Juan Garnica

Juan Luis Muñoz and Carlos Paramés, Managing Directors at Houlihan Lokey, explore the complexities of scaling businesses across Europe’s fragmented regulatory and market landscape in El Confidencial. They emphasize the critical role of national champions in driving pan-European consolidation and why Spain’s technology sector is increasingly attracting significant global investment. You can read more here: https://lnkd.in/gZ84yCUA

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Openbank, the digital bank of Santander, has chosen Upvest as its infrastructure provider to go live with an investment offering in Germany and Europe! 🚀 Starting with stocks and ETFs in Germany, the partnership lays the foundation for a broader asset rollout in the future. This strategic shift allows Openbank to expand and modernise its existing offering, benefiting from Upvest’s API-based infrastructure. Based on Upvest’s broad asset scope (incl. fractions from 1 Euro) and its fully localised functionality, Openbank is able to be competitive from day one. The migration of Openbank’s investment products to Upvest marks a major vote of confidence in Upvest’s enterprise readiness and its ability to support some of Europe’s largest financial institutions. Read the full press release here: 👉 https://lnkd.in/db8vGeTr

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Last week Carmo Companies hosted the Iberian Private Markets Meeting, gathering more than 150 senior institutional investors, family offices, and alternative investment professionals to discuss the latest opportunities in private markets. It was a pleasure to join the panel “The State of Real Estate and Real Assets in Southern Europe & Beyond”, alongside leading industry experts Luis Mota Duarte, João Bugalho, Pedro Coelho and Joseph von Maltzahn, moderated by João Carlos Pinto Coelho. The discussion highlighted: - The growing attractiveness of Portugal for investors, both in the residential and commercial real estate markets. - The rising importance of the Iberian market, positioned as the second most appealing destination after the UK for international capital allocation. - The strong momentum of the Portuguese real estate investment market, which is on track to potentially reach €3 billion in transaction volume by the end of 2025, a milestone not seen in many years. - Foreign investment remains dominant, representing over 90% of total volume, with core and value-add strategies accounting for more than 70%. - Retail and Hospitality continue to attract significant attention (around 50% and 25% of volumes respectively), but other sectors such as Offices, Industrial & Logistics and Data Centers are also showing strong dynamism. - Yields have stabilized after last year’s compression, with a trend of yields going down and rents going up, mostly in Offices. At Dils we are proud to see Portugal gaining recognition as a prime destination for private capital and look forward to continuing to contribute to this positive trajectory. #DILS #PrivateMarkets #RealEstate #Portugal #Investment

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Alantra, Generali, PAI Partners, and Draycott map out Iberia’s next phase of private equity. Alantra CEO Gonzalo de Rivera y García de Leániz underlined how Iberia’s fundamentals provide an edge within Europe. The region has consistently outpaced Eurozone GDP growth, with Spain forecast at 2.5–2.7% compared to roughly 1% across the bloc. Defence, once peripheral, has moved into sharper focus as governments boost spending. While many investors face restrictions on direct exposure to arms manufacturers, opportunities are proliferating in adjacent sectors such as services, technology, and cybersecurity. As Generali’s Diego Alaimo noted, the preference is for “companies that provide services to such kind of businesses,” avoiding direct exposure while still tapping the sector’s growth. Understand the sectors driving Iberia’s private equity momentum in 2025: https://lnkd.in/d4DneYeN #PEInsights #privateequity #growth #Iberia

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Strategic acquisition in Madrid’s logistics hotspot P3 has acquired a portfolio of nine assets in Los Gavilanes park (Getafe), one of the most consolidated logistics hubs in the Madrid metropolitan area. The portfolio, totalling 122,000 m², includes eight modern warehouses and a multi-level parking platform for electric delivery vehicles. All assets are built to the highest technical and sustainability standards, with features designed for last-mile efficiency. 📍 Prime location in Madrid’s first logistics ring, with direct access to the A-4 and M-50 highways  🚛 Strong occupier base, including Amazon, Carrefour and MCR Info Electronic  🌱 Contemporary, future-ready design supporting operational performance and ESG goals  This acquisition reinforces P3’s strategy to grow selectively in key European markets, combining development and acquisition of high-quality logistics assets in prime urban locations. 🔗 Full press release: https://lnkd.in/deyhZcMG #P3LogisticParks #Spain #Madrid #LogisticsRealEstate #SustainableAssets #UrbanLogistics #LastMile #Investment 

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Our partner Francisco Cerezo has recently shared some insights on the Spanish M&A and private equity markets, noting that they "have shown resilience and a strong recovery since 2020, with valuations remaining favorable compared to other Western European markets." To read the full article published by PE Hub, please click here (subscription required): http://spr.ly/6043fMHv9

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CVC DIF, the infrastructure strategy of CVC, is pleased to announce the successful completion of two portfolio company exits and the signing of another with completion targeted for the next quarter. CVC DIF exits Boluda Maritime Terminals (BMT) and Mallorca Fire Station, and has signed a sale and purchase agreement to exit TTI Algeciras (TTIA). Gijs Voskuyl, Head of CVC DIF: “These successful exits are a testament to the strength and foresight of the investment teams, as well as our dedicated divestment team. In today’s market, achieving liquidity requires more than just waiting for favourable conditions, it demands preparation, creativity, and deep market connectivity.”   Andrew Freeman, Partner & Head of Divestments at CVC DIF: “Our core focus is on delivering meaningful outcomes for our investors – that means finding and executing exit strategies that others might overlook, and this is especially important when the broader market is subdued.” https://lnkd.in/e-KTtGcK

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