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Hardman & Co Research Highlights Value Addition by Apax Global Alpha

Hardman & Co recently provided insights into Apax Global Alpha's (APAX) 2024 Capital Markets (CM) day, affirming the value added by Apax's strategies. The main takeaways include a new capital allocation policy, featuring an 11p dividend and a creation of a €30m distribution pool for future buybacks. These buybacks will occur if the discount exceeds 23%.

Apax's strategy involves acquiring undervalued businesses across four sectors, improving them, and selling at a premium. This approach has led to an average 24% discount on acquisitions, a 15% EBITDA growth during ownership, and an 11% premium on sales.

The report also noted that the stock of businesses eligible for exit is rebuilding after an unusual number of exits in 2020-21.

R. H.

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