Hi all,
I am desperately looking for a good summary (guide, forum?) of PE funds by strategy (eg. CD&R likes carveouts, Lonestar likes business turnaround etc.). I would love to find a comprehensive list of funds in London and their specialties, especially more niche strategies (special sits etc.).
Thanks a lot and apologies for the very generic question
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Based on the most helpful WSO content, here's an overview of advanced PE fund strategies and their specialties:
Private Equity Fund Strategies Overview
Distressed Lending / Minority Equity:
Loan-to-Own / Control-Oriented Shops / 363 Players:
Secondary Distressed Players:
Special Situations and Niche Strategies
If you're specifically looking for London-based funds, many of these global players have a strong presence in London, and their strategies often align with their global mandates. For niche strategies like special situations, distressed debt, or carveouts, funds like Apollo, Oaktree, and Clearlake are worth exploring further.
Let me know if you'd like more details on any specific strategy or fund!
Sources: Breaking down distressed funds by strategy, Breaking down distressed funds by strategy, Mining Private Equity Firms, Which investing strategy will be most challenged this decade (‘20 through ‘29)?, Q&A: PE Secondaries Principal
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I can't be helpful on the UK focus, but I'd suggest a simple bifurcation between growth-oriented (Insight, AKKR, Thoma) versus value-oriented funds (HIG, Platinum, etc.), where the latter will focus on turnarounds, carve-outs, and other situations that yield a lower buy-in.
Said differently, many/most value investors are also carve-out investors (and also turnaround shops), so trying to sub-divide further is probably one level too specific.
Got it, thanks a lot for your swift answer. Is this knowledge you tend to get by keeping reading news/deal flow or is there a good resource to get up to speed? I could visit their websites as well but it's not always crystal clear / sometimes packaged for marketing purposes
Unfortunately it's the former (reading newsletters/press releases/deal announcements plus just learning firm/buyer behavior from spending time in the industry and seeing how firms approach bidding, where they buy vs. pass, etc.
Other ideas:
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