Alantra’s Post

We’re excited to announce that Dr. Peer Piske, Managing Partner at Alantra Solar, will be speaking at inspiratia’s upcoming event on Investing in the Energy Transition in Milan. Peer will participate in a panel on “Financing Streams: beyond Commercial Banks” to discuss how the financial institutions are weighing up technology risk with bankability, what steps can lenders and developers do to minimize risks, as well as the lessons that can be taken away from mature European markets. 🤝 Don’t hesitate to reach out to Peer if you would like to connect at the event! #EnergyTransition #Financing #InvestInTheFuture

In collaboration with Álvaro Sanmartín Antelo, Partner and Chief Economist at AMCHOR INVESTMENT STRATEGIES SGIIC, we share our thoughts after the Fed’s decision to cut rates by 50bps yesterday: • The decision is good news for risk assets, given that the economy remains in relatively good shape, while the #Fed appears more inclined to risk cutting rates too aggressively rather than too conservatively.  • Specifically, we see a favorable outlook for mid and small-cap stocks, cyclical sectors, and high-yielding emerging market currencies.  • If current financial conditions persist, we may soon begin to see upside surprises in U.S. growth and inflation.  • This could, in turn, prompt the Fed to revise the neutral rate (currently at 2.9%) upwards and potentially shorten the rate-cutting cycle. As we mentioned in our most recent macro letter, our central scenario is that the Fed’s terminal rate will be around 4%, aligning with our estimate of the neutral rate and could be reached as early as the first quarter of next year. Read more on this and other macroeconomic topics here: https://lnkd.in/dQRZfMVV #AlantraMacro #InterestRates #USEconomy

In 2024, Alantra AM has taken important steps to enhance transparency and accountability with stakeholders. Among these steps are the public disclosure of its entity-level Principal Adverse Impacts (PAI), following the SFDR guidelines, and the introduction of dedicated ESG reporting across all our investment strategies. Explore all updates and reports on our website: https://lnkd.in/dbTUPX2V #Sustainability #ImpactReporting #ESG 

🌐 Oliver Parker and Sanjit Benawra from our Global Software team will be in Dublin from October 14th to October 16th at SaaStock 2024!   Alantra’s Global Software team remains active, having completed 20 deals in the last 18 months.   The Software team leverages significant sector knowledge, deep industry relationships, and collective M&A and capital raising expertise, supporting business owners and financial investors on a global basis   If you’re attending SaaStock and would like to connect, discuss how we can help or discuss what we’re seeing in the market, please reach out to Oliver Parker and Sanjit Benawra   #SaaStock2024 #Software #MandA #Capitalraising

💡 Last week’s European Central Bank meeting marked another step towards a policy shift, with the central bank lowering interest rates to support economic growth and address inflation concerns. Our September’s edition of the Macro Update analyses the long-term expectations, including gradual core inflation decline, moderate central bank rate cuts, and global growth aligned with potential.   We delve into the further rate cuts anticipated by the Fed and the ECB, the expected soft-landing scenario in the U.S., the Eurozone’s signs of growth potential, as well as the favorable economic activity seen in emerging Asia.   Additionally, we provide insights into the performance of equities, government bonds, corporate bonds, and currencies in this evolving economic landscape. ➡️ You can check out the full update, launched in collaboration with Álvaro Sanmartín Antelo, Partner and Chief Economist at AMCHOR INVESTMENT STRATEGIES SGIIC, here: https://lnkd.in/dQRZfMVV  #AlantraMacroUpdate #InterestRates #Growth  

Alantra Private Equity is pleased to announce the acquisition of a majority stake in 13 dental laboratories through Alantra PEF IV, forming the second-largest dental platform in Spain, with combined sales of €20mn. This is the fund’s second investment, following the acquisition of a stake in Hiperbaric High Pressure Technologies a few months ago. Ángel Manotas, Managing Director of Alantra Private Equity, said: “We have created a unique platform within the robust and growing oral healthcare market. Our goal is to further consolidate the sector, expand the platform to at least 25 laboratories, and enter other European markets.” Despite the difficult fundraising environment, Alantra PEF IV has capital commitments of up to €340mn and expects to close additional investments in the coming months. Read more here: https://lnkd.in/dBfsG4E6 #PrivateEquity #AssetManagement #Healthcare

Alantra is pleased to announce that it has advised Erste Asset Management GmbH on the acquisition of Impact Asset Management GmbH, an ESG-focused asset manager with operations in Austria, Germany, and Armenia. The acquisition of I-AM gives additional breadth to Erste’s asset management solutions, adding a range of #ESG and impact investment funds, as institutional and retail investors look towards more sustainable and ethical ways of investing. Following the acquisition, the management team will remain in place, and I-AM will continue to operate as a subsidiary of Erste AM, ensuring business continuity. This transaction further enhances Alantra’s FIG track record across Europe and strengthens our relationship with Erste Group, which Alantra continues to support on a number of value-add engagements. Read more: https://lnkd.in/dr3yTfnZ #FIG #InvestmentBanking #ESG

In Alantra’s latest H1 2024 Software Valuations and Insights Report, we highlight key trends and expectations for the rest of the year.   Public market valuations are on the rise, driven by growing investor confidence. M&A activity is showing early signs of recovery, with rising deal volumes and values. Premium, high-growth assets remain in demand, and investors are prioritizing revenue growth over profit. 🔎 Explore the full insights here: https://lnkd.in/eUgwmzRE   #SoftwareValuations #TechTrends #2024Outlook

🎉 We are excited to share that we have reached 100,000 followers on LinkedIn! In just three years, we’ve doubled our community—an achievement that mirrors Alantra's rapid international growth, the strength of our #OneAlantra team, the transformative deals we've advised, and the continued success in creating value for our clients. Thank you for being part of this incredible journey. We’re looking forward to achieving even more together! 🏆 #Milestone #GlobalImpact #GrowthJourney #Success