Insights

By Louis de Chaudenay, Partner – Beaumont Executive Interim Management

Last month, members of our team were present at IPEM, an essential event for private equity players. In a constantly evolving market, this event was an opportunity to discuss the trends that have marked 2024 and those that will shape 2025.

Let’s take a look at key trends from 2024:

• Rise of Value Creation Strategies: Faced with a more constrained financing environment, funds have focused on the operational transformation of investments to maximize value creation.
• Restructurings and Carve-Outs on The Rise: Macroeconomic instability has pushed many groups to sell non-strategic assets, offering opportunities to funds specializing in special situations and distressed assets.
• Impact & ESG Integrated into Performance: Limited Partners are increasingly favoring funds aligned with ESG criteria, particularly in the energy, health and sustainable tech sectors.

Evolution of Investment Targets

• Technology and Digitalization: Despite the correction in valuations in 2024, interest in tech remains strong, with a refocus on profitable SaaS models and companies offering AI and automation solutions.
• Health and Biopharma: The aging of the population and innovations in medtech make it a key sector, with particular appeal for organisations in a growth phase or requiring strategic repositioning.
• Infrastructure and Energy Transition: The boom in investments in renewable energies and critical infrastructure continues to strengthen, driven by the imperatives of ecological transition and government subsidies.

Changing Investor Profiles

• Rise Of Mid-Cap and Small-Cap Funds: In a market where mega-dealing is becoming more complex, mid- and small-cap funds are attracting more attention, with buy-and-build strategies and optimisation of operations.
• Long-Term Investors and Family Offices: Faced with market volatility, family offices and pension funds favor patient investment strategies, often co-investment with General Partners.
• Private Equity and Economic Sovereignty: There is renewed interest from institutional investors in strategic sectors (semiconductors, cybersecurity, defense industries).

At Beaumont Executive Interim Management, we support funds and their investments in these strategic challenges thanks to transition management. In an environment where alignment between investors and companies is more crucial than ever, we provide operational talent capable of driving key transformations — growth, carve-outs, restructuring or performance optimization.

Thank you to all our partners and new meetings for these inspiring exchanges!