Agenda
Opportunity and Adaptability- Driving growth and value in a rapidly changing market
Anjana Haines, Editor, Real Deals
- Assessing the impact of Trump’s reforms and new regulations on dealflow and cross-border trading in the UK.
- Examining the effects of new tax policies and financial regulations in the UK, EU and elsewhere on PE firms and portcos.
- How can private equity firms keep value creation strategies on track during times of political uncertainty?
- How are access to finance and interest rates limiting a portfolio company’s ability to drive growth?
Moderator: Tom King, Founder, Outside In
Speakers:
Charlie Lyon Carroll, Investment Director, IW Capital
Mathieu Frison, Partner, Charterhouse Capital Partners
Dr. Manfred Puffer, Operating Partner, Apollo Global Management
Aidan Robson, Managing Partner, Endless
- How can firms adapt value creation plans amid compressed valuations and rising interest rates?
- What are the barriers to effective collaboration between PE managers and portcos, and how can they be addressed?
- How can cooperation between deal teams and operating groups be improved, and why do governance initiatives occasionally fail?
Moderator: Nick Breadner, Partner, Eight Advisory
Speakers:
Owen Cartier, Partner- Value Creation, Searchlight Capital
Richard Haynes, Partner, Head of Value Creation Partners, LDC
James Markham, Senior Partner, Graphite Capital
- What is the ROI for cybersecurity and data governance investments in boosting retention, operational efficiency and access to markets?
- How can PE firms prioritise cybersecurity and data protection investments to enhance portfolio security and mitigate emerging risks for long-term value creation?
- How can portcos tackle ransomware threats, data breaches and prevent disruptions?
- How can data insights be used not just for risk management but also as a catalyst for innovation and value creation across portcos?
Moderator: Anajana Haines, Editor, Real Deals
Speakers:
Maria Carradice, Managing Director, Specialist – Environmental, Social and Governance, Mayfair Equity Partners
Heyrick Bond Gunning, Chief Executive Officer, S-RM
Speakers:
Visar Shabi, Principal, Bregal Milestone
Tommy O'Sullivan, Managing Partner, Beach Equity
- How to identify and secure the best talent that fits investment strategy?
- How fostering a culture that encourages creativity and risk taking leads to faster value creation?
- How HR tech platforms are streamlining recruitment, performance tracking, and employee engagement?
- How do private equity firms balance the need for top-tier talent with the long-term strategic goals of portfolio companies?
Moderator: Tim Pointer Operating Partner, Three Hills
Speakers:
Polly Barnes, Operating Partner, EQT Ventures
James Markham, Senior Partner, Graphite Capital
Value Creation – The Portco’s View.
Alison Jackson, Group Managing Director of events company Nineteen Group, gives the inside track on how Phoenix Equity's investment has helped drive growth over the last seven years. While it's been something of a buy-and-build spree, a significant push of organic and launch levers has also fuelled expansion. But how? She will also offer a glimpse into value creation plans for the next cycle, having opted for a ‘Season 2’ with the same GP.
Speaker:
Alison Jackson, Group Managing Director, Nineteen Group
- The importance of identifying pre-deal tax incentive opportunities.
- Best practices for structuring and managing claims.
- Operational process changes and implementing the concept of a ‘Real-Time’ claiming process.
- Managing the impact on EBIT and company valuations.
- What happens when there’s poor R&D tax credit management?
Intervieweer: Anjana Haines, Editor, Real Deals
Interviewed: Mark Smith, Managing Director; UK & Ireland, Ayming
- Timing of exits and the impact on GPs' ability to raise funds.
- How are GPs adapting exit strategies to maximise value in uncertain times?
- As exit timelines extend, how can firms focus on operational improvements to maximise value, instead of relying on multiple expansions?
Facilitator: Stephanie Ball, Senior Reporter, Real Deals
Speaker:
Justin Maltz, Partner, Mobeus Equity Partners
- How can operational due diligence uncover growth opportunities and margin improvements to avoid common pitfalls?
- What steps should managers take to get from diligence to a defined end state, before negotiating a share purchase agreement?
- How will the role of technology diligence change in the next five years?
- How do PE firms leverage diligence to drive value beyond just assessment?
Speakers:
James Craig, Portfolio Growth Director, Growth Capital Partners
Marco Ferrara, Operating Partner, Limerston Capital
Christian Schmehl, Managing Partner, Hypax
Steve White,
Managing Director, Crosslake
Facilitators:
Lizzie Meadowcroft, VCP Director, Operations, Carve Out & Integration, LDC
Dr. Manfred Puffer, Operating Partner, Apollo Global Management
Awais Shafique, Operations Director, FSN Capital
- How to identify opportunities in high-growth regions like the Middle and Far East, Africa and India?
- The importance of understanding cultural, economic and regulatory differences when entering new markets.
- What are the methods of entering new markets – such as joint ventures, partnerships, or acquisitions – to maximise growth opportunities?
Speakers:
Kelsey Froehlich, Partner, Mintz Group
Valerie Monk, Risk & Compliance and Interim ESG Director, Montagu
Agenda
Opportunity and Adaptability- Driving growth and value in a rapidly changing market
Anjana Haines, Editor, Real Deals
- How PE firms can align their strategies with growing ESG requirements to drive long-term value.
- How can PE firms turn compliance and policy shifts into opportunity? (Corporate Sustainability Reporting Directive (CSRD) and the Corporate Sustainability Due Diligence Directive (CSDDD)
- Integrating ESG to create cost efficiencies and future-proof investments amid changing regulations.
Facilitator: Helena Hausen, Senior Investment Manager & Head of ESG, Beyond Capital Partners
Speakers:
Ivan Gjoshev, Sustainability Value Creation Manager, CapMan Plc
Jennifer Flood, Head of Sustainability (North America), Investindustrial
Katharina M. Franke, Head of Sustainable Transformation, Stanley Capital
- What are the key barriers encountered when integrating AI into business operations, and how do GPs overcome them
- Practical insights from obstacles met along the way, and how those lessons shape more effective AI strategies.
- Beyond AI, how innovations like IoT are transforming operations and driving value creation?
Moderator: Nick Neil-Boss, Partner, Eight Advisory
Speakers:
Lewis Bantin, Partner and Head of Commercial Team, ECI Partners
Maria Carradice, Managing Director, Specialist – Environmental, Social and Governance, Mayfair Equity Partners
- How do LPs define value creation in the context of their portfolio companies?
- How can GPs align with LPs to ensure their strategies meet both operational and financial goals?
- What are LPs’ expectations from GPs when it comes to driving value creation?
Moderator: Anajana Haines, Editor, Real Deals
Speakers:
Jamie Hayford, Principal, Pantheon
Chloe Webster, Vice President, HarbourVest
- What has been your biggest value creation challenge in the past year?
- How did you approach solving it?
- What strategies or tools have you found most effective?
- What lesson did you learn from the experience that others could benefit from?
Facilitator: Lizzie Meadowcroft, VCP Director, Operations, Carve Out & Integration, LDC