Diversify Your Portfolio with Private Market Investments

Petiole co-invested alongside KKR in its multibillion-dollar acquisition of Wella from parent company Coty Inc. in November 2020. Wella is the second largest global player in professional hair and grooming products with headquarters in Darmstadt Germany.

Wella is a global hair care company and a well-known brand founded in 1880 by Franz Stroher. It is the second largest global professional hair player behind L’Oréal and has four main divisions: ​Professional Hair, Retail Hair, Ghd hair styling appliances and OPI, the world's largest nail brand.

Petiole invested alongside North Castle Partners in Barry’s, a boutique fitness studio operator and lifestyle brand headquartered in West Hollywood, California.

Barry’s is a regional boutique fitness operator and lifestyle brand that pioneered the indoor bootcamp category and is often labeled “the best workout in the world”– founded in West Hollywood in 1998 by John Mumford, Rachel Mumford and Barry Jay.

Petiole co-invested together with The Carlyle Group in a loan to one of the most established developers in the U.S. and the sponsor of the iconic Hudson Yards development. The project is based in Manhattan’s West Side with retail space, restaurants and the highest sky deck in the Western Hemisphere.

The Edge is the highest outdoor sky deck in the Western Hemisphere, a marvel of architecture, engineering, and technology with panoramic views of New York City. The Edge sits at the top of the Hudson Yards development, home to more than 100 diverse shops, offices, public art and dynamic cultural institutions.

Petiole's Feeder Funds pool capital from multiple investors to invest in larger target funds, granting access to private equity and hedge funds. Managed by expert fund managers, these funds offer diversified portfolios and long-term growth opportunities.

Feeder Funds allow investors to tap into niche sectors typically inaccessible through traditional co-investment programs. With longer investment terms, they help mitigate short-term volatility and focus on generating superior long-term, risk-adjusted returns. Investors benefit from economies of scale and access to exclusive, expertly managed opportunities that drive sustainable wealth growth.

Petiole invested alongside Skyview, a China technology fund founded by former Baidu executives and focused on late-stages 5G and Artificial Intelligence (AI) Companies.

The next stage of rapid growth in China's economy will be driven by 5G and AI. China has been taking a leading role in the race for 5G. China accounts for 48% of the world's total AI start-up funding compared to the United States' 38%.

Petiole co-invested with Partners Group in the US$3 billion acquisition of Idera, a global B2B provider of software and Database productivity tools supporting the digitalization thesis. As more enterprises invest in accelerating software development and innovation, demand for Idera’s products and services is expected to grow.

Idera operates within the $205 billion global infrastructure software market with a total addressable market of $14.4 billion. The company’s product range encompasses software used for the design, automation, management, and security of data and data warehouses on-premises and in the cloud.

Credit Low-Duration Income Portfolio III is a unique investment opportunity identified by Petiole in Australian real estate credit that offers investors attractive income-generating returns at relatively low-risk. This transaction involves providing senior secured loans to top-quality real estate developers that generate annual cash-paying returns.

Australian debt market benefits from a structural dislocation and scalable risk-adjusted returns, and the region's long-term demographic trends and healthy macroeconomic conditions drive a surge in residential construction, commercial real estate development, and infrastructure spending. This First Mortgage Construction Fund (FMFC) aims to provide senior mortgage construction loans to reputable real estate developers with strong track records and expertise. This fund will mainly focus on residential, industrial and hotels - sectors having the strongest outlook in Australia and New Zealand.

Petiole co-invested alongside KKR in the creation of a leading media content platform in Europe with US$1 billion+ in revenues. The combination of Leonine (Germany) and Mediawan (France) will form a powerhouse in a highly-fragmented market and where demand has continued post-COVID. 

The alliance between Leonine (Germany) and Mediawan (France) presents a unique opportunity to back two leaders in their respective national markets while forming a leading media content platform in Europe with scale benefits and an exciting growth trajectory.

The combined platform allows the development of more Intellectual Property (IP), attracts more talent, and develops a stronger library of rights, collectively enabling Mediawan and Leonine to co-finance more in-house production, retain IP rights and capture more economic upside.

Petiole partnered with a leading sponsor in Europe, in the acquisition of a leasehold asset in St. James in the prestigious West End district. This opportunistic co-investment in the refurbishment, lease-up, and selling of a Grade-A London office is aimed at generation a private equity return.

Brexit, COVID-19, and supply chain dislocations hit London’s real estate market hard, but the city's timeless allure and heavy investment from The Crown Estate have made West End real estate attractive again despite the headwinds. This creates an opening for opportunistic investors, presenting a market with favorable dynamics, limited new supply, and increasing demand for ESG- and COVID-compliant quality office space.

Despite bidding in the local real estate market remaining competitive, we managed to acquire this property at a significant discount compared to others in the area due to COVID-19, with yields staying strong throughout the pandemic. The sponsor has majority representation and voting rights at the shareholder and board levels, and all permits are approved for the value creation plan.