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Goldman lines up $5 billion Petershill private equity asset float

Published 09/06/2021, 02:28 AM
Updated 09/06/2021, 06:05 AM
© Reuters. FILE PHOTO: The Goldman Sachs company logo is on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 13, 2021.  REUTERS/Brendan McDermid
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By Lawrence White and Abhinav Ramnarayan

LONDON (Reuters) - Goldman Sachs (NYSE:GS) plans to float the assets of its Petershill Partners unit, hoping to cash in on a private equity boom with an IPO valuing the investment vehicle at more than $5 billion.

Petershill, which takes minority stakes in alternative assets managers including private equity, venture capital and hedge funds, will be a standalone company operated by the Goldman Sachs Asset Management team, it said on Monday.

The deal will consist of a sale of around $750 million of new shares as well as existing ones to give Petershill a free float of at least 25% and make it eligible to be included in FTSE indices.

Goldman Sachs declined to give an estimated market value for the unit, but a source close to the deal said analysts put it at in excess of $5 billion.

The listing is slated to take place around a month from now, the source said.

The U.S. bank chose London to list because Petershill was founded in the British capital and because the financial centre's vibrant capital markets offer a strong fundraising opportunity, the source added.

The London Stock Exchange has had a strong run of initial public offerings (IPOs) in the first half of this year, with new companies raising $12.77 billion in the first seven months of 2021, the highest in seven years, Refinitiv data shows.

PE BOOM

Private equity funds have soared in value over the past year as money pours in from investors looking for higher returns when interest rates are so low.

In July, British buyout firm Bridgepoint listed in London, with its shares now up more than 40% from its debut price, while France's Antin Infrastructure Partners launched its own IPO last week.

For investors, such companies offer an attractive hedge against the traditional stock and bond markets and give them access to private deal activity, which has exploded in recent years.

"The environment is quite fortuitous for private equity at the moment, especially with rates looking likely to stay lower for longer," Susannah Streeter, an analyst with Hargreaves Lansdown (LON:HRGV), said.

"PE firms have also been swooping on UK assets and there might be real interest in getting in on that action without taking on the risk individually," she added.

The Petershill business takes advantage of its relationship with Goldman Sachs to source attractive acquisitions in alternative asset management.

Profits from Petershill will go to its institutional investors, while Goldman Sachs will earn an operator fee for managing the company.

© Reuters. FILE PHOTO: The Goldman Sachs company logo is on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., July 13, 2021.  REUTERS/Brendan McDermid

Petershill itself has no fixed assets but holds positions in 19 alternative asset managers with combined assets under management of $187 billion.

It pivoted its investment strategy to focus on technology in 2017 and is now shifting to focus on the effects of the COVID-19 pandemic by investing in areas such as healthcare, balance sheet repair and environmental, social and governance (ESG).

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