Just closed our seventh European industrial buyout. The pattern is clear — family-owned mittelstand with succession gaps are the single most mispriced asset class in Europe right now. Happy to compare notes with anyone active in DACH.
Good afternoon, EXFIELD.
The private timeline of EXFIELD. Every voice here has been vetted.
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Hosting a small off-record dinner in Dubai on May 15 with three regional sovereign allocators. Two seats open for founding members active in energy transition. DM if relevant.
We are quietly raising a €40M Series B. Not on the market. Looking for two strategic operator-investors with distribution into Fortune 500 procurement. Discretion required — full deck in the Deal Room.
The best hire I made this year was a former operator who had been rejected by three of my portfolio companies. Fit is a lagging indicator of taste, not talent.
Toured three sovereign compute facilities in APAC last month. The delta between what the press reports and what's actually being deployed is enormous. Happy to share observations off-record with builders.