This week Triple Private Equity hosted Triple Connect in our UK office, giving industry experts, operators and investors the opportunity to connect and put the spotlight on investments within Financial Infrastructure & Risk and leveraging value creation for greater returns. The evening included insightful perspectives on the market and its dynamics, highlighting that: 1) Financial Infrastructure and Governance, Risk and Compliance (GRC) span a broad range of mission-critical industry solutions 2) Successful businesses in this space have high-quality fundamentals, making them compelling investments due to: • Primarily subscription-based revenues, often with strong predictability • Significant go-to-market improvement potential • Mission-critical products that drive strong usage and retention • Significant flow-through potential for businesses in small to mid-size segment 3) The investment space is fragmented with consolidation opportunities via M&A 4) The investment space offers true ability to create value for an active owner through hands-on approach and working closely with leadership teams 5) Leverage and multiple expansion have driven a large part of Private Equity returns over the past decade, but a strong emphasis on value creation to drive returns going forward will be a key differentiator for managers A special thank you to David Craig, Nathalie Gaveau, Paul Spanswick and all who attended and contributed!
