German Private Equity Breakfast 2022

Event Program

08:00 – 08:20 Registration, Hot & cold drinks and snacks
08:20 – 08:30 Welcome address by Malte Bruhns, Partner and Co-Head of the CMS Corporate / M&A Group
08:30 – 10:00 Panel Discussion

Moderators:
Malte Bruhns – Partner, Partner and Co-Head of the CMS Corporate / M&A Group
Poul Pedersen – Executive Chairman, Pedersen & Partners

Panellists:
Inna Gehrt – Managing Partner, Mindful Capital Partners
Luc Hendriks – Operating Partner, Triton
Holger Kleingarn – Managing Director and Head of H.I.G.’s German office 
Martin Suter – Managing Director, Rothschild & Co
Fabian Walesch – Managing Partner, Premium Equity Partners
Markus Wenz – Executive Director, Rantum Capital

Panel Discussion Topics:

• Recent developments and trends in M&A in Germany and the DACH region – including deal-flow, valuations, fund raising, availability of credit for leveraged financing, exit strategies, co-investments;
• High opportunity sectors and market segments – Internet of Things, Artificial Intelligence, eCommerce, FinTech, Life Sciences, Environmental Social and Governance (ESG), EdTech;  
• Value creation – portfolio management & asset class strategies, turnaround and change management, succession planning, talent retention, disconnect between valuations and company performance;
• What is the current valuation perspective (including equity and debt components) and is increasing regulation inhibiting deal-making activity and/or posing new challenges?
• Majority vs. minority stakes held by PE funds – comments on pros and cons and how this affects strategy;
• Influence of external factors and regulations – climate change and sustainability, digital transformation, high inflation and rising interest rates, rising global energy & food prices as result of Ukraine invasion and sanctions/embargos imposed on Russia, global supply chain bottlenecks and semiconductor shortage due to renewed China Covid-19 restrictions;
• Fund raising environment – who are the main sources of inbound capital: institutional investors, family offices, corporate ventures, sovereign wealth funds, multilaterals, funds of funds;
• Outbound investment destinations – what geographies have the highest potential for German PE firms and their portfolio companies (Europe, Asia, Africa, Middle East, USA?).