Ardian

Ai x Ai Conference | November 3 | Paris | Register now ⬇️ The pace of AI is at the heart of all debates. But how can organizations find their own? Ardian hosts the third edition of Ai x Ai – Artificial Intelligence for Alternative Investment, bringing together leaders from investment, technology and academia to ask what this pace really means for organizations, investors and Europe. Two questions will frame the day: → Should organizations move at the pace of AI? → What is slowing AI down in Europe? Register below.

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The opening of private markets to a wider investor base presents a major new opportunity in our industry. It is a structural market shift we approach carefully, but one in which we are well positioned to succeed. For most of our industry's history, private markets have been the preserve of institutions: pension funds, insurers and sovereign wealth funds. Now, that’s changing, with product innovation and regulatory progress making private markets more accessible to a wider investor base. The capital that could flow in as a result is substantial. At Ardian, we’ve been building to this since 2020, when we launched our dedicated Private Wealth Solutions initiative. Today, it represents more than 10% of our AUM and nearly 15% of the capital we raised in 2025. Our Ardian Access product family, launched in 2023 and raising around $2 billion in the last six months, is proof that the right products, distributed through the right channels, can unlock this opportunity at scale. To learn more, read the full story in our 2025 Integrated Report, "The new shape of value" → https://lnkd.in/gCmmjZgh #PrivateEquity #ValueCreation #PrivateWealth #TheNewShapeOfValue #MasteringChangeforLastingValue

Something fundamental is shifting in secondaries: Over the past two years, more than half of all sellers have been newcomers to the secondary market. In my experience, once an LP makes that first sale, they quickly recognize its effectiveness as a portfolio management tool and they become recurring sellers. That’s why, even as exit conditions begin to improve, secondary volumes remain at record levels and keep growing. Single-asset continuation vehicles are another aspect of the story. GPs no longer want to sell their best compounders to competitors, and SACVs let them provide liquidity to existing investors while retaining ownership of their strongest assets. This is why SACVs have grown from $3 billion of deal flow in 2018 to more than $60 billion last year. At Ardian, we have already completed around $800 million of these transactions with strong early performance, and we have $1 billion in dry powder ready to deploy. To discover where the secondary market is heading and the opportunities it contains for investors, download our 2025 Integrated Report, "The new shape of value" → https://lnkd.in/g7RRiZrs #PrivateEquity #SecondaryMarket #ValueCreation #TheNewShapeOfValue #MasteringChangeforLastingValue

In 2025, the shift in investor sentiment toward Europe was palpable, and everything we have seen since has confirmed it. What strikes me most is that it reflects a deeper recognition that Europe has its own compelling investment story. Energy sovereignty, digitalization and re-industrialization are not just political priorities, they are creating a single, capital-intensive investment cycle that will run for years. As AI scales, demand for reliable power rises sharply. As re-industrialization accelerates, digital infrastructure follows. These themes build on each other. Ardian has been supporting this for a long time. The conviction we built early, across semiconductors, renewable energy, digital infrastructure and applied technologies, means we are already across the full value chain, with the scale and expertise to capitalize as the opportunity grows. To hear more on Europe's investment moment, read the full story in our 2025 Integrated Report, "The new shape of value" → #PrivateEquity #NewShapeOfValue #Europe #Infrastructure #MasteringChangeforLastingValue

When Dominique Senequier and I took time to reflect on Ardian’s performance in 2025, we didn’t start with numbers. We started with how we’ve built this firm. Over more than 30 years, Ardian has grown organically, brick by brick, without a single acquisition. In an industry often shaped by consolidation, this path remains a deliberate choice and a true differentiator. That discipline is rooted in a culture and an investment philosophy we have never compromised: conservative, careful, and focused on creating sustainable value for all stakeholders. It’s this consistency that has allowed Ardian to cross important milestones, including surpassing $200 billion in assets under management at the end of last year. In a world shaped by geopolitical uncertainty, AI-driven transformation, and a complex liquidity environment, I believe Ardian’s diversified and disciplined approach has never been more relevant. Across Infrastructure, Buyout, Secondaries and Private Credit, our long-term strategy continues to deliver attractive outcomes for our LPs. To learn more about how we are navigating this rapidly evolving landscape, and where we see the most compelling opportunities ahead, I invite you to read our 2025 Integrated Report, “The new shape of value.” 👉 Download it here: https://lnkd.in/gJPfH8fS #PrivateEquity #ValueCreation #TheNewShapeOfValue #MasteringChangeforLastingValue