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EQT, Hg and TA-owned IFS valued at EUR 15 billion in minority stake sale

  • Editor
  • 6 days ago
  • 1 min read

Whats Happening:

IFS, a cloud enterprise software and Industrial AI applications provider, has achieved a valuation of over EUR 15 billion. Hg is increasing its stake to become a co-control shareholder alongside EQT, with TA Associates remaining as a minority shareholder. New minority shareholders include a wholly-owned subsidiary of the Abu Dhabi Investment Authority (ADIA) and the Canada Pension Plan Investment Board (CPP Investments).


Key Moves:

  • Hg increases stake in IFS, becoming co-control shareholder with EQT

  • New investors ADIA and CPP Investments join as minority shareholders

  • IFS achieves valuation of over EUR 15 billion following AI-driven growth


By The Numbers:

  • IFS surpassed EUR 1 billion in ARR

  • Total revenue for 2024 was over EUR 1.2 billion

  • Average deal size of IFS's largest customers increased by 64% year-on-year


Key Quotes:

  • "IFS's success and sustained growth is centred around a commitment and track record of rapidly delivering business value to our customers," said Mark Moffat, CEO of IFS.

  • "EQT's relationship with IFS started in 2015 and it has been remarkable to see the company's growth since then," added Johannes Reichel, Partner at EQT.

  • "With 20 years' experience investing in software, we recognise exceptional businesses when we see them," commented Nic Humphries, Senior Partner at Hg.


Bottom Line:

IFS's valuation of over EUR 15 billion reflects its strong growth and successful pivot to AI-driven solutions. The new ownership structure, with Hg as co-control shareholder alongside EQT, and the addition of new investors, positions IFS for continued expansion in the industrial software market.


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