Heliad Equity Partners

Heliad Equity Partners (XETRA: HPBK)

Currency in EUR

Last close As at 21/09/2023

EUR4.02

▲ 0.08 (2.03%)

Market capitalisation

EUR50m

Overview
Price performance
Financials
Research
Sector insights
Thematics

Heliad Equity Partners aims to invest in market-leading private companies and skilled entrepreneurs across sectors and regions to power their next phase of growth and act as a gateway to public equity markets by leveraging its experienced team and strategic partners.

Latest Insights

Investment Companies |
Update

15.06.23

Heliad Equity Partners — Plans to merge with FinLab

Investment Companies |
Update

22.03.23

Heliad Equity Partners — Enpal and Razor closing new funding rounds

Update

14.10.22

Heliad Equity Partners — NAV affected by flatexDEGIRO’s de-rating

Investment Companies |
Initiation

11.07.22

Heliad Equity Partners — A high-tech growth investor from Germany

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Sector

Investment Companies

Equity Analyst

Milosz Papst

Director, Financials

Key Management

Falk Schäfers

CEO

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	0.0	(7.4)	(21.0)
Relative	0.2	(4.7)	(35.2)
52 week high/low	€5.7/€3.7

Overview

Heliad Equity Partners (HEP) saw a decline in its NAV per share between end-2021 and end-March 2023 of c 48% to €7.35, mostly on the back of the de-ratings of listed holdings (in particular flatexDEGIRO), as well as an NAV dilutive share issue in March 2023. That said, the valuations of HEP’s private holdings have remained largely resilient during recent funding rounds, and Enpal even carried out a new round in Q422 at a significant uplift to its previous valuation. Moreover, flatexDEGIRO’s share price has rebounded by c 32% in the year to date. HEP recently announced its intention to enter into merger negotiations with FinLab (its major shareholder and owner of HEP’s investment manager).