P R I VAT E E Q U I T Y W I R E
EUROPEAN AWARDS 2022
EUROPEAN AWARDS
SPOTLIGHT REPORT 2022
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PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
CONTENTS
Investor appetite for private capital has continued to grow as the industry becomes more competitive and managers navigate the looming increases in regulatory scrutiny. In this report, the winners of this year’s Private Equity Wire European Awards tell us, in their own words how they have been adapting their product suite and their services to better serve the industry and its investors.
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Credit Suisse
28 Lionpoint Group
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Diligend
30 Lockton Companies LLP
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Equipped AI
32 Ogier
10 Field Effect
34 Ontra
12 Highvern
36 Pictet Alternative Advisors
14 Addleshaw Goddard LLP
38 RepRisk
16 Alpha FX
40 Rio ESG Ltd
18 Alter Domus
42 Summa Equity
20 Investec Fund Solutions
44 Wheelhouse Advisors
22 Jensen Partners
46 AssetMetrix
24 LGT Capital Partners
47 DealCloud, by Intapp
26 SS&C Intralinks
Published by: Global Fund Media, 8 St James’s Square, London SW1Y 4JU, UK ©Copyright 2021 Global Fund Media Ltd. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior permission of the publisher. Investment Warning: The information provided in this publication should not form the sole basis of any investment decision. No investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor. Past performance is no guarantee of future results. The value and income derived from investments can go down as well as up.
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PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
CREDIT SUISSE:
BEST FUNDRAISING FIRM – FUND OF FUNDS
FABIAN SHEY
HEAD OF PRIVATE & ALTERNATIVE MARKETS FOR PRODUCTS & FINANCING
We are incredibly pleased to win “Best Fundraising – Fund of Funds” for our “Credit Suisse Climate Innovation Fund” in recognition of our efforts in the private equity space, particularly to receive this award for a first-time, missiondriven impact strategy. Being able to raise over USD300 million to enable positive climate impact is a strong indicator of the importance of this topic to our client base. The exceptional response has exceeded our expectations when conceptualising an Impact Venture Fund of Funds. We continue to build the community around the fund, with ongoing engagement and reporting on the positive change and impact the investments achieve, and will continue to find innovative solutions for our clients.
COMPANY INFO
Founded in 1856, Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Credit Suisse’s Private & Alternative Markets – Private Equity is a one-stop-shop for private equity solutions, offering private banking clients feeder products, as well as co-investments and discretionary solutions. Our focus has been to create access to the very best private equity funds, globally and across the different strategies. We do this by rigorously benchmarking each fund against its peers, and by doing a deep and thorough due diligence on the chosen few. Our clients benefit from our integrated approach which includes the origination of funds and co-investment opportunities, the structuring of the appropriate access vehicles, the proper delivery of sales & investor relations services, as well as the all-important life cycle management service which provides convenience to our investors in the daily handling of the underlying fund activities. Contact: www.credit-suisse.com
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PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
DILIGEND:
BEST ODD SOLUTION
WISSEM SOUISSI CEO & FOUNDER
We are absolutely delighted to win the award for Best ODD Solution. Private Equity Wire is a staple read for the private equity sector and we’re really pleased to be recognised by such a well-respected organisation. The fact that this is voted by the industry makes it even more important for us. Diligend is a relatively young technology business, launched to fill a niche in the market for digital streamlined due diligence data collection and analysis. Having had great success with our LP platform, we’re now delighted to launch a platform for GPs and toolset for empowering investor relationship teams and improving transparency across portfolio companies. Our entire team deserve a big thank you for getting Diligend where it is today. We’re really excited for 2022 and the ambitious growth plans we have for this year.
COMPANY INFO
Diligend is transforming the diligence process in private markets with a smart digital platform that facilitates due diligence at scale. Diligend has been designed specifically for the investment management sector to automate the collection, provision, analysis and reporting of due diligence and monitoring data. The company was founded with a vision to transform the way LPs utilise qualitative information and uses natural language processing, AI and advanced automation to enable greater insights into managers and funds. Many of the world’s largest asset owners are Diligend clients, with a combined USD19 trillion AUM and over 5,000 monthly users. The GP platform, Diligend Respond, allows GPs to streamline LP relations with speedy, collaborative responses to RFPs and DDQs. Contact: www.diligend.com
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www.diligend.com
Automating due diligence and monitoring across the private equity sector
Diligend Collect Provides LPs with transparency across GP portfolios Empowers investment decision making Reduces risk and meeting compliance mandates Provides greater insights into data via advanced analytics dashboards
Diligend Respond Streamlines investor relations Allows GPs to respond to LP DDQs and RFPs faster and smarter Automates repetitive administrative tasks Frees up resource to concentrate on value adding tasks
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
EQUIPPED AI:
MOST INNOVATIVE TECHNOLOGY
DOUGLAS A TRAFELET
DIRECTOR OF BUSINESS DEVELOPMENT
Congratulations to the other nominees: Maestro, Accelex and Lemon Edge. Thank you Private Equity Wire and the voters for recognising Equipped AI as the winner in the category: Most Innovative Technology. Equipped has been developing its data management and software capabilities for nearly five years as an in-house team within AnaCap Financial Partners and it is a great honor to accept this award after less than a year as an independent company. We believe that digital transformation will be a core operational focus for alternative investors in the coming years and that Equipped is well positioned to help funds turn that challenge into an opportunity.
COMPANY INFO
Equipped AI is a global analytical intelligence and software company that works with leading private equity, private credit and real estate investors. We combine data science and technology to provide actionable insights into our clients’ portfolios. Our state-of-the-art SaaS intelligence platform, Minerva, enables investors to collect, compile, analyse and better understand data to help them make important decisions and ultimately produce superior returns. www.equipped.ai Contact:
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Equipped to outperform. Equipped AI is a global analytical intelligence and software company that works with leading private equity, private credit and real estate investors. We combine data science and technology to provide actionable insights into our clients’ portfolios.
Your data, structured in one system, managed with workflows. www.equipped.ai
sales@equipped.ai +44 (0)204 551 5676
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
FIELD EFFECT:
BEST CYBER SECURITY PROVIDER
GUY OAKLEY UK MARKETING
We at Field Effect are very proud to accept the Private Equity Wire Best Cyber Security Provider award. It’s a great honour for us to be recognised by people in the industry. We work tirelessly to provide the best possible solutions to support the small and medium business community, which we believe is a very under-served market. Cyber security has changed rapidly over the last few years and as threat actors start to target business of all sizes, we want to make sure it is not just those organisations with deep pockets which can have the very best cyber security solutions money can buy. That is why we developed Covalence® MDR, which is powered by industryleading technology and a team of cyber security experts because we know AI can never replace the best people.
COMPANY INFO
Field Effect’s award-winning Covalence® MDR, threat monitoring, detection, and response solution — powered by industry-leading technology and a team of cyber security experts — provides intelligencegrade cyber security protection for your network, cloud services and endpoints. Identify, prioritise, and remediate threats from one easy-to-use platform. Covalence provides its threat data as clear and actionable reporting that helps you understand your threats as Actions, Recommendations, and Observations (AROs). Our proprietary approach removes noise, showing you the alerts that matter with the context to resolve them. Designed to reduce cyber security complexity and costs, you gain a single source of protection to stop cyber attacks across your entire IT infrastructure. Contact: www.fieldeffect.com
10 FEBRUARY 2022
Cyber Security, Simplified. Meet Covalence MDR: powerful cyber security for your entire IT infrastructure. Gain best-in-class protection with meaningful threat alerts, 24/7 expert support, and an ROI you’ll love.
fieldeffect.com/covalence
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
HIGHVERN:
BEST FUND ADMINISTRATOR (GPS WITH ASSETS <$30BN)
AIDAN O’FLANAGAN HEAD OF FUNDS
To be nominated by esteemed GPs for this category was an achievement alone, but receiving this award is very special to me and the team at Highvern. To say I am overwhelmed with gratitude is an understatement. A massive thank you to all the funds team and everyone involved at Highvern who take so much pride in their work for clients and for making work a fun place to be, and to all our clients and intermediaries for the positive support and references they keep providing us. A sincere thank you also to Private Equity Wire and the many GPs surveyed for providing recognition to firms like us. It means so much to our team that the work we are so passionate about also resonates with others. On behalf of Highvern, we are humbled and appreciative.
COMPANY INFO
Highvern is an award-winning provider of private wealth, fund and corporate administration services. We are an independent, owner-managed business with a 50-year heritage, renowned for our integrity, discretion, and responsibility. Our focus is on setting higher standards in the industry, by delivering value without adding to complexity. This has gained us a first-class reputation for providing wealth structuring, administration, governance, and advisory services to an international client base comprising high-net-worth individuals, family offices, fund managers and corporates. We pride ourselves on delivering exceptional service, creating trust-based relationships, embracing innovation and valuing people and clients. www.highvern.com Contact:
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SETTING NEW STANDARDS A sustainable vision for international fund and fiduciary services. HIGHVERN.COM
FUNDS
PRIVATE WEALTH CORPORATE
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
ADDLESHAW GODDARD:
BEST LAW FIRM – FUND STRUCTURING
JAN GRUTER PARTNER
We are proud to be named the winners of Private Equity Wire’s ‘Law Firm of the Year – Fund Structuring’. We would like to thank all the people in the industry who have cast their vote for us. It’s a pleasure to be picking up this award and to be recognised for the work that our valued clients have entrusted us with. We have had the privilege to work on some fantastic fundraises over the last year and continue to help our clients succeed. As always, it’s a real team effort and everyone in the team has played an important part. Just like our clients, we won’t be resting on our laurels and are hungry for more. So watch this space, we’re just getting started!
COMPANY INFO
The problems our clients bring us vary. But we solve them with the same, single-minded focus. We always ask: ‘What’s the smartest route to the biggest impact?’ Each year, over 3,000 leading companies and finance players around the world trust us to deliver. We help them in multiple industries and in over 90 countries. Not just once, but again and again. Many of our 45 FTSE100 clients have been with us for more than 20 years: one for 150. Our private funds team advises GP and LPs of all shapes and sizes. Drawing on the expertise of our funds, regulatory, finance, tax and transactional specialist, clients trust us again and again to give them the full market view and to deliver with imagination. www.addleshawgoddard.com/en/ Contact:
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OBSTACLES. OPPORTUNITY. DEADLOCK. DEAL. ESG. EXECUTION. THE DIFFERENCE IS IMAGINATION.
Voted Fund Structuring Law Firm of the Year 2022 at the Private Equity Wire European Awards, and named a top 5 law firm for innovation in Europe by the Financial Times, you can rely on us to help your fund find the smartest route to the biggest impact.
MORE IMAGINATION MORE IMPACT
addleshawgoddard.com
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
ALPHA FX:
BEST FOREIGN EXCHANGE SOLUTION
NIALL PETCHEY
INSTITUTIONAL FX DEALER
Thank you to everyone who voted for us. We are delighted to be recognised as the Best Foreign Exchange Solution at this year’s Private Equity Wire Awards. Our congratulations to all the other winners.
COMPANY INFO
Alpha FX Group plc is an award-winning financial services company listed on the London Stock Exchange, working with organisations in more than 40 countries. Our institutional offering was launched in 2017 in order to provide VC & PE companies with specialised solutions for managing foreign exchange and international banking, and we are proud to be one of a handful of providers that is focused solely on providing deep expertise and cutting edge technology to the alternative investment space. www.alphafx.co.uk Contact:
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PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
ALTER DOMUS:
BEST FUND ADMINISTRATOR (GPS WITH ASSETS >$30BN)
TIM TOSKA
GROUP SECTOR HEAD, PRIVATE EQUITY
I’m delighted that Alter Domus has been successful in earning this award again this year, which I think is a true testament to the quality of our service offering and our commitment to our clients. We are a people-centric organisation and pride ourselves not only on the ability and loyalty of our staff, but also our focus on partnerships with our clients. We will continue to focus heavily on technology and on ESG reporting solutions. We’re committed to understanding industry trends and being agile enough to adapt our products and solutions to meet the demands of our regulators, investors and our clients. We are proud to have won this award!
COMPANY INFO
Many leading international asset managers, lenders and asset owners choose Alter Domus as their partner for growth. Whether a stand-alone fund with limited investments, or a large multi-billion-dollar fund with complex investment streams across multiple jurisdictions, we understand your world. Vertical integration allows us to build dedicated teams to provide support and bespoke solutions across your entire value chain. By tapping into a talent pool of more than 3,600 employees across 36 offices in 21 countries, our expertise and cutting-edge technology combine to put you ahead of the game. With an established professional focus on private equity, real assets and debt capital markets sectors, we offer fund administration, corporate services, depositary services, capital administration, transfer pricing, domiciliation and management company services. Our specific experience in the debt capital markets sector allows us to provide specialist solutions such as loan administration, agency services, trade settlement and CLO manager services. Contact: www.alterdomus.com 18
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
INVESTEC FUND SOLUTIONS:
BEST FUND FINANCING SOLUTION
MICHAEL ZORNITTA
INVESTEC FUND SOLUTIONS
Investec and the Fund Solutions team are honoured to have been recognised as the fund financing provider of the year. After two years of working virtually, it is humbling to be nominated by our clients, to whom we strive to provide an out-of-the ordinary service. The fund finance market is evolving fast with the continued advancement of the subscription facility, the rise of NAV financing and the adaption of GP financing. Our aim is to continue to be a trusted partner for funds and GP’s alike, through all stages of the fund lifecycle. We are very much looking forward to being a part of this next chapter in fund finance.
COMPANY INFO
At Investec, our clients’ aspirations really matter. We are an international banking and wealth management business with a refreshingly human approach. We work with growth-orientated companies, institutions and private equity funds offering financial solutions and expert advice that aim to meet – and exceed – expectations. We offer private equity funds, their management teams and portfolio businesses tailored solutions throughout every step of their lifecycle. Our full suite of services includes; Fund Solutions, Growth & Leveraged Finance, Advisory, Risk Solutions, Private Banking and Wealth Management. Contact: www.investec.com/en_gb/private-equity/fund-finance.html
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Congratulations to all nominees and winners It’s a great achievement and testament to your talent in a truly competitive market. At Investec, we are dedicated to building long term client relationships. Our tailored fund solutions products can support your fund right from the beginning of its life cycle. As your fund grows and evolves, we will grow with you providing access to a holistic suite of products. Our experience and range of expertise allow us to approach a fund on its individual merits and requirements, ensuring you will always have the right long term finance partner onside.
Discover more at investec.com/fundsolutions
Investec Bank plc whose registered office is at 30 Gresham Street, London EC2V 7QP is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, registered no.172330.
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
JENSEN PARTNERS:
BEST RECRUITMENT COMPANY FOR INVESTOR RELATIONS & ASSET RAISING
SASHA JENSEN CEO & FOUNDER
Winning this award for the third consecutive year shows that our marketing and distribution recruitment offerings are truly differentiated. Our data-driven approach and proprietary technology allow us to recruit diverse candidates and provide solutions for a wide range of diversity, equity and inclusion (DEI), company culture and employee retention challenges. We’re proud to offer the deep insights that give our clients the ability to design, implement, maintain and measure DEI initiatives, and through our quarterly newsletters and reports, will continue to provide everyone across the alternative asset management industry the depth of knowledge and solutions needed to make meaningful progress toward a more diverse, equitable and inclusive workforce.
COMPANY INFO
Jensen Partners is a women-owned global advisory, corporate development and executive search firm specialising in the placement of leading investment and capital-raising candidates for the alternative asset management community. The firm leverages a data-driven approach to all human capital management, combining quantitative and qualitative information to source and place the best candidates for each specific role. Using the firm’s proprietary DiversityMetrics™ platform, Jensen Partners has built a database with verified demographic data (e.g., race, gender, seniority, age, education, etc.) on more than 25,000 investment and distribution professionals, providing asset managers with the breadth and depth of information necessary to quantify, measure, report and improve workforce diversity, equity and inclusion (DEI). In addition to executive search, Jensen Partners also offers LP/GP referencing, proprietary 360° Investor Referencing™, and compensation benchmarking and analysis. Contact: www.jensen-partners.com 22
Identifying and Securing the Ideal Human Capital to Raise Long-Term Patient Capital Jensen Partners is an award-winning, woman-owned, data-driven, global human capital advisory firm focused on solving staffing and DEI challenges across the alternative asset industry powered by Big Data and our proprietary DEI enterprise software platform, Diversity Metrics. We have built a platform that focuses on identifying the preeminent fund distribution specialists, providing data and insights into the industry trends, and uncovering challenges and opportunities facing our clients and partners. In addition to executive search, Jensen Partners offers LP/GP referencing, proprietary 360° Investor Referencing™ methodology, and compensation benchmarking and analysis.
EXECUTIVE SEARCH
Uses a team of Data Investigators to thoroughly analyze the track records of investment and distribution candidates according to their experience, compensation demands, and team fit.
DIVERSITYMETRICSTM
Creates an end-to-end visualization of the range and commitment to diversity across all front office functions at each asset management firm.
LP/GP REFERENCING
Leverages our network to do a quality check on all candidates, speaking directly with those they have worked with over the course of their careers.
360 INVESTOR REFERENCING METHODOLOGY™
Utilizes a scientific approach to analyze and verify each candidate’s asset-raising capabilities and individual style, including details on their full asset-raising history.
COMPENSATION BENCHMARKING & ANALYSIS
Advising and tracking benchmark compensation for investment and capital raising roles across all strategies.
Discover how our data-driven process leads to innovative solutions at jensen-partners.com
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
LGT CAPITAL PARTNERS:
BEST FUND OF FUNDS MANAGER (FUND SIZE ABOVE $500M)
THOMAS COOPER PARTNER
We are very pleased that we have been awarded “Best Fund of Funds Manager” (fund size above USD500 million) for Crown Global Opportunities VI, our commingled offering focused on capturing the best opportunities in global buyouts. We thank our clients and the industry representatives for the recognition of our efforts to consistently find and develop attractive investment opportunities in a global private equity universe. This award is a recognition of our philosophy of combining a global perspective with thorough implementation through local teams.
COMPANY INFO Contact:
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lgt.cp@lgtcp.com
www.lgtcp.com/
Leading the way in alternative investing LGT Capital Partners Ltd. is a leading alternative investment specialist with USD 85 billion in assets under management and more than 600 institutional clients in 42 countries. An international team of over 650 professionals is responsible for managing a wide range of investment programs focusing on private markets, liquid alternatives, and multi-asset class solutions. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in Raleigh, New York, Dublin, London, Paris, Frankfurt, Vaduz, Dubai, Beijing, Hong Kong, Tokyo and Sydney.
85 USD BILLION AUM
www.lgtcp.com
600+ INSTITUTIONAL INVESTORS
650+ EMPLOYEES GLOBALLY
13 LOCATIONS WORLDWIDE
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
SS&C INTRALINKS:
BEST INVESTOR RELATIONS TECHNOLOGY
KEN BISCONTI
CO-HEAD, SS&C INTRALINKS
We’re seeing a strong response from professionals now able to use interactive portals as opposed to emailing reporting information. We’re also seeing increasing competition on the fundraising and marketing side. So, having efficient use of technology and digital transformation of those processes, continues to be increasingly attractive. Intralinks’ unique tenant is our position within the private markets ecosystem. The firm sits the centre; between dealmakers, institutional investors and GPs, as well as accountants, lawyers, other advisors. This puts us in the unique position of understanding the challenges of fund managers and being able to offer solutions that help fund managers across their entire business including fundraising, fund reporting, deal execution, accounting, fund administration and portfolio monitoring.
COMPANY INFO
SS&C Intralinks is a pioneer of the virtual data room, enabling and securing the flow of information by facilitating M&A, capital raising and investor reporting. SS&C Intralinks has executed over USD35 trillion worth of financial transactions on its platform. Contact: www.intralinks.com/
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SS&C Intralinks for Fundraising and Investor Onboarding
Close your Fund Faster Capital Raising Made Fast Transparent and Intelligent.
LEARN MORE
https://www.intralinks.com/products/ alternative-investments/fundraising
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
LIONPOINT GROUP:
An Alpha Group Company
BEST TECHNOLOGY ADVISORY FIRM
GILES TRAVERS
EXECUTIVE DIRECTOR
Lionpoint is honored be named Best Technology Advisory Firm in Europe after earning the same distinction for PEW’s award in the US. Our global reach and specialisation in private markets has our firm uniquely positioned to best serve our clients, which has resulted in tremendous growth for Lionpoint, in terms of both reach and capabilities. We would like to thank our clients, technology partners and incredible employees for enabling us to get to this point. Lionpoint will continue to be the most trusted adviser in connecting private equity firms with the best technology solutions for their unique set of challenges and opportunities. Thank you.
COMPANY INFO
Lionpoint is a leading global consulting firm delivering operations transformation and technology enablement solutions to the alternative investments market. Our consultants have domain expertise across private equity, real estate, infrastructure, and private debt. Our core services include strategic advisory, operating model optimization, technology roadmap and solution selection, and systems integration to solve the complex operational and technology challenges across the front, middle, and back office. Contact: www.lionpointgroup.com
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Where leaders in global private markets go for digital transformation across the Front, Middle, and Back Office. Combining deep, hands-on industry experience, with the leading technology solutions, such as DealCloud, Chronograph, iLevel, FIS Investran, eFront, Allvue, Yardi and Anaplan. We’ll take you from advice to delivery, across: Diagnostic assessment and target operating model design Technology roadmap and system selection System implementation and integration Report development and automation Ongoing platform management Take the next step in your organization’s digital transformation and speak with our Consultants today. info@lionpointgroup.com
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lionpointgroup.com
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
LOCKTON COMPANIES LLP:
BEST INSURANCE SERVICE PROVIDER
GARETH ABBOTT
SENIOR VICE PRESIDENT
We are delighted to have won this prestigious award which is testament to the quality and expertise of our specialist team and their focus on delivering best-in-class, tailored insurance programmes for our clients. We look forward to further developing our service offering and continuing to find new solutions for our clients in the year ahead.
COMPANY INFO
As the world’s largest privately held, independent insurance broker, Lockton provides clients with the best in risk management and insurance. Our dedicated Global Financial Institutions practice is made up of industry experts, who build intelligent and alternative coverage solutions to help protect our clients’ balance sheets. Placing advocacy and agility at the core of our approach, our specialists utilise a deep understanding of our clients’ financial activities, articulating these in the best possible light to the global insurance market. We then co-ordinate with A-rated insurers to craft tailored programmes that insulate our clients from risks, even as these evolve. We blend our services into a single, consolidated insurance programme that guarantees comprehensive risk protection and ongoing support. Contact: www.locktonglobalfi.com
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FREEDOM TO ACT ON YOUR BEHALF
As an independent insurance broker, we’re empowered to act solely in your interests. Backed by unrivalled industry knowledge and market leverage, we’ll source bespoke cover options to help you face your exposures with confidence. Lockton. Uncommonly independent.
T: +44 (0)330 678 1032 E: GlobalFI@uk.lockton.com locktonglobalfi.com
Lockton Companies LLP is authorised and regulated by the Financial Conduct Authority.
Winner Best Insurance Service Provider
Private Equity Wire Awards 2022
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
OGIER:
BEST LAW FIRM FUND DOMICILE
RICHARD DAGGETT PARTNER
We are delighted to receive this recognition from Private Equity Wire. This award is a testament to the dedication and expertise of our private equity team, covering all aspects of the private equity life cycle, which continues to grow, innovate and offer outstanding client service.
COMPANY INFO
Ogier is a leading offshore law firm providing legal advice on BVI, Cayman, Guernsey, Jersey and Luxembourg law. Our multi-disciplinary Private Equity team advises on the full private equity lifecycle, including fund formation, capital raising, subsequent closings, financings, secondary and downstream transactions or wind down. We provide a full services offering and innovative solutions to meet each client’s distinct set of regulatory and commercial demands. Contact: www.ogier.com
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ogier.com
Pinpointing what matters
Our teams are client-focused, expert and responsive, working to reduce complexity in everything we do. Our clients are sophisticated, innovative and international, collaborating with us to build lasting partnerships. Our advice is targeted, pragmatic and commercial, and always delivered with absolute clarity. To the point.
Legal Services Beijing British Virgin Islands Cayman Islands Guernsey Hong Kong Jersey London Luxembourg Shanghai Singapore Tokyo
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
ONTRA:
BEST REGULATORY & COMPLIANCE TECHNOLOGY
BRIDGET DEITERS
MANAGING DIRECTOR Through the tremendous efforts of our team, Ontra is now the global leader in contract automation and intelligence for private asset management firms. This award is a testament to the hard work and dedication of all involved. Throughout 2021, Ontra experienced massive growth across every aspect of our business — including revenue, customers, employees, lawyer partners, and product lines — and we’re not slowing down. In 2022, we will increase our investment in AI, expand into new global markets, and continue to strengthen our position as the standard for contract automation and intelligence in the financial services industry. As we grow and evolve, our mission remains the same — to reduce the time, expense, and risk associated with constantly evolving compliance and regulatory demands and to free our customers to focus on other strategic and high-value priorities.
COMPANY INFO
Ontra is the global leader in contract automation and intelligence for private asset management firms. The Ontra platform combines AI-enabled software with a worldwide network of highly trained lawyers to modernise recurring legal workflows. Ontra’s solutions improve all aspects of the contract lifecycle — from negotiating and processing routine contracts to tracking obligations in complex agreements. Ultimately, Ontra reduces the time, expense, and risk associated with contract management, freeing its customers to focus on other strategic priorities Contact: www.ontra.ai/
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At the heart of your contracts
A better way to negotiate and manage contracts Purpose-built technology
Specialist lawyers
Unequaled insight and efficiency
Legal documents are difficult to manage. Traditionally, companies only had two ways to handle them: engage an expensive, traditional law firm or use internal staff. Both take focus away from higher-value, strategic work. They can slow business processes and lead to missed opportunities, lost revenue, and increased risk. Ontra provides a smarter way to negotiate and manage the widening flow of legal documents. Our purpose-built, AI-enabled software and global network of best-in-class lawyers work in tandem to streamline your negotiations and document management while unlocking valuable insights from your agreements. Free your team to focus on what matters most.
More time for higher-value work
Shorten turnaround time
Reduce costs to your business
Drive business and mitigate risk
Trusted by the best
www.ontra.ai
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
PICTET ALTERNATIVE ADVISORS:
BEST FUNDRAISING FIRM – REAL ESTATE
EDWARD JACKSON
PRINCIPAL – REAL ESTATE
We are proud to accept this award as a recognition of the trust that our investors have placed in us to deliver value add returns investing in high conviction real estate strategies. Our focus lies on our chief strategies of “beds and sheds” in key Western European gateway locations, together with a number of special situations in office, data centre and hospitality sectors. Our priority remains unearthing pockets of opportunities where we can create value - independent of market conditions through our active asset management expertise for our investors.
COMPANY INFO
Pictet Alternative Advisors (PAA) is a separate business line within the Pictet Group responsible for both direct and indirect investments in hedge funds, private equity and real estate for both private and institutional clients. PAA employs close to 100 alternative investment specialists and manages USD35.4 billion, with USD7.9 billion in hedge funds, USD23.1 billion in private equity and USD4.4 billion in real estate (as at end of December 2021). Contact: www.group.pictet
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Pictet Real Estate Transformation brings opportunity. Pictet’s direct real estate team aims to build a more sustainable future through investment in value add and core plus opportunities across Europe.
Our investment team uses its unique ‘on-the-ground’ network of 19 offices across Europe to source off-market investment
opportunities. Its senior team members have a combined 116 years of investment experience and have made EUR 35.5bn of Real Estate transactions. www.group.pictet London Geneva Berlin Stockholm Madrid Luxembourg
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
REPRISK:
BEST ESG DATA PROVIDER
ALEXANDRA MIHAILESCU CICHON
EXECUTIVE VICE PRESIDENT OF SALES AND MARKETING
Thank you to the Private Equity Wire European Awards and everyone who voted for RepRisk as the Best ESG Data Provider. We have been covering private companies on ESG since day one, and in that time have built the largest database on ESG risks. Our flagship ESG Risk Platform covers over 190,000 companies, of which 170,000 are private, and 50,000 infrastructure projects such as mines, dams, and pipelines. RepRisk supports some of the world’s largest private equity firms, private debt firms, and funds of funds on their ESG journey, supporting their ESG due diligence, daily risk monitoring, and company engagement on ESG. Through an ‘outsidein’ approach which only focuses on third-party sources external to companies, RepRisk has been committed to ensuring that companies ‘walk their talk’ in respect to their ESG commitments for the past 15 years and will continue doing so for the next 15 years and beyond.
COMPANY INFO
Founded in 1998 and headquartered in Switzerland, RepRisk is a pioneer in ESG data science that leverages the combination of AI and machine learning with human intelligence to systematically analyze public information and identify material ESG risks. RepRisk’s flagship product, the RepRisk ESG Risk Platform, is the world’s largest and most comprehensive due diligence database on ESG and business conduct risks, with expertise in 23 languages and coverage of 190,000+ public and private companies and 50,000+ infrastructure projects. For more than a decade, the world’s leading financial institutions and corporations have trusted RepRisk for due diligence and risk management across their operations, business relationships, and investments. Find out more on reprisk.com. Contact: www.reprisk.com
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PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
RIO ESG LTD:
BEST ESG SOLUTION PROVIDER
DAN BOTTERILL CEO & FOUNDER
We are thrilled to receive the Best ESG Solution Provider award. This award is a testament to Rio’s commitment to offering real, attainable, affordable ESG solutions that drive sustainable improvement across the financial services sector and beyond. We are here to rethink the ESG sector in order to provide individuals and businesses with the knowledge to do better. We work alongside government and worldwide industry bodies to provide informed, impactful technology-based sustainability solutions via the democratisation of integral knowledge. Globally, businesses are being foisted by ineffective and expensive environmental, social, and governance goals and we are committed to delivering consistent ‘scoring models’ and opaque commercial propositions to meet, and exceed, universally high business and consumer demand. To be recognised as Best Solution Provider by Private Equity Wire is such an honour and drives us to work even harder in leading the way in providing accessible, and measurable solutions across the globe.
COMPANY INFO
Rio ESG LTD is an intelligent sustainability software platform driven by one laser-focused goal improving sustainability performance globally. Through streamlined data management, effective governance, and skills development, we provide organisations with the knowledge they need to make informed, impactful sustainability decisions. Globally, businesses are being foisted by ineffective and expensive environmental, social, and governance goals and we are committed to delivering consistent ‘scoring models’ and opaque commercial propositions to meet, and exceed, universally high business and consumer demand. Our ambition is to see Rio define and dominate the sustainability market and close the gap between ‘clean’ and ‘dirty’ organisations. Contact: www.rio.ai/
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Sustainability simplified Rio helps organisations implement ESG strategies and become more sustainable through streamlined data management, effective governance, and skills development. We ensure organisations understand the systems and processes used by their product manufacturers, distributors, and service providers - and save money in the process. Dan Botterill, CEO and Founder of Rio ESG
The Rio Manifesto
What makes the Rio AI special?
W E B E L I E V E S U S TA I N A B I L I T Y I S F O R EVERYONE , AND WE’RE ON A MISSION TO MAKE IT MORE ACCESSIBLE.
R I O ’ S P R O P R I E TA R Y A I E N G I N E H E L P S D E M O C R AT I S E I N S I G H T S F R O M T H E S U S TA I N A B I L I T Y S E C T O R ’ S L E A D I N G MINDS.
We are here to rethink the ESG sector in order to provide individuals and business with the knowledge to do better. We work alongside government and worldwide industry bodies to provide informed, impactful technology-based sustainability solutions via the democratisation of integral knowledge. We want to address the greatest societal challenges by providing measurable impactful solutions across the globe.
Rio is unique in the market because we combine elements of software tools businesses may already be familiar with, with market-leading sustainability knowledge and proprietary Real Intelligence technology to deliver fully transparent, interpretable ESG ratings and data products.
The best ESG reporting framework for your business. Navigating these frameworks can be tricky. Read our guide to learn how to choose the best ESG reporting framework(s) for your business needs. WWW.RIO. AI →
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
SUMMA EQUITY:
BEST BUYOUT MANAGER (FUND SIZE UP TO $2.5BN)
HANNAH GUNVOR JACOBSEN INVESTMENT DIRECTOR & HEAD OF INVESTOR RELATIONS
It is overwhelming to be recognised as a leading fund manager for a strategy that was attracting more scepticism than support only five years ago. With the pandemic, the recent report on climate change, and now with the devastating Russian invasion of Ukraine, we are faced with multiple crises. Increasingly, business and the investment community need to be an integral part of solving these, and we also have to be aware of the risk these represent to our businesses. Summa formed the investment thesis around being part of the solution to environmental, social, and governance challenges. We are humbled that this strategy is increasingly recognised as a concrete proof to mitigate risk and drive superior returns. We want to thank our LPs for taking the risk on our unproven strategy five years ago and our people who left their jobs to be part of solving our global challenges.
COMPANY INFO
Summa invests in companies that are solving global challenges and creating positive Environmental, Social, and Governance (ESG) outcomes for society. Summa’s purpose is to co-create win-win for investors, portfolio companies, and society through aligning its vision and outcomes to the Sustainable Development Goals, ensuring a net-positive impact against ESG challenges, and the potential for long-term, sustainable outperformance. Investments are focused on industries and companies that have tailwind from megatrends within three sustainability themes: Resource Efficiency, Changing Demographics, and Tech-Enabled Transformation. Across these themes, Summa’s portfolio companies are supporting a world in transition and showing that business can be part of the solution. Summa Equity has c. EUR4 billion (c. SEK40 billion) assets under management. Contact: www.summaequity.com
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Investing to Solve Global Challenges Summa Equity invests in companies that are solving global challenges and creating positive Environmental, Social, and Governance (ESG) outcomes for society. Summa’s purpose is to co-create win-win for investors, portfolio companies, and society through aligning its vision and outcomes to the Sustainable Development Goals, ensuring a net-positive impact against ESG challenges, and the potential for long-term, sustainable outperformance. Investments are focused on industries and companies that have tailwind from megatrends within three sustainability themes: Resource Efficiency, Changing Demographics, and Tech-Enabled Transformation.
Established 2016
AUM c. EUR 4 Billion
"Summa’s portfolio companies are supporting a world in transition and showing that business can be part of the solution. " - Reynir Indahl Managing Partner, Summa Equity
www.summaequity.com
Investments
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PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
WHEELHOUSE ADVISORS: BEST TAX ADVISORS
MATTHEW CRISP CEO
We are delighted to have been successful in winning the award for Best Tax Advisory firm. We are particularly proud as these awards are voted for by our clients, prospects and industry partners. As a wholly independent outsourced resource, we have been able to make significant investment in our team first and foremost. We believe we employ the market’s most accomplished team in the tax and prudential space. We have also invested in our own technology and processes; accelerating our own data strategy delivering benefits to our clients as taxation and reporting becomes increasingly more complex. We are fully committed to digitisation and providing a product platform that brings data strategy and capability to the fore of our tax offering. We have strong relationships with our partners, collaborating to provide a ‘whole of market’ and holistic offering to ensure best in class service to our clients.
COMPANY INFO
Wheelhouse Advisors is a strategic partner to the financial services community, enabling our clients to focus on their strengths and core business. We have provided specialised support for investment management firms for over 20 years. Our various incarnations include the Cordium and ACA Compliance groups, and we are now an independent specialist provider of prudential management, regulatory reporting, accounting and tax solutions supporting the investment management sector, from start-ups and spinouts through to established firms and multinationals. Our holistic approach to both our corporate and personal client tax offerings are augmented by our other core services, which when managed in house can be a considerable additional burden for some firms, many of those in private markets. Our specialist and experienced team are on hand to steer you through your complex regulatory and fiscal requirements, helping you thrive. info@wheelhouse-advisors.com www.wheelhouse-advisors.com Contact: Matthew Crisp,
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CONTACT US TODAY info@wheelhouse-advisors.com (0)20 3404 0440 www.wheelhouse-advisors.com
PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
ASSETMETRIX:
BEST ACCOUNTING AND REPORTING SOLUTION
MICHAEL HOFFMAN
HEAD OF DATA & REPORTING SERVICES Born from a German fund-of-funds-manager, AssetMetrix understood reporting challenges faced by private equity firms from the very beginning. AssetMetrix has been established to help reduce the burden of reporting for its clients with a team of experts who possess deep industry knowledge. We provide awardwinning asset servicing and technology solutions across the whole alternative investment industry. Our mission is to help our clients achieve a greater level of transparency, regulatory compliance and improve investor communications. We are delighted to receive this award and will keep innovating by expanding our reporting with the integration of ESG, service more asset classes and integrate the latest technological advancements such as machine learning and artificial intelligence to bring further value to our clients. This will further simplify data extraction and allow reports to be easily customisable and available more frequently. AssetMetrix will continue to contribute towards enabling first-class, flexible, institutional-quality reporting across various jurisdictions.
COMPANY INFO
With its private markets DNA, solution-driven mentality and deep technological expertise, AssetMetrix understands challenges faced by private market firms first-hand. We help them realise the full potential of data through innovative, state-of-the-art technology, offering increased transparency, efficiency and peace of mind. Our mission is to provide institutional-quality middle- and back-office services & technology that: • gives LPs a greater level of transparency to enable better decision-making, • enables GPs to grow their platforms sustainably, • helps asset servicers deliver innovative tech-enabled products to their clients Founded in 2013, AssetMetrix is a spin-off of a successful fund-of-funds manager, with founders possessing over 25 years of experience in private equity. Contact: www.asset-metrix.com/en
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PRIVATE EQUITY WIRE EUROPEAN AWARDS SPOTLIGHT REPORT 2022
DEALCLOUD, BY INTAPP:
BEST DEAL ORIGINATION TECHNOLOGY BEST FUNDRAISING SOLUTION
BEN HARRISON FOUNDER
Having the readers of Private Equity Wire vote for DealCloud as their favorite fundraising and deal origination technology confirms that our platform is built to deliver leading intelligence and support the complex needs of dealmakers. We are honored to accept this award and to enable efficient and effective dealmaking for finance professionals worldwide.
COMPANY INFO
DealCloud, part of Intapp, provides a single-source deal, relationship, and firm management platform that enables firms to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. Contact: www.dealcloud.com
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EUROPEAN AWARDS 2022