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ACE & Company (“ACE”) is a multi-stage private equity and venture capital group built on a unique combination of expertise, experience, and knowledge of its founders and team. The group has $2.0bn total assets across Secondaries, Buyouts, Ventures, and Investment Solutions.

Investing with Purpose

ACE offers three core investment strategies across the stages of private investment: Secondaries, Buyout, and Venture. Our portfolio construction guidelines ensure that our investors access the necessary customization to achieve their risk and return requirements.

ACE aims to drive returns by managing risks and strategically adjusting investment exposure to the stage of a company’s development. We strongly believe that diversification and sizing of investments according to the risk profile are the most effective approaches to investing private capital.

ACE’s specialized investment teams provide the support to create long-term and sustainable investment results.

Multi-Stage Specialist Across Private Equity

Our Secondary strategy presents an appealing balance between risk and reward when contrasted with primary private equity. 

Our skill lies in procuring funds at advantageous prices and harnessing our extensive experience with general partners, sellers, and advisors. This enables us to thoroughly evaluate potential prospects, culminating in exceptional results for our investors.

Secondaries

Our Buyout strategy involves actively managing a private equity portfolio alongside top-performing private equity GPs in their core areas of expertise.

Leveraging our broad sourcing channels, proprietary diligence, and robust network of specialist investors, we invest in market-leading companies to deliver long-term value to investors.

Buyouts

ACE Ventures is a team of operators, engineers, and investors deploying capital and expertise to empower and support outliers. 

ACE Ventures backs those who disrupt the norm and challenge the status quo. Our commitment goes beyond capital; we offer meaningful support, drawing on our own experience of grind and hustle. We are dedicated to fostering revolutionary shifts and creating lasting impact, focusing on genuine transformation rather than transient market trends.

Venture

ACE in Numbers

Latest News

We are proud to share that ACE Ventures has been featured in the 

SECA - Swiss Private Equity & Corporate Finance Association

. This recognition underscores our unwavering commitment to fostering innovation and empowering visionary founders across key sectors in the Swiss startup ecosystem.

 is a testament to our continued impact on the Swiss startup landscape. As we move forward, our focus remains on strengthening our presence, expanding our influence, and driving meaningful innovation across industries

ACE Ventures Featured in Swiss Venture Capital Report 2026

We are happy to share our Annual Private Market Review 2025. In this year’s report, we examine how private markets are evolving and why outcomes are increasingly driven by dispersion, selectivity, and execution.

We highlight the structural expansion of the secondary market, where sustained liquidity needs and accumulated unrealized value continue to create durable opportunity, particularly in LP-led transactions. In buyouts, we focus on the persistent opportunity in the lower mid-market, supported by structurally driven liquidity events and more resilient deal dynamics. Within ACE Ventures, we outline our disciplined approach to investing in software and AI-enabled businesses with clear economics, defensibility, and long-term relevance.

The report reflects our multi-strategy perspective on private markets and how we are positioning across strategies heading into 2026.

We hope the report provides useful perspective for investors and partners navigating private markets today and positioning for the years ahead.

Annual Private Market Review 2025

A Symbolic Milestone in a Demanding Market Environment

In an environment for private markets marked by slower exits and increased focus on liquidity, ACE & Company, a Geneva-based private equity and venture capital firm founded by Adam Said with an international presence, has announced that it has surpassed the threshold of one billion dollars in gains generated for its investors.

Since 2015, the firm has generated more than $1.05 billion in gains and distributed approximately $835 million to investors. This milestone comes at a time when the ability to deliver distributions has once again become a decisive criterion for institutional investors.

Performance and Distributions at the Core of the Model

For an independent firm headquartered in Geneva and managing just over $1.9 billion in assets, surpassing the one-billion-dollar performance mark represents a strong signal. It demonstrates the ability of a Swiss platform to reach meaningful scale while maintaining a disciplined investment approach built on selectivity and risk management.

Regulated by FINMA since 2017, ACE & Company aligns with the Swiss tradition of long-term asset management, prioritising consistency of execution and investor alignment over opportunistic growth.

“Our priorities are simple and consistent: performance and distributions to investors,” said Adam Said. “We systematically invest alongside them. We do not follow trends, but results, and our platform is well positioned to continue creating value.”

Complementary Strategies Supporting Liquidity

The group’s performance is driven by several complementary strategies. Its Secondaries business, primarily focused on LP-led transactions, has made a significant contribution to distributions in a more uncertain market environment.

Its Independent Sponsor strategy, executed alongside independent sponsors and focused on the lower mid-market, targets companies offering operational value-creation levers and a broad range of exit scenarios.

Venture Capital as a Long-Term Growth Engine

ACE Ventures, the venture capital arm of ACE & Company, is composed of Swiss engineers and operators supporting technology start-ups. The team is highly active, building multiple positions and working closely with founders to accelerate company growth.

In 2024, ACE Ventures launched the ACE Swiss Tech Outliers fund, focused on Swiss founders. In 2025, the group further strengthened its local presence with the opening of a Zurich office dedicated to venture capital activities.

As the private equity industry enters a phase of normalization, characterized by greater dispersion in performance, crossing the one-billion-dollar threshold represents a structuring milestone for ACE & Company. It highlights the ability of a Geneva-anchored Swiss platform to combine investment discipline, consistency, and performance on an international scale.

adapted and translated from the original French article

Une société genevoise de private equity franchit le cap du milliard de dollars de gains

AGEFI Features ACE & Company After Milestone Achievement

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Invest in Change

A Message from the Chairman

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Meet Our Team

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ACE believes in the significance of Environmental, Social, and Governance (ESG) principles in fostering resilience, driving long-term positive impact, and promoting sustainable growth in our portfolio companies. We are committed to incorporating ESG considerations into our investment process and operating philosophy.

Our Commitment

Integrating ESG for Long-Term Impact

We will incorporate ESG issues into investment analysis and decision-making processes.

We will be active owners and incorporate ESG issues into our ownership policies and practices.

We will seek appropriate disclosure on ESG issues by the entities in which we invest.

We will promote acceptance and implementation of the Principles within the investment industry.

We will work together to enhance our effectiveness in implementing the Principles.

We will each report on our activities and progress towards implementing the Principles.

Our Six Principles of Responsible Investment

We aim to shape tomorrow by empowering the next generation, elevating our communities, and cultivating debate through thoughtful leadership.

Forging the Future

Empowering Tomorrow’s Pioneers

Supporting Community Growth

Cultivating Debate

Upholding Trust and Ensuring Accountability 

Acting Today, Shaping Tomorrow: Our Commitment to Responsible Investment

Responsibility

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With headquarters in Geneva and offices in Zurich, London, New York, and Cairo, our global presence brings us in direct contact with clients and offers an exceptional network of opportunities

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Veriff Partners with Deel for Identity Verification

Investment Update



Care Connectors is a leading value-based care enablement platform
supporting payers (health plans and risk-bearing providers) in their effort to drive improved outcomes.

We look forward to supporting Care Connectors in their mission to improve the quality of life of patients while ensuring accurate capture of reimbursements and reduction in costs.

ACE Supports Epilog Partners in Care Connectors Investment

ACE Ventures Invests in nsave

Wefox Secures $650M in Series C Led by Target Global

GREENWICH, Conn., July 28, 2023 /PRNewswire/ — 

Catterton, a leading global consumer-focused investment firm, today announced the successful closing of a continuation fund transaction for its portfolio company PatientPoint Health Technologies™ (“PatientPoint”), a leading tech-enabled point-of-care patient engagement company. The transaction reaffirms 

 Catterton’s long-term commitment and maintains its ownership in the business, allows 

 Catterton to return capital to investors, and provides PatientPoint with additional capital to support growth initiatives. Terms of the transaction were not disclosed.

PatientPoint has become a trusted patient engagement company, and following its successful transformational combination with Outcome Health in 2021, is now an industry-leading platform serving approximately 140,000 healthcare practitioners (“HCPs”) and impacting over 750 million patient visits annually, nationwide. The Company improves doctor-patient engagement by educating patients through the nation’s largest interconnected network of digital devices in healthcare practices. With innovative solutions and unparalleled reach, PatientPoint has consistently delivered strong financial and operational excellence and is well-positioned for long-term growth.

“Over the course of our investment, PatientPoint has transformed into a leading digital patient engagement platform improving health outcomes for patients, and we believe the business continues to have opportunities to accelerate its growth,” said Andrew Taub, a Managing Partner in 

 Catterton’s Flagship Fund. “We are excited to continue our partnership through a transaction that not only provides new capital to PatientPoint to support product expansion, but also presents an attractive liquidity option to 

Catterton’s existing investors. We look forward to continuing to work with PatientPoint’s talented team to strengthen the company’s value proposition during its next phase of growth.”

“We are thrilled to extend our successful partnership with 

 Catterton in a transaction that validates the significant momentum we’ve generated,” said Mike Collette, Founder and CEO of PatientPoint. “This additional investment will allow us to capitalize on meaningful near-term growth initiatives, while upholding our commitment to providing trusted, reliable solutions that improve doctor-patient engagement across the entire care journey. We thank 

 Catterton for their continued support and are confident that together, we will continue to drive long-term, sustainable growth.”

Catterton will maintain its position in PatientPoint through the new dedicated continuation vehicle, which includes investments from funds advised by Neuberger Berman, lead investor, and funds advised by affiliates of Fortress Investment Group LLC, co-lead investor. Littlejohn & Co., who became a partner to 

 Catterton following PatientPoint’s merger with Outcome Health in 2021, will retain its ownership.

Peter Bock, Managing Director at Neuberger Berman said, “We have been impressed both by 

Catterton’s consumer expertise and PatientPoint’s opportunity to leverage their expansive HCP network to offer a full set of digital solutions across the patient care journey. This transaction provides the Company with the time they need to execute their value creation strategy and offers a compelling liquidity opportunity to existing investors.”

Greg Getschow, Managing Director at Fortress added, “On behalf of our investors, we are pleased to establish this partnership with 

 Catterton, which provides PatientPoint with the additional capital that they need capitalize on significant growth initiatives that are ahead for the business.”

Evercore served as financial advisor to 

 Catterton on the transaction. Kirkland & Ellis served as legal counsel.

 Catterton is a market-leading consumer-focused investment firm, managing approximately $33 billion of equity capital across three multi-product platforms: private equity, credit, and real estate. Leveraging deep category insight, operational excellence, and a broad network of strategic relationships, 

 Catterton’s team of more than 200 investment and operating professionals across 17 offices partners with management teams to drive differentiated value creation across its portfolio. Founded in 1989, the firm has made over 250 investments in some of the world’s most iconic consumer brands. For more information about 

 Catterton, please visit lcatterton.com.


PatientPoint® is a tech-enabled point-of-care patient engagement platform. Our innovative, tech-enabled solutions create more effective doctor-patient interactions and deliver high value for patients, providers and healthcare sponsors. Through our nearly 140k unique healthcare provider relationships, PatientPoint’s solutions impact roughly 750 million patient visits each year, further advancing our mission of making every doctor-patient engagement better®. Learn more at patientpoint.com.

ACE & Company is delighted to announce ACE Buyout V’s investment in PatientPoint Health Technologies.

ACE & Company Invests with L Catterton in PatientPoint Tech

ACE in the News

 "Kitchen United announces $100M Series C fundraise

ACE Buyout is excited to support Triton Pacific Securities, LLC in its partnership with Already Autism Health and the expansion of the platform with the acquisitions of Commonwealth ABA and CABS - Autism & Behavior Specialists.

Triton Pacific Healthcare Partners, a Los Angeles-based private equity firm, is pleased to announce a partnership with Already Autism Health (AAH), a leading autism services provider. Already Autism Health, founded in 2020 by veteran behavioral health executive Derek Bullard, is accredited by the Behavioral Health Center of Excellence (BHCOE) and ranked #132 on the 2024 Inc.Magazine Inc. 500 list.

According to the Centers for Disease Control and Prevention (CDC), approximately 1 in 36 children in the United States is diagnosed with autism spectrum disorder (ASD) each year. Early intervention plays a critical role in improving developmental outcomes.

Despite the progress in awareness, many families face barriers to accessing timely and effective care. This partnership aims to bridge the gap by expanding access to high-quality services.

“Our mission is to nurture the 'already' remarkable abilities of children with autism,” said Derek Bullard, CEO of AAH. “Partnering with Triton Pacific allows us to amplify our mission while expanding our footprint. Their expertise and strategic vision align perfectly with our goal of providing high-quality, evidence-based autism services.

Joe Davis, Managing Partner at Triton Pacific Healthcare Partners, echoed these sentiments: “The autism services space is undergoing a rapid evolution but remains one of the most underserved sectors in all of healthcare. A leading platform like Already Autism Health stands to not only benefit from sector tailwinds but also play a key role in propelling the sector forward. Derek and his team have built an outstanding organization, and we are excited to support their mission in making a positive impact for even more children and families.”

Derek Bullard will continue to lead the organization as CEO.

AAH was advised on the transaction by Rajat Bangar of Welham Advisory.

Star Mountain Capital and Ace & Company participated in the investment. Terms of the transaction were not disclosed. DLA Piper, led by Sal Favuzza and Josh Kaye, represented Triton Pacific, and Chambliss Bahner and Stophel, led by Doug Griswold and Jim Catanzaro, represented Already Autism Health.

ACE Buyout V Executes 13th Investment in Fund

Rocket Cos acquires Truebill for nearly $1.3B

Picterra secures $6.5M for democratizing geospatial mapping

How Switzerland became a powerful engine for global unicorns

Homegrown talent, world-class education and research institutions, investment from global tech giants and a diaspora of entrepreneurs has created a generation of Swiss founders with stellar track records. 

“Switzerland has achieved a critical mass of talent, and that talent density has created an inflection point,” says 

. As Swiss founders build global companies, many are returning home — strengthening the local ecosystem and mentoring the next generation.

ACE Ventures in The Financial Times 

Truebill Raises $45M in Series D, 6 Months Post-Last Round

Mashgin Makes The Fan Experience At Sports Arenas Seamless

ACE & Company was proud to be a Network Partner of this year's 

 in Interlaken on June 6 and 7, 2024. 1,350 managers discussed solutions and strategies for navigating geopolitical and economic challenges under the motto "When the going gets tough."

The program featured distinguished national and international figures from business, politics, and science. President Viola Amherd opened the forum, emphasizing the need for flexibility and preparation amid a prolonged crisis due to the unstable global security situation. The political discourse continued with Sanna Marin, the former Prime Minister of Finland, and Michael R. Pompeo, the 70th Secretary of State of the USA.

We were thrilled to see one of the cofounders of 

, grace the stage as one of the finalists in the SEF.Award (production/trade category) to push the agenda on decarbonization.

"ACE looks forward to attending the next edition of the SEF and remaining an active part of the Swiss business and startup ecosystem. We believe entrepreneurs and businesses, with their determination and innovation, will drive the Swiss economy towards a more sustainable and positive future," adds Sally Beh, Managing Partner at ACE & Company.

Network Partners of the Swiss Economic Forum

Taaleem, StonePine ACE JV, Listed on EGX!

The forum began with Former French President François Hollande sharing his perspective on international relations, offering valuable insights into the current geopolitical crisis, the rise of populism, the polarization of opinions, and the potential risks to democracy. Mr. Hollande discussed the ongoing war in Ukraine, suggesting that the outcome of the 2024 US presidential elections could influence its resolution.

Hollande described Russian President Vladimir Putin as a leader who believes in using force and employs a method of dialogue based on lies, while also highlighting the low likelihood of nuclearization in the Ukraine conflict due to the massive response it would provoke.

From ACE & Company, the Ventures strategy showcased the inspiring journeys of their notable portfolio companies: 

. The conversation centered around creating impact through entrepreneurship. In addition, ACE Ventures conducted an on-stage discussion with 

, an accomplished Swiss Entrepreneur. Mark is widely recognized as the founder of Livestream and has previously served as the president of Vimeo. His valuable knowledge and insights will play a crucial role in the newly launched ACE Swiss Tech Outliers fund, where he will serve as the Vice Chair of the Investment Committee.

The Global Investment Forum continues to serve as a valuable platform for nurturing ideas and facilitating meaningful connections among individuals who possess insightful perspectives capable of driving positive change. We would like to extend our sincere appreciation to our fellow sponsors: Citi Private Bank, IPGHowden, Swissquote, Avantegarde Finance, Agio Digital, and Jetfly, for their valuable support in making this event a success.

Thank you to all our investors and partners who attended the 2023 Global Investment Forum, proudly sponsored by ACE & Company.

Highlights from the 2023 Global Investment Forum

ACE Buyout IV Invests alongside Goldfinch Partners in Vesta

Robots from Swiss ANYbotics Are Already on the Ground!

Adam Moderates COVID-19 Dinner Talk

ACE Talk

PayPal Acquires Japan's Paidy for $2.7bn

N26 Secures Over $900M in Record Series E Round

ACE Joins Naxicap Partners in Stromer Buyout

Gecko Robotics closes Series C at $73M

Imverse raises $4.8M for live 3D holograms in the Metaverse

Andesat Selects Astranis for Peru's Dedicated Satellite

ACE & Company is pleased to share the successful closing of ACE Buyout V, our latest private equity fund.

We are grateful for the strong support from both long-standing partners and new institutional investors, reflecting continued confidence in our investment approach and track record in the buyout space.

ACE Buyout V has successfully executed 14 investments. This achievement highlights the strength of our team, the depth of our global network, and our ability to deploy capital in a dynamic market environment.

Thank you to our investors, partners, and team members for their trust and commitment as we continue building value for the long term.

ACE Buyout V Announces Successful Closing 

Adam Said discusses a hyperactive IPO year amid COVID

Batmaid Eyes Global Expansion after 32% Growth in 2020

GoCardless: $95M for Open Banking Payments

July 10, 2025 - Liberty Hall Capital Partners ("Liberty Hall"), a private equity firm focused exclusively on investments in businesses serving the global aerospace and defense industry, announced today the acquisition of Paxia, Inc. ("Paxia"), a leading global provider of integrated, value enhancing onboard services and catering management software solutions serving the commercial aerospace industry. Paxia was acquired from TELEO Capital, who is retaining a minority interest in the company. Terms of the transaction were not disclosed.

"We are very excited for Paxia to join our portfolio of businesses as our next platform acquisition," said Rowan Taylor, Liberty Hall's founding and Managing Partner. "This acquisition, which is our twenty-second acquisition since the formation of Liberty Hall, represents another example of our research-driven, proactive origination and sourcing strategy within one of our key investment verticals, aviation software, where we seek to identify and acquire businesses which provide efficiency-centric software solutions. Paxia is a market leader and stands out for its deep domain expertise, strong customer partnerships and purpose-built software that addresses complex operational and catering logistics challenges."

Paxia operates a software as a service (SaaS) business model and represents Liberty Hall's seventh SaaS investment, including three platform and four add-on acquisitions. The transaction advances the execution of Liberty Hall's investment thesis focused on the digital transformation occurring within the aviation industry, which is driving further adoption of digital-based processes and workflows.

James Black, Partner at Liberty Hall, added, "Over its nearly twenty-five year history, Paxia has grown into a leading global provider of onboard software services through product innovation and operational excellence. We are excited to partner with management and provide Paxia the resources to build upon its differentiated product offering and track record of disruption within its market segment and accelerate the introduction of new products and technologies to deliver greater value to its customers."

Founded in 2000, Paxia provides a SaaS-based, mission-critical, fully integrated, end-to-end onboard services and catering management platform designed to simplify and optimize the entire catering operation, connecting suppliers, caterers, kitchens and airline operations through a "single source of truth". Paxia serves several of the world's leading airlines, including Alaska Airlines, British Airways, Cathay Pacific, Delta Airlines, flydubai and Scandinavian Airlines, offering a suite of modular solutions, which supports all sizes of airlines with tailored applications and configurations to improve business operations and meet growing compliance requirements.

Paxia's existing management team, led by CEO Rodney Duty, will remain in their roles following the acquisition. "Joining forces with Liberty Hall marks an exciting milestone for Paxia," said Mr. Duty. "Liberty Hall's deep experience in aviation software and industry focused investment approach make them an ideal partner as we scale our platform, bolster customer relationships and pursue new growth opportunities. We're confident this partnership will accelerate our ability to deliver innovative solutions to our customers and execute our go-to-market growth plans," he added.

Houlihan Lokey, Inc. served as financial advisor to Liberty Hall. Gibson, Dunn & Crutcher LLP served as legal counsel to Liberty Hall and O'Melveny & Myers LLP served as legal counsel to the seller.

ACE Joins Liberty Hall Capital Partners in Acquiring Paxia

Goodly Secures $1.3M for Mainstream Student Loan Assistance

2025 was a record year for ACE & Company.

$1.9bn in total assets.
$150m distributed.
$280m in gains.
$155m deployed across leading companies.

Across our platform, we delivered consistent execution in a changing market environment. In Secondaries, the market expanded to approximately $200bn as pricing improved and activity accelerated across buyouts, venture, and growth. We executed 15 single-fund transactions, completed 6 portfolio wind-downs, and delivered 16 distributions across 5 funds, with a continued focus on DPI. Upgraded pricing tools and AI-driven workflows increased throughput by around 30 percent.

In Buyout, broader LBO markets began to recover while the lower mid-market remained resilient. Over the past 12 months, we distributed close to $100m and achieved standout exits including Nord Anglia and PatientPoint. Through ABO V, we completed six new investments across our core sectors, supported by a strengthened data and AI-powered screening engine.

In ACE Ventures, deal volumes declined while capital invested remained stable, with a clear focus on fewer, larger AI and robotics rounds. We backed exceptional teams, leading investments in Scholé and Veezoo. Momentum has carried into 2026, with major follow-on rounds and upcoming liquidity events already underway.

Featured twice in the Financial Times and continuing to strengthen our local footprint, 2025 reflects the resilience of our team, the discipline of our investment approach, and the strength of our platform.

Focused on what comes next, we carry this momentum into 2026.


2026: A Record Year for ACE & Company

2026: A Record Year for ACE

Endeavor Debuts on NYSE

EV Charging Network ChargePoint to go Public via SPAC

, a provider of compliance and AML solutions for business clients. This €4 million Seed round is jointly led by us alongside TX Ventures, with participation from existing investors EquityPitcher, AI Fund, and notable angels. This is the first investment out of our newly launched ACE Swiss Tech Outliers.

"In light of current regulatory developments, the fight against money laundering is increasingly important and in high demand across industries. 2023 was an extremely successful year, during which we won significant logos and customers and even touched profitability. Our oversubscribed round led by European and global investors is a testament to our success, and we look forward to partner with them to accelerating our growth," says Dr. Camillo Werdich, founder and CEO of Sinpex.

Steve Salom, Partner at ACE Ventures, adds: "We are pleased to announce our investment in Sinpex, a revolutionary company in the onboarding of business customers. Under the leadership of Camillo, Sinpex is not only transforming the customer onboarding of regulated and non-regulated companies but also the continuous verification of their data. Sinpex supports one of the biggest challenges in the financial services industry and enables companies to turn compliance into a strategic advantage. We look forward to supporting Sinpex on its way to becoming a market leader in this category."

Jens Schleuniger, Managing Partner at TX Ventures, says: "Know-your-Business processes are complex, expensive, and pose a real business risk for financial institutions. Accordingly, we were thrilled when we analyzed Sinpex’s software solution more closely. The team around Camillo has, in our opinion, created a new market standard – also through the use of modern technologies. We are accordingly very happy to support the Sinpex team and lead the funding round."

Diane Siegloch, who has been working as Head of Sales since June 2022, is appointed Co-Managing Director alongside Dr. Camillo Werdich in the funding round and will assume the role of Chief Sales Officer (CSO) in the future.

About Sinpex
Sinpex is a pioneer in automated identification and compliance solutions for business customers. The cloud-based software reduces the manual effort in collecting and verifying compliance-relevant data while simultaneously increasing the accuracy in legitimizing business relationships through the use of artificial intelligence and natural language processing. Sinpex was founded in 2019 and is based in Munich. Clients such as Deloitte, Riverty, and Noventi trust Sinpex.

ACE Ventures Reveals Investment in Sinpex

NEW YORK and ST. LOUIS, May 31, 2023 – Blackstone (NYSE: BX) and Emerson (NYSE: EMR) today announced that private equity funds managed by Blackstone (“Blackstone”) have completed the previously announced acquisition of a majority stake in Emerson’s Climate Technologies business in a transaction valuing the business at $14.0 billion. This closing marks a significant milestone in the HVAC and refrigeration (HVACR) industry leader’s journey to advance the next generation of climate technologies.

The new standalone business will be named Copeland – building on the brand’s 100-year legacy, global recognition and influence across the HVACR industry. As a standalone company focused on serving the global HVACR market, Copeland’s product portfolio includes market-leading compressors, controls, thermostats, valves, software and monitoring solutions for residential, commercial and industrial customers. Copeland had fiscal 2022 net sales of $5.0 billion.

“Copeland has long been a pioneer in the HVAC and refrigeration industries with unmatched capabilities in engineering, design and innovation,” said Ross B. Shuster, Chief Executive Officer of Copeland. “With the focus that comes from being a standalone company, and the support of our shareholders, Blackstone and Emerson, we plan to extend the company’s leadership position in the industry and develop new and integrated climate technology solutions. The Copeland business is made up of over 18,000 talented team members, who are aligned and committed to developing technologies and solutions that drive decarbonization at scale, accelerate the global trend of electrification and deliver greater value for our customers and end users.”

Copeland is poised to build on its iconic brand and trusted expertise to shape the future of climate technology. The company’s products, expertise and innovation play a key role in improving the energy efficiency of heating and cooling solutions – including the rapidly growing market for electric heat pumps and climate-friendly refrigerants, which are seeing strong demand and global adoption given their potential to reduce the environmental impact and carbon emissions of HVAC systems.

“Copeland has grown into the market leader in supplying critical components for residential, commercial and industrial climate control solutions, and we are thrilled to support its next phase of growth as a world-class standalone company,” said Joe Baratta, Global Head of Blackstone Private Equity. “Leveraging Blackstone’s long track-record of successful large-scale corporate partnerships, we look forward to working with the Copeland and Emerson teams to accelerate the company’s profitable, long-term growth. We’re confident in the runway ahead to advance Copeland’s industry leading position by delivering even more innovative, energy-efficient solutions to support its customers’ carbon reduction efforts.”

“We are pleased to complete this significant transaction, an important milestone in Emerson’s portfolio transformation into a cohesive global automation leader,” said Lal Karsanbhai, President and Chief Executive Officer of Emerson. “The upfront proceeds from this transaction allow Emerson to advance our portfolio in attractive, higher-growth automation markets, while our remaining non-controlling investment enables Emerson to benefit from Copeland’s future upside under Blackstone’s ownership, until we exit the business. With our focused portfolio, we are bringing comprehensive automation products, software and solutions to a diverse set of end markets, driving operational excellence and enhancing value creation for Emerson shareholders.”

SFDR