A few weeks ago, we brought our investors together for our annual AGM, a chance to step back, reflect on progress across the portfolio, and look ahead to what’s next.
The message was clear, our strategy is working and continuing to scale.
We are delivering strong realisations, with exits contributing meaningful DPI for investors. Across the portfolio, businesses like Oolio, ConnellGriffin, Sequana and Sterling Group are building real momentum, translating into consistent revenue and EBITDA growth.
At the same time, Accelerate 3.0, our evolved value creation model, is now fully embedded. It is not a concept, it is how we work alongside our partner companies every day to drive sustainable performance.
We are also investing in our own platform. Over the past year, we have welcomed new talent, recognised emerging leaders, and strengthened our employee value proposition. Building a high-quality firm is central to delivering long-term outcomes.
Looking ahead, Fund IV represents the next step, a continuation of a proven strategy, supported by a more mature and institutional platform.
One of the highlights of the AGM was hearing directly from leaders across the portfolio. Their perspectives reinforced what matters most, partnership, execution and shared ambition.
The summit is getting clearer, and we are continuing to climb it together.
