Globally diversified platform targeting the SMID market with unique positioning

Our direct equity investment strategy leverages the benefits of the Hamilton Lane platform and market access, aiming to execute high-quality direct equity investments and construct portfolios positioned to deliver compelling returns for our investors. The strategy is primarily focused on making direct equity investments in companies with small- to mid-sized enterprise values. By diversifying our investments, we seek to minimize market risks associated with over-exposure to a single general partner, geography, industry or deal type or size. Our objective is to maximize the multiple of invested capital as well as the IRR for each of the direct equity investments.

  • Leverage Hamilton Lane's extensive platform to drive unique and differentiated deal flow and access for our investors
  • Provide access to direct equity/ co-investments at preferential fees and terms versus traditional buyout funds
  • Focus on small- and mid-sized investments, with an average of nearly 74% of investments co-underwritten or with proprietary access since 2014*
*As of 03/31/22. Represents invested deals in our Direct Equity funds since 2018.
$26.3B

Opportunities Reviewed in 2021

$12.3B

Direct Equity AUM

26+

Years of Direct Equity Experience


*As of 12/31/21


Deal Spotlights



BDP International

Who they are

Leading provider of complex, non-asset-based international logistics and supply chain solutions, supporting the unique needs of its global customer base across the chemical, petrochemical, healthcare and life-sciences sectors.

 

Why It Matters

With the expertise necessary to handle the complexity of international chemical logistics, BDP was well-positioned to capture strong industry growth.

Unique Access

Hamilton Lane invested alongside an experienced sponsor who had tracked BDP for more than a decade prior to investing. The sponsor’s investment was the first institutional capital in the company and was used to professionalize the business. Hamilton Lane was one of a select few strategic partners in the deal.

AutoStore

Who they are

AutoStore is a robotics and software company providing automation technology solutions primarily for the warehouse and distribution end-markets.


The HL advantage

Hamilton Lane was familiar with this best-in-class sponsor, having backed several of their funds, and with previous experience as co-underwriting partner to the GP.

Why it matters

Hamilton Lane was advantaged as one of only four strategic investors alongside the sponsor, which allowed for significant allocation. In October 2021, AutoStore priced its IPO on the Oslo Stock Exchange.

The bottom line

In October 2021, AutoStore priced its IPO on the Oslo Stock Exchange.

Monday.com

Who they are

A recent IPO, Monday.com is a market-leading SaaS tool for managing people, processes and projects that delivers a high degree of flexibility and customization. while remaining extremely intuitive to use.


The HL Advantage

Hamilton Lane had unique access to a private financing round through our existing strategic relationship with a leading venture investment partner. 

Big picture

The firm had familiarity with the asset through previous diligence of the company and discussions with the management team via a secondary opportunity. 

‏‏‎ ‎The bottom line

‏‏‎ ‎In June 2021, Monday.com priced its IPO on the NASDAQ.



Read our take on the current Direct Equity landscape



Our large, skilled and experienced global team is adept at analyzing complex situations and leverages one of the largest platforms in the private markets industry. Utilizing this network and the data it generates gives us invaluable insights to identify trends and opportunities for our investment decisions, as well as access to unique transactions.
Jeff Armbrister
Head of Direct Equity Investments

Leveraging our database of over 15,000 funds and 70,000+ private companies

Our data advantage is a key differentiator and allows the Direct Equity Investment Team to access an abundance of investment opportunities and information advantages throughout the investment lifecycle, from diligence to allocation to monitoring and reporting. We leverage our firm’s capabilities and in-depth knowledge of the private markets, as well as our significant technological reporting and analytical capabilities, to better understand the value drivers within a given investment and ultimately strive to generate compelling returns for our investors.

*As of 12/31/21

Discover Hamilton Lane Technology

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