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.