Patria Private Equity Trust plc

Patria Private Equity Trust plc functions as a private equity and buyouts investment vehicle. It employs a dual investment strategy, engaging in both direct stakes in companies and allocations to other private equity funds (a fund of funds approach). Its direct investment activities target mid-market buyouts and provide expansion capital. Key sectors for its direct investments include technology, healthcare, industrials, consumer discretionary, consumer staples, oil and gas services, financials, educational publishing, aero-engineering, and capital goods. Notably, its focus for these particular sectors extends to companies located outside of Europe. Through its fund-of-funds strategy, Patria allocates capital to other private equity funds that primarily concentrate on mid to large-scale buyouts. While specific direct sector investments may be outside Europe, the Trust generally prioritizes investments in companies headquartered within Europe. Its target enterprise value for underlying portfolio companies—whether direct or through fund investments—spans from EUR100 million (approximately $111.10 million) to EUR2 billion (approximately $2,881.60 million). The Trust typically aims to acquire a controlling (majority) interest in its portfolio companies.