Motive Partners is a specialist private equity platform that combines investors, operators, and innovators to build, back, and buy technology companies that enable the financial economy. They invest across stages in technology-enabled financial and business services in North America and Europe.

Andy Stewart

Rob Heyvaert

Alberto Corvo

Andrew Tarver

Michael Hayford

Stephen Daffron

Etienne Castiaux

Frank Martire III

Alastair Lukies CBE

Motive Partners

CORESTATE Capital Holding S.A. is a real estate investment firm specializing in investments in small to medium sized residential portfolios and commercial real estate markets. The firm seeks to invest in an "anti-cyclical" manner in Europe and expand its club-style deals from purely opportunistic to core-plus and value-add investments. The firm offers investment products in real estate funds, co-investments, and club deals. It prefers to invest in Central Europe, Austria, Switzerland, and Germany. CORESTATE Capital Holding S.A. was founded in 2006 and is based in Luxembourg, Luxembourg with additional offices in Zug, Switzerland; London, United Kingdom; Frankfurt, Germany; and Singapore. CORESTATE Capital Holding S.A. operates as a subsidiary of Flygon Holding LLC.

CORESTATE Capital Holding S.A.

The Founder Institute is a network that helps turn ideas into fundable startups and startups into global businesses.

Founder Institute

Advent International is one of the largest and longest serving independent private equity partnerships, with a mission to create long-term value across their portfolio companies and the communities in which they operate. They uphold the highest ethical standards, make firm decisions based on analytical study, open debate, and consensus conclusions, and support management teams with the resources necessary to maximize each company’s potential. Their culture encourages open conversations, respect for others’ viewpoints, and a focus on collaboration, humility, and intellectual honesty.

H. Haight

Advent International

Motive Partners is a private equity firm with offices in New York City and London, focusing on growth equity and buyout investments in software and information services companies based in North America and Europe and serving five primary subsectors: Banking & Payments, Capital Markets, Data & Analytics, Investment Management and Insurance. Motive Partners brings differentiated expertise, connectivity and capabilities to create long-term value in financial technology companies.

More information on Motive Partners can be found at www.motivepartners.com

Global Shares

Dun & Bradstreet

LMRKTS

LPA Lucht Probst Associates

Bindable

Avaloq

Finantix

Apollo

Capital Constellation

We are excited to share that Wilshire has announced the acquisition of Lyxor Asset Management Inc., a US-based investment advisor with $20.8 billion in AUM, which will help position Wilshire as a leading provider of hedge fund managed accounts. 

Jason Schwarz, Wilshire Deputy CEO and President, said: “The alternatives space is a key area of strategic focus for Wilshire and an important part of many investment portfolios. This acquisition furthers our goal of delivering innovative alternative investment solutions to our client base and will provide Lyxor U.S. clients with access to Wilshire’s asset allocation and investment research insights, portfolio construction capabilities, and more. Together with Lyxor U.S.’s leading alternatives platform and talented team, we will have an enhanced ability to deliver compelling investment opportunities for our clients.”

Read more here: https://lnkd.in/ejhjp2XY 

#privateequity #alternativeinvestments #innovation #assetmanagement #fintech Amundi

As we approach the Motive Partners Annual General Meeting for our investors, we are excited to discuss our program of work in Artificial Intelligence across our portfolio, operations and investment theses. 
 
We look forward to welcoming our investors on 2nd November!

#privateequity #agm #artificialintelligence #innovation #nextgen #fintech

Thank you ABN AMRO Bank N.V. - we are delighted to be partnering and look forward to furthering the development of the fintech landscape together.

Motive Partners is delighted to support our portfolio company – CAIS – with the CAIS Alternative Investment Summit 2023 next week in Beverly Hills.
 
This event will bring together industry leaders from around the globe to explore the latest trends and opportunities in the alternative investment community. 

Read more about it here – https://lnkd.in/ev2GcvRZ – as we prepare to hear from our own Blythe Masters and a line-up of brilliant minds including: 
 
⭐ Milton Berlinski, Managing Partner & Co-Founder, Reverence Capital Partners
⭐ Marty Bicknell, CEO and President, Mariner Wealth Advisors
⭐ Todd Boehly, Chairman, Eldridge
⭐ Matt Brown, Founder & CEO, CAIS
⭐ Kipp deVeer, CEO, Ares Capital Corporation
⭐ Joshua Friedman, Co-Founder, Co-Chairman and Co-CEO, Canyon Partners
⭐ Jenny Johnson, President and CEO, Franklin Templeton
⭐ Jennifer Prosek, Founder and Managing Partner, Prosek Partners
⭐ John Taft, Vice Chair, Baird
⭐ Jim Zelter, Co-President, Apollo Asset Management
⭐ Rob Sechan, CEO & Managing Partner, NewEdge Capital Group
⭐ Steve Case, Founder of AOL, Founder & CEO of Revolution LLC

#fintech #alternatives #democratization #innovation #privateequity #investing #wealthtech

Kick your week off by tuning into the latest Motive Insights podcast episode featuring Heather Bellini – Goldman Sachs’ former Head of the Technology Research Group, and now an Industry Partner at Motive and President & Chief Financial Officer at InvestCloud, Inc. 
 
Tune in to hear about the trends shaping the software market, the opportunities ahead and InvestCloud's continued role as a global software-as-a-service leader in digital transformation for the wealth management industry.
 
Listen to the full podcast: https://lnkd.in/e8gWMbCK #privateequity #innovation #software #fintech #podcast #wealth #wealthtech

We are delighted to announce a strategic partnership between ABN AMRO Bank N.V. and Motive Partners. Today marks the beginning of a new strategic relationship between our firms, bringing together decades of fintech expertise, and a joint passion for driving innovation and investment in financial technology. 
 
Ramin Niroumand, Head of Motive Ventures said: “We are thrilled to welcome ABN AMRO onboard as a partner and significant investor in Motive-managed vehicles. Our shared DNA and fintech expertise makes this a particularly compelling proposition for both parties. For Motive this translates into an expansion of our strategic ecosystem, increased industry intimacy and two senior hires in a new geography.”
 
We are delighted to welcome Hugo Bongers, Managing Director and Head of ABN AMRO Ventures, and Tim Wanders, Executive Director of ABN AMRO into the Motive family. In addition, Motive Ventures will assume the management of the existing ABN AMRO Ventures portfolio, adding 15 portfolio companies to the Motive Ventures ecosystem.
 
Read the full press release here: https://lnkd.in/e2DcX9nX
 
#industryintimacy #strategicpartnership #Amsterdam #Berlin #London #newyork #belgium #innovation #venturecapital #financialtechnology #privateequity

The latest data shows that fewer than one in ten managers have implemented AI solutions. Motive Partners spoke to Private Funds CFO about the various ways that firms are using AI to improve their operations. 
 
Oren Michaely, Director of AI at Motive Create, the innovation division of Motive Partners, said: "Given AI is the hot topic, it's understood that most firms are exploring ways to integrate it into their operations for cost reduction, revenue growth and enhanced efficiency. In the areas of risk management, data compilation and legal issues, AI can provide significant advantages, offering in-depth insights, automation and predictive capabilities." 
 
Read the full article here: https://lnkd.in/eAT8gPgt

#artificialintelligence #ai #innovation #alternatives #privateequity #fintech

Episode Now Live!
 
Tune in to this Motive Insights podcast episode with Charlie Kerr, Founder & CEO of With Intelligence, exploring their epic journey so far and why now is such an exciting time in the alternatives data and analytics space. And during this podcast you’ll also hear from Motive’s Investor-Operator-Innovator team (“IOI”) – Swathi Vankayalapati and Ross Collington – on why we are looking forward to the partnership ahead!
 
https://lnkd.in/eixYVbh7 #podcast #privateequity #innovation #alternativeinvestments #privatemarkets #fintech #dataanalytics

Motive Industry Partner and InvestCloud, Inc. President & CFO, Heather Bellini, joins CNBC 'Fast Money' to talk about the software sector, IPO market and the Tech sector as a whole.
 
https://lnkd.in/gutPgg42

#investcloud #wealthtech #innovation #privateequity

Next up on the Motive Insights podcast, Sam Tidswell-Norrish interviews Charlie Kerr, Founder & CEO of With Intelligence. Motive Partners’ most recent investment is forging a path in data and analytics for the alternative investments sector, so follow Motive or tune in here next week to listen to the episode!

https://lnkd.in/eZ4fTRGH 
#privateequity #fintech #innovation #podcast #alternativeinvestments #dataanalytics Motive Create

Metric
Company Name	Motive Partners	CORESTATE Capital Holding S.A.	Founder Institute	Advent International
Symbol		CCAP
MSH ID	COM:MOTIVEPARTNERS	COM:CORESTATE-CAPITAL	CO:FI	COM:ADVENTINTERNATIONAL
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Financial Technology	Real Estate	Commercial & Professional Services	Financial Services & Finance
Industry	Venture Capital and Private Equity	Real Estate - Services	Business Incubation and Entrepreneurship Support	Private Equity
Country	US	LU	US
Stage	Private Equity
Employee Count	11	446		251
Website	motivepartners.com	corestate-capital.com	fi.co	adventinternational.com
LinkedIn	motive-partners
Founders

Metric
Market Cap	76.27M
Enterprise Value
Monthly Web Traffic		191.00K
Web Traffic Growth		0.09
Valuation
Raised Capital

Metric
Revenue		66.01M
Revenue (LTM)
Revenue (NTM)
Gross Profit		66.01M
EBITDA		-754.78M
Operating Income		-754.78M
Net Income		-754.78M
EPS		-22.29
Diluted EPS		-22.29
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin		1
Operating Profit Margin
EBITDA Margin		-11.43
Net Profit Margin
Return on Equity		5.74
Return on Assets
Return on Capital Employed

COM:MOTIVEPARTNERS

Motive Partners

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio		-0.07
P/B Ratio		0.02
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		8.36
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding		73.27
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield		0.44

Metric
Cash & Equivalents		59.04M
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets		0.42
Current Ratio		0.96
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.02
R&D to Revenue
SG&A to Revenue		0.29