Private Equity Talks

In today’s programme we are going to have an in-depth discussion on the trend of sector specialisation. Sector specialism has become a decisive differentiator for managers when executing deals and LPs appear to be pivoting towards sector specialists in greater numbers. But why is this? Do sector specialists deliver superior returns? How do LPs allocate capital by sector, on what criteria are sector specialists assessed, and what happens when there are long-term shifts in sector performance?

The current environment is nothing new for special situations investors and their advisors; but the macro-economic crisis has given special situations investors a lot to consider. In a recent roundtable, a group of experts discussed the current deal environment, CVAs, corporate carve-outs, and how government support slowdowns will impact the special sits market going forward.

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the future - specifically how the regulatory landscape for private capital funds is evolving, how investor demands are changing and how InCloudCounsel’s offerings aim to support these developments.

The evolution of due diligence, the shift in manager focus on DD pre-deal in a post-COVID era and what will be the new normal DD agenda.

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel  about what it is, how it works and how it supports private equity legal  teams, as well as the wider organization.

Alice Murray talks to Troy Pospisil, founder and CEO of InCloudCounsel about the company's origins: what drove him to set up the firm and how it has developed over the past seven years.

In today’s third instalment of the series, we are going to take an in-depth look at the evolution of the European LP base and what this means for managers. The European investor base has evolved from local pockets of LPs supporting domestic managers into a diverse mix of investors with different objectives, priorities, and manager selection criteria. Here to guide us through to explain how and why the investors base has changed I am joined by two guests – podcast regular and MVision founder Mounir Guen and Jim Strang who, who chairs the EMEA investment committee for global private markets investor Hamilton Lane.

At the start of the Covid-19 crisis, governments announced a wave of loans to assist businesses through economic uncertainty. Now, as the pandemic has progressed and the support schemes have become more sophisticated, what are the longer-term ramifications for these businesses and the wider economy?

Real Deals Tech Podcast The pandemic has left a variety of market sectors in disarray. Technology companies, especially those in digitisation and enterprise software, are proving to be among the most resilient investments, projected to return some of the highest exit multiples in the current environment. Once wary of tech, an increasing number of PE firms are looking to move into what has become a robust place to invest. Joining us on the Real Deal Tech discussion: David Barbour, managing partner at FPE Capital   Jonathan Simnett, technology M&A dealmaker and marketer at Hampleton Partners  Brian Parker, head of M&A at ICON Corporate Finance  Darran Green, partner at Rockpool Investments

Alice Murray talks to Mike Dickey, head of product at MUFG Investor Services, about the data flow of ESG information between GP and LP. While not a new topic for private equity, ESG has received more attention since the onset of the pandemic. Dickey discusses the push and pull between GPs and their LPs when it comes to sharing ESG information. He observes the variances between some GPs resistant to providing more data that isn’t readily available, and others looking for ways to use ESG as a value driver. He details the difficulties involved with reporting on ESG due to difficult to reach information and a lack of standardisation. But points out that the increasing popularity of impact funds will likely push for better guidelines.