Tikehau Capital

✨We are thrilled that Tikehau Capital has been shortlisted for two categories at the 2025 Alternative Credit Awards: · Private Credit Secondaries Fund of the Year · Special Situations Debt Manager of the Year These awards, hosted by Alternative Credit Investor recognise the most influential players in the private debt industry.

🎧 𝐅𝐚𝐮𝐭-𝐢𝐥 𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐫 𝐝𝐚𝐧𝐬 𝐥𝐚 𝐝𝐞́𝐟𝐞𝐧𝐬𝐞 𝐞𝐮𝐫𝐨𝐩𝐞́𝐞𝐧𝐧𝐞 ? Dans le nouvel épisode du podcast La Martingale Podcast, Thomas Friedberger, notre directeur général adjoint s'entretient avec Matthieu Stefani, sur les enjeux et opportunités d’investissement dans la défense européenne. Au programme : • Pourquoi la #défense est un secteur stratégique pour l’Europe. • Les grandes tendances #technologiques : IA, cybersécurité, aero, spatial… • Comment accéder au marché via des fonds spécialisés • Les perspectives de performance à moyen/long terme Un échange clair passionnant pour mieux comprendre ce segment en mutation. 🎧 Écouter ici : https://lnkd.in/d9vTyg5f #Investissement #Défense #Europe #GestiondActifs #Podcast #FinancesPersonnelles

💡 Épargne : le #crédit est-il toujours attractif ? Alors même que la BCE et d'autres banques centrales ont amorcé une détente des taux depuis le début de l’année, le crédit, et en particulier les obligations d’entreprise, continue-t-il d’offrir un réel potentiel de performance pour les investisseurs ? Solide face aux récentes tensions de marché, le crédit reste porteur de rendements jugés attractifs… à condition de faire preuve de #sélectivité. 🎙️ Retrouvez l'analyse de Laurent Calvet, Directeur de la gestion obligataire et directeur adjoint des stratégies de marchés de capitaux chez Tikehau Capital, sur le plateau de BoursoBank.   👉 https://lnkd.in/etRD6mjA   #MarchésFinanciers #Investissement #Credit #Obligations

Tikehau Capital has finalised the acquisition of a majority stake in KEP Metal Solutions, a specialist in the design and production of high-precision metal assemblies for the #aerospace, #defence, and #security industries. 🤝 This transaction also marks the beginning of a strategic #partnership with Aciturri Aeroengines, a leading Spanish industrial group backed by the Clemente family, which will invest in KEP Metal Solutions as a minority shareholder. This deal represents: • The second investment made through our second Aerospace & Defence focused private equity strategy, • The 16th transaction under this strategy launched in 2020, and • A strong commitment to supporting industrial growth, innovation, digitalisation, and the transition to more sustainable practices in the sector. 🔧 With KEP Metal Solutions’ proven expertise and Aciturri’s industrial know-how, this partnership aims to build a #European platform of excellence in welded mechanics. ✈️ In addition, the shareholders of Aciturri Aeroengines, acting through their family office Govera Inversiones, have committed to investing in our Aerospace & Defence strategy, with the aim of supporting the ongoing transformation of the aerospace and defence sector. They will serve as one of the fund’s cornerstone industrial limited partners. We thank all our partners and teams who made this milestone possible. #PrivateEquity #Aerospace #Defence #Partnership Henri Marcoux Evrard Didier Emmanuel LAILLIER Cyril Moulin Fabien Roualdes Delphine Dinard Manon Mourey Julien Laval Pierre de La Morinerie Francois Eisenreich Jose Luis Parra Hueso Alvaro Fernandez Baragaño Alfredo Tejedor de la Mata Andoni Valle García Yolanda Gómez Martínez Itziar Díez Anguiano

🌟 We are delighted to share that Noëline Thiercelin, Director in our Private Equity team has been named a Rising Star of Private Equity 2025 by Private Equity News and Financial News. Since joining Tikehau Capital in 2021, Noëline has excelled in deal execution and value creation. She has been instrumental in our Regenerative Agriculture Strategy, launched with AXA and Unilever and led our first investment into BioFirst. Noëline plays a key role in our Private Equity Decarbonisation Strategy, most recently leading the structuring of the continuation vehicle and investment in Egis. Congratulations to Noëline on this well deserved recognition. #PrivateEquity #RisingStar #DecarbonisationStrategy 

Tikehau Capital, in partnership with NewVest, has launched the inaugural Private Debt Sustainable Barometer. This first-of-its-kind Barometer provides a comprehensive analysis of sustainable investing practices across some of the world’s largest private debt funds, drawing on anonymised data from the NewVest PD50 2023 Index. Key trends include: 📌 90%+ of funds have #ESG policies in place. 📌50% monitor portfolio carbon footprint, though Scope 3 emissions are less commonly tracked. 📌 Nearly 40% set #climate objectives at the fund level. 📌 Impact investing is on the rise, though it remains at an early stage in private debt. As #sustainable finance evolves, this Barometer is a valuable tool for industry professionals to benchmark ESG maturity and spot emerging trends. 👉 Read the report (EN): https://lnkd.in/gn8RFdEf 👉 Read the report (FR): https://lnkd.in/gY3WpzqA Cecile Levi, Henri Marcoux, Vincent Lemaitre, Nathalie Bleunven, Mario Mitri, Andy Du Pont, Albane Le Gallou, Lindee Wong + the NewVest team Alice de Cherade Horswell, Olivia Jack, Edward Talmor-Gera, Francisca Grol, Ariel Ezrahi, Michael Isikow, Henry Stewart-Brown, Gal Sendrovitz, Joe Blum Eliran Gopas #PrivateDebt #Sustainability #ESG #NewVest #SustainableFinance

🤝 𝐓𝐢𝐤𝐞𝐡𝐚𝐮 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐜𝐨𝐦𝐦𝐢𝐭𝐬 𝐭𝐨 𝐬𝐮𝐩𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐜𝐡𝐢𝐥𝐝𝐫𝐞𝐧 𝐢𝐧 𝐜𝐚𝐫𝐞 Tikehau Capital signed the Charter of Commitment for Businesses Supporting Children in Care, alongside 26 other companies and foundations in this important initiative. Led by Association IM'PACTES and Accor, the event took place under the high patronage of the French Ministry of Labour, Health, Solidarity and Family Affairs, and was attended by Minister Catherine Vautrin, Minister Bruno Le Maire, and Mr Patrick Martin, President of Medef. Through this Charter, and with the support of the Tikehau Capital Foundation, we reaffirm our commitment to helping young people in the French child protection system (Aide Sociale à l’Enfance) build a future that is chosen, not imposed. We are proud to be part of this collective movement and fully committed to contributing to its long-term impact. Céline Greco Emmanuelle Costa

Actions : des opportunités d’investissement demeurent   Les marchés #actions ont enregistré une performance positive au premier semestre, soutenus par un rebond significatif depuis le creux observé début avril.   Toutefois, les #valorisations actuelles ne reflètent pas pleinement les incertitudes et les risques macroéconomiques persistants.   Dans ce contexte, la dispersion accrue entre régions et secteurs crée des opportunités d’investissement ciblées : valorisation attractive en Europe, thématiques liées à la souveraineté stratégique, leadership technologique aux États-Unis ou encore résilience des valeurs défensives, notamment dans la santé.   Un environnement complexe, mais porteur pour les investisseurs sélectifs.   🎙️ Retrouvez l’analyse de Nina Majstorovic, Spécialiste Investissements Marchés de Capitaux chez Tikehau Capital, sur le plateau de Boursorama.   👉 https://lnkd.in/gqaTMm2x   #MarchésFinanciers #Investissement #Macroéconomie #Actions #Obligations

Tikehau Capital has raised over €1 billion to support Egis’ next phase of growth.   🚀 Backed by our decarbonisation strategy and leading investors including a consortium of Apollo Global Management, Inc. S3 & Abu Dhabi Investment Authority (ADIA), and Neuberger Berman. This milestone will help Egis accelerate #global expansion and #strategic acquisitions. Since our initial investment in 2022, Egis has doubled its EBITDA and surpassed €2.2bn in revenue. With this new capital, Egis aims to double in size by 2028 and strengthen its leadership in #sustainable infrastructure and mobility.   This marks the fourth investment of the strategy’s second vintage, which has now surpassed €2 billion in capital raised, 1.5x the size of its predecessor, just one year after first close.   🌱 We’re proud to support companies driving the transition to a low-carbon future. Read the press release (EN) 👉 https://lnkd.in/gNdNd9dc Read the press release (FR) 👉 https://lnkd.in/gPpRbFyk   #PrivateEquity #Decarbonisation #Growth #Egis

🌱 We are pleased to share that Tikehau Capital has been shortlisted for the ‘Lender of the Year – Alternative’ category at the Real Deals Sustainable Investment Awards 2025! This recognition shows our ongoing commitment to advancing #sustainable finance and supporting #responsible investment across the private equity landscape. Thanks to Real Deals for acknowledging the importance of sustainable investment and to our teams, partners, and clients who help drive our mission forward every day. #SustainableInvestment #PrivateEquity #RealDealsAwards #AlternativeLending