Matthew Brockman

speaker

798 appearances 7 recordings 1 series first heard Apr 2022 last heard Sep 2025

Matthew Brockman’s voice in public audio — every appearance, attributed to the second.

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Orbit - An Hg software leadership podcast · The Pace of Automation: Hg's Matthew Brockman and David Toms talk it out · 6 Oct 2022 podcast

Or is there some there isn't that we shouldn't take that as a kind of signal that people s feel they need to be selling software or selling out of tech? matched

It's a reluctance to matched

It always strikes me as such a pronounced effect, particularly here in Europe, because you've got very few now listed large software companies, certainly on the London Stock Exchange, and I think more broadly across Europe. matched

And if I think about the value of our portfolio in aggregate, it's about $115 billion or something, which means only SAP is bigger as an aggregate software company in our in our European market space. matched

So this sort of matched

v the value of the kind of the private market and the scale of the private market relative to the public markets is is already pronounced and it feels like we're going through another sort of reset or some some kind of at le at least an adjustment on kind of appetite to to deploy equity. matched

mean matched

So I think twenty twenty two will have been a harder year to raise capital for, you know, for for for GPs like ourselves, for private equity firms like ourselves, than previous years. matched

Some of that is obviously coming off of the just the sheer peaks of twenty twenty-one. matched

Um we've largely completed our fundraising. matched

So we've essentially been able to raise capital, I think, because people basically believe the long term story. matched

So they don't really see that much fundamental change in matched

the need for software and automation, the kind of businesses we're backing, and frankly a relatively resilient sort of recession proof portfolio that we put together. matched

So their sort of confidence around matched

Will our businesses trade well through a downturn? matched

How will they trade? matched

How we evidenced that previously in two thousand eight, two thousand two thousand twenty with COVID. matched

And therefore how do we commit capital if we you know, peop pension funds are still getting, you know, capital and they still need to deploy it and they still need to earn those returns. matched

So but I think they are being more discriminating about where they commit it and which funds are are benefiting from that. matched

I think there is a sensitivity around pace of growth as opposed to is there growth? matched

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