Investment Focus & Thesis

Hellman & Friedman focuses exclusively on technology and business services, where it has built decades of expertise: Investment Range Equity investments typically range from $100M-$1B+, with capacity for larger transactions. Stage Focus Growth equity and buyouts in established software and services companies. Enterprise Software — Horizontal and vertical software applications serving enterprise customers Information Services — Data and information companies serving B2B markets FinTech — Financial technology and payments companies Healthcare Technology — Healthcare software and IT services Business Services — Professional and IT services companies

Recent Investment Activity

Hellman & Friedman has maintained disciplined investment activity focused on quality companies: Company Sector Type Year Enterprise Software Platform Software Buyout 2024 Information Services Company Info Services Growth 2024 Healthcare Technology Platform HealthTech Buyout 2024 FinTech Services Company FinTech Buyout 2023 H&F is known for its patient, research-intensive approach to investing, spending significant time understanding industries before committing capital.

Notable Portfolio Companies

Hellman & Friedman has built an impressive portfolio of market-leading technology companies: Enterprise Software Market-leading software companies serving enterprise customers across industries. Information Services Data and research companies providing critical information to B2B customers. FinTech Financial technology and payments companies with strong market positions. Healthcare Technology Healthcare software and IT solutions providers. H&F is recognized for its ability to identify exceptional companies and partner with management teams to build lasting value.

What Hellman & Friedman Looks For

H&F evaluates potential investments based on rigorous criteria: Market leadership — Companies with strong competitive positions and high customer retention Recurring revenue — Business models with predictable, recurring revenue streams Growth potential — Clear opportunities for continued growth through multiple levers Defensible moat — Sustainable competitive advantages through technology, network effects, or brand Strong management — Experienced teams with track records of execution }> Pro Tip H&F is known for deep industry research. Be prepared for extensive questioning about market dynamics, competitive landscape, and growth drivers.

How to Connect With Hellman & Friedman

Approaching H&F requires demonstrating technology sector expertise and quality: 1 Demonstrate Market Leadership Show clear competitive differentiation, high customer retention, and market share leadership. 2 Prepare Quality Metrics Demonstrate strong unit economics, net revenue retention, and path to profitability. 3 Articulate Growth Vision Present a compelling vision for continued growth with specific initiatives and market opportunities. 4 Build Relationships Leverage technology industry networks, advisors, and connections to get introductions.

The Value of Professional Financial Infrastructure

Companies seeking investment from technology-focused PE firms like H&F must demonstrate financial quality: SaaS Metrics • Net revenue retention • Gross margin analysis • CAC/LTV metrics • Rule of 40 analysis Financial Foundation • Clean financials • EBITDA optimization • Cash flow modeling • Due diligence readiness }> How Eagle Rock Helps We help technology companies prepare for PE investment by building financial infrastructure and optimizing key SaaS metrics. Our fractional CFO services ensure you're ready to engage with firms like Hellman & Friedman.

Frequently Asked Questions