Tikehau Capital

The Tikehau Capital team is back from an action-packed week at IPEM Cannes 2025! 🚀 From insightful panels to great exchanges, this edition sparked dynamic discussions on the industry’s evolution amid a wealth revolution and reinforced the role we all play in shaping this new era. 🎤 Highlights: 🔹 Our Deputy CEO, Frederic Giovansili, discussed the growing role of private wealth in private markets and its potential to reshape the industry on a Wealth Track panel, alongside Shane Clifford, Josh Helfat and Shenal Kakad. 🔸 Roberto Quagliuolo, Deputy Head of Private Equity & Co-Head of Italy, joined Claire Chabrier, Adrien Perret and Harrie van Rijbroek, to discuss private equity’s role in Europe’s industrial policies and its potential as a catalyst for sustainable economic growth. 🔹 Chiara De Simone, Executive Investment Director Private Debt & Co-Head of Belgium, explored how today’s macroeconomic environment is influencing private credit markets and what lies ahead at the Private Debt Summit alongside other industry experts. 🔸 David Martín, Co-Head of the Private Equity Regenerative Agriculture Strategy & Co-Head of Iberia, joined a panel focused on natural capital and biodiversity, exploring how the growing interplay between economy and ecology is reshaping investment strategies. 🔹 We hosted a successful lunch discussion focused on ‘Investing in Decarbonisation: The Industrial Revolution of our Life Time’, led by Pierre Abadie, Group Climate Director & Co-Head of the Private Equity Decarbonisation Strategy. Thank you to the IPEM team for hosting another great conference!

🎬 LIVE from IPEM Cannes 2025 – Tikehau Capital’s Deputy CEO, Frederic Giovansili, joined Kriti Gupta on Bloomberg to discuss the deal-making rebound, valuation dispersion and Europe’s growth potential, as well as the need for innovation and scale in #defence and #aerospace. Watch the interview 👇 #IPEMCannes2025 #privatemarkets #assetmanagement

⚡ Tikehau Capital has signed a majority investment in TTSP HWP Planungsgesellschaft mbH, a leading German data centre technical advisory firm, through its flagship private equity decarbonisation strategy.   Frankfurt-based TTSP HWP is a leading technical advisory firm specialising in end-to-end design and engineering for complex data centres, supporting top-tier sustainability standards. As an enabler of efficient and low-carbon data centres, TTSP HWP plays an essential role in defining energy-efficient and decarbonised designs for large and complex projects. Through its impact-focused services, TTSP HWP contributes to reducing the environmental footprint of data centres, addressing the growing demand for responsible digital infrastructure.   Tikehau Capital’s investment aims to drive TTSP HWP’s growth from a German leader to a pan-European leader in data centre design, engineering and project management and support its role in advancing sustainable solutions, aligned with global efforts to reduce the economy’s carbon footprint.   Read the press release 👉 https://lnkd.in/eJf5S5H3 Lire le communiqué de presse 👉 https://lnkd.in/eEM_k9a6   Christoph Rinnert Pierre Abadie Mathieu Badjeck Emmanuel LAILLIER Dominik P. Felsmann Edoardo Girelli, CFA Marek Grossmann   #privateequity #decarbonisation #growth #infrastructure #impact

Un grand merci à Theo Curin d’être venu partager son histoire inspirante avec les enfants de l'Hôpital Pédiatrique de Réadaptation Alice-Blum-Ribes UGECAM Ile-de-France à Montreuil, en collaboration avec l’association L'École à l'Hôpital, soutenue par le fonds de dotation de Tikehau Capital. Théo, ancien athlète paralympique, a su relever des défis extraordinaires avec le soutien de Tikehau Capital, notamment le #DéfiMadiba en Afrique du Sud 🏊♂️🚴♂️ et la traversée du lac Titicaca 🏊♂️, reliant la Bolivie au Pérou. 💬 Lors de cette rencontre, Théo a partagé son parcours, sa force intérieure et la manière dont il a su construire une vie épanouie et inspirante. Les enfants ont eu l'opportunité d’échanger avec lui, de poser de nombreuses questions sur son quotidien, et de repartir avec une photo dédicacée. ✨ Un moment de partage unique et inspirant pour tous ! Tikehau Capital tient à remercier chaleureusement Théo pour sa générosité et salue le travail admirable de l’association École à l’Hôpital, qui œuvre au quotidien pour apporter soutien et espoir aux enfants hospitalisés. #CorporateCulture #Solidarité #Inspiration #Engagement #Résilience

📅 Next week, the Tikehau Capital team will be at IPEM 𝐂𝐚𝐧𝐧𝐞𝐬 | 𝐖𝐞𝐚𝐥𝐭𝐡 𝟐𝟎𝟐𝟓 taking place from 28-30 January at the Palais des Festivals in Cannes. 🎤 Our speaker line-up: ● 29 January, 10:00 – 10:30 – Our Deputy CEO, Frederic Giovansili, will join the main stage on a panel titled ‘𝐓𝐡𝐞 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐰𝐞𝐚𝐥𝐭𝐡 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥: “𝐭𝐚𝐥𝐤𝐢𝐧’ ‘𝐛𝐨𝐮𝐭 𝐚 𝐫𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧”’, discussing the growing role of private wealth in private markets and its potential to reshape the industry. ● 30 January, 10:00 – 10:30 - Roberto Quagliuolo, Deputy Head of Private Equity & Co-Head of Italy, will speak on a panel titled ‘𝐀𝐟𝐭𝐞𝐫 𝐭𝐡𝐞 𝐃𝐫𝐚𝐠𝐡𝐢 𝐫𝐞𝐩𝐨𝐫𝐭: 𝐭𝐡𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐫𝐨𝐚𝐝𝐦𝐚𝐩 𝐭𝐨 𝐄𝐮𝐫𝐨𝐩𝐞'𝐬 𝐟𝐮𝐭𝐮𝐫𝐞’, exploring how private equity can support Europe’s industrial policy, sustainability goals and economic development. ● 30 January, 10:15 – 10:45 - As part of the Private Debt Summit, Chiara De Simone, Executive Investment Director Private Debt & Co-Head of Belgium, will join a panel focused on ‘𝐌𝐚𝐜𝐫𝐨 𝐮𝐩𝐝𝐚𝐭𝐞𝐬 𝐚𝐧𝐝 𝐢𝐦𝐩𝐚𝐜𝐭 𝐨𝐧 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐫𝐞𝐝𝐢𝐭 𝐦𝐚𝐫𝐤𝐞𝐭𝐬’ addressing key macroeconomic trends and their impact on private debt in Europe and beyond. ● 30 January, 14:15-14:45 – Tikehau Capital’s Co-Head of the Private Equity Regenerative Agriculture Strategy & Co-head of Iberia, David Martín, will speak on ‘𝐌𝐞𝐠𝐚 𝐭𝐫𝐞𝐧𝐝𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐢𝐧 𝐄𝐮𝐫𝐨𝐩𝐞: 𝐧𝐚𝐭𝐮𝐫𝐚𝐥 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 & 𝐛𝐢𝐨𝐝𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲’ discussing investor interest in nature-based solutions and the economic impact of biodiversity. 📍 Come and meet our team at stand B032-B034 on Floor Level 1, Lérins. To arrange a meeting with one of our team, contact LPConnectivity@tikehaucapital.com. Find out more 👉 https://lnkd.in/eEmHG9fD #IPEMCannes2025 #privatemarkets #europe #privatewealth #retailisation

🚀 Tikehau Capital is delighted to have led the Series C fundraising round for Loft Orbital—a pioneer and global leader in #space infrastructure revolutionising the low-orbit satellite industry—through its co-investment strategy.   With $170 million raised, this is one of the most significant fundraises in the global New Space sector, underscoring Loft’s innovative work and strong recognition in the US and Europe.   Our extensive expertise in #aerospace and #defence, along with our proven track record in sourcing and executing co-investments across North America, Europe and Asia, enables us to bring significant value to ventures like Loft. Together with our co-investors, we look forward to collaborating with the Loft team on their journey to drive #innovation and scale their impact in this dynamic industry. Find out more 👉 https://lnkd.in/gUYM6jfx

[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 notably discusses US companies’ valuations, the comparison between US GDP and EU GDP, the M&A market and the changing demographics of India and China. Listen wherever you get your podcasts 👉 https://lnkd.in/eHcSHpt3 ---    [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 discute notamment des valorisations des entreprises américaines, de la comparaison entre le PIB américain et celui de l'UE, du marché des Fusions & Acquisitions et de l'évolution démographique de l'Inde et de la Chine.   Ecoutez ce podcast sur votre plateforme favorite 👉https://lnkd.in/epkkKDxr *** 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

🌟 Season’s Greetings from Tikehau Capital 🌟 As 2024 comes to a close, we reflect with gratitude on a year shaped by the dedication of our teams, the trust of our clients, and the collaboration of our partners. This year was particularly special as we celebrated our 20th anniversary—two decades of #innovation, shared success, and a steadfast #commitment to creating value. Global celebrations brought together the people who have driven our journey since 2004, highlighting the strength of our #community. Looking ahead, we’re excited to keep building new milestones in 2025, driving progress through innovation, collaboration, and excellence. From all of us at Tikehau Capital, we wish you a joyful holiday season and a happy new year!

🚀 We’re pleased to announce that Tikehau Capital has completed the sale of ENSO, Spain’s leading bioenergy platform dedicated to decarbonising industrial customers, to Igneo Infrastructure Partners.   📌 Headquartered in Madrid, ENSO specialises in the engineering, development, financing, construction, operation and supply of electric thermal and cogeneration biomass plants.   📌 Since Tikehau Capital’s investment in ENSO in 2020, through its Private Equity Decarbonisation Strategy, ENSO has established itself as a key player in the #decarbonisation and #reindustrialisation of critical sectors across Spain and Portugal, becoming a trusted partner for corporates in sectors such as food & beverage, paper and chemicals, supporting their transition to low-carbon operations.   📌 ENSO’s growth under Tikehau Capital’s stewardship embodies our core mission: identifying and empowering companies that drive meaningful, transformative change. We are proud to have supported ENSO in reaching this significant milestone and are confident that, under Igneo's ownership, the company will continue to play a pivotal role in the energy transition.   Read the press release 👉 https://lnkd.in/eSSJagfC David Martín Christian ROUQUEROL Jose María Mateu Sánchez-Ocaña Marta Ramirez Segura Emmanuel LAILLIER Pierre Abadie Mathieu Badjeck