ACG Philadelphia’s Post

🎤 As the co-chair and moderator of the “Private Equity and M&A Market 2023” panel at last year's pemacom - Private Equity and M&A Community conference, I had the privilege of guiding a discussion among some of the sharpest minds in our industry—Todd Albright, Michael C., Dr. Sven Oleownik, and Philipp Amandus Sebbesse. 📹 Now available on our new pemacom YouTube channel — choose your preferred format: ➡ the complete panel discussion https://lnkd.in/eK7xugGg ➡ a short film highlighting the key insights https://lnkd.in/eA-q-M6d Reflecting on our conversation, a few pivotal themes stood out: • The nuanced shift away from traditional markets like China, reshaping investment landscapes. • Europe's emerging role as a beacon of stability amidst global economic flux. • The undeniable need for agility in our strategies as we navigate the complexities of global supply chains and geopolitical changes. • And perhaps most critically, the emphasis on sustainability and resilience in driving forward-thinking investment decisions. 🤝 A heartfelt thank you to all our panellists and attendees for engaging in such a thought-provoking dialogue. Each year, pemacom - Private Equity and M&A Community provides us a platform to dissect these trends, and last year felt particularly impactful. It was a reminder of why we do what we do—why we strive to foresee and adapt to the ever-changing market dynamics. Let's continue these important conversations and shape the future of our industry together! 📅 Mark your calendars for pemacom 2024! September 24, 2024 — pemacom returns to the Bayerischer Hof in Munich! 👉 Use this link to register: https://lnkd.in/gcCb4TGT before 31 May and receive your 20% Early Bird Spring Special! #pemacom #Munich #PrivateEquity #MergersAndAcquisitions #pemacom2024 Reed Smith LLP Reed Smith Global Corporate Group Reed Smith in Deutschland

“Private Equity for Mittelstand” At the pemacom - Private Equity and M&A Community on September 24th in Munich, our Investment Director, Friedrich Wallwitz, will analyze the current market situation as a panellist together with other industry experts, talk about the specific challenges and opportunities in the SME sector, highlight the particular nuances of transactions with SMEs, and discuss what it takes to build SMEs into midmarket champions. Dr. Nikolaus von Jacobs, Dr. Germar Enders, Nicolas Gutbrod, Kai Hesselmann, Stephan Hölger-Winhardt, Julien Zornig

Are you joining the Zero One Hundred Conferences (PE & VC Platform) in Amsterdam this upcoming week? Our CFO, Ruben Mikkers, participates in the panel “Decreasing Valuations in Private Markets” starting at 14:00 on Wednesday, the 17th of April. Key topics as private equity resilience, overcoming valuation differences between the U.S. and Europe, decreasing deal valuations, lessons learned from the past and predictions for the future will be discussed. 🔍 #NLC #PrivateMarkets #ValuationReset

Tomorrow marks the beginning of the 13th annual Private Equity International Operating Partners Forum, Europe and we're excited to see our Group CFO and Board Member Ethan Levner take to the stage. As part of "The Role of Data in Driving Higher Exit Valuations" panel discussion hosted by JMAN Group, Ethan will be sharing insights and expertise alongside other industry leaders, including: - How to set up the business for success throughout its ownership cycle from day 1 - How can value creation be accelerated through data? - How should you use data analytics and reporting during exit preparation to maximize return? - Understanding the importance of having robust and granular data during equity story development and diligence (and the changing expectations of the market) - Showcasing a better data-driven management team and a data-enabled business The panel discussion begins at 2pm tomorrow, so be sure to attend if you are at the Forum. #weareGLAS #PEIOP #PrivateEquity 

📊 **Explore the Latest Trends in Global Private Equity** 📊 The newly released "Coller Capital Global Private Equity Barometer - Summer 2024" provides an in-depth analysis of current trends and future expectations in the private equity sector. This comprehensive report presents insights from private equity investors worldwide, addressing topics such as market growth, investment strategies, and key challenges facing the industry. 🔗 **Source:** [Coller Capital Global Private Equity Barometer - Summer 2024](https://lnkd.in/gqs25-zg)

Market conditions in recent years have sparked a surge of interest in private markets. But what’s driving this appetite, and how can a wider range of private wealth and other investors tap into the potential? Michael Hutten, Partner and Head of Pantheon’s US Private Wealth division, and Victor Mayer, Managing Director, recently shared their perspectives on how innovation is driving demand for private markets in an exclusive keynote interview with Private Equity International. Among other things, Michael and Victor discussed why evolution in product offerings is one of the fundamental drivers of increased private wealth appetite for private markets, with more products offering lower investment minimums, mitigating the J-curve and providing periodic liquidity. They also touched on how and why Pantheon incorporates secondaries investments into our evergreen asset allocations to benefit from potential discounts, earlier distributions and increased diversification, and why investors should examine evergreen experience alongside track records on performance when assessing managers. To read the full keynote interview click here: https://lnkd.in/eHqR_Kdv To read more about how we are opening access to private markets through our $7bn private wealth platform, click here: https://lnkd.in/emZE4QHf For more information on Pantheon click here: https://lnkd.in/eahSMD-A #privatemarkets #privatewealth #secondaries

In a recent article published by the Pittsburgh Business Times partners Curt Anderson, Andrea Steiner, and Chris Thel discuss developing trends in the private equity industry, regional innovation opportunities, and essential considerations for businesses considering a liquidity event. Read the full article: https://ow.ly/NgCW30sBA9Z

The upcoming fourth annual Midwest RIA Summit promises an engaging one-day event, uniting over 100 independent registered investment advisors from across Illinois and neighboring states. To kick off the day, the Global Market Outlooks and Opportunities panel will set the stage for a stimulating dialogue. Moderated by Michael Dow, CPA, CFA, CAIA, Chief Investment Officer at Beacon Pointe, this session will delve into the shifting market landscape, exploring topics such as prolonged higher interest rates, fluctuations in earnings, and the expansion of market multiples. Esteemed speakers like Rick Fradin, Partner at Chicago Capital, LLC, and Yussef Gheriani, Director of Investments at IHT Wealth Management, will share their strategies for optimizing client portfolios amidst these macroeconomic changes, offering valuable insights into their investment philosophies. We invite you to join us for this enriching event, where together we can contribute to industry growth and community building. Secure your spot, register today: https://lnkd.in/en5-9YFE #PortfolioSummits #MarketOutlooks #InvestmentStrategies #RIAcommunity

Despite the subdued nature of global M&A activity in 2023, discernible trends have emerged in European private equity M&A, with a strong emphasis on consolidation. We've witnessed these trends firsthand through our transactions across Europe. Watch this video to explore the current landscape and gain insights from our experiences working with clients in this dynamic market, or access the full report by Fried Frank partners James Renahan, ian lopez, Andrew Rearick and Rachel Wolfenden here: https://bit.ly/4bWbyxy

🎤 Eccolo! – Our Managing Director, Dominik Bub, is set to moderate a panel at the Institutional Investor Summit: Italy this Thursday, February 1, in Rome. The panel, titled "Back to basics: do more attractive prospects for public markets mean moving away from private assets?" promises to be a thought-provoking exploration of the evolving investment landscape. Questions abound: Could nervousness tied to illiquidity in #privatemarkets lead to an overly defensive stance among investors, potentially causing them to overlook the opportunities presented? Is the movement away from #alternativeinvestments a result of overexposure to this asset class or a deeply ingrained belief that public markets hold better return prospects? We are eagerly anticipating a dynamic conversation that will provide valuable insights into the ever-changing dynamics of the investment landscape. Stay tuned for updates and key takeaways from this engaging session! #InstitutionalInvestorSummit #FinancialInsights #MarketTrends