What LPs want
Launch Orca Request a call Back to Balentic Edge What LPs want Private equity conferences in 2024 highlighted a critical theme: understanding what LPs really want. As private markets evolve, LPs are becoming increasingly selective, reassessing their portfolios, and demanding more from GPs. From fair terms to transparent strategies, LPs are setting a higher bar—and […]
Exits – Signs of Life Amid Challenges
Launch Orca Request a call Back to Balentic Edge Exits – Signs of Life Amid Challenges The private markets exit environment has been challenging, but there are signs of recovery. Continuation vehicles, strategic acquirers, and IPOs are offering light at the end of the tunnel. Another Tough Year for Exits Not much of a surprise […]
ESG – Is Fatigue Setting In?
Launch Orca Request a call Back to Balentic Edge ESG – Is Fatigue Setting In? ESG (Environmental, Social, and Governance) continues to dominate discussions in private markets. Yet, beneath the surface, both GPs and LPs are grappling with the challenges of keeping pace with evolving standards, reporting demands, and expectations. ESG is here to stay, […]
Private Equity in 2024: Insights and Fundraising Challenges
Launch Orca Request a call Back to Balentic Edge Private Equity in 2024: Insights and Fundraising Challenges Towards the end of the year we attended three conferences which, alongside meeting GPs and LPs, provided excellent input to our thoughts as we come to the end of another hectic year in Private Markets. The conferences all […]
Co-investing is for the 1% – The motivations for co-investing
Launch Orca Request a call Back to Balentic Edge Co-investing is for the 1% – The motivations for co-investing As private equity has grown and matured, co-investments (CI) have become an increasingly popular topic among Limited Partners (LPs). Over the last decade, fueled by a low-interest-rate environment and a search for yield, more LPs have […]
What effect will the outcome of the US election have on Private Equity?
Launch Orca Request a call Back to Balentic Edge What effect will the outcome of the US election have on Private Equity? This was the very timely and pointed question to the panel on ‘The Current Opportunities and Challenges in Private Equity’ at last week’s excellent Zero One Hundred Conferences in Milan. It also reminded […]
Artificial intelligence can revolutionise private markets fundraising and allocating
Launch Orca Request a call Back to Balentic Edge Artificial intelligence can revolutionise private markets fundraising and allocating Unveiling opportunities, predicting performance, and more, but data dispersion holds challenges! Private markets, spanning from VC, over Buyouts, and Real Estate to Infrastructure and Private debt, are witnessing a transformation driven by artificial intelligence (AI). Traditionally overwhelmingly […]
Investing in the environment – Interview with Hambro Perks
Launch Orca Request a call Back to Balentic Edge Investing in the environment – an interview with Duncan White and Stephen Brooke from Hambro Perks An interview with Duncan White and Stephen Brooke, the fund managers of Hambro Perks’ Environmental Technology Fund I my second GP interview I speak with Duncan White and Stephen Brook […]
Investing in aerospace – Interview with Green Eight Capital
Launch Orca Request a call Back to Balentic Edge Investing in aerospace – an interview with Jacob Hetzel from Green Eight Capital In this post I am trying something completely new, an interview with a GP. In this case a sector specialist focusing on Aerospace & Defense. Though a first-time fund, I find Green Eight […]
Does private equity have a moral and ethical problem?
Launch Orca Request a call Back to Balentic Edge Does private equity have a moral and ethical problem? On the whole, I think not. The overall industry is better than its reputation, most GPs are decent, honest, value their reputations and generally do the right thing. But some certainly “push the envelope”. “Normal” codes of […]