Hardman & Co Research on NB Private Equity Partners CM day: 6 November fireworks  The key takeaways from NBPE’s 6 November CM day, in our view, were i) positive market indications, including exits and an increase in the correlation between operating company EBITDA growth and NAV growth, ii) NB’s platform brings unique benefits: accessing deal [ … ]

Hardman & Co analyst interview | Closed End Investments Q&A on NB Private Equity Partners (NBPE) | The unique value of co-investment in private equity NB Private Equity Partners (NBPE) is the topic of conversation when Mark Thomas, analyst at Hardman & Co joins DirectorsTalk Interviews. In this discussion, Mark outlines how NB Privat [ … ]

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 [ … ]