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黑石集团押宝科技领域

黑石集团押宝科技领域

Rey Mashayekhi, Anne Sarders 2020-08-09
黑石集团最近的一系列交易显示出其增强科技业务的决心。

按大部分标准来看,黑石集团(Blackstone Group)都是全球最大的私募股权基金。过去几年,KKR和TPG等竞争对手都在加大对备受追捧的科技、媒体和通信(TMT)行业的投资,但黑石集团却依旧更专注于实体项目,成为全球最大的商业地产商。(房地产业务对黑石集团极其重要,因此该公司在2018年任命前全球房地产业务负责人乔纳森·格雷担任总裁兼首席运营官。该公司世界一流的行业策略就是出自格雷之手。)

但现在,黑石集团现在正在小幅调整业务方向。黑石集团正在扩大科技业务的规模,包括招聘精通TMT行业的人才,并在医疗保健、数据中心和社交媒体等领域开展了一系列与科技相关的投资。

在调整业务重心的同时,黑石集团周一宣布将前亚马逊(Amazon)高管克里斯汀·冯收入麾下。冯在Amazon Web Services专门从事并购和收购事务,此前曾在微软(Microsoft)担任过类似岗位。她在黑石集团的新岗位上将主要负责通过黑石集团战略机会(Tactical Opportunities)基金,进行科技行业投资。

在冯入职前几个月,黑石集团挖来了KKR前总经理文尼·莱特里。莱特里曾引导KKR执行投资成长期科技公司的策略,在其中发挥了主导作用。莱特里目前在黑石集团旗下的成长股权投资平台黑石成长基金(Blackstone Growth)任高管;黑石集团在2019年初推出了这个平台,并聘请了泛大西洋投资(General Atlantic)的乔恩·科恩戈尔德主管该平台。

除了人才方面以外,黑石集团最近的一系列交易,也显示出其增强科技业务的决心。过去两年,黑石集团收购了汤森路透(Thomson Reuters)旗下的金融数据部门的多数股份,并将其更名为Refinitiv;收购了移动营销平台Vungle,据媒体称收购价格为7.5亿美元;并收购了拥有热门约会应用Bumble的初创公司的多数股权。今年,黑石集团收购了医疗技术公司HealthEdge Software,并投资了中国数据中心提供商世纪互联(21Vianet)。

黑石集团正在摩拳擦掌,准备未来几年在科技类私募股权投资领域大展身手。冯和莱特里的办公地点都在旧金山。黑石集团正在积极寻求扩大在当地的影响力。

全球最大的私募股权基金将目光投向了硅谷;我们应该密切关注它的后续行动,这才是明智的做法。(财富中文网)

译者:Biz

按大部分标准来看,黑石集团(Blackstone Group)都是全球最大的私募股权基金。过去几年,KKR和TPG等竞争对手都在加大对备受追捧的科技、媒体和通信(TMT)行业的投资,但黑石集团却依旧更专注于实体项目,成为全球最大的商业地产商。(房地产业务对黑石集团极其重要,因此该公司在2018年任命前全球房地产业务负责人乔纳森·格雷担任总裁兼首席运营官。该公司世界一流的行业策略就是出自格雷之手。)

但现在,黑石集团现在正在小幅调整业务方向。黑石集团正在扩大科技业务的规模,包括招聘精通TMT行业的人才,并在医疗保健、数据中心和社交媒体等领域开展了一系列与科技相关的投资。

在调整业务重心的同时,黑石集团周一宣布将前亚马逊(Amazon)高管克里斯汀·冯收入麾下。冯在Amazon Web Services专门从事并购和收购事务,此前曾在微软(Microsoft)担任过类似岗位。她在黑石集团的新岗位上将主要负责通过黑石集团战略机会(Tactical Opportunities)基金,进行科技行业投资。

在冯入职前几个月,黑石集团挖来了KKR前总经理文尼·莱特里。莱特里曾引导KKR执行投资成长期科技公司的策略,在其中发挥了主导作用。莱特里目前在黑石集团旗下的成长股权投资平台黑石成长基金(Blackstone Growth)任高管;黑石集团在2019年初推出了这个平台,并聘请了泛大西洋投资(General Atlantic)的乔恩·科恩戈尔德主管该平台。

除了人才方面以外,黑石集团最近的一系列交易,也显示出其增强科技业务的决心。过去两年,黑石集团收购了汤森路透(Thomson Reuters)旗下的金融数据部门的多数股份,并将其更名为Refinitiv;收购了移动营销平台Vungle,据媒体称收购价格为7.5亿美元;并收购了拥有热门约会应用Bumble的初创公司的多数股权。今年,黑石集团收购了医疗技术公司HealthEdge Software,并投资了中国数据中心提供商世纪互联(21Vianet)。

黑石集团正在摩拳擦掌,准备未来几年在科技类私募股权投资领域大展身手。冯和莱特里的办公地点都在旧金山。黑石集团正在积极寻求扩大在当地的影响力。

全球最大的私募股权基金将目光投向了硅谷;我们应该密切关注它的后续行动,这才是明智的做法。(财富中文网)

译者:Biz

The Blackstone Group is, by most measures, the largest private equity firm in the world. Yet in past years, as competitors like KKR and TPG ramped up efforts in the vaunted technology, media, and telecom (TMT) sector, Blackstone remained more focused on brick and mortar—becoming perhaps the largest commercial real-estate landlord in the world in the process. (Such is real estate’s importance to the firm that it chose to elevate Jonathan Gray—Blackstone’s former global head of real estate, who masterminded its world-beating strategy in the sector—to the rank of president and COO in 2018.)

But these days, there’s been a slight recalibration at the firm. Blackstone is now scaling up its operations on the tech side—staffing up with new hires who are well-versed in the TMT sector, and pursuing an array of tech-related investments in areas as diverse as health care, data centers, and social networking.

Monday’s announcement that Blackstone has lured former Amazon executive Christine Feng to the firm goes hand-in-hand with this new emphasis. In her new gig, Feng—who specialized in mergers and acquisitions at Amazon Web Services, and previously held a similar role at Microsoft—will focus on tech sector investments through the firm's Tactical Opportunities platform.

Feng arrives a few months after Blackstone poached former KKR managing director Vini Letteri, who played a leading role in guiding KKR’s investments in growth-stage tech companies. Letteri now holds a senior role at Blackstone Growth, the firm’s own growth equity investing platform; Blackstone launched that platform in early 2019, having hired Jon Korngold away from General Atlantic to helm it.

Beyond talent, a raft of recent deals demonstrate Blackstone’s commitment to beefing up its presence in the tech space. In the past two years, it has acquired a majority stake in Thomson Reuters’ financial data unit, which it rebranded as Refinitiv; purchased mobile marketing platform Vungle for a reported $750 million; and picked up a majority interest in the startup that owns the popular dating app Bumble. This year, it has acquired health care technology firm HealthEdge Software and invested in Chinese data center provider 21Vianet.

Blackstone is poised to throw its considerable weight around in private equity tech investing in the years to come. Both Feng and Letteri are based in San Francisco, where Blackstone is actively looking to expand its footprint.

The world’s biggest private equity firm has its eyes firmly set on Silicon Valley; the rest of us would be wise to take notice.

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