Podcasts about hg capital

Heute begrüßen unsere Hosts Julius Kretz und Sebastian Langrehr einen ganz besonderen Gast: Florian Brokamp. Florian, der als ehemaliger CEO von ThinkSurance bekannt ist, hat sich mit seinem neuesten Unternehmen Ascendia zum Ziel gesetzt, die Spielregeln des Konsolidierungsgeschäfts neu zu definieren.Ascendia ist ein vielversprechender neuer Akteur, der es sich zur Aufgabe gemacht hat, führende Maklervertriebe und Assekuradeure mit einem klaren Fokus auf Privatkunden und Kleingewerbe zu vereinen. Unterstützt von HG Capital und gestärkt durch den schnellen Integrationserfolg von Unternehmen wie dem Maklerpool PMA und der Status GmbH, teilt Florian seine ehrgeizigen Visionen und die strategischen Schritte, die Ascendia bereits unternommen hat.In diesem aufschlussreichen Gespräch spricht Florian über die Herausforderungen der Branche, die technologische Revolution und die verändernden Erwartungen der Kunden. Er erklärt, warum die Startup-Mentalität in einem so schnelllebigen Umfeld entscheidend ist und beleuchtet, wie persönliche Netzwerke und technologische Plattformen in der modernen Versicherungslandschaft koexistieren. Zudem hören wir von spannenden Innovationen, die die Zukunft des Maklermarkts gestalten könnten.Ob Du Dich für Zukunftsstrategien im Versicherungsbereich interessierst oder einfach mehr über den charismatischen Unternehmer hinter Ascendia erfahren möchtest – diese Episode bietet Dir tiefgehende Einblicke und regt zum Nachdenken über die Zukunft der Versicherungsmärkte an. Viel Spaß beim Zuhören!Schreibt uns gerne eine Nachricht!Sichere Dir Dein Ticket zur InsureNXT und spare 10% mit dem Rabattcode "insurancemonday" auf Kongresstickets!Folge uns auf unserer LinkedIn Unternehmensseite für weitere spannende Updates.Unsere Website: https://www.insurancemondaypodcast.de/Du möchtest Gast beim Insurance Monday Podcast sein? Schreibe uns unter info@insurancemondaypodcast.de und wir melden uns umgehend bei Dir.Dieser Podcast wird von dean productions produziert.Vielen Dank, dass Du unseren Podcast hörst!

If you - as a leader of your team, your department, your firm, even - want to build a profoundly successful business, you'll want data at your fingertips. You'll want the data that enables you to make the best decisions and that will enable you to grow the business that you've got in your mind's eye. As well as the data, you'll want to better appreciate how to grow and develop the knowledge, skills and habits of your team so that they bring a client focus in a way that ensures that your clients believe they're in the best hands, that they're working with the best possible firm for them. Data, team, clients - these are the three topics of the discussion I was fortunate enough to have with Dawn Marriott, ex-CEO of Azets. Dawn is currently working with the funder HG Capital and with their rising stars across the 50 companies in which HG Capital invest.If you want to hear more of what Dawn's got to say about some of the key aspects of growing a highly successful firm, go to your favourite podcast platform or, if you prefer, go to humanisethenumbers.online. Please scroll down the podcast's episode page for contact information for Dawn and for the additional, downloadable resources mentioned in the podcast.

The Data Product Management In Action podcast, brought to you by executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences. In this episode, host Frannie Helforoush talks with our host Nick Zervoudis, Head of Product at CKDelta and founder of Value from Data and AI, about his new course designed to help data teams deliver maximum impact. Nick discusses the growing importance of being value-focused amidst economic challenges like inflation and layoffs. Tailored for data product managers and consultants, the cohort-based course emphasizes opportunity discovery, valuation, and aligning data initiatives with business profitability. Hosted on Maven, the interactive format fosters peer learning. Check out Nick's course on Maven and tune in to learn how to ensure your data and AI efforts deliver tangible results. About our host Frannie Helforoush: Frannie's journey began as a software engineer and evolved into a strategic product manager. Now, as a data product manager, she leverages her expertise in both fields to create impactful solutions. Frannie thrives on making data accessible and actionable, driving product innovation, and ensuring product thinking is integral to data management. Connect with Frannie on LinkedIn. Meet our Guest Nick Zervoudis: Nick is Head of Product at CKDelta, an AI software business within the CKHutchison Holdings group. Nick oversees a portfolio of data products and works with sister companies to uncover new opportunities to innovate using data,analytics, and machine learning.Nick's career has revolved around data and advanced analytics from day one,having worked as an analyst, consultant, product manager, and instructor for startups, SMEs, and enterprises including PepsiCo, Sainsbury's, Lloyds BankingGroup, IKEA, Capgemini Invent, BrainStation, QuantSpark, and Hg Capital. Nick is also the co-host ofLondon's Data Product Management meetup, and speaks and writes regularly about data & AI product management. Connect with Nick on LinkedIn. Core offerings delivered by Value from Data & AI: Data product management training Fractional Data Product Manager Data startup advisory 1:1 coaching One-off data and AI discovery projects Data monetization advisory All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights! 

S1 Ep#30: From Engineering to Data Strategy: Driving AI and Decision-Making The Data Product Management In Action podcast, season 1, is brought to you by Soda and executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences. Our guest this week is Theo Bell, a data product manager. She chats with host Nick Zerviudis and shares her transition from mechanical engineering to roles at Goldman Sachs and Palantir, emphasizing the importance of data integration in strategic decision-making. She discusses how Palantir helped a manufacturer prioritize client orders during raw material shortages and explores the challenges of convincing stakeholders to adopt new data models, advocating for production-ready pilots over proof-of-concepts. Theo also offers insights on fostering AI adoption within organizations, using a news summarization tool for a CEO as an example. She recommends the GTD framework and Surrounded by Idiots for enhancing productivity and communication. About our Host Nick Zervoudis: Nick is Head of Product at CKDelta, an AI software business within the CK Hutchison Holdings group. Nick oversees a portfolio of data products and works with sister companies to uncover new opportunities to innovate using data, analytics, and machine learning. Nick's career has revolved around data and advanced analytics from day one, having worked as an analyst, consultant, product manager, and instructor for startups, SMEs, and enterprises including PepsiCo, Sainsbury's, Lloyds Banking Group, IKEA, Capgemini Invent, BrainStation, QuantSpark, and Hg Capital. Nick is also the co-host of London's Data Product Management meetup, and speaks & writes regularly about data & AI product management. Connect with Nick on LinkedIn and through his newsletter, Value from Data & AI. About our Guest Theo Bell: Theo is the Head of AI Product at Rimes, where she leads the company's efforts to leverage AI technology in order to provide cutting-edge data management solutions to clients. Previously, Theo held key roles at Palantir Technologies and Goldman Sachs, where she enabled various industries to leverage data through AI/ML-driven software, notably Airbus' Skywise platform, the NHS, and the UK Ministry of Defense. Theo is dedicated to using AI and technology for global challenges, particularly in improving health, enhancing society, and fostering sustainable businesses. She holds a PhD in Engineering from the University of Cambridge.  Connect with Theo in LinkedIn. All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights!    .

The Data Product Management In Action podcast, brought to you by Soda and executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences.  In Episode 24 of Data Product Management in Action, our host Nick Zervoudis is joined byTefi Trabuchi, Data Platform Product Manager at SumUp, to discuss her experience transforming a reactive data platform team into a user-focused, strategy-driven powerhouse. Tefi shares how she tackled challenges like burnout, prioritization struggles, and resistance to product practices such as user research and OKRs. She highlights the pivotal role of user interviews in shifting mindsets and the delicate balance between reducing risk, ensuring compliance, and driving innovation. Tefi also emphasizes the value of clear communication and curiosity when working in highly technical domains. This episode offers practical insights for product managers navigating the complexities of data, AI, and machine learning. About our host Nick Zervoudis: Nick is Head of Product at CKDelta, an AI software business within the CKHutchison Holdings group. Nick oversees a portfolio of data products and works with sister companies to uncover new opportunities to innovate using data,analytics, and machine learning.Nick's career has revolved around data and advanced analytics from day one,having worked as an analyst, consultant, product manager, and instructor for startups, SMEs, and enterprises including PepsiCo, Sainsbury's, Lloyds BankingGroup, IKEA, Capgemini Invent, BrainStation, QuantSpark, and Hg Capital. Nick is also the co-host ofLondon's Data Product Management meetup, andspeaks & writes regularly about data & AI product management. Connect with Nick on LinkedIn. About our guest Tefi Trabuchi:Tefi is a Data Platform Product Manager at SumUp, where she focuses on making sure our data tools are not only secure and efficient but also provide a smooth user experience for our internal teams. Before this, she led the development of an in-house Data Observability tool at Glovo, introducing governance rules and SLAs for key datasets. Tefi enjoys working closely with teams to create practical solutions that make accessing and using data easier and more intuitive, so everyone can make more informed decisions faster. Connect with Tefi on LinkedIn. All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights!              

The Data Product Management In Action podcast, brought to you by Soda and executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences.  In Season 01, Episode 20, Nick is back and this time he is chatting with Ganesh Prasad. They dive into Ganesh's background as a data product manager and his journey from data science to product management. The discussion leads into the differences between internal and external products, the importance of user interviews and discovery, and the challenges and advantages of working in big tech and financial industries. Follow along as Ganesh shares some valuable tips and explains the importance of having a product mindset. About our host Nick Zervoudis: Nick is Head of Product at CKDelta, an AI software business within the CK Hutchison Holdings group. Nick oversees a portfolio of data products and works with sister companies to uncover new opportunities to innovate using data, analytics, and machine learning. Nick's career has revolved around data and advanced analytics from day one, having worked as an analyst, consultant, product manager, and instructor for startups, SMEs, and enterprises including PepsiCo, Sainsbury's, Lloyds Banking Group, IKEA, Capgemini Invent, BrainStation, QuantSpark, and Hg Capital. Nick is also the co-host of London's Data Product Management meetup, and speaks and writes regularly about data and AI product management. Connect with Nick on LinkedIn.   About our guest Ganesh Prasad: Ganesh is a Senior Product Lead in the Data Analytics division at Salesforce, bringing over 5 years of experience in data product management from both Salesforce and Mastercard. He has a proven track record of successfully launching and scaling products that meet customer needs. Ganesh has successfully managed and developed analytics, ML, and AI products across various domains, including marketing analytics, fraud detection, revenue forecasting, and platform optimization. Transitioning from a data scientist to a product manager, Ganesh is passionate about the intersection of data and product development. He leads the PM Community of Practice for the Data Analytics division at Salesforce and dedicates his spare time to mentoring others in the field. Connect with Ganesh on LinkedIn.  All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights!   

The Data Product Management In Action podcast, brought to you by Soda and executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences.  In Season 01, Episode 16,  we introduce another one of our amazing hosts, Nick Zervoudis. Nick is the head of Products for Data and AI at CKDelta. He shares his journey into product management and discusses his dual roles, managing data monetization products and consulting for sister companies. We will discuss Nick's career highlights, key successes, and challenges. Get to know Nick and learn about journey into the field of Data Product management!  About our host Nick Zervoudis: Nick is Head of Product at CKDelta, an AI software business within the CK Hutchison Holdings group. Nick oversees a portfolio of data products and works with sister companies to uncover new opportunities to innovate using data, analytics, and machine learning. Nick's career has revolved around data and advanced analytics from day one, having worked as an analyst, consultant, product manager, and instructor for startups, SMEs, and enterprises including PepsiCo, Sainsbury's, Lloyds Banking Group, IKEA, Capgemini Invent, BrainStation, QuantSpark, and Hg Capital. Nick is also the co-host of London's Data Product Management meetup, and speaks & writes regularly about data & AI product management. Connect with Nick on LinkedIn.   All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights! 

The Data Product Management In Action podcast, brought to you by Soda and executive producer Scott Hirleman, is a platform for data product management practitioners to share insights and experiences.  In Season 01, Episode 17, host Nick Zervoudis ( Head of Product at CKDelta) talks to Grace Talem (Product Manager with Power Digital Marketing). In this episode Grace shares her career journey and highlights the importance of diverse experiences in shaping a successful product manager. She discusses the value of empathy, strong relationships with engineering and data teams, and the role of curiosity in asking the right questions. Listen to Grace as she shares her plans for a career break to explore new projects!  About our host Nick Zervoudis: Nick is Head of Product at CKDelta, an AI software business within the CK Hutchison Holdings group. Nick oversees a portfolio of data products and works with sister companies to uncover new opportunities to innovate using data, analytics, and machine learning. Nick's career has revolved around data and advanced analytics from day one, having worked as an analyst, consultant, product manager, and instructor for startups, SMEs, and enterprises including PepsiCo, Sainsbury's, Lloyds Banking Group, IKEA, Capgemini Invent, BrainStation, QuantSpark, and Hg Capital. Nick is also the co-host of London's Data Product Management meetup, and speaks & writes regularly about data & AI product management. Connect with Nick on LinkedIn.   About our guest Grace Halim: Grace is a seasoned product leader with a passion for building innovative products. With over 12 years of product management experience, Grace has honed her skills in leading high-performing product teams and delivering exceptional customer experiences. From crafting engaging data products to optimizing complex enterprise systems, Grace has a proven track record of success in the product management field. Grace is currently on a career break traveling around Australia in a caravan with her young family. Having been a product leader in the last two roles she held, Grace excelled in building and scaling product teams, fostering a culture of innovation, and driving business growth. Her teams' focus on customer focus and strategic thinking have been instrumental in delivering successful products that resonate with customers and drive bottom-line results. Beyond her corporate experience, Grace is an entrepreneur at heart. As co-founder of a data platform, she demonstrated her ability to turn a vision into a paying customer. Stay up to date with Grace's adventure on LinkedIn.  All views and opinions expressed are those of the individuals and do not necessarily reflect their employers or anyone else.  Join the conversation on LinkedIn.  Apply to be a guest or nominate someone that you know.  Do you love what you're listening to? Please rate and review the podcast, and share it with fellow practitioners you know. Your support helps us reach more listeners and continue providing valuable insights!              

In this episode of De-Stress Your Business, host Alexis Kingsbury is joined by Dawn Marriott, a business turnaround expert and partner at HG Capital.    Dawn shares her strategies for optimizing leadership time, delegating tasks, and making tough decisions. She discusses her role as CEO of Azets, highlighting the challenges she faced with rapid growth, integration of multiple acquisitions, and the need for detailed planning and accountability.    Dawn emphasizes the importance of building a strong team, managing time effectively, and making swift decisions to remove blockers. She also gives practical advice on achieving consistency in processes and the balance between centralized and localized decision-making.    The episode concludes with a quick-fire round where Dawn shares her personal insights and recommendations for business leaders.   Tune in to learn how to take action and see the positive impact!    ---   Links and Resources:   Dawn on LinkedIn- https://www.linkedin.com/in/dawn-marriott-6853701/ Book recommendation: The Ultra Processed People (Chris Van Tulleken) https://www.amazon.co.uk/Ultra-Processed-People-Stuff-That-Isnt/dp/1529900050

News from Oxford Biodynamics, Quantum Exponential, HG Capital, IP Group, Superseed, Frontier IP, Halma, 1Spatial, MTI Wireless, Nanoco, AFC Energy, Trainline, Pressure Technologies

In this episode we speak to Jim Strang, Chairman of HGCapital Trust.  The Trust has an outstanding track record investing in business-to-business software companies.  We discuss the evolution in private markets over Jim's career, the benefits of specialisation and the reasons behind Hg Capital's success.Show notes:[01:15] Jim discusses his early career[02:12] HgCapital Trust's history[03:41] The benefits of specialisation[05:56] The importance of controlling the capital structure[08:02] Characteristics of typical Hg investments[10:07] The growth model[11:29] End market fragmentation[13:29] Being highly selective[16:25] Having the flexibility to own the best businesses over the long run[18:07] Replicating Hg's success in the US[19:58] Why Hg is an attractive owner for entrepreneurs[22:35] Sustaining Hg's culture and using greater scale to drive operational improvement.[25:25] Objectively assessing each company's potential[27:03] Low loss rates and a few major successes[27:57] Why things typically go wrong[30:22] Leverage and the capital structure[33:33] Valuing private companies[38:43] M&A in a higher interest rate environment[40:54] Trust your gut

This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and HR software products for customers across the Nordic, Benelux, and Baltic regions. Founded in Oslo in 1996, Visma grew organically and via acquisition of 178 companies. We're joined by Nic Humphries, the Senior Partner and Executive Chairman of Hg Capital, which is one of the leading software investors in Europe. Nic is intimately familiar with Visma, given Hg owns over 50% of the business and has been invested for over 17 years. Hg initially invested as part of a take-private transaction in 2006 at just a $450 million valuation and based upon the latest recap completed in December, today, the business is valued at over $21 billion. As part of this conversation, we discussed the business history, growth, and recent leadership transition. Please enjoy this breakdown of Visma. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Tegus, the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and reliable insights that can't be found anywhere else in the market. As a listener, drive your next investment thesis forward with Tegus for free at tegus.co/patrick. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt | @domcooke Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:44) First question - Introducing Visma and its operations (00:10:51) Identifying Visma's unique attributes in the payroll sector (00:13:32) Assessing Visma's current scale and potential for growth (00:17:45) Considering the shift to a cloud-native approach (00:20:49) Reflecting on key lessons from past errors (00:23:19) Strategies for scaling the business effectively (00:28:15) Weighing cash reinvestment against shareholder distributions (00:31:39) Øystein Moan's influence within the company (00:33:06) Deciding the right time for an IPO (00:39:23) Analyzing the risks facing Visma (00:41:22) Exploring Visma's competitive advantages Learn more about your ad choices. Visit megaphone.fm/adchoices

Take a look at some of the highlights from the 2023 season of the Private Equity Value Creation podcast. In these bite-sized value creation insights from firms including Hg Capital, B Capital Group and JMI Equity, you'll learn about tried-and-tested strategies for portco hiring, financial management, sales processes and much more.

Shiv Narayanan interviews Matt Gallagher, Portfolio CRO at Hg Capital. Matt and Shiv discuss how the Hg portfolio team prioritize revenue growth strategies that will move the needle most in the first months after an investment. Learn about the importance of due diligence as a foundation for scale and the metrics you should review to assess performance and potential, plus common areas of inefficiency in portfolio companies and how to address them. Resources For the latest information and data on Hg please visit: https://quarterly-update.hgcapital.com/2023/ Learn more about Hg Capital Connect with Matt Gallagher - LinkedIn Mastering the 7 Essentials of High-Growth Companies, by David G. Thomson Fanatical Prospecting, by Jeb Blount The Challenger Sale, by Matthew Dixon and Brent Adamson The Challenger Customer, by Brent Adamson, Matthew Dixon, Pat Spenner and Nick Toman Tech-Powered Sales, by Justin Michael and Tony Hughes Who, by Geoff Smart and Randy Street The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

What is financial risk? Why is it important to set a financial risk level? What is your financial risk level? These are questions we often assume are best avoided – many of us go through life burying our heads in the sand, giving any kind of financial risk as wide a berth as possible.   But, in investing, risk is crucial. In this episode, Harriet Johnston Y TREE's Head of Brand and Marketing is joined by Johnnie Hampel, Y TREE's co-founder and Head of Client Relationships and Nic Humphries, Senior Partner and Executive Chairman at Hg Capital, Europe's largest investor in software and services, to unpack these questions and more.  From the outside, both Nic and Johnnie are individuals who seem to have a high appetite for financial risk. But, as this episode reveals, neither think of themselves as such. Both have diminished their risk level through a deep knowledge and understanding of their respective fields.  Join us for a fascinating insight into this most fundamental of investment principles – and if this episode prompts you to consider your own personal risk level, visit y-tree.com to find out more about Y TREE helps their clients ensure that they are adopting an approach to risk that fits their life and outlook.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we are introducing a theme in the Futureverse – risk.  Over the next few weeks, we will hear from an adventurer, a war correspondent, and an entrepreneur about their relationship with risk – in business, and in their lives more broadly.  And, we begin with financial risk.  What is financial risk? Why is it important to set a financial risk level? What is your financial risk level? These are questions we often assume are best avoided – many of us go through life burying our heads in the sand, giving any kind of financial risk as wide a berth as possible.   But, in investing, risk is crucial. In this episode, Y TREE's Head of Brand and Marketing is joined by Y TREE's co-founder and Head of Client Relationships Johnnie Hampel and Nic Humphries, Senior Partner and Executive Chairman at Hg Capital, Europe's largest investor in software and services, to unpack these questions and more.  From the outside, both Nic and Johnnie are individuals who seem to have a high appetite for financial risk. But, as this episode reveals, neither think of themselves as such. Both have diminished their risk level through a deep knowledge and understanding of their respective fields.  Join us for a fascinating insight into this, the most fundamental of investment principles – and if this episode prompts you to consider your own personal risk level, visit y-tree.com to find out more about Y TREE helps their clients ensure that they are adopting an approach to risk that fits their life and outlook.  Nic Humphries: https://hgcapital.com/team/Nic-Humphries Learn more about your ad choices. Visit megaphone.fm/adchoices

Elona Mortimer-Zhika is the inspirational CEO of IRIS Software Group and is responsible for all operations across the Group and this weeks guest on the Leadership Bites podcast.On this episode we talk about:Humble upbringingAn education in diversity"The luck winner of...." (No luck involved)"My dad's my hero"Proud to be an accountantThe role of leadershipHiring for curiousityFailing fastNo decision is worth the wrong decisionThe culture questionBeing a house of brands"You can't just laminate values"The power of celebrationBeating the drum"You can't fake passion"Elona joined IRIS in 2016 as Chief Financial Officer and was promoted to Chief Operating Officer in 2018, and then Chief Executive Officer in 2019. In 2020, Elona was appointed as a Non-Executive Director and Chair of the Audit Committee at Purplebricks, the UK's leading hybrid estate agency. Before joining IRIS, Elona held several senior leadership roles in Big 4 and PE-backed businesses, including Mavenir, Acision, Arthur Andersen and Deloitte.Elona graduated with a First Class Honours Degree in Accounting and Economics and is a Fellow of the Institute of Chartered Accountants in England & Wales. Awards include Top 50 Women in Accounting 2021; UK Tech Awards Business Woman of the Year 2020; Global Banking and Finance Business Woman of the Year UK 2020 and the Venus National Finance Professional of the Year 2018.Elona is passionate about diversity and is a mentor in the F-Ten ICAEW programme supporting women in leadership positions.To find out more about Guy Bloom and his award winning work in Team Coaching, Leadership Development and Executive Coaching click below.The link to everything CLICK HEREUK: 07827 953814Email: guybloom@livingbrave.com Web: www.livingbrave.com

Die Anzahl an Transaktionen mit Private-Equity-Beteiligung ist in den letzten Jahren sehr stark gestiegen. Die Investoren fordern dazu eine hohe Transparenz über die wirtschaftliche Entwicklung ihrer Portfoliogruppen, die die neu erworbenen Unternehmen aufnehmen, was letztlich mit einem monatlichen Financial Reporting umgesetzt wird. Es ist daher für die Portfoliogruppen wichtig, dass die neu erworbenen Gesellschaften schnell in die Gruppe integriert werden. Dazu gehört sowohl eine Integration in die Systemlandschaft als auch in die Reporting- und Accounting-Standards. Was alles zu einem solchen Financial Onboarding gehört und woran man eine erfolgreiche Integration neuer Portfoliogesellschaften erkennt, darüber sprechen in dieser Podcast-Folge Stefan Schmidtner, Investment Professional bei Hg Capital, einem europaweit führenden Investor in den Bereichen Software und Dienstleistungen, und Janik Adrian, Senior Manager bei Ebner Stolz Management Consultants in Frankfurt.

After a record-breaking 2021 with staggering valuations and a total of 84 new European tech unicorns, the number of new venture capital investors in Europe has simultaneously decreased by almost half. With 61 new investors in 2021, including ten headquartered in the United Kingdom, the total number of European investors thus rose to 817 at the end of the previous year. A study by international tech M&A advisor i5invest, venture builder i5growth, and the Entrepreneurship Center of the Vienna University of Economics and Business shows that British investors have in excess of €468 billion in assets under management and a particular focus on investments in HealthTech & Life Science. Investors in Europe Despite Brexit, the UK continues to lead the ranking of countries with the most local investors in Europe (351), followed by Germany in 2nd place (199), France in 3rd place (128), and the Netherlands in 4th place (70). While the DACH region grew the fastest in terms of new investors in 2020, Scandinavia counted among the most newcomers last year. “Most central European countries have relatively constant growth figures. Scandinavia however was able to increase while we observed only about one-third of newly founded investors in the UK in 2021 compared to the year before”, emphasizes Herwig Springer, CEO of i5invest, indicating a possible change in trend. The portfolios of British investors are the most successful out of any in a European comparison. Of a total of 130 European startups valued at more than one billion dollars, the so-called unicorns, 68% have at least one British venture capitalist on board. For companies that investors believe have the potential to reach this billion valuation threshold in the next 24 months, the so-called soonicorns, this figure is as high as 60%. Out of the 191 investors primarily based in the UK, 67% have an early-stage investment focus, at least among other stages. This trend appears to be unbroken – nine out of the ten new investors founded in 2021 invest exclusively in early-stage startups. “European scale-ups in later stages are largely dependent on money from the UK where by far most of the European growth capital is concentrated. However, the bigger the funding round, the more likely we see a US investor in the lead. There is definitely potential for more growth capital across Europe”, says Simona Huebl, CEO of i5growth. Europe's Most Active and Most Powerful Investors Based on assets under management in 2022, Novo Holdings (Denmark), Balderton Capital (UK), Atomico (UK), Target Global (Germany), and Verdane (Norway) are the most powerful European venture capital investors. CVC Capital Partners (Luxembourg), Partners Group (Switzerland), Ardian (France), Intermediate Capital Group (UK), and Schroder Adveq Management (Switzerland) lead the private equity ranking. The total assets under the management of all investors included in the European Capital Report 2022 amount to more than €3,286 billion. The most active European venture capital investors based on the number of investments made in 2021 are Global Founders Capital with 233 investments (Germany), followed by Seedcamp (UK), BGF (UK), Entrepreneur First (UK), and SFC Capital (UK). In the ranking of the largest venture capital investors from the UK in 2022 based on the respective assets under management, Balderton Capital leads ahead of Atomico, BGF, Octopus Investments, and Octopus Ventures. If one ranks all investors in the UK according to the number of investments made in the previous year, Seedcamp leads with 116 investments, followed by BGF (113), Entrepreneur First (111), HG Capital (108), and SFC Capital (103). Corporate Venture Capital One trend that is only slowly gaining momentum across Europe is for large companies to set up venture capital arms as part of their innovation strategy. The UK's most prominent example is Unilever Ventures. “What stands out is that some of the largest German corporations, including BMW, SAP, and Si...

Perhaps few CFO career paths better reveal the advantages founder-led firm may offer than that of Prophix CFO Ryan Van Hatten. Back in 2016—when the firm's previous CFO exited the company—Prophix's founder and CEO, the late Paul Barber, asked Van Hatten, an 11-year company veteran, to step into the CFO office until a CFO hire could be made. Recalls Van Hatten: “I knew all of the people on the finance team, and they knew me, and we respected each other, so it was like, ‘Calm the troops, assess where we're at, and while this may take a few months, you can then go home to operations.'”     However, Van Hatten never did return to operations, and his ascension into the CFO role was finally set after Barber sold the software company to Canadian private equity firm HG Capital in early 2021.   Comments Van Hatten: “I was suddenly thrust into a different world. It was very different from having Paul and a bunch of friendly managers asking the questions.” Still, few CFOs likely would have been better prepared to answer sticky operational questions than Van Hatten, who had spent the balance of his 16-plus years at the software company zigzagging across the organization as Barber and COO Alok Ajmera (now CEO) summoned him to take on new and different roles.      Reports Van Hatten: “I had been around the company a long time. I knew the people, and if I had fallen flat on my face, they would have been there to help me and pick me up.” Asked what advantages a founder-led firm might offer to aspiring CFOs and what exactly sets apart the company that Paul Barber founded, Van Hatten says that this comes down to learning and relationships: “It's having the openness to learn from each other.” –Jack Sweeney

Unter anderem mit folgenden Themen: 2022 - das beste bAV-Jahr aller Zeiten! Bernd Steinhart und Michael Hettich im Interview | Startschuss für die MMM-Messe am 26.04.2022 | Vier Stühle, eine Meinung - die Chefs von Fonds Finanz und Hg im Interview | 'Die Grüne Couch - Nachhaltigkeit mit Fonds Finanz': Nachhaltigkeitsmanagerin Irmi Dietmair präsentiert die neue Three-Circles-Prämie für alle, die gerne Gutes tun

Risk has always been a part of financial advice and strategy. But what does it really entail, both for advisors and for their clients? In today's episode, Jack talks with Aaron Klein, Co-Founder & CEO of Riskalyze. Aaron is an innovator in helping advisors and clients understand and manage risk. He started Riskalyze a decade ago with a small team and invented risk solutions like the Risk Number and the Risk Alignment Platform. Aaron talks with Jack about the evolution of risk solutions, the impact of focused innovation on financial advisors, and the future of a multi-platform world. Key Takeaways [01:05] - How Aaron learned “grit” in business. [03:12] - The Riskalyze origin story. [11:36] - How the HG Capital and Riskalyze partnership came to be. [15:07] - How Riskalyze became a risk-centered wealth platform. [18:01] - What a multi-platform future looks like. [20:36] - Why focus is so important. [24:57] - Aaron's three key takeaways. Quotes [05:52] - "It took off like a rocket when Riskalyze came out of beta in March of 2013. And here we are 10 years later. We get to serve tens of thousands of financial advisors across the country, and we've delivered over five billion risk numbers to their clients. It's really incredible." - Aaron Klein [14:54] - "We started from the standpoint of, how can we help advisors better engage with clients at the front end of their process? And we just happened to believe that risk was the right way to engage with clients, that it was the right lens to help clients understand what they were doing and make better decisions that were fearless decisions instead of fearful decisions." - Aaron Klein [17:13] - "What we are building is a bit of an advisor desktop platform. We really believe in a multi-platform vision. We want to make sure it's really easy for advisors to engage with clients and leverage those tools, and then implement those solutions for clients directly onto the different platforms that they might be on." - Aaron Klein Links  Aaron Klein on LinkedIn Riskalyze E-trade The New York Times Barrons NPR Josh Brown Pershing INSITE Conference Brian MacLaughlin FTV Capital HG Capital Black Diamond Capital Management Envestnet Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Boom! Problem solved. Aaron Klein, CEO and Co-founder of Riskalyze, has taken on the challenge of investment management complexity for financial advisors and injected simplicity into the process for them and their clients. Now serving hundreds of thousands of advisors, with millions of "risk numbers" (in the form of speed limit signs!) delivered to investors, Aaron and his bright team in Auburn, California are riding this massive wave of digital transformation and loving every minute of it. So is their new investor, HG Capital, who just recapitalized Riskalyze and will pour significant money into the company. HG is particularly fond of Riskalyze's delivery model, their learning and training culture, and the high level of client satisfaction that Riskalyze enjoys. Aaron is downright adamant about sticking to the 9 core values of his firm, and making sure that these values are not as much aspirational as they are a reflection of Riskalyze and its people. Listen to this 18th episode of Can You Hold My Attention? to learn more about these core values, Aaron's views on key trends in the wealth management industry, and how Riskalyze is not just an investment management technology, but also a tool advisors use to fuel their growth initiatives. And if you're wondering where Auburn is and what the little town is famous for...well, you're learn about that too.

Aaron Klein, the founder of Auburn, CA-based Riskalyze, which built the world's first Risk Alignment Platform, talks about his journey from founding the company in 2011 to its successful recapitalization by Hg Capital in 2021.  Learn more about Aaron's entrepreneurial ups and downs and gather a few of his key lessons learned in this fascinating discussion that culminates with Aaron's reflections that entrepreneurship is hard but not magic...and that hard work + persistence pays off.  So -- Don't quit.

On this week's episode of the HPScast, host Colbert Cannon sits down with Hg Capital former partner, Richard Donner.  After a series of roles in finance in London, Donner eventually landed at Hg Capital and spent nearly 20 years with the company, notably driving the success of their capital markets business.  He recently retired, and is focusing his time on the Hg Foundation, a non profit focused on developing skills for employment in the tech industry. Find out more about Richard and Hg Capital here.Click here to check out Richard's Best Idea of the week, Robert A. Caro's biography of Lyndon B Johnson, The Passage of Power. 

Episode 6 of Offshoot brings long-time friend and acquaintance, Andrew Jobst onto the show.  Andrew is a principal of HG Capital. Since 1995, HG Capital has specialized in providing joint venture equity for value-add and opportunistic real estate investments throughout the Western US. Uniquely, they typically invest $8MM and less per transaction.

Episode 6 of Offshoot brings long-time friend and acquaintance, Andrew Jobst onto the show.  Andrew is a principal of HG Capital. Since 1995, HG Capital has specialized in providing joint venture equity for value-add and opportunistic real estate investments throughout the Western US. Uniquely, they typically invest $8MM and less per transaction.

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending May 21. After last week's massive number of startup fundings hitting 80, we came very close this week, as 73 Chinese startups, growth stage, and pre-IPO companies closed big funding over the past 5 days totaling US$1.295 billion. And whereas last week we had a nice mix of cryptocurrency, artificial intelligence, and e-commerce firms in China raising capital, this week's highlighted companies are all from the biotech and healthcare sector. Investors in key deals this week include Lyfe Capital, HG Capital, Green Pine Capital Partners, Matrix Partners China, Oriza Holdings, Newley Capital, Yinglian Health Industry Fund, WuXi AppTec Group, and Sequoia Capital China. This is the May 21, 2021 edition of the China Money Podcast where we update you on the news, data, and insights you need for making private equity and venture capital decisions in China. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

In this episode of China Money Podcast, listen to all the news headlines in the China venture investment and tech sector for the week ending April 23. We monitored 75 different startup, growth stage, and pre-IPO investment deals closing in the past 5 days totaling US$1.77 billion across China. Investors such as BioTrack Capital, Sherpa Venture Capital, IDG Capital, Lilly Asia Ventures, 3H Health Investment, HG Capital, Sequoia Capital China, Alwin Capital, and Kunlun Fund all made investments this week in a bunch of startups ranging from gene editing to building information modeling to online education to artificial intelligence to cross-border trade, and everything in between. This is the April 23, 2021 edition of the China Money Podcast where we update you on the news, data, and insights you need for making private equity and venture capital decisions in China. Be sure to subscribe to China Money Podcast for free in the iTunes store, or subscribe to our weekly newsletter.

Alok Ajmera, CEO of Prophix takes us to journey of converting the company's software offering from on-prem to a cloud. The transition is particularly impressive because Prophix completed it while being bootstrapped, and only after the conversion did they take outside investments from HG Capital (leading European PE firm).Alok Ajmera's BioAlok joined Prophix in 2004 as a consultant, and after wearing nearly every hat in the company was first promoted to President and COO, and most recently to CEO.Time Stamps01:00 Alok and Prophix04:50 Pricing model05:45 Moving from on-prem to a cloud12:00 Incentivizing clients to move to a cloud16:00 Change in a compensation model18:00 Customer Success and cross-sell20:00 NPS and customers' satisfaction 23:50 Choosing investors31:00 Advice to companies that plan to convert their software from on-prem to a cloudSIGN UP at https://www.saashimi.cloud to receive transcripts of the interviews and news about upcoming guests and events.

Bryan de Lottinville, Executive Chairperson at Benevity, joined Purposely Podcast to share his founder story Benevity's corporate purpose platform connects over 650 companies to 2 million causes in 208 countries and nations. Using 20 languages and 13 currencies they are making doing good around the globe fast, easy and cost-effective. Users of the platform can give to the causes that matter to them and then companies can add matching donations and other types of rewards. The software also facilitates grantmaking, volunteering and positive actions, and embeds social action into customer experiences. Bryan is a 'reformed lawyer' who re-evaluated his career when his daughter asked him what he did for a living. He wanted to make the world a better place and make his daughter proud. He was a self-confessed data geek who saw the need for technology to help global enterprises provide better social and business returns. He tells us how the initial iteration of the software was not quite right, and a drastic rethink was required. In fact those early lessons learnt from the start-up phase enabled Benevity to become a world leader in cloud-based software powering purpose-driven business. Impressively, they are doing this for hundreds of leading global brands including Google, Apple, Microsoft, Nike, SAP while facilitating more than $2 billion annually to good causes. Benevity recently reached unicorn status with a valuation of $1.1 billion, welcoming significant new investment from London-based venture capital firm Hg Capital who recently brought in world-leading impact and sustainability funds, The Rise Foundation and Generation Investment Management. Bryan took this opportunity to stand down as CEO and hand the day to day running of the organisation to Kelly Schmitt who was Benevity's President and CFO. --- Send in a voice message: https://anchor.fm/mark-longbottom2/message

Episode 5: Linkubator  With investments in the legal technology space exceeding the billion-dollar mark in both 2018 and 2019 and consolidation heating up in the sector, Hamza speaks to Ben Meyer (Partner at Hg Capital, leading on Legal Tech investments) and Matt Peers (COO at Linklaters) on these developments. They discuss what makes the sector so attractive from an investor perspective, whether the proliferation of legal tech companies and rising investments in the space are creating a bubble, and they delve into Hg's investments in to legal tech companies Litera Microsystems, Workshare Transact and Doxly. They also discuss new technology platforms, what kind of technologies Linklaters is looking at and the advent of law firms as tech producers. This episode was recorded in November 2019. 

Episode 5: Linkubator  With investments in the legal technology space exceeding the billion-dollar mark in both 2018 and 2019 and consolidation heating up in the sector, Hamza speaks to Ben Meyer (Partner at Hg Capital, leading on Legal Tech investments) and Matt Peers (COO at Linklaters) on these developments. They discuss what makes the sector so attractive from an investor perspective, whether the proliferation of legal tech companies and rising investments in the space are creating a bubble, and they delve into Hg’s investments in to legal tech companies Litera Microsystems, Workshare Transact and Doxly. They also discuss new technology platforms, what kind of technologies Linklaters is looking at and the advent of law firms as tech producers. This episode was recorded in November 2019.