EMERGERS is a student-led M&A and Private Equity network connecting Young Professionals with practice partners in the DACH region. It helps students in Corporate Finance build a network and gain exposure through exclusive events and workshops.

EMERGERS

Clinique de l'Oeil OnO offers ophthalmological consultations, surgeries, and emergency care in Switzerland, providing a range of specialized eye care services.

Clinique de l'Oeil OnO

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

Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia and Europe.

Leon Black

Marc Rowan

Josh Harris

Apollo Global Management, Inc.

Emergers | 672 followers on LinkedIn. Equipping Investors and Business Leaders with an edge | Emergers provides Research, Advisory and Agency services aiming to equip Investors and Business Leaders with a competitive edge. We forcus on emerging trends in tech, energy, and life sciences.

Unlocking Context for Investor Conviction | Emergers

Johan Widmark

Emergers

TALLINK: All about the Dividend Q3 Sales and Profits beat estimates, but the economic downturn affects demand. In 2025, we assume an economic recovery leading to a double- digit underlying profit growth. We expect dividend policy payouts each year in 2024-26. https://lnkd.in/d_yM4Wf6 Enlight Research OÜ Mattias Wallander

Model Portfolio up 28% (vs SPX 17%) since April 2024 on strong $RDDT and Silver performance - now adding SK Hynix on surging HBM chip demand. Read more here https://lnkd.in/diVsVPra

Basket of biotechs most likely to benefit from advances in AI in 2025: Here, we present an equal-weighted basket of seven biotechs, up 38% in the past year, including Alnylam and Sarepta, expected to benefit from AI in 2025. Read more: https://lnkd.in/gNXBcjKW #Biotech #AI #Alnylam #Sarepta

Tel Aviv stock exchange 1 year after the attacks | Overconfidence in CCS | New hacker modus | Record tech optimism https://lnkd.in/dGr3iX4E

Record optimism in tech as positive EPS guidance surges to three-year high in Q3 2024 In Q3 2024, S&P 500 companies showed a shift in earnings outlook, with 110 issuing EPS guidance: 60 gave negative guidance, while 50 offered positive, according to FactSet. But IT stands out as the leader, supported by an increase in its bottom-up EPS estimate in Q3. Read more here: https://lnkd.in/dzd93CaA

CRUNCHFISH: Video | Vd Joachim Samuelsson om kommande emission och affärsmöjligheterna inom DC offline och CBDC Crunchfish AB vd Joachim Samuelsson intervjuas av Emergers Johan Widmark och svarar på deltagarnas frågor. Ämnen som diskuteras är - Finansiering - Marknad och intäktsmöjligheter - Produkt och partners - Dotterbolaget Gesture Interaction - Övriga frågor Se inspelningen från webinariet här https://lnkd.in/d7sDXCek

Ever wonder how hackers get malware onto your computer? Here’s the modus that tricks even the most tech savvy Are you like me, thinking you're too clever and alert to fall for advanced hacking schemes? Think again. Here’s how hackers use sophisticated tactics to slip malware past even the most cautious users—and what you can do to stay safe. Read the full article here https://lnkd.in/dcUziUyV #security #opsec #hackers

CRUNCHFISH: Invite to webinar (in swedish) Oct 10th, at 12-13 Crunchfish AB har aviserat en företrädesemission med teckningsperiod i november. I ett webinarium intervjuas CRUNCHFISH vd Joachim Samuelsson av Emergers Johan Widmark . Aktieägare har också möjlighet att ställa frågor om bolaget och emissionen. Tid: Torsdag 10 oktober kl 12-13 Webinariet kommer att vara på svenska och fokusera på fem olika områden. - Finansiering - Marknad och intäktsmöjligheter - Produkt och partners - Gestures - Övriga frågor Anmälan sker genom denna länk. Välkomna! https://lnkd.in/dG3GRzG6

Overconfidence in CCS setting us up for disappointment: After near-total failure 15 years ago, Carbon Capture and Storage (CCS) is once again being hailed as the climate saviour. However, recent research published in Nature reveals sobering insights—this technology, still in its infancy, is unlikely to scale in time to meet climate goals. Image: UK Prime Minister Kier Starmer betting hard on CCS. Credit: Ricardo Stuckert / PR Read more here: https://lnkd.in/dRSePGYG #CCS #Climate #impactinvesting

CRUNCHFISH: Rights issue to stay the course on extended timeline As discussed in our previous update, Crunchfish AB has now settled on a path forward for the company's financing. On Friday after the market closed, the company announced its resolution to carry out a preferential issue of shares and warrants (Units) amounting to SEK 57 million before issue costs, covered up to 45% (SEK 26 million) by subscription and guarantee commitments. At full subscription, this would yield net proceeds of SEK 45.6 million or SEK 42.5 million should the guarantors opt for cash compensation. This will cover operating expenses for another 12 months, during which time Crunchfish also has two warrants (TO 10 and TO 11) that could potentially raise an additional SEK 36 million and SEK 48 million, respectively, in February and May 2025. While the commercialization of Crunchfish's solution for offline payments has shown a longer sales cycle than expected, the company continues to build a broader base of potential counterparties and business arrangements. We continue to see particular (albeit binary) potential in the new partnership with the world's largest IT consulting firm, TCS, and the ongoing trial and proposal process with an undisclosed major payment provider. While this continues to support a high revaluation potential (previous fair value was 3x the price prior to the announcement of the rights issue), we now await the outcome of the rights issue before setting a new target, as it is customary for the share price to gravitate towards the subscription price (at SEK 1.45 per share) before it can regain momentum after having secured new fuel. Read the full report here: https://lnkd.in/dvJFGrev #cbdc #offlinepayments

Metric
Company Name	EMERGERS	Clinique de l'Oeil OnO	Advent International	Apollo Global Management, Inc.
Symbol				APO
MSH ID	DE:EMERGERS	CH:CLINIQUEOEIL-ONO	COM:ADVENTINTERNATIONAL	COM:APOLLO
Market	PRIVATE	PRIVATE	PRIVATE	STOCKS
Sector	Commercial & Professional Services	Healthcare & Health Services	Financial Services & Finance	Financial Services
Industry	Financial Services	Healthcare	Private Equity	Asset Management - Global
Country	DE	CH		US
Stage				Post-IPO Debt
Employee Count	1		251	4.95K
Website	emergers.de	cliniqueoeil-ono.ch	adventinternational.com	apollo.com
LinkedIn	emergers			apollo-global-management-inc
Founders

Metric
Market Cap		67.83B
Enterprise Value
Monthly Web Traffic	1.63K	206.45K
Web Traffic Growth		0.03
Valuation
Raised Capital		495M

Metric
Revenue				33.21B
Revenue (LTM)
Revenue (NTM)
Gross Profit				32.30B
EBITDA				9.12B
Operating Income				8.32B
Net Income				5.05B
EPS				8.32
Diluted EPS				8.21
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				0.98
Operating Profit Margin				0.56
EBITDA Margin				0.27
Net Profit Margin				0.25
Return on Equity				0.54
Return on Assets				0.02
Return on Capital Employed				0.18

DE:EMERGERS

EMERGERS

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				34.70
P/B Ratio				7.07
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio				3.10
EV Multiple				19.74

Metric
Days Sales Outstanding				10.18
Days Payables Outstanding				851.98
Days Inventory Outstanding
Operating Cycle				111.59
Cash Conversion Cycle				90.64
Asset Turnover				0.10

Metric
Operating Cash Flow				6.60B
Free Cash Flow				-17.80B
Cash Flow to Debt				0.69
Operating Cash Flow/Sales				0.20
Free Cash Flow Yield				0.10

Metric
Cash & Equivalents				17.69B
Accounts Receivable
Inventory
Goodwill				4.33B
Debt to Capitalization				0.42
Debt to Assets				0.02
Current Ratio				0.75
Quick Ratio				9.37

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue				0.03
R&D to Revenue
SG&A to Revenue				0.07