黑石集團(tuán)押寶科技領(lǐng)域
Rey Mashayekhi, Anne Sarders
2020-08-09
按大部分標(biāo)準(zhǔn)來看,，黑石集團(tuán)（Blackstone Group）都是全球最大的私募股權(quán)基金,。過去幾年，KKR和TPG等競爭對(duì)手都在加大對(duì)備受追捧的科技,、媒體和通信（TMT）行業(yè)的投資,，但黑石集團(tuán)卻依舊更專注于實(shí)體項(xiàng)目,，成為全球最大的商業(yè)地產(chǎn)商。（房地產(chǎn)業(yè)務(wù)對(duì)黑石集團(tuán)極其重要,，因此該公司在2018年任命前全球房地產(chǎn)業(yè)務(wù)負(fù)責(zé)人喬納森·格雷擔(dān)任總裁兼首席運(yùn)營官,。該公司世界一流的行業(yè)策略就是出自格雷之手。）
但現(xiàn)在,，黑石集團(tuán)現(xiàn)在正在小幅調(diào)整業(yè)務(wù)方向,。黑石集團(tuán)正在擴(kuò)大科技業(yè)務(wù)的規(guī)模，包括招聘精通TMT行業(yè)的人才,，并在醫(yī)療保健,、數(shù)據(jù)中心和社交媒體等領(lǐng)域開展了一系列與科技相關(guān)的投資。
在調(diào)整業(yè)務(wù)重心的同時(shí),，黑石集團(tuán)周一宣布將前亞馬遜（Amazon）高管克里斯汀·馮收入麾下,。馮在Amazon Web Services專門從事并購和收購事務(wù)，此前曾在微軟（Microsoft）擔(dān)任過類似崗位,。她在黑石集團(tuán)的新崗位上將主要負(fù)責(zé)通過黑石集團(tuán)戰(zhàn)略機(jī)會(huì)（Tactical Opportunities）基金,，進(jìn)行科技行業(yè)投資,。
在馮入職前幾個(gè)月,，黑石集團(tuán)挖來了KKR前總經(jīng)理文尼·萊特里。萊特里曾引導(dǎo)KKR執(zhí)行投資成長期科技公司的策略,，在其中發(fā)揮了主導(dǎo)作用,。萊特里目前在黑石集團(tuán)旗下的成長股權(quán)投資平臺(tái)黑石成長基金（Blackstone Growth）任高管；黑石集團(tuán)在2019年初推出了這個(gè)平臺(tái),，并聘請(qǐng)了泛大西洋投資（General Atlantic）的喬恩·科恩戈?duì)柕轮鞴茉撈脚_(tái),。
除了人才方面以外，黑石集團(tuán)最近的一系列交易,，也顯示出其增強(qiáng)科技業(yè)務(wù)的決心,。過去兩年，黑石集團(tuán)收購了湯森路透（Thomson Reuters）旗下的金融數(shù)據(jù)部門的多數(shù)股份,，并將其更名為Refinitiv,；收購了移動(dòng)營銷平臺(tái)Vungle，據(jù)媒體稱收購價(jià)格為7.5億美元,；并收購了擁有熱門約會(huì)應(yīng)用Bumble的初創(chuàng)公司的多數(shù)股權(quán),。今年，黑石集團(tuán)收購了醫(yī)療技術(shù)公司HealthEdge Software,，并投資了中國數(shù)據(jù)中心提供商世紀(jì)互聯(lián)（21Vianet）,。
黑石集團(tuán)正在摩拳擦掌，準(zhǔn)備未來幾年在科技類私募股權(quán)投資領(lǐng)域大展身手,。馮和萊特里的辦公地點(diǎn)都在舊金山,。黑石集團(tuán)正在積極尋求擴(kuò)大在當(dāng)?shù)氐挠绊懥Α?
全球最大的私募股權(quán)基金將目光投向了硅谷,；我們應(yīng)該密切關(guān)注它的后續(xù)行動(dòng)，這才是明智的做法,。（財(cái)富中文網(wǎng)）
譯者：Biz
按大部分標(biāo)準(zhǔn)來看,，黑石集團(tuán)（Blackstone Group）都是全球最大的私募股權(quán)基金。過去幾年,，KKR和TPG等競爭對(duì)手都在加大對(duì)備受追捧的科技,、媒體和通信（TMT）行業(yè)的投資，但黑石集團(tuán)卻依舊更專注于實(shí)體項(xiàng)目,，成為全球最大的商業(yè)地產(chǎn)商,。（房地產(chǎn)業(yè)務(wù)對(duì)黑石集團(tuán)極其重要，因此該公司在2018年任命前全球房地產(chǎn)業(yè)務(wù)負(fù)責(zé)人喬納森·格雷擔(dān)任總裁兼首席運(yùn)營官,。該公司世界一流的行業(yè)策略就是出自格雷之手,。）
但現(xiàn)在，黑石集團(tuán)現(xiàn)在正在小幅調(diào)整業(yè)務(wù)方向,。黑石集團(tuán)正在擴(kuò)大科技業(yè)務(wù)的規(guī)模,，包括招聘精通TMT行業(yè)的人才，并在醫(yī)療保健,、數(shù)據(jù)中心和社交媒體等領(lǐng)域開展了一系列與科技相關(guān)的投資,。
在調(diào)整業(yè)務(wù)重心的同時(shí)，黑石集團(tuán)周一宣布將前亞馬遜（Amazon）高管克里斯汀·馮收入麾下,。馮在Amazon Web Services專門從事并購和收購事務(wù),，此前曾在微軟（Microsoft）擔(dān)任過類似崗位。她在黑石集團(tuán)的新崗位上將主要負(fù)責(zé)通過黑石集團(tuán)戰(zhàn)略機(jī)會(huì)（Tactical Opportunities）基金,，進(jìn)行科技行業(yè)投資,。
在馮入職前幾個(gè)月，黑石集團(tuán)挖來了KKR前總經(jīng)理文尼·萊特里,。萊特里曾引導(dǎo)KKR執(zhí)行投資成長期科技公司的策略,，在其中發(fā)揮了主導(dǎo)作用。萊特里目前在黑石集團(tuán)旗下的成長股權(quán)投資平臺(tái)黑石成長基金（Blackstone Growth）任高管,；黑石集團(tuán)在2019年初推出了這個(gè)平臺(tái),，并聘請(qǐng)了泛大西洋投資（General Atlantic）的喬恩·科恩戈?duì)柕轮鞴茉撈脚_(tái)。
除了人才方面以外,，黑石集團(tuán)最近的一系列交易,，也顯示出其增強(qiáng)科技業(yè)務(wù)的決心。過去兩年,，黑石集團(tuán)收購了湯森路透（Thomson Reuters）旗下的金融數(shù)據(jù)部門的多數(shù)股份,，并將其更名為Refinitiv；收購了移動(dòng)營銷平臺(tái)Vungle,，據(jù)媒體稱收購價(jià)格為7.5億美元,；并收購了擁有熱門約會(huì)應(yīng)用Bumble的初創(chuàng)公司的多數(shù)股權(quán),。今年，黑石集團(tuán)收購了醫(yī)療技術(shù)公司HealthEdge Software,，并投資了中國數(shù)據(jù)中心提供商世紀(jì)互聯(lián)（21Vianet）,。
黑石集團(tuán)正在摩拳擦掌，準(zhǔn)備未來幾年在科技類私募股權(quán)投資領(lǐng)域大展身手,。馮和萊特里的辦公地點(diǎn)都在舊金山,。黑石集團(tuán)正在積極尋求擴(kuò)大在當(dāng)?shù)氐挠绊懥Α?
全球最大的私募股權(quán)基金將目光投向了硅谷；我們應(yīng)該密切關(guān)注它的后續(xù)行動(dòng),，這才是明智的做法,。（財(cái)富中文網(wǎng)）
譯者：Biz
The Blackstone Group is, by most measures, the largest private equity firm in the world. Yet in past years, as competitors like KKR and TPG ramped up efforts in the vaunted technology, media, and telecom (TMT) sector, Blackstone remained more focused on brick and mortar—becoming perhaps the largest commercial real-estate landlord in the world in the process. (Such is real estate’s importance to the firm that it chose to elevate Jonathan Gray—Blackstone’s former global head of real estate, who masterminded its world-beating strategy in the sector—to the rank of president and COO in 2018.)
But these days, there’s been a slight recalibration at the firm. Blackstone is now scaling up its operations on the tech side—staffing up with new hires who are well-versed in the TMT sector, and pursuing an array of tech-related investments in areas as diverse as health care, data centers, and social networking.
Monday’s announcement that Blackstone has lured former Amazon executive Christine Feng to the firm goes hand-in-hand with this new emphasis. In her new gig, Feng—who specialized in mergers and acquisitions at Amazon Web Services, and previously held a similar role at Microsoft—will focus on tech sector investments through the firm's Tactical Opportunities platform.
Feng arrives a few months after Blackstone poached former KKR managing director Vini Letteri, who played a leading role in guiding KKR’s investments in growth-stage tech companies. Letteri now holds a senior role at Blackstone Growth, the firm’s own growth equity investing platform; Blackstone launched that platform in early 2019, having hired Jon Korngold away from General Atlantic to helm it.
Beyond talent, a raft of recent deals demonstrate Blackstone’s commitment to beefing up its presence in the tech space. In the past two years, it has acquired a majority stake in Thomson Reuters’ financial data unit, which it rebranded as Refinitiv; purchased mobile marketing platform Vungle for a reported $750 million; and picked up a majority interest in the startup that owns the popular dating app Bumble. This year, it has acquired health care technology firm HealthEdge Software and invested in Chinese data center provider 21Vianet.
Blackstone is poised to throw its considerable weight around in private equity tech investing in the years to come. Both Feng and Letteri are based in San Francisco, where Blackstone is actively looking to expand its footprint.
The world’s biggest private equity firm has its eyes firmly set on Silicon Valley; the rest of us would be wise to take notice.
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