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Interview

Antoine Flamarion and Mathieu Chabran, Co-Founders of Tikehau Capital

  • Founders anticipate exiting the pandemic situation while leveraging structural tailwinds in private markets.
  • TKO intends to prioritize private credit, real assets, infrastructure, and minority private equity strategies, with infrastructure viewed as a significant opportunity in the US.
  • The firm plans to develop capital strategies to support company expansion in Europe, addressing specific equity base deficiencies in the region.
  • A partnership with Bernard Arnault is scheduled to launch a series of Special Purpose Acquisition Companies (SPACs).
  • The SPAC tool is projected to become a highly prominent topic, facilitating company transitions and growth in Europe where stock markets are narrower and development is considered behind the US.
  • An office expansion is planned for Germany in the near future.
  • Operational growth will rely on replicating a disciplined approach by hiring new personnel, providing training, and granting early exposure to deal-making.
  • Business scaling is expected to depend strictly on accumulated experience in deals, clients, and investors, which is described as non-falsifiable.