9fin Limited is a London-based company founded in 2016 that specializes in developing artificial intelligence software designed to provide comprehensive financial data for the bond market, particularly focusing on high-yield bonds. The company offers a data analytics platform that utilizes computer vision and machine learning to facilitate the search, filtering, and analysis of financial information. By delivering real-time market news, deal monitoring, and price data presented in chart formats, 9fin supports professionals in finance, investment banking, and asset management in making informed investment decisions. Its tools foster collaboration among teams and assist users in assessing risks effectively, ultimately streamlining the decision-making process in the credit markets.
Origis Energy
Debt Financing in 2024
Origis Energy Ltd. is a solar development and construction firm focused on large-scale solar photovoltaic (PV) projects across Belgium, Greece, Italy, Slovakia, and the United States. Established in 2008 and headquartered in Limassol, Cyprus, the company specializes in designing, building, and operating solar farms that provide clean electricity to utilities, corporations, and communities. Origis Energy manages the entire project lifecycle, offering services that encompass site assessment, project development, engineering, procurement, construction, and long-term operations and maintenance. Additionally, the company provides asset management services, which include regulatory monitoring, cash management, and financial reporting. It also offers performance management services, emphasizing plant performance analysis and operational efficiency. Origis Energy is committed to delivering clean energy solutions while facilitating equity and debt financing for its projects.
Perpetual Wealth Management
Acquisition in 2024
Perpetual Wealth Management offers financial planning for individuals, businesses, and trusts. The company's advisors create personalized wealth plans to suit your needs, with services like retirement planning, investment management, and estate planning.
Smart Metering Systems
Acquisition in 2023
Smart Metering Systems plc is a UK-based company that specializes in connecting, owning, operating, and maintaining metering systems for energy companies. The company operates through three main segments: Asset Management, Asset Installation, and Energy Management. In the Asset Management segment, it provides regulated management of gas and electric meters, as well as Automated Meter Reading (AMR) devices. The Asset Installation segment focuses on the installation of domestic, industrial, and commercial gas and electricity meters. Additionally, Smart Metering Systems offers energy consultancy services, data management, and various administrative services, including gas utility connections and engineer training. Founded in 1995 and headquartered in Glasgow, the company has evolved to deliver comprehensive services that encompass project management, procurement, installation, and ongoing energy management for its clients.
Söderberg & Partners
Private Equity Round in 2023
Söderberg & Partners is a wealth management firm headquartered in Stockholm, Sweden, founded in 2004. The company specializes in advising and distributing insurance and financial products, including pension plans and fund investments. It offers a range of services to institutions, municipalities, and counties concerning pension assets and other forms of asset management. The firm has developed its own internal systems, supported by a sizable IT department, which provide clients with a comprehensive overview of their financial and pension situations, while also facilitating the work of their advisors and administrators.
Mitsubishi Corp.-UBS Realty
Acquisition in 2022
Mitsubishi Corp.-UBS Realty is an asset management firm specializing in real estate investment and asset management services. Established as a joint venture between Mitsubishi Corporation and UBS A.G., the company focuses on serving the financial sector by managing real estate investment trusts (REITs) and providing a variety of related financial and commercial real estate planning services.
We Park
Private Equity Round in 2022
We Park is a platform focused on car park investment and management, aiming to address parking challenges and innovate within the car park industry. The company provides investment opportunities in parking spaces and financial assets, alongside proactive asset management services. We Park also facilitates the installation of electric vehicle charging stations and operates car parks in various locations, including commercial complexes, office buildings, retail establishments, and transportation hubs. By offering these services, We Park assists customers in achieving their objectives related to asset identification, optimization, and appreciation.
Beacon Pointe
Secondary Market in 2021
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals, and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full-service financial planning and research-driven investments.
Sol Systems
Private Equity Round in 2021
Sol Systems is a national solar energy finance and investment firm that focuses on providing financing solutions for solar projects. The company has successfully facilitated financing for 171 megawatts of solar installations, serving a diverse clientele that includes Fortune 100 corporations, insurance companies, utilities, banks, family offices, and individual investors. Sol Systems offers a range of financial services tailored to meet the needs of both investors and developers, including tax-structured investments, project acquisition, debt financing, and environmental commodity management. The firm is dedicated to creating secure and sustainable investment opportunities while fostering partnerships for clean energy procurement and project development. Recognized for its rapid growth, Sol Systems was ranked among the fastest-growing private companies in the solar sector by Inc. Magazine.
Etche France
Acquisition in 2020
Etche is a private real estate company which owns and operates a portfolio of ~120 assets (€400m GAV) across France in the logistics, light industrial, office sectors. Etche invests, manages and develops opportunistic or complex operations with high level of value-add. Asset management initiatives and close relationships with tenants allow for a high occupancy rate across the portfolio. The team has a great real estate expertise and is accustomed to reacting quickly and with pragmatism.
Colonial First State
Acquisition in 2020
Colonial First State is a financial services company that offers a range of investment, superannuation, and retirement products to both individual and institutional clients, including corporate and superannuation fund investors. It operates and administers investment platforms, providing services across various asset classes such as shares, property, fixed interest, and private equity.
Mirastar
Private Equity Round in 2020
Mirastar Real Estate Investment Management Limited, established in 2019 and based in London, specializes in the development, investment, and management of industrial and logistics assets. The company boasts a high-quality portfolio primarily located in the Netherlands, with a projected gross development value exceeding €100 million. Mirastar is actively expanding its operations into the UK and Spain, focusing on micro-location, functionality, and sustainable occupier demand. Through joint venture investment programs, the firm aims to generate attractive risk-adjusted returns for its investors while enhancing its presence in the logistics sector.
Kilter Finance
Private Equity Round in 2020
Kilter Finance is a specialty finance company that offers innovative and flexible financing solutions tailored for the global financial services sector. The company primarily focuses on providing investments and loans to life, annuity, and health insurers. Kilter Finance's approach includes managing exposure to behavioral, biometric, and asset risks, ensuring that it meets the diverse needs of its clientele in a dynamic market.
Söderberg & Partners
Secondary Market in 2019
Söderberg & Partners is a wealth management firm headquartered in Stockholm, Sweden, founded in 2004. The company specializes in advising and distributing insurance and financial products, including pension plans and fund investments. It offers a range of services to institutions, municipalities, and counties concerning pension assets and other forms of asset management. The firm has developed its own internal systems, supported by a sizable IT department, which provide clients with a comprehensive overview of their financial and pension situations, while also facilitating the work of their advisors and administrators.
Altavair
Private Equity Round in 2019
Altavair is a provider of aircraft acquisition and leasing services targeting the commercial aviation market. The company specializes in acquiring, leasing, converting, and selling both new and used commercial aircraft, catering to domestic and international passenger airlines as well as cargo operators. With a portfolio exceeding $8 billion in lease transactions involving over 200 aircraft from Boeing and Airbus, Altavair has established strong relationships with 44 customers across 27 countries. The company has successfully raised over $1 billion in committed capital through two aviation investment funds from a diverse group of investors, including institutional investors and family offices. Altavair also has significant experience in the commercial debt market, having borrowed over $6 billion from 45 financial institutions globally. With offices in Seattle, London, and Singapore, Altavair's management and marketing teams, averaging over 26 years of experience in commercial aviation, leverage their deep industry knowledge to offer innovative solutions and superior service to their clients.
BMC Software
Acquisition in 2018
BMC Software, Inc. is a provider of software solutions focused on system and service management for enterprises globally. The company operates through two primary business units: Enterprise Service Management (ESM) and Mainframe Service Management (MSM). The ESM unit delivers a comprehensive suite of tools for performance management, service desk operations, and IT asset management, alongside consulting and educational services. Meanwhile, the MSM unit specializes in mainframe data and performance management, offering solutions that enhance the availability and reliability of critical business data and systems. BMC Software also provides enterprise workload automation solutions, notably through its Control-M product line, which streamlines data center operations. Founded in 1980 and headquartered in Houston, Texas, BMC Software leverages advanced technologies such as artificial intelligence and machine learning to optimize IT processes and reduce operational costs.
Unilev Capital
Debt Financing in 2018
Unilev Capital Corporation is a privately held real estate investment firm based in Beverly Hills, California, with additional offices in Texas, Colorado, and Minnesota. Founded in 1993, the company specializes in acquiring well-located, income-producing commercial properties by partnering with a select group of private and institutional investors. Unilev employs both short-term opportunistic strategies and long-term, low-risk investment approaches to enhance its portfolio. The firm's focus on investment management, risk management, and due diligence has led to a consistent record of growth and success in the real estate market.
Williams, established in 1908, is a Tulsa, Oklahoma-based energy infrastructure company. It specializes in transporting, processing, and storing natural gas, as well as moving natural gas liquids (NGLs). Williams owns and operates strategic assets across the United States, including interstate natural gas pipelines and gathering & processing facilities in regions like the Rockies, Gulf of Mexico, and the Eastern Seaboard. With over 5,000 employees, the company plays a significant role in connecting North America's hydrocarbon resources to growing natural gas markets.
Avendus Capital
Venture Round in 2017
Avendus Capital is a prominent financial advisory firm based in Mumbai, India, founded in 1999. It offers a range of services, including investment banking, asset management, credit transactions, and wealth management. The firm specializes in private equity syndication and mergers and acquisitions, catering to a diverse clientele that includes mid-market companies and large global organizations. Avendus Capital operates in six key sectors: Digital & Technology, Consumer and Financial Services, Healthcare, Enterprise Technology & Services, Infrastructure & Real Assets, and Industrials, leveraging its deep domain expertise to provide tailored financial solutions. The firm's extensive experience and understanding of regulatory environments enable it to navigate complex transactions and deliver strategic advice effectively.
Avendus Capital
Private Equity Round in 2017
Avendus Capital is a prominent financial advisory firm based in Mumbai, India, founded in 1999. It offers a range of services, including investment banking, asset management, credit transactions, and wealth management. The firm specializes in private equity syndication and mergers and acquisitions, catering to a diverse clientele that includes mid-market companies and large global organizations. Avendus Capital operates in six key sectors: Digital & Technology, Consumer and Financial Services, Healthcare, Enterprise Technology & Services, Infrastructure & Real Assets, and Industrials, leveraging its deep domain expertise to provide tailored financial solutions. The firm's extensive experience and understanding of regulatory environments enable it to navigate complex transactions and deliver strategic advice effectively.
HipoGes
Acquisition in 2017
HipoGes Iberia S.L., founded in 2008 and headquartered in Madrid, Spain, specializes in asset management and servicing. The company manages a diverse portfolio of over 20 billion euros in assets, encompassing residential mortgages, foreclosed properties, developer loans, unsecured consumer loans, and loans for small and medium-sized enterprises (SMEs) and large corporations. HipoGes also provides primary, master, and special servicing, along with advisory services for asset valuation, purchase processes, and management tool implementation. With a workforce of more than 500 employees, the firm operates across four countries and collaborates with leading financial institutions in Iberia and international investors. HipoGes aims to enhance management efficiency for its clients by offering tailored solutions for distressed assets and comprehensive asset management strategies.
Pepper Group
Acquisition in 2017
Pepper Group is a diversified global financial services business with a strong emphasis on three key areas: Lending, Advisory, and Asset Management, primarily within the residential and commercial property sectors. Operating across Australia, New Zealand, Europe, and Asia, the company specializes in the origination and servicing of a wide range of financial products, including home loans, car loans, personal loans, and commercial financing solutions such as loans, chattel mortgages, and equipment leases. The business is organized into three main segments: Mortgage, Asset Finance, and Loan and Other Servicing, with the Asset Finance segment generating the highest revenue. Pepper Group's expertise allows it to effectively cater to the needs of both consumer and commercial customers, making it a significant player in the financial services landscape.
Sistemia
Acquisition in 2017
Sistemia SpA, established in 2003 and headquartered in Rome, Italy, specializes in comprehensive debt management services. The company caters to the entire lifecycle of secured and unsecured credits, offering due diligence, loan analysis, remarketing, and debt collection. With a network of 220 technical surveyors and 400 lawyers, Sistemia also provides fraud management, real estate auction, and distressed asset remarketing services. As of 2019, Sistemia operates as a subsidiary of Dso Italia 2 S.P.A.
Avendus Capital
Private Equity Round in 2016
Avendus Capital is a prominent financial advisory firm based in Mumbai, India, founded in 1999. It offers a range of services, including investment banking, asset management, credit transactions, and wealth management. The firm specializes in private equity syndication and mergers and acquisitions, catering to a diverse clientele that includes mid-market companies and large global organizations. Avendus Capital operates in six key sectors: Digital & Technology, Consumer and Financial Services, Healthcare, Enterprise Technology & Services, Infrastructure & Real Assets, and Industrials, leveraging its deep domain expertise to provide tailored financial solutions. The firm's extensive experience and understanding of regulatory environments enable it to navigate complex transactions and deliver strategic advice effectively.
Avendus Capital
Acquisition in 2015
Avendus Capital is a prominent financial advisory firm based in Mumbai, India, founded in 1999. It offers a range of services, including investment banking, asset management, credit transactions, and wealth management. The firm specializes in private equity syndication and mergers and acquisitions, catering to a diverse clientele that includes mid-market companies and large global organizations. Avendus Capital operates in six key sectors: Digital & Technology, Consumer and Financial Services, Healthcare, Enterprise Technology & Services, Infrastructure & Real Assets, and Industrials, leveraging its deep domain expertise to provide tailored financial solutions. The firm's extensive experience and understanding of regulatory environments enable it to navigate complex transactions and deliver strategic advice effectively.
Air Works India Engineering
Debt Financing in 2012
Air Works India Engineering, founded in 1951, is a diversified aviation services provider with a global presence across four continents. The company specializes in engineering, asset management, and safety and technology solutions tailored for commercial and business aviation sectors. It serves a wide range of clients, including global aircraft leasing companies, airlines, and leading original equipment manufacturers (OEMs). As one of only seven IATA-certified safety auditors, Air Works has established itself as a market leader in charter safety ratings and is recognized as the largest independent maintenance, repair, and overhaul (MRO) provider in India. With a strong foundation in the Indian market, the company has successfully expanded its operations internationally, leveraging its established infrastructure and management expertise. Air Works operates a federated structure of complementary businesses, allowing for independent management while adhering to common business principles. This approach not only addresses local customer needs but also enhances overall value and differentiation in the global aviation services landscape.