Tikehau Capital, in which the global alternative asset management group highlights solid momentum in the first quarter of 2025, mainly in fundraising, with EUR 1.6 billion raised, up 11% compared to the same period last year. Also noteworthy was the high transactional activity in the last twelve months, with EUR 1.8 billion deployed (compared to EUR 0.9 billion in the first quarter of 2024 and EUR 6.5 billion in the last twelve months). And also the granular investment portfolio of EUR 4.4 billion at 31 March 2025, with 69% invested in the Group's own strategies, reflecting the strong alignment of interests and continued commitment.
Tikehau Capital's assets under management (AuM) reached €49.6 billion as at 31 March 2025, representing year-on-year growth of +12%. Tikehau Capital is well positioned to navigate and benefit from the current market volatility, supported by renewed investor interest in Europe, through downside-protected portfolios with limited direct exposure to tariffs and consolidated thematic strategies.
In Spain, in February 2025, Tikehau Capital structured and secured a €150 million financing package to support Bridgepoint in increasing its stake in SAMY Alliance, a Spanish social media agency that helps leading brands such as Microsoft, Bimbo and L'Oréal strengthen their digital presence. This deal reaffirms Tikehau Capital's strong presence in the Iberian market, with more than €800 million invested in private debt transactions and €400 million in divestments across 10 deals.
The first quarter was also marked by the second investment of Tikehau Capital's Private Equity strategy dedicated to Regenerative Agriculture, led by David Martín, co-head of Tikehau Capital in Iberia, with the acquisition of a majority stake in Juan Navarro García (JNG), Spain's leading processor and distributor of paprika and oleoresins, internationally recognised for the quality, safety and traceability of its products, for approximately EUR 43 million.
The full results report can be consulted at this link, from which we offer the most relevant points:
- Solid quarter of fund gathering, with EUR 1.6 billion raised (+11% compared to the first quarter of 2024 and EUR 7.2 billion raised in the last twelve months), driven by public and private credit strategies, which offer resilient and attractive risk-adjusted returns, particularly interesting in the current context of market uncertainty.
- Continued diversification of the client base in the quarter, with international investors (accounting for 75% of third party inflows) and private clients (38%).
- High transactional activity in the last twelve months, with EUR 1.8 billion deployed (vs. EUR 0.9 billion in 1Q2024 and EUR 6.5 billion in the last twelve months) and realisations of EUR 0.7 billion (vs. EUR 0.3 billion in 1Q2024 and EUR 2.6 billion in the last twelve months), largely driven by credit strategies.
- Strong deployment of dynamic international activity in all regions, especially in Europe, Asia and North America, leveraging the Group's global capabilities in deal sourcing and its multi-local platform.
- Granular investment portfolio of €4.4 billion as at 31 March 2025, with 69% invested in the Group's own strategies, reflecting strong alignment of interests and continued commitment.
- Tikehau Capital is well positioned to navigate and benefit from current market volatility, underpinned by a renewed investment focus on Europe, through downside-protected portfolios with limited direct exposure to tariffs and consolidated thematic strategies.
- Priorities for 2025 are aligned with the Group's strategic roadmap, with a focus on maintaining momentum in capturing its flagship strategies, scaling innovations, accelerating international expansion and improving operating leverage and cost efficiency.
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