Private Equity Insights

Ontario Teachers' Pension Plan shifts private equity strategy by prioritising partnerships over direct control of portfolio companies. Managing approximately $185.2bn, Ontario Teachers has traditionally operated under the Canadian Model of asset management, favouring in-house teams and independent governance. The shift reflects a response to current global economic conditions, including high interest rates and geopolitical uncertainty. As part of its internal restructuring, Ontario Teachers appointed Dale Burgess as interim executive managing director for equities. He will oversee private equity, infrastructure, and natural resources. Read more: https://lnkd.in/d4NMbW8v #PEInsights #privateequity #strategy #partnership

Private equity firm Greenstone Equity Partners takes full ownership of format office building in Gdańsk. The deal follows Greenstone’s initial acquisition of an 80 percent stake in May 2024. The transaction was once again supported by real estate advisory firm Cushman & Wakefield, which also manages the property. This latest acquisition reflects Greenstone’s continued strategy of expanding its footprint in high-quality office assets across Poland’s key regional markets. Read more: https://lnkd.in/dG_kBQ9t #PEInsights #privateequity #acquisition #realestate

Private equity firms are scaling back their presence in Paris, redirecting capital to alternative financial centres such as Milan, Geneva, and Dubai. According to senior bankers, including executives at J.P. Morgan, UBS, Citi, and Barclays, the current shift is being driven by investor concerns over political instability and the broader market environment in France. JPMorgan’s Senior Country Officer for France, Kyril Courboin, acknowledged the challenges but emphasised recent progress. While some capital is leaving, Paris continues to benefit from its talent base and infrastructure. The reallocation reflects private equity’s ability to adapt to shifting market conditions while remaining focused on long-term value and opportunity. Read more: https://lnkd.in/dvwENswN #PEInsights #privateequity #capital #Paris

Tikehau Capital names Emmanuel LAILLIER CIO of Private Equity as it reshapes governance structure. Laillier, who previously led the private equity team, will now concentrate on capital deployment and investment decision-making. Tikehau’s private equity strategy remains anchored in four investment themes: decarbonisation, cybersecurity, aerospace and defence, and regenerative agriculture. The appointment of Laillier and the broader leadership reshuffle reflect Tikehau Capital’s intent to scale its investment capabilities. Read more: https://lnkd.in/ddixw8mT #PEInsights #privateequity #CIO #governance

EBRD commits €15m to Morphosis Capital Fund II to boost SME growth in CEE. The fund seeks to provide equity financing to support regional growth-stage companies. This latest investment reinforces EBRD’s longstanding role in Romania’s private sector development. To date, the bank has invested more than €11.6bn in 560 projects across the country. Victoria Zinchuk, EBRD’s Head of Romania, described the commitment as a strategic move to strengthen entrepreneurship and sustainable economic development across the region. Andrei Gemeneanu, Managing Partner at Morphosis Capital, welcomed the support, noting that it enhances the fund’s ability to help businesses scale and expand regionally. Read more: https://lnkd.in/dRSb735b #PEInsights #privateequity #fundraising #CEE

Apollo Global Management, Inc. takes majority stake in OEG Energy Group in $1bn deal with Oaktree Capital Management, L.P.. The transaction marks a significant private equity play in the energy services sector, with current owner Oaktree Capital Management and other investors retaining a minority interest. The acquisition underscores Apollo’s growing focus on climate and energy transition-related investments. Over the last five years, Apollo-managed funds and affiliates committed roughly $58bn across clean energy projects. Santander served as financial adviser to Apollo, with Vinson & Elkins providing legal counsel. Goldman Sachs advised Oaktree, while Gibson Dunn and Latham & Watkins provided legal support. Read more: https://lnkd.in/dFBeCSes #PEInsights #privateequity #investment #energy

BLG Capital elevates Istanbul luxury market with launch of The Ritz-Carlton Hotel Company, L.L.C. skyline penthouses. The project is a flagship asset in BLG Capital’s real estate portfolio, which includes over $2.5bn in equity investments and more than 25 million square feet of global developments. Located in Istanbul’s upscale Nişantaşı district, the Skyline Collection features five penthouses and four garden duplexes, with prices starting at €4.19m and €2.36m respectively. As branded residences gain traction among institutional investors, BLG Capital’s latest launch demonstrates the growing appeal of this asset class within private equity real estate strategies. Read more: https://lnkd.in/dbSc8Fq8 #PEInsights #privateequity #investment #luxury

The Carlyle Group exits Ampere in SoftBank Group Corp.’s $6.5bn AI chip acquisition. The deal will see Carlyle Group and Oracle selling their stakes in the California-based chip designer as part of the transaction. This acquisition provides SoftBank with access to one of the few remaining independent design teams for high-performance data center chips. For Carlyle, the sale of Ampere follows its broader trend of exiting technology investments as market conditions evolve. Read more: https://lnkd.in/dcckChsk #PEInsights #privateequity #exit #AI

Update: Hellman & Friedman prepares Verisure for IPO with Goldman Sachs and Morgan Stanley. Hellman & Friedman and Bain Capital initially acquired Verisure from EQT Group in 2011 in a deal valued at $2.1bn. Hellman & Friedman later became the majority shareholder in 2015 after buying out Bain’s stake. The move comes as Hellman & Friedman manages two of its longest-held investments, Verisure and insurance brokerage HUB International. Read more: https://lnkd.in/dvFzRvT6 #PEInsights #privateequity #IPO #exit

Boston Celtics sold to William Chisholm, co-founder of private equity firm STG – Symphony Technology Group for record $6.1bn. The purchase price marks the highest valuation ever for a North American sports franchise, surpassing the $6.05bn sale of the Washington Commanders in 2023. This acquisition underscores the increasing role of private equity in professional sports, as investors recognize the growing value of major franchises. With streaming and international expansion driving revenues, high-profile sports assets continue to attract institutional capital. Read more: https://lnkd.in/dShtKFx8 #PEInsights #privateequity #acquisition #sports