Equistone Partners Europe Limited

Firm Profile: Middle-Market Private Equity Fund Manager

Equistone Partners Europe Limited is a lower middle-market private equity firm that invests as a strategic partner alongside management teams in businesses within France, Germany, Switzerland and the UK. Equistone looks to invest in companies with an enterprise value of €50 to €300 million, investing between €25m to €125m of equity. Equistone has been an eVestment client since 2014 and subscribes to TopQ and Public Plan IQ.

Case Study: TopQ

Equistone has raised five funds to date, with their most recent closing in early 2015 at €2bn. Equistone was already evaluating TopQ when Michael Hachar, Investor Relations Manager, joined the firm to assist in the fundraising for its fifth fund. The IR team decided that TopQ could be a useful tool to aid the process.

TopQ is as important for us internally as it is for investor reporting because we have such a large, international portfolio. Being able to store our information in a central repository is very helpful.”

Equistone has amassed a large track record that contains over 130 portfolio companies, either currently invested or exited. Hachar said that subsequently analyzing this data is a very efficient and effective process using TopQ.

“To be able to take our portfolio company data set and cut it anyway we want is very beneficial for us. For example, I often need to provide senior management with key metrics on certain deals – who led them, how they performed – within a short deadline, so it’s important that I can access the data and respond quickly. Using TopQ, I was able to pull this information together in seconds.”

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