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Wendel Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary12 Dec, 2025
Strategic transformation and business model evolution
Transitioned to a dual-engine model: principal investments (WPI) and a global private asset management platform (WIM), both focused on private assets in the US and Europe, with WIM now managing over €46 billion AUM and targeting 15% annual FRE growth.
Major acquisitions (IK Partners, Monroe Capital, Committed Advisors) have diversified the business, shifting focus to mid-market private assets and expanding the global footprint.
Over €3.6 billion generated from asset sales and €2.7 billion reinvested since 2023, with a strategic shift initiated in 2023 to accelerate value creation.
Leaner organization, reducing staff and optimizing team structure, while maintaining a solid investment-grade financial structure.
By 2030, more than €7 billion in cash generation is expected, with over €1.6 billion to be returned to shareholders via dividends and buybacks.
Principal investments and portfolio management
Eight-company portfolio diversified by geography and sector, focusing on mid- to upper-mid-cap assets, with a target return of 12%-16% annual NAV growth.
New advisory mandate with IK Partners enhances deal sourcing, execution, and co-investment opportunities, enabling larger and more diversified deals.
Portfolio valuation uses peer multiples, transaction multiples, and market prices, reviewed quarterly for accuracy.
Active asset rotation and co-investment model support broader portfolio construction, risk sharing, and proceeds above current €5.3 billion NAV.
Continued active management of both listed and unlisted assets, leveraging advisory mandates and co-investment strategies.
Asset management platform: scale, diversification, and growth
Asset management platform at €46 billion AUM, diversified by asset class, geography, and client type, with 13% of AUM from retail investors and plans to expand retail offerings in Europe.
Organic growth target of 15% per year, rising to 20% including buyouts of minorities, with margins of 37%-40% and FRE above €200 million expected by 2026.
Performance-related earnings (carried interest) could add €300 million per vintage every three years, providing significant upside.
Collaboration across affiliates (IK, Monroe, Committed Advisors) focuses on distribution, cross-selling, and retail channel development.
WIM to increase revenue share by acquiring minority interests in key management companies and pursuing selective M&A.
WPI: How does IK Partners' mandate enhance returns?
Scalian: How to achieve EUR 700M organic growth by 2030?
WIM: Detail the retail market expansion strategy
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Frequently asked questions
Wendel is a Paris-based company, listed on the NYSE Euronext Paris exchange. As one of Europe's oldest private equity firms, we have been investing in mid-sized companies for almost 50 years. We have built an unparalleled reputation as a long-term investor, selecting businesses we can support and help improve through our expertise, network of contacts and advisory subsidiary, INSEAD business school. Wendel was founded in 1704 and is headquartered in Paris, France with additional offices across Asia, North America, United Kingdom and Europe.
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