Permira Portfolio Companies Overview and Insights

Permira is a global private equity firm with a diverse portfolio of companies across various industries. Permira has invested in over 200 companies since its inception.

Permira's portfolio companies range from mid-sized businesses to large enterprises, with a focus on growth and value creation. This approach has enabled Permira to achieve impressive returns on investment, with some companies experiencing significant growth and expansion.

Permira's expertise in identifying and investing in high-growth companies has led to the development of successful businesses in the technology, healthcare, and consumer sectors.

Permira, a leading private equity firm, engages with its portfolio companies in various ways to promote Environmental, Social, and Governance (ESG) practices. They have a direct engagement with management teams on ESG strategy, initiatives, risks, and opportunities.

Permira's portfolio companies benefit from ESG guidelines, which are regularly reviewed and updated to ensure alignment with the firm's sustainability goals. These guidelines are communicated to management teams through regular portfolio conferences.

Here are some key ESG initiatives that Permira implements across its portfolio companies:

At Permira, we take a hands-on approach to working with our portfolio companies. We engage directly with management teams to discuss ESG strategy, initiatives, risks, and opportunities.

We have a set of ESG guidelines in place that our portfolio companies must follow. These guidelines are an essential part of our commitment to responsible investing.

Here's a breakdown of our ESG activities with portfolio companies:

We believe that transparency and accountability are key to successful ESG management. That's why we require our portfolio companies to provide us with regular ESG reports and updates.

Permira invested in Altamarcam, a leading provider of IT services and digital transformation solutions.

Altamarcam offers a range of services including cloud computing, cybersecurity, and data analytics.

Permira's investment in Altamarcam is a testament to the firm's commitment to supporting innovative and forward-thinking companies.

Altamarcam's expertise in digital transformation has helped numerous clients achieve their business goals and stay ahead of the competition.

Permira's investment will enable Altamarcam to further expand its services and reach new markets.

Altamarcam's technology solutions have been adopted by major industries such as finance and healthcare.

Permira's business strategy is centered around creating value through operational improvements and strategic investments. This approach has led to significant growth and success for many of its portfolio companies.

Permira's focus on operational improvements enables its portfolio companies to optimize their operations, streamline processes, and increase efficiency. For example, Kabel Deutschland, a German cable operator, achieved significant cost savings through operational improvements.

Permira also makes strategic investments to drive growth and expansion. For instance, it invested in Kabel Deutschland to support its expansion into new markets and increase its customer base. This investment helped Kabel Deutschland become one of the largest cable operators in Germany.

Engagement by strategy is crucial for any business looking to make a positive impact. Permira engages with portfolio companies on ESG during the investment period.

The focus is on buyout funds where Permira has the greatest influence. Engagement is tailored depending on the commitments of the relevant fund under the EU SFDR.

In November 2022, Permira held a Sustainability Conference in London, attended by over forty delegates from companies across the Permira portfolio.

We also invite companies to meetings for specific verticals, where CHROs or IT directors come together to share ideas. These meetings are a great way to foster collaboration and knowledge sharing.

Permira Credit seeks to engage on ESG risks with direct lending portfolio companies, or CLO managers for structured credit. Engagement varies by fund and is tailored depending on the commitments of the fund under SFDR.

Permira operates through five distinct business segments, each targeting a specific sector. These segments are the backbone of the company's investment strategy.

The Consumer segment includes investments in companies like Hugo Boss and Dr. Martens, which are well-known for their high-quality products. This segment focuses on consumer-focused businesses.

Financial Services is another key segment, encompassing investments across various financial markets. This broad scope allows Permira to tap into different areas of the financial industry.

The Healthcare segment is comprised of investments in healthcare businesses, including biotechnology companies and medical equipment manufacturers. This segment is critical for the company's growth and diversification.

Industrials is a segment that includes investments in industrial companies, such as manufacturing businesses and natural resources companies. This segment is essential for the company's industrial presence.

Technology is the final segment, covering investments across the technology sector. This segment is crucial for the company's digital transformation and innovation.

Here are the five business segments organized by target sector:

A business model is the foundation of any successful company. It outlines how a business will generate revenue and sustain itself over time.

The key components of a business model include the value proposition, revenue streams, cost structure, and key activities. These components work together to create a cohesive and sustainable business strategy.

A value proposition is the unique benefit that a company offers to its customers. For example, a company that offers a subscription-based service can create a value proposition by providing exclusive content to its members.

Revenue streams are the various ways in which a business generates income. A company can have multiple revenue streams, such as sales of products or services, advertising, and licensing fees.

The cost structure of a business includes all the expenses that are necessary to operate the business. This can include costs such as salaries, rent, and marketing expenses.

Key activities are the tasks that a business must perform to deliver its value proposition. These activities can include manufacturing, logistics, and customer service.