Partners Group closes third Global Value program at EUR 680 million

Partners Group closes third Global Value program at EUR 680 million

Press release

Baar-Zug, 6 March 2013

Partners Group, the global private markets investment manager, has closed its 2011 vintage Global Value program with EUR 680 million in commitments, showing the continued appeal to investors of an integrated, global approach to private equity investing.

The program is the third and largest in Partners Group's Global Value series, following 2006 and 2008 vintage programs, which closed on over EUR 400 million and over EUR 530 million respectively. The Global Value programs invest in direct, secondary and primary private equity investments as well as select mezzanine investments worldwide, allowing Partners Group the flexibility to build an "all-weather" portfolio by targeting the most attractive segments of the asset class in different markets and market conditions.

At the time of its final close, Partners Group Global Value 2011 was already more than 50% committed to a range of private equity investments, diversified across geographic regions, industries and transaction types. Completed investments include Global Blue, a leading global provider of travel-related financial services including tax-free shopping refund services, and SBF Group, the largest sporting goods retailer in Brazil.

Dr. Stephan Schäli, Partner and Head of Private Equity at Partners Group, comments, "Both Global Blue and SBF Group stand to benefit from a growing middle class consumer group in emerging markets, an investment theme we believe will remain resilient to the volatility still seen in global markets. The Global Value 2011 program has also already benefitted from distributions from several mature assets in its secondary portfolio, as well as the early repayment of a mezzanine investment in a healthcare provider. With the market showing some pricing pressure for secondary investments, we continue to focus on assets at their inflection point where value can still be created and also on providing structuring solutions in complex transactions for the benefit of both sellers and buyers."

Investors in Partners Group Global Value 2011 include a mix of new and prior investors from corporate and public pension plans, insurance companies and financial institutions from around the world. With its integrated investment approach, the program will draw on the expertise of Partners Group's global team while benefiting from the extensive deal flow generated through the firm's private equity platform.

About Partners Group

Partners Group is a global private markets investment management firm with over EUR 28 billion in investment programs under management in private equity, private real estate, private infrastructure and private debt. The firm manages a broad range of customized portfolios for an international clientele of institutional investors. Partners Group is headquartered in Zug, Switzerland and has offices in San Francisco, New York, São Paulo, London, Guernsey, Paris, Luxembourg, Munich, Dubai, Singapore, Beijing, Seoul, Tokyo and Sydney. The firm employs over 600 people, is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of over CHF 5.5 billion and a major ownership by its partners and employees.

 

Investor relations contact

Philip Sauer

Phone: +41 41 784 66 60

E-mail: [email protected]

 

Media relations contact

Dr. Anna Hollmann

Phone: +41 41 784 63 72

E-mail: [email protected]

 

www.partnersgroup.com

Press release

Baar-Zug, 6 March 2013

Partners Group, the global private markets investment manager, has closed its 2011 vintage Global Value program with EUR 680 million in commitments, showing the continued appeal to investors of an integrated, global approach to private equity investing.

The program is the third and largest in Partners Group's Global Value series, following 2006 and 2008 vintage programs, which closed on over EUR 400 million and over EUR 530 million respectively. The Global Value programs invest in direct, secondary and primary private equity investments as well as select mezzanine investments worldwide, allowing Partners Group the flexibility to build an "all-weather" portfolio by targeting the most attractive segments of the asset class in different markets and market conditions.

At the time of its final close, Partners Group Global Value 2011 was already more than 50% committed to a range of private equity investments, diversified across geographic regions, industries and transaction types. Completed investments include Global Blue, a leading global provider of travel-related financial services including tax-free shopping refund services, and SBF Group, the largest sporting goods retailer in Brazil.

Dr. Stephan Schäli, Partner and Head of Private Equity at Partners Group, comments, "Both Global Blue and SBF Group stand to benefit from a growing middle class consumer group in emerging markets, an investment theme we believe will remain resilient to the volatility still seen in global markets. The Global Value 2011 program has also already benefitted from distributions from several mature assets in its secondary portfolio, as well as the early repayment of a mezzanine investment in a healthcare provider. With the market showing some pricing pressure for secondary investments, we continue to focus on assets at their inflection point where value can still be created and also on providing structuring solutions in complex transactions for the benefit of both sellers and buyers."

Investors in Partners Group Global Value 2011 include a mix of new and prior investors from corporate and public pension plans, insurance companies and financial institutions from around the world. With its integrated investment approach, the program will draw on the expertise of Partners Group's global team while benefiting from the extensive deal flow generated through the firm's private equity platform.

About Partners Group

Partners Group is a global private markets investment management firm with over EUR 28 billion in investment programs under management in private equity, private real estate, private infrastructure and private debt. The firm manages a broad range of customized portfolios for an international clientele of institutional investors. Partners Group is headquartered in Zug, Switzerland and has offices in San Francisco, New York, São Paulo, London, Guernsey, Paris, Luxembourg, Munich, Dubai, Singapore, Beijing, Seoul, Tokyo and Sydney. The firm employs over 600 people, is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of over CHF 5.5 billion and a major ownership by its partners and employees.

 

Investor relations contact

Philip Sauer

Phone: +41 41 784 66 60

E-mail: [email protected]

 

Media relations contact

Dr. Anna Hollmann

Phone: +41 41 784 63 72

E-mail: [email protected]

 

www.partnersgroup.com