Hardman & Co Research on NB Private Equity Partners (NBPE): NB: adding value in attractive co-investment sector   In our initiation, we highlighted that NBPE is uniquely focused in the co-investment sector of PE. Our report underlined why this sector has especially appealing return, cashflow, asset selection, risk management, and GP access  [ … ]

Analyst interview | Investment Companies Q&A on NB Private Equity Partners (NBPE) | Robust growth and widening EBITDA margins  NB Private Equity Partners (NBPE) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. Mark discusses NBPE’s robust business model, highlighting its high secular grow [ … ]

Hardman & Co Research | Investment Companies   NB Private Equity Partners (NBPE) | Wider operating company EBITDA margins in 2023   We reviewed NBPE’s business model in our initiation, Co-investments generating superior performance. We noted the high-secular-growth and downside-resilient investee companies, the value added by GPs, the good c [ … ]

Analyst interview | Investment Companies Q&A on NB Private Equity Partners (NBPE) | Offsetting higher interest rates, leaving return targets unchanged  NB Private Equity Partners (NBPE) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. Mark discusses his latest report entitled ‘Value creat [ … ]

Hardman & Co Research | Investment Companies NB Private Equity Partners (NBPE) | Value creation in a higher-rate environment   In this note, we explore how the sources of value creation have evolved and how NBPE’s GP partners are expected to organically and inorganically generate incremental EBITDA growth to offset higher interest costs. Lon [ … ]

Analyst interview | Investment Companies Q&A on NB Private Equity Partners (NBPE) | How NBPE benefits from value creation through growing companies  NB Private Equity Partners (NBPE) is the topic of conversation when Hardman & Co analyst Mark Thomas joins DirectorsTalk Interviews. In this interview, we take a closer look into the strateg [ … ]

Hardman & Co Research | Investment Companies NB Private Equity Partners (NBPE) | 2023 CMD: value creation from growing companies   We reviewed NBPE’s differentiated strategy, strong outperformance and good market positioning in our initiation, Co-investments generating superior performance, and 1H’23 results summary: continued growth. The ke [ … ]