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.
Xuncetech
Private Equity Round in 2022
XunceTech is a Shenzhen-based company established in 2016 that specializes in risk management and data management services. It provides development, operation, and marketing services tailored for private equity funds, trusts, and high-net-worth individual investors. Leveraging big data and cloud computing technologies, XunceTech has developed a range of asset management products and intelligent transaction management solutions, all supported by independent intellectual property rights. The company’s platform centralizes data across various terminals and platforms used by clients, facilitating intelligent transaction management, transaction data analysis, and deep learning services related to transactions. This comprehensive approach aims to enhance decision-making and operational efficiency for investors.
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 providing real estate management services within the financial sector. It offers a variety of services, including the management of real estate investment trusts (REITs) and comprehensive financial and commercial real estate planning. Mitsubishi Corp.-UBS Realty aims to deliver strategic insights and expertise to enhance the value of real estate assets for its clients.
We Park
Private Equity Round in 2022
We Park is a car park investment and management platform focused on addressing parking challenges and transforming the car park industry. The company provides a range of services, including investment in parking space financial assets and proactive asset management. It operates car parks located in commercial complexes, office buildings, retail businesses, and transportation hubs. Additionally, We Park incorporates electric vehicle charging stations into its offerings, aiding customers in achieving goals related to asset identification, optimization, and appreciation. Through its comprehensive solutions, We Park aims to enhance the efficiency and functionality of parking facilities.
Beacon Pointe
Secondary Market in 2021
Beacon Pointe Advisors, LLC is an employee-owned family office based in Newport Beach, California, established in 2002. The firm specializes in wealth management and consulting services for high net worth individuals, institutions, and charitable organizations. Its offerings include financial planning, performance measurement, asset allocation, investment policy design, and retirement plan services. Beacon Pointe employs a combination of quantitative and qualitative analysis to guide its investment strategies, which focus on public equity and fixed income markets. With additional offices across various locations, including California, Arizona, Colorado, Florida, Massachusetts, Pennsylvania, Texas, and New Jersey, Beacon Pointe Advisors is recognized as one of the largest independent Registered Investment Advisory firms in the nation.
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 provider that offers superannuation, investment, and retirement products tailored for individuals, corporations, and superannuation fund investors. The company focuses on a diverse range of investment options, including shares, property, fixed interest, credit, hedge funds, infrastructure, and private equity. In addition to managing these investment offerings, Colonial First State operates and administers investment platforms, helping clients achieve their financial goals through comprehensive wealth management services.
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 global specialty finance company that offers tailored financing solutions to the financial services sector, primarily focusing on life, annuity, and health insurance providers. The company's lending portfolio encompasses diverse risks such as behavioral, biometric, and asset-related exposures.
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 tailored to 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 strong focus on collaboration, Altavair works closely with aircraft manufacturers, conversion providers, and maintenance facilities to offer clients a broad range of strategic solutions to their challenges. The company has completed over $8 billion in lease transactions involving more than 200 aircraft from Boeing and Airbus, serving 44 customers in 27 countries. Altavair has established robust relationships in commercial debt and capital markets, securing over $6 billion in debt from 45 financial institutions. Additionally, the company has raised over $1 billion in committed capital through two commercial aviation investment funds. With offices in Seattle, London, and Singapore, Altavair benefits from a management team with an average of over 26 years of experience in aviation leasing and finance, enabling it to provide superior customer service and investment returns.
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.
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.
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.
Marshall Wace
Private Equity Round in 2015
Marshall Wace LLP is an employee-owned hedge fund manager based in London, United Kingdom, with additional offices in New York and Hong Kong. Founded in 1997, the firm specializes in global long/short equity investments and manages a variety of hedge funds and equity mutual funds for its clients. Marshall Wace employs a dual approach to asset management, integrating traditional fundamental analysis with proprietary systematic strategies, including its innovative MW TOPS alpha capture strategy. The firm focuses on delivering risk-adjusted returns by investing in public equity markets worldwide, as well as in alternative investment markets. Its diverse investment solutions cater to a range of sectors, including financial services, manufacturing, financial technology, and e-commerce.
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.