08:30 – 10:00 | Panel Discussion and Breakfast Co-Chairs: Poul Pedersen – Executive Chairman, Pedersen & Partners
Malte Bruhns – Partner, CMS Germany Panellists: Inna Gehrt – Managing Partner, Mindful Capital Partners
Luc Hendriks – Operating Partner, Triton
Holger Kleingarn – Managing Director, H.I.G. Capital
Martin Suter – Managing Director, Rothschild & Co
Fabin Walesch – Managing Partner, Premium Equity Partners
Markus Wenz – Executive Director, Rantum Capital Topics: - Recent developments and trends in M&A in Germany and the DACH region - including deal-flow, valuations, fund raising, availability of credit for leveraged financing, exit strategies, co-investments;
- High opportunity sectors and market segments – Internet of Things, Artificial Intelligence, eCommerce, Fintech, Life Sciences, Environmental, Social and Governance (ESG), EdTech;
- Value creation – portfolio management & asset class strategies, turnaround and change management, succession planning, talent retention, disconnect between valuations and company performance;
- What is the current valuation perspective (including equity and debt components) and is increasing regulation inhibiting deal-making activity and/or posing new challenges?
- Majority vs. minority stakes held by PE funds - comments on pros and cons and how this affects strategy;
- Influence of external factors and regulations - climate change and sustainability, digital transformation, high inflation and rising interest rates, rising global energy & food prices as result of Ukraine invasion and sanctions/embargos imposed on Russia, global supply chain bottlenecks and semiconductor shortage due to renewed China Covid-19 restrictions;
- Fund raising environment - who are the main sources of inbound capital: institutional investors, family offices, corporate ventures, sovereign wealth funds, multilaterals, funds of funds;
- Outbound investment destinations – what geographies have the highest potential for German PE firms and their portfolio companies (EU, Asia, Africa, Middle East, USA?).
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