HgT – equity proposition

HgT is a private equity investment company that invests in leading, profitable, unquoted European mid-market businesses with an international footprint. These companies offer software solutions to small and medium-sized enterprises and benefit from a high share of recurring revenues based on software-as-a-service subscription models and high customer retention. HgT is managed by Hg, Europe’s leading private equity technology investor, which is well-positioned for the agentic AI opportunity. It provides public market investors with exposure to Hg’s portfolio of around 60 such holdings, representing more than $190bn in aggregate enterprise value.

We highlight the key points of HgT’s investment story.

1. HgT’s earnings growth is underpinned by the secular digitalisation trend.
2. Hg has a dedicated AI product incubator.
3. HgT’s portfolio companies have multiple competitive moats.
4. The ‘skin in the game’ of insiders is set to increase.
5. HgT has delivered a high level of liquidity events.

For further details, please refer to our latest research on HgT.