Former member of the Supreme Soviet, Russia
Intimate knowledge of the interplay of power between the Kremlin and the Duma
Private Equity
Driving superior decision-making
AlphaSights' Private Equity Practice supports professionals across various investment strategies, ranging from sector- or geography-focused mid-market funds to sector agnostic buyout funds.
Fund Type:
- LBO 47%
- Mid Market/Growth 42%
- Venture Capital 11%
Our approach is tailored to the needs of clients at different stages of the investment process. During initial thesis work, our emphasis lies on connecting them with seasoned executives and other thought leaders. At the due diligence phase, we provide access to customers, channel partners, competitors or former senior personnel of target companies. Later, we help support portfolio companies by sourcing senior executives who can perform in-depth advisory work or strengthen a (non-) executive board.
Process Stage:
- Thesis work 31%
- Due Diligence 54%
- Portfolio support 15%
AlphaSights' targeted approach and commitment to individual vetting ensures that the industry professionals we engage are able to help our clients to build a nuanced understanding of a situation, however niche or specific it may be.
Case study: Buy-and-Build in German Healthcare ServicesCase study: Russian Drinks Market
Situation:
In response to the announcement of a parliamentary bill purporting to raise the excise tax on beer in Russia by 200%, the share price of Carlsberg, the market leader in Russia, drops by more than 12% in a matter of days.
Our client, a New York-based asset manager, seeks to assess if the market has overreacted to the news by:
- clarifying the political process, the likelihood and timing of the bill becoming law, and
- estimating price elasticity and volume impact across the key distribution channels
Solution:
Official at the Russian Ministry of Finance, Russia
Perspective on budgetary impact from excise tax
Sales/Distribution Directors at largest domestic and foreign-owned breweries, Russia/UK
Five perspectives accounting for well over half of the market
Impact:
Our client synthesizes that at 340p per share, the market overestimates the negative impact the beer tax will have on volumes and profits for the group and decides to add to his position. Our client exits his position 8 months later at 503p for a 48% return (market: 2.7%).
Case study: German Healthcare Services
Situation:
A mid-market Private Equity client seeks to gain a granular understanding of the private healthcare services sector in Germany with a view to identifying possible acquisition targets in the space.
Solution:
AlphaSights arranges interactions with the following industry principals:
Former CEO leading private hospital operator, Germany
Recognised authority in the sector with two decades of top-level industry tenure and a successful roll-up record.
Member of Healthcare Working Group, Deutscher Bundestag, Germany
Elected member of the Bundestag possessing critical insights on healthcare reform and its likely impact on the private healthcare system.
Founder and Director, Centre for Healthcare Management at top-ranking Business School, Germany
Previously Head of New Business Development at Germany’s largest private hospital operator.
Impact:
Client decides to commit significant capital to a health clinic operator well positioned as a platform for further add-on acquisitions.
Case study: Global Market for Gas Turbo Machinery
Situation:
A consulting firm formulating a market-entry strategy for a major industrial client in the gas turbo machinery space requires robust perspectives across the US, European and selected emerging markets relating to:
- Market structure and competitive landscape of both gas compressors and turbines
- Sales channels in the different regions
- The technical quality of existing technologies
- Future demands from different customer segments
Solution:
AlphaSights delivers 14 high value conversations with leading executives dispersed across five continents including:
Former Managing Director, global leader in compressor manufacturing, Sweden
Former Sales Director, global leader in compressor manufacturing, USA
Former Regional Director Europe & Africa (Compressors), worldwide energy company, Netherlands
Director & General Manager (Turbine division), corporation in power generation market, USA
Managing/Regional/Sales Directors from major worldwide compressor and turbine manufacturers, Malaysia/South Africa/UAE/USA/UK
Impact:
The consulting firm gains proprietary frontline perspectives and deep domain expertise from otherwise inaccessible industry specialists to underpin its strategic recommendations for the intended market entry.
Case study: Oil Equipment & Services, Netherlands
Situation:
A manufacturer of edible and non-hazardous oils is considering buying a target specialising in the storage and shipment of edible oils and biofuels with a view to integrating its supply chain. Our client requires a detailed overview of the downstream industry by speaking with decision-makers at companies requiring storage and shipping services.
Solution:
AlphaSights arranges one-on-one interactions (in-person meetings and calls) with the following relevant individuals:
Business Development Director, port controller
Channel partner perspective, Netherlands
Senior Commodities Trader (edible oils), major multinational food producer
Supply chain & customer perspective, USA
COO, international agribusiness and vegetable oil trader
Financial & operational perspective, UK
Food Products Director, global agribusiness and food company
Supply chain & customer perspective, Netherlands
Unit Leader (former), biofuels manufacturer
Operational & customer perspectives, UK
Impact:
Discussions with suppliers and key customers provide our client with a solid understanding of the prospects and viability of the business, and inform their decision to move ahead with the potential acquisition.
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AlphaSights operates a stringent compliance framework which governs the subjects permissible during interactions, protects the identity and interests of all participants, and helps avoid potential conflicts or appearances of impropriety.