝐀𝐫𝐞 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐂𝐫𝐞𝐝𝐢𝐭 𝐚𝐧𝐝 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 𝐭𝐡𝐞 𝐍𝐞𝐰 𝐊𝐢𝐧𝐠𝐬 𝐨𝐟 𝐖𝐚𝐥𝐥 𝐒𝐭𝐫𝐞𝐞𝐭? At #FIIPriority Miami hosted by the FII Institute , our co-founder Mathieu Chabran joined a panel with Josh Harris (26North), Deven Parekh (Insight Partners), and George Walker (Neuberger Berman), moderated by Xenia Wickett. The discussion explored the rapid growth of #privatecredit and alternatives, amid economic shifts and geopolitical uncertainty, highlighting: 🔹 Institutionalisation and the convergence of private and public markets 🔹 The push for alpha generation and liquidity 🔹 Educating retail investors on private equity’s illiquidity 🔹 Private capital’s role in driving investments in healthcare, energy transition and cybersecurity Watch the livestream replay: https://lnkd.in/e29PAhHD #FII #PrivateCredit #AlternativeInvestments #PrivateCapital

🚀 Tikehau Capital, has entered into exclusive discussions with Loar Group, an aerospace and defence components specialist headquartered in New York, for the sale of LMB Aerospace, a leading designer, producer and distributor of high-performance electric fans and cooling solutions for aerospace and defence applications.   📌 Tikehau Capital invested in LMB Aerospace in 2022 through its flagship private equity aerospace and defence strategy, aiming to strengthen and expand the company’s footprint in Europe and North America while diversifying its offerings across new verticals.   📌 Under the existing shareholders, LMB Aerospace has accelerated its expansion, growing revenues by nearly 15% annually and strengthening its market position, particularly in defence and European markets.    📌 In addition, LMB Aerospace has continued to successfully expand its commercial presence in North America, increasing regional revenues from €7 million in 2021 to €13 million in 2025 (>15% CAGR).    This transaction would mark the third divestment from our aerospace and defence private equity strategy, reinforcing our commitment to building resilient, high-performance businesses.   Read the press release 👉 https://lnkd.in/e9YVc5ij Lire le communiqué de presse 👉 https://lnkd.in/e89uDDSk François-Joseph Khoury Yann Chamary Yohan Labbé Adrien Verhaeghe Emmanuel LAILLIER Henri Marcoux Cyril Moulin Fabien Roualdes   #PrivateEquity #Aerospace #Defence #Growth

📈 Tikehau Capital publishes its FY 2024 earnings.   Record fundraising and strong operating performance with an acceleration in the second half   ⚡ 𝐓𝐢𝐤𝐞𝐡𝐚𝐮 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐬 𝐬𝐭𝐫𝐨𝐧𝐠 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐚𝐜𝐫𝐨𝐬𝐬 𝐜𝐨𝐫𝐞 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐩𝐢𝐥𝐥𝐚𝐫𝐬 ◾ 𝐑𝐞𝐜𝐨𝐫𝐝 𝐟𝐮𝐧𝐝𝐫𝐚𝐢𝐬𝐢𝐧𝐠 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦: Gross and net inflows reached record levels (respectively €9.3bn and €7.0bn). ◾ 𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐞𝐝 𝐦𝐮𝐥𝐭𝐢-𝐲𝐞𝐚𝐫 𝐠𝐫𝐨𝐰𝐭𝐡: Over the past three years (2022–24), cumulative gross new money totaled €26.8bn, with net new money nearing €20bn. ◾ 𝐆𝐥𝐨𝐛𝐚𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐛𝐚𝐬𝐞 𝐞𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧: International clients contributed above 50% of net inflows for the 4th consecutive year and reached 66% in 2024. ◾ 𝐀𝐜𝐭𝐢𝐯𝐞 𝐝𝐞𝐩𝐥𝐨𝐲𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐞𝐱𝐢𝐭 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲: Tikehau Capital continued to leverage its multi-local platform and its positioning on secular megatrends to support transaction activity. ◾ 𝐆𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬: AuM specifically allocated to climate and biodiversity increased 37% reaching €4.1bn at 31 December 2024.   🚀 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐩𝐫𝐨𝐟𝐢𝐭 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐨𝐧𝐝 𝐡𝐚𝐥𝐟 𝐨𝐟 𝟐𝟎𝟐𝟒   ◾ 𝐑𝐨𝐛𝐮𝐬𝐭 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡: Management fees and other revenues growth of 8% year-over-year to €337m, with an acceleration in H2 2024. ◾ 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐝 𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐩𝐫𝐨𝐟𝐢𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧: Core Fee-Related Earnings (Core FRE) reached €132m in 2024, up 7% year-over-year, with H2 2024 increasing 37% compared to H1 2024. ◾ 𝐒𝐭𝐫𝐨𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞: Revenues from the investment portfolio increased by 16% year-over-year to €207m, driven by a significant momentum in H2 2024. ◾ 𝐍𝐞𝐭 𝐩𝐫𝐨𝐟𝐢𝐭 𝐛𝐞𝐟𝐨𝐫𝐞 𝐭𝐚𝐱 𝐠𝐫𝐨𝐰𝐭𝐡 𝐨𝐟 𝟗% 𝐲𝐞𝐚𝐫-𝐨𝐯𝐞𝐫-𝐲𝐞𝐚𝐫 reflecting strong operating performance. ◾ 𝐈𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝐬𝐡𝐚𝐫𝐞𝐡𝐨𝐥𝐝𝐞𝐫 𝐫𝐞𝐭𝐮𝐫𝐧𝐬: Proposed dividend of €0.80 per share, a 7% increase vs. 2023. Read the press release 👉https://lnkd.in/ehaY8eH8 Lire le communiqué de presse 👉 https://lnkd.in/eA6gG_6x See the key figures below 👇 #results #annualresults #fullyearearnings #assetmanagement