🌟 How to Be the Perfect Partner in Private Equity 🌟 In today’s mid-market, fundraising has become more challenging than ever. GPs are increasingly turning to co-investors to get deals done effectively. Andrew Bernstein, Senior Managing Director and Head of Private Equity at Capital Dynamics, shared his insights during the Private Equity International’s Annual Co-investment Roundtable, offering a deep dive into the current landscape and the power of strong partnerships in deal execution. 📈 Whether you’re navigating co-investments or building strategic partnerships, collaboration is the key to thriving in this competitive environment. See article below. #PrivateEquity #CoInvestment #Partnerships #MidMarket #Leadership
Capital Dynamics
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Capital Dynamics specializes in mid-market corporate and clean energy investing globally.
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Capital Dynamics is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries and co-investments) and clean energy. Created in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement[1], and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia [2]. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. For more information, please visit: www.capdyn.com [1] As of December 31, 2023. Assets Under Management are calculated based on the total commitments as of the final closing date for all funds currently managed by Capital Dynamics, including amounts that have been distributed. Assets Under Advisement includes assets for which Capital Dynamics provides services such as reporting, monitoring and risk management. [2] As of June 2024.
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http://www.capdyn.com
Externer Link zu Capital Dynamics
- Branche
- Finanzdienstleistungen
- Größe
- 51–200 Beschäftigte
- Hauptsitz
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- Art
- Privatunternehmen
- Gegründet
- 1988
- Spezialgebiete
- Private Equity, Clean Energy and Infrastructure, Portfolio and Risk Management, Co-Investment, Secondaries und Private Credit
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Updates
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[#Article] Andrea Mazzaferro, Managing Director and Head of Primaries Europe, was recently interviewed by James Hoctor, PhD of With Intelligence about Capital Dynamics' European mid-market strategy. To learn more, please see the below post. #PrivateEquity #PrivateAssets #MidMarket #Opportunities #Europe
Capital Dynamics is sharpening its strategy in the European mid-market, focusing on buy-and-build strategies, sector specialists, and special situations. The roughly $15bn firm is targeting pan-European sector specialists with deep expertise in technology, financial services, and healthcare. It believes Europe's fragmented market offers strong opportunities for consolidation, particularly for buy-and-build strategies, which have become a mainstay for many managers. "Valuations are becoming more attractive, and we believe GPs with strong operational expertise will be key to unlocking value in this environment," said Andrea Mazzaferro, Head of Primaries, Europe. In addition, the firm is eyeing corporate carve-outs, especially in the current high-interest-rate environment, where non-core assets of large corporations remain attractive. Capital Dynamics is open to emerging managers and is seeing opportunities in "late" primaries—funds that are already partially deployed—allowing it to invest with more insight into the portfolio's potential. Read more on the With Intelligence platform.
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[#Conferences] Oliver Schumann, Senior Managing Director on the Co-Investments team and Chairman of Private Equity Investment Committee, will join the discussion on “Best Sectors for Private Equity in the Current Investment Environment” at the Private Equity Insights DACH Conference in Munich. The panel will take place on October 8th from 10:50 am to 11:30 am. For more information about the event, please visit the website here: https://lnkd.in/dfg9WmDi #PrivateAssests #PrivateEquity #CoInvestments #PrivateEquityInsights
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🚀 [#SolutionsToSuccess] 🚀 Welcome to the October edition of #SolutionsToSuccess! We are delighted to continue our collaboration with Marino Wasescha, a Master’s student in Banking & Finance at the Zurich University of Applied Sciences, and share new insights from his research on private equity (PE) and venture capital (VC) funds. In our previous post, Marino introduced the concept of the “remaining multiple” for private equity funds, highlighting that most of the value creation typically occurs between years 2 and 8. Building on this, his thesis introduces the “remaining excess multiple,” which adjusts for public market performance, providing a more comprehensive comparison of funds managed under varying market conditions. From a secondary investor's standpoint, understanding a manager’s value creation potential after acquisition is crucial. Marino’s analysis focuses on the period between years 6 and 13 — when funds are often considered by secondary investors — allowing us to identify the most promising managers who have conservative valuations relative to future distributions. Key insights for secondary investors include: 📈 Buyout and Growth PE funds tend to deliver higher returns compared to VC funds during the post-investment phase, signalling a stronger alignment between NAV (purchase price) and remaining cash flows. 🔍 42% of PE managers present a conservative entry valuation, while 39% are considered expensive. 💡 In contrast, 50% of VC managers have high entry valuations, with only 30% offering market-adjusted distributions exceeding the current NAV. These findings highlight why VC funds often trade at higher discounts to NAV in the secondary market, as their comparatively lower remaining performance leads to less favourable entry valuations. The results validate earlier observations that PE funds present more attractive opportunities during the post-investment period, assuming the funds are acquired at NAV. We would love to hear your thoughts on these findings – let’s discuss! Best Regards, Philippe Jost, PhD
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[#Benchmarking] The GRESB Results Are In – Proud to Share Our Outstanding Achievements! We are thrilled our CEI VIII fund has earned 5-Star GRESB Ratings and an impressive score of 99 out of 100 at both the Fund and Asset levels. Thank you to the team for their immense and ongoing efforts in achieving such exceptional results! To learn more, click here: https://lnkd.in/dvquk3Qu. GRESB is a top global benchmark for #ESG performance in real estate and infrastructure investments. #GRESBResults #GRESB #Sustainability #EnergyTransition #CleanEnergy #Renewables #OneTeam The third-party ratings shown were received by Capital Dynamics in the year indicated, based on activities undertaken in the prior calendar year. Capital Dynamics did not provide any direct compensation in connection with obtaining such third-party ratings, although in certain cases we have paid a fee to become members of an organization, which membership is a precondition to obtaining a rating, or have paid a fee in order to use the issuing organization’s logo in our marketing materials.
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[#Article] Capital Dynamics featured at PEI’s Annual Co-Investment Roundtable. Andrew Bernstein, Senior Managing Director and Head of Private Equity, shared his insights at the latest Private Equity International’s Annual Co-investment Roundtable alongside other industry experts. Andrew highlighted how at Capital Dynamics we believe that a well-thought-out co-investment strategy can provide financial and strategic benefits, positioning Capital Dynamics as a partner of choice for leading GPs. “You need to be more than just a capital provider. We are involved at a board level in around a third of the deals that we do, either as a director or observer, and even where we are not, we find ways to support our GPs.” Our focus is not just on returns but also on consistency and being a reliable partner to our investors. #PrivateEquity #PEI #Coinvestment #privateassets
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[#Conference] We are delighted to share that Philippe Jost, PhD, Managing Director, Head of Risk & Solutions, will be a keynote speaker at the upcoming BAI Symposium on October 1st in Frankfurt, where he will discuss “Benchmarking in Private Equity Investments”. #PrivateAssets #PrivateEquity
🔜 4. 𝐁𝐀𝐈 𝐒𝐲𝐦𝐩𝐨𝐬𝐢𝐮𝐦 📆01.10.2024, The Westin Grand Frankfurt ✅Bereits registriert?: https://lnkd.in/eRmtbR33 Mitglieder des Bundesverband Alternative Investments e.V. (BAI) & inst. Investoren profitieren wie gewohnt von rabattierten Tickets. Ich freue mich auf interessante Vorträge und starke Paneldiskussionen mit Philippe Jost, PhD, Manuela M. Froehlich, Sina Nennstiel, Armin Beerwart, Sascha Pinger, Peter Brodehser, Jasper Renk, Tobias Brosze, Florian Bucher, Bernd Haggenmüller, Max Sergelius, Suraj Kakar, Michael Busack, Marco Simonis, Jyri Hietala, Sebastian Carneiro, CFA, Maximilian Cosack, Jana Desirée Wunderlich, Marco Stigler-Thomas, CFA, Mattis Krasberg, Damien Gardes, Max-Fabian Glöckner, Werner Kerschl, Vanessa Meinker, Philipp von Bismarck, Céline Claudon, Hans-Christian Fröhlich, Lucy Heintz, Tobias Griesshaber, Gary Rozier, Nico Rheims.....und vielen mehr! Vielen Dank für Euer/Ihr Engagement!
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[#NewJoiners] We are delighted to welcome Simona Scarlino and Yusra Ali to our team! Simona joins as an Associate in the Clean Energy team, and Yusra as the Financial Planning & Analysis Lead in our Milan and London offices, respectively. A warm welcome to both of you, Simona and Yusra — we are excited to have you on board! #TrulyInvested #OneTeam
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[#Interview] Federico Braguglia, Senior Managing Director, Business Development Italy, was recently interviewed by Letizia Ceriani from MAG Magazine. In the interview, he shared insights on Capital Dynamics’ strategic focus and provided his perspectives on future market trends. The article is available in Italian here: https://lnkd.in/dEMBP-jZ #PrivateAssets #PrivateEquity #CleanEnergy
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[#Conferences] IPEM Recap: We had a fantastic time in Paris last week, where we had the privilege of participating as panelists in the Secondaries discussion. chene yvan, Managing Director on our Secondaries team, provided insights into the evolving secondary market, highlighting anticipated valuation trends for 2024. We look forward to continuing these discussions and driving further innovation in the space! #IPEMParis #Secondaries #PrivateEquity