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 73% of investments co-underwritten or with proprietary access since 2014*
Who they areA leading global provider of air and gas handling solutions that drives enhanced safety, efficiency and environmental sustainability across a broad range of industrial markets.
Why it mattersIn November 2022, the sponsor signed a definitive agreement to sell the company to a strategic buyer. As a result, the partnership should receive a significant distribution.
The bottom lineHowden Group was a highly complex carve-out transaction, which the sponsor was able to successfully stand up as an independent company.
The HL advantageAs a strategic partner to the sponsor, Hamilton Lane received proprietary access to make a significant investment.
Who they areA leading global enterprise software solutions provider, selling enterprise resource planning, enterprise asset management, and field service management solutions to global businesses.
In July 2022, IFS distributed significant liquidity to the partnership related to a partial sale of the company. In addition to the distribution, Hamilton Lane retained most of its holdings, and believes there is significant upside remaining.
Why it matters
The bottom lineIFS is a prized asset alongside a quality Sponsor backed by secular trends, and received an attractive valuation.
The HL AdvantageAs a strategic partner to the Sponsor, Hamilton Lane received unique access to make a significant investment that provided supportive capital for a synergistic follow-on investment.
Who they areLeading 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 MattersWith the expertise necessary to handle the complexity of international chemical logistics, BDP was well-positioned to capture strong industry growth.
Unique AccessHamilton 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.
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.
Head of Direct Equity Investments
Leveraging our database of over 18,000 funds and 128,000+ 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.