Love to get a solid answer to this q from anyone who has good insight into the PE world
Which industries loved by PE firms will be the fastest growing ones for the next 10 years and why? Will there be differences between UK/ Europe and US and
And does this growth translate into more recruiting opportunities?
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Single family homes in the US.
Institutional ownership of SFH is at 5%. For apartments, it is greater than 50%.
Software, energy transition, biotech (although that’s probably more VC than PE)
Curious why you listed energy transition? Returns are abysmal and projects are very risky.
Curious as well. Terrible cash flow outside tax credits and selling them, basically no profits in sight without subsidy
Have you ever actually made such an energy transition investment because this reads like you have no clue what you are talking about?
natural resources / energy
I think tech's time is over for the next decade but I am not sure what will take its place.
Curious to hear why you think tech’s time is over?
Software has proven to be extremely resilient in PE, AI is the big talk nowadays in tech, and you’ve got PE firms nowadays pouring hundreds of billions into all verticals of technology
Disagree, we just passed the 2nd phase. Tech is maturing fast, but it's much much deeper than any industry we've seen due to how broad applications are and how complex new developments can get.
Dot com/internet -> SaaS -> AI/AR/ledgers/biotech
We're just moving into 3.
Infra - especially anything related to clean tech
Hardware. AI is driving demand while the end of Dennard/linear scaling is driving heterogenous architecture and industry fragmentation
Healthcare is a decent shout - value-based care is a massive generational secular trend, still in early innings, and late-stage growth/PE has a real role to play in helping relatively mature services businesses make the transition - and lots of second derivative trends needed to support (e.g. HCIT/EMR)
Also just tons of innovation in pharma/pharma services
And evolving industry structures in each of the subfields
I think if you actually look at demographic trends rather than jumping on the tech bandwagon, I suspect you’ll see that luxury/HNW/silver economy businesses will do quite well.
Infra - macro includes energy transition and digital transition
I don't know why I bother posting here.
Will lob in an admittedly poorly researched idea for "Commercial and Residential Services" - elevator inspection, fire safety, plumbing, HVAC, lawncare, etc. Large, fractured industry (250k+ of thousands of these companies, 95% have less than 50 employees); stable demand, many with contracts or predicable repair cycles; broad customer base - PE firms starting to roll them up, professionalize for customer experience, streamline costs, and take ownership of particular geographies. Anyone have experience or thoughts on that?
Two biggest issues are labor and barriers to entry. In these industries it's generally pretty hard to keep people (particularly in high wage inflation environment) and almost anyone can go out and start their own shop next door to you making it difficult to scale organically.
HVAC has already experienced a huge amount of PE hype, just check out some of the multiples on recent HVAC deals
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