Our Executive Director Vanessa Sorel appeared as a special guest at the Dealmakers Show hosted by Décideurs Corporate Finance. In the interview, she discussed the industry’s outlook and highlighted the collaborative partnerships with the companies and funds Clipperton provides guidance to.
Some key takeaways:
🎯 Growth is no longer enough, viable unit economics or profitability is required
💎 Clear-cut market polarisation for quality assets, i.e. assets that are well above the “Rule of 40” or are in buoyant sectors (Cybersecurity, ESG, Health,…), compared with a more cautious approach for other assets
💡 Learning and adapting -> Back to a more standardized valuation environment -> Need to adapt deal structuring to bridge the gap
Watch the full interview here.