Tikehau Capital

[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. This episode covers high market valuations in credit and equities, delayed rate cuts, AI’s profitability, softer earnings, a slowing US economy, and upcoming economic indicators. Listen wherever you get your podcasts 👉 https://lnkd.in/eMKiFgQB --- [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. Cet épisode couvre les valorisations élevées sur les marchés du crédit et des actions, le report des baisses de taux d'intérêt, la rentabilité de l'intelligence artificielle, des bénéfices en baisse, le ralentissement de l'économie américaine et les prochains indicateurs économiques. Écoutez ce podcast sur votre plateforme favorite 👉 https://lnkd.in/ePNZJsHP #capitalmarkets #globaleconomy #assetmanagement #podcast *** 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 🎙️] "The question is not to say 'is there a right investment or right impact?'. It's about being aligned with what you're trying to achieve. The key is to stay simple, rely on what's existing and focus on what you can control."   In an episode of the Pensions for Purpose Podcast, our Group Climate Director, Pierre Abadie joined Charlotte O'Leary and Charlotte Moore to delve into the nuances of #impact investing today. This wide-ranging discussion covers critical topics including:   🔍 Fiduciary responsibility and double materiality 🌱 The distinction between impact and transition 📊 Impact frameworks 💼 How pension schemes can stack capital for positive investments   🎧 Listen to the full episode here: https://lnkd.in/gwRQB3mw #ImpactInvestment #Transition #P4Ppodcast

[H1 2024 RESULTS 📈] 🚀 Dynamic commercial and transaction activity, solid underlying financial performance 🔸 13% year-over-year growth in Asset Management AuM, reaching €45.6bn at 30 June 2024. 🔸 Robust underlying financial performance. 🔸 Solid outlook ahead, with business acceleration anticipated for H2 2024, continued robust momentum in commercial and transaction activity, and confirmation of 2026 targets. 🗣 “In the first half of 2024, Tikehau Capital continued delivering solid results amid a complex market environment. We achieved a record level of net inflows for a first half of the year, reflecting the attractiveness of our investment strategies, and maintained dynamic capital deployment in future value-creation projects. During this period, we have further strengthened our multi-local platform, which boasts an increasingly larger and more international investor base. Our investors value our strong alignment of interests, supported by our balance sheet, and our disciplined approach characterized by high selectivity and conviction in key strategic themes that resonate globally – values that have guided us since our inception. As we celebrate, this year, 20 years of entrepreneurial adventure, Tikehau Capital is well positioned to continue growing and delivering value and is on track to achieve its 2026 objectives.” – Antoine Flamarion and Mathieu Chabran, co-founders of Tikehau Capital.   Read the press release 👉 https://lnkd.in/g8tgJ_n8 Lire le communiqué de presse 👉 https://lnkd.in/gPap2HWU See the key figures below 👇 #finance #assetmanagement #growth

🚀 Tikehau Capital is pleased to announce that STS Metals Inc, a manufacturer of titanium, stainless steel, nickel-based and other specialty alloys, has entered into exclusive discussions to acquire its portfolio company Brown Europe, a specialist in wire drawing of high-performance alloys for the aerospace industry. Since its acquisition by Tikehau Capital in June 2021 as part of its #privateequity aerospace strategy, Brown Europe has significantly expanded its business and contributed to the post-Covid recovery of the #aerospace sector. This growth, which has been particularly sustained in Europe, has been accompanied by a strengthening of the management team, local recruitment and significant investment in the company's buildings and industrial facilities. 💬 Emmanuel LAILLIER, Head of Private Equity at Tikehau Capital, and Fabien Roualdes, Executive Director within Tikehau Capital's private equity aerospace strategy: “This transaction would mark the first divestment of Tikehau Capital’s private equity strategy dedicated to aerospace, confirming our leadership in the aerospace and defence sector, where we invest in niche players with leading market positions and support their growth. Brown Europe's development over the past three years underlines our commitment to making strategic investments that create substantial value for our stakeholders, including our customers and Brown Europe's teams”.   Read the press release 👉 https://lnkd.in/eKr8EWEq Lire le communiqué de presse 👉 https://lnkd.in/eHSxFWhk Yann Chamary, Matthis S.

🌟 Congratulations to Domenico Paglia, Private Equity Investment Director at Tikehau Capital, who has been included in Real Deals' Future 40 Midmarket Investment Leaders list!   This list honours dealmakers who have navigated another 12 months of challenging conditions to deliver successful outcomes for their firms and investors.   Domenico’s inclusion highlights his deep expertise in mid-market investments, with Real Deals particularly noting his pivotal role in two milestone exits last year: the successful exit of Ecopol and the IPO of EuroGroup. Additionally, it credits Domenico with being instrumental in shaping the #ESG and impact strategy of Tikehau Capital’s latest vintage of private equity #decarbonisation strategy.    ➡️ https://lnkd.in/eTyMf5iF  Finatal  #Future40 #privateequity #midmarket

🔥 Faster, higher, stronger With the thirty-third modern #OlympicGames opening in Paris this Friday 26 July, we’re revisiting our Deputy CEO & CO-CIO, Thomas Friedberger's latest CIO Letter, 'Faster, Higher, Stronger', which traces the evolution of the Olympic spirit and our economic system, emphasising that reconnecting with the living world is essential for sustainable preservation and preventing collapse. Discover the CIO Letter in English, “Faster, Higher, Stronger” 👉 https://lnkd.in/eSbNSvXp   Discover the CIO Letter in French, "Plus vite, plus haut, plus fort" 👉 https://lnkd.in/evJ6hzNZ #Paris #Olympics #assetmanegement

⭐ We’re pleased to announce that Cecile Levi, Head of Private Debt at Tikehau Capital, has been named among the The Hedge Fund Journal’s Private Markets: 50 Women Leaders 2024. This inaugural report, in association with The Citco Group Limited, celebrates the achievements of women leaders across #privatemarkets, including private credit and debt, private equity, venture capital and infrastructure. Cécile’s inclusion in this list is a testament to her exceptional leadership and deep expertise, which have been instrumental in the development, growth, and success of Tikehau Capital’s €18.8 billion #privatedebt business. Leading a team of 40 investment professionals, Cécile has made pioneering contributions to the European credit industry. From executing Europe’s first unitranche deal to embedding ESG KPIs in direct lending transactions, her efforts and leadership have consistently driven innovation and excellence in the #privatecredit sector. Read the full report 👉 https://lnkd.in/e8Tyvn55

[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. Listen wherever you get your podcasts 👉 https://lnkd.in/em5w8xCD --- [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. Écoutez ce podcast sur votre plateforme favorite 👉 https://lnkd.in/efD9KeM5 #capitalmarkets #globaleconomy #assetmanagement #podcast *** 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.

🚀 Tikehau Capital is pleased to announce that its flagship private equity decarbonisation strategy has signed a majority investment in CEBAT SpA, a leading Italian utility infrastructure service provider and portfolio company of funds managed by Oaktree Capital Management, L.P..   📌 Headquartered in Rome, CEBAT specialises in the installation of utility networks and maintenance services which are critical for the enhancement and upgrade of electricity, water and telecommunication grids. With revenues exceeding €200 million in 2023, more than 1,000 employees and 15 operational hubs across Italy, Spain and Germany, CEBAT has completed more than 300 projects throughout its over 60 years of activity.   📌 This transaction represents the second investment of Tikehau Capital’s second-generation flagship #privateequity strategy dedicated to #decarbonisation, which focuses on investing in companies engaged in global electrification, resource and energy efficiency, low-carbon inputs, and adaptation to climate change, with the aim of supporting players across the value chain whose products and services are critical to reducing the economy’s carbon footprint. Read the press release➡ https://lnkd.in/euXaVekG   Emmanuel LAILLIER Roberto Quagliuolo Domenico Paglia Pierre Abadie Mathieu Badjeck Giuseppe D'Aniello Bianca Maria Fontanesi

✨The second vintage of Tikehau Capital’s private equity strategy dedicated to #decarbonisaton has received the #Tibi2 label. The second generation of Tikehau Capital’s flagship #privateequity decarbonisation strategy focuses on investing in companies engaged in global electrification, resource and energy efficiency, low-carbon inputs and adaptation to climate change, with the aim of supporting players across the value chain whose products and services are critical to reducing the economy’s carbon footprint. 📌 The Tibi initiative was introduced in 2019 in France by Bruno Le Maire, Minister of the Economy and Finance, under the aegis of the President of the Republic Emmanul Macron, with the aim of mobilising €7bn of savings managed by institutional investors who can fast-track the growth of innovative companies and turn them into regional or global leaders. We’re proud to recall that our private equity #regenerativeagriculture strategy and our private equity strategy dedicated to #cybersecurity have previously received this Tibi2 label, demonstrating our commitment to fostering innovation and sustainability across diverse sectors. 🙏 Thanks to our partner investors for their support and congratulations to the team on this recognition! Emmanuel LAILLIER Pierre Abadie Mathieu Badjeck Cristian Norambuena Roberto Quagliuolo