Private Equity Platform Investment: Enterprise Software Consolidation
In 2022, a leading European private equity firm approached Mr. Alexander Kisin to evaluate opportunities in the enterprise software sector across Central Europe. The firm sought to establish a platform investment focusing on cloud optimisation and enterprise resource planning solutions, with an initial investment capacity of €40-60 million.
Through comprehensive market analysis, Mr. Kisin identified a Prague-based software company as the optimal platform investment. The company had developed sophisticated cloud management solutions serving mid-market enterprises, with particular strength in manufacturing and financial services sectors. The target’s technical architecture and market position presented clear opportunities for both organic growth and strategic acquisitions.
Working closely with the private equity firm, Mr. Kisin structured an initial €45 million investment thesis that encompassed both platform acquisition and follow-on funding. The transaction involved complex negotiations with the founding team to ensure alignment of interests and retention of key technical talent. Mr. Kisin’s deep understanding of both technical and commercial aspects proved crucial in validating the company’s competitive advantages and growth potential.
Post-acquisition, Mr. Kisin advised on the strategic roadmap, identifying two complementary bolt-on acquisitions in Poland and Romania. These strategic additions expanded the platform’s technical capabilities and geographic reach, creating significant cross-selling opportunities. The platform has since achieved 65% growth in recurring revenue and expanded its enterprise client base across eight European markets.