Privitas

Our latest report is out: Introducing "Portco IQ: Technology 2024". This 27-page report, using data from our proprietary Privitas Platform, benchmarks a sample of recently-exited #PE-backed #technology portcos across four dimensions: financial performance, operational efficiency, market positioning, and talent and governance. Download the excerpt or inquire about membership for full access. https://lnkd.in/dmXztRip

According to Privitas’ “Portco IQ Report: Technology 2024”, 80% of Grade B and C #tech exits were sponsor-to-sponsor, while only 25% of Grade A ones were. Our second research report drops tomorrow -- read Isabel O'Brien's coverage of it. #PE #privateequity #technology #portco

Sponsor-to-sponsor exits are up 154% in 2024. Learn how to prepare for one with our latest report. Download the excerpt or inquire about membership for full access. More: https://lnkd.in/eZ3EGZDx

This week's #ValueAdd: How will KKR implement its #edtech playbook at Instructure? Plus: We argue why #ESG needs to remain core to operations (even during a #Trump presidency) and outline portco M&A and exits from last week.

After a 2022-23 slump, the #exit resurgence is underway. However, the way in which #sponsors exit has been markedly different – especially with portcos worth over $100 million. Read coverage of our first report using our proprietary database, the Portco IQ Index — to launch in the coming weeks. Subscribers can access the full report here: https://lnkd.in/eZ3EGZDx #privateequity #PE #operations

As you may have noticed, the Value Add brand is gone from our socials. That's because... we're rebranding! Goodbye Value Add, hello Privitas. Privitas will be our new name going forward, launching today, as a business intelligence firm for private equity operations. Our new offerings include: Portco IQ Index - A new flagship study benchmarking the performance of #PE-backed companies across five dimensions (financials, operations, market, talent, and governance). Research Reports - Privitas will publish 20+ in-depth reports annually that are industry- and region-specific, as well as cross-sector intelligence reports. Proprietary Database - Look up estimates of key #KPIs for previous PE-backed exits using our new database which will be launching soon. To learn more about these new offerings, which are available to enterprise members only, please email us at [email protected]. The Value Add brand will live on as the title of our weekly #newsletter, “Value Add from Privitas,” which will still examine weekly deals and the operational strategies behind them. Thank you for supporting Value Add these past 18 months – we can’t wait to see what this new chapter holds for Privitas.

To #PE or not to PE? That's the data center question, especially for Bain Capital's AQ Compute - Data Centers deal with Aquila Group. Plus: The National Football League (NFL)'s Buffalo Bills eyes Arctos investment, CVC joins KKR on Superstruct Entertainment, and Shore Capital Partners and Silver Lake talk pet care.

EQT Group, CPP Investments | Investissements RPC, and Neuberger Berman have formed a #PE consortium to acquire Nord Anglia Education, valuing the firm at $14.5 billion. We take a look at #privateequity in #education and how EQT's past assets in the space created value. Plus: Thoma Bravo buys Secureworks via portco Sophos, Vinted reaches $5.4B valuation, and The Carlyle Group’s operations expertise.

It's been a long battle for Clayton, Dubilier & Rice to acquire Sanofi's #consumer #healthcare business, Opella -- and to French unions, the battle isn't over yet, even if the government has entered into exclusive negotiations for the €16 billion deal. Plus: Squarespace and Zuora go private, Ingram Micro goes public, and Blackstone and TPG work on a joint bid for Bausch + Lomb. #privateequity #PE #pharma

Apollo Global Management, Inc. is taking Barnes private for $3.6 billion. Plus: Butterfly Equity takes The Duckhorn Portfolio of wine private, Strategic Value Partners buys Vista Outdoor Inc.’s sporting goods business, and Clayton, Dubilier & Rice beats out PAI Partners for a stake in Sanofi’s Opella. #privateequity #buyouts #PE