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HgCapital Trust Announces Partial Exit of Trackunit Investment

Why we think this is good

The partial exit of Trackunit represents a positive development for HgCapital Trust. The transaction values HGT's investment at £53.4 million, providing an uplift of £2.8 million (6%) over the carrying value. This realization not only adds to HGT's liquid resources but also allows for continued exposure to Trackunit's growth potential. The reinvestment by Hg alongside Goldman Sachs Alternatives indicates confidence in Trackunit's future prospects. While the impact is relatively modest in the context of HGT's overall portfolio, it demonstrates the trust's ability to create and realize value from its investments.

Key Points

  • Partial exit of Trackunit investment to Goldman Sachs Alternatives
  • Transaction values HGT's investment at £53.4 million, a 6% uplift
  • Net realisation of £21.1 million for HGT
  • Continued exposure to Trackunit with £32.3 million investment (1.3% of NAV)
  • Pro-forma NAV expected to increase to £2.5 billion (544.6 pence per share)
  • Available liquid resources estimated at £462 million post-transaction
  • Outstanding commitments to Hg transactions at £643 million
  • Hg to reinvest alongside Goldman Sachs Alternatives
  • Transaction subject to regulatory approvals, expected to close in early summer

Summary

The investment trust has announced a partial exit from a SaaS platform provider, realizing value while maintaining exposure to future growth. The transaction provides an uplift in valuation and enhances liquid resources.

HgCapital Trust (HGT) has announced a partial exit of its investment in Trackunit, a leading SaaS and operating data platform provider for the construction ecosystem. The transaction values HGT's investment at £53.4 million, representing an uplift of £2.8 million (6%) over the carrying value. HGT will receive a net realisation of approximately £21.1 million while reinvesting a portion to maintain exposure. The deal is expected to increase HGT's pro-forma NAV to £2.5 billion (544.6 pence per share) and boost liquid resources to £462 million. This partial exit demonstrates HGT's ability to create and realize value from its portfolio while maintaining exposure to high-growth companies.

Key Dates

Early Summer 2025
until Invalid Date
General
Expected closing of Trackunit partial exit transaction
Impact Score: 7
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