EQT Group

The best advisor events aren't presentations. They're conversations. At EQT's inaugural Americas advisor forum in New York, we brought together Morgan Stanley financial advisors for two days built around exactly that — an intimate dinner at Bazaar Meat with José Andrés, followed by a half-day of deep-dive conversation on private equity, global infrastructure, and real estate. The discussions were exactly what we hoped for: honest, specific, and grounded in what advisors are hearing from their clients every day. Thank you to the Morgan Stanley team for your partnership — and to everyone who made this such a memorable two days. The conversation continues.

Today, EQT and Google Cloud announced a new partnership focused on accelerating AI adoption across EQT’s global portfolio companies. AI has long been an important part of EQT’s approach to value creation, both across our own platform and in partnership with portfolio company management teams. Through this collaboration, EQT portfolio companies will have expanded access to Google Cloud’s AI technologies, architecture, engineering expertise, and cybersecurity capabilities to help scale AI adoption responsibly and effectively. The partnership reflects our belief that AI will continue to be a powerful driver of innovation, operational improvement, and long-term competitiveness across industries. We look forward to working with Google Cloud and our portfolio companies to help translate AI potential into meaningful business impact. Read more at the link below: https://spklv.io/6044rncg

Per Franzén on why EQT believes its combination of venture, growth, infrastructure, and active ownership capabilities creates a differentiated position in AI investing.

Per Franzén on why AI is unlike any technology shift we’ve seen before: From the demand for physical AI infrastructure to the need for AI-enabled transformation across portfolio companies, EQT sees AI creating opportunities — and challenges — across the entire investment landscape.

A nice moment to see EQT up in Times Square this week. Thank you to Nasdaq for the congratulations on being selected to lead the Scaleup Europe Fund. EQT was founded in Stockholm in 1994, is headquartered in Stockholm today, and has been listed on Nasdaq Stockholm since 2019. Our European roots run deep, and our commitment to the continent is long-term. The Scaleup Europe Fund is a real opportunity to help close Europe's scale-up funding gap and back the companies that will shape the next decade in AI, life sciences, energy, space and beyond. €5bn is just the start, and realising the full ambition will take partnership across the ecosystem. We're grateful, and we know the real work begins now. Read our post about the announcement in the comments below.

AI is unleashing unprecedented opportunities and challenges. Across our portfolio, we’re helping companies rewrite their playbooks to unlock efficiencies, accelerate innovation and drive growth. Today, we’re gathering in London to outline our AI strategy and shine a light on a few portfolio companies – including EdgeConneX, Anticimex, Straive and CFC – that are playing an important role in the transformation. Since its founding in 1994, EQT has invested behind the technological shifts that define each generation. Today, EQT is uniquely positioned to maximize the potential.

For Europe 🇪🇺 We’re incredibly excited to share that EQT has been selected by the European Commission and fellow Founding Investors from across Europe to lead the Scaleup Europe Fund. Europe already has exceptional founders, engineers, researchers and breakthrough technologies. What has often been missing is enough growth capital and ecosystem support to help the very best companies scale globally while keeping roots, talent and value creation in Europe. The ambition behind the Scaleup Europe Fund is to help change that. Most importantly, this is about more than capital. It’s about raising ambition across the ecosystem and helping build the next generation of global winners out of Europe. That will require collaboration across founders, investors, corporates and policymakers, and we’re excited to help drive that effort together. Who should we speak to across Europe? Tag founders, operators, researchers, policymakers and ecosystem builders we should meet over the coming months. Read more in the comments👇

How is AI changing the private equity playbook? EQT’s Arvindh Kumar joined The Information TV live from the NYSE to discuss how AI is influencing the PE playbook, from operational value creation to investment strategy. Key themes from the conversation included: - AI and PE partnerships - The future of SaaS platforms in the generative AI era - Emerging cybersecurity trends - What differentiated AI adoption looks like inside portfolio companies AI is reshaping industries at unprecedented speed, and the firms that can separate the leaders from the laggards, and combined speed, discipline, and execution will define the next generation of winners. Watch the interview: Link to episode: https://spklv.io/6044RF6Y

📣 One week to go - Join us at our Value Creation Day in London on 20 May! AI is a generation defining investment opportunity, one that we believe EQT is uniquely positioned to capture at scale. That’s why we are excited to bring together our leadership team, portfolio company CEOs, and Industrial Advisors on Wednesday, 20 May for an afternoon focused on how EQT drives ambitious AI-enabled value creation across its portfolio. Join us at The Ned in London to hear: – Insights on EQT's approach to investing across the AI ecosystem, from data centres and energy infrastructure, to companies with strong AI-driven transformation potential. – Lessons learned from more than three decades of investing behind market-shaping technological shifts. – First-hand perspectives from portfolio companies Anticimex Group, CFC, EdgeConneX and Straive. We look forward to seeing you there! Please register below👇. Attendance is primarily intended for institutional investors, analysts, financial advisors, distribution partners, and media representatives. https://spklv.io/6041RF6S

Why does sustainable aviation fuel still account for less than 1 percent of global fuel consumption? The answer: It costs roughly two to five times more than conventional jet fuel. Producers need predictable, long-term revenue to justify building infrastructure – and that requires multi-year commitments from buyers. With air travel demand forecast to more than double by 2050, the stakes are significant. Companies that fly employees, clients, and cargo are collectively among aviation’s largest customers. When they commit to purchase SAF, they create exactly the kind of durable demand signal that producers and investors need. EQT’s Tang Zongzhong writes that corporate buyers play a critical but underestimated role.