Infra PE scene in London
Beat infra PEs in LDN? Talking about returns / performance of the last vintages - not concerned about prestige or name
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Returns for these funds are all over the place, hard to find one that’s been consistently outperforming for 3-4 vintages..
But i’d say CIP, EQT, MSIP, Asterion, Ancala are all good names in Europe.
what about Axium for mid market?
never heard that name so can’t comment
EQT is in a bit of trouble in Germany and France with some fairly large investments. Obviously big funds etc. but I think I’d be cautious taking a job there atm. Odd not to mention Stonepeak, who can do some flexible capital and play in more value-add
Agreed, but if for Germany you’re talking about FTTH businesses, it’s hard to find someone who is not being wiped out.
bump
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