Tikehau Capital Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Mathieu Chabran

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	7.4yrs
CEO ownership	n/a
Management average tenure	5.9yrs
Board average tenure	7.2yrs

Recent management updates

Recent updates

Rainbows and Unicorns: Tikehau Capital (EPA:TKO) Analysts Just Became A Lot More Optimistic

Jul 31

What Does The Future Hold For Tikehau Capital (EPA:TKO)? These Analysts Have Been Cutting Their Estimates

Feb 14

Analysts' Revenue Estimates For Tikehau Capital (EPA:TKO) Are Surging Higher

Jan 13

Is Tikehau Capital (EPA:TKO) A Strong Dividend Stock?

Dec 09

CEO

Mathieu Chabran (48 yo)

7.4yrs

Tenure

Mr. Mathieu Chabran serves as the President and Partner at Tikehau Capital. Mr. Chabran has been the Chief Executive Officer at Tikehau Capital since November 07, 2016. He also co-founded the firm.He is t...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Mathieu Chabran	CEO, President	7.4yrs	no data	no data
Antoine Flamarion	Co-Founder & President	7.4yrs	no data	no data
Vincent Picot	Group Chief Financial Officer	less than a year	no data	no data
Arnaud Attia	Chief Operating Officer	less than a year	no data	no data
Jean-Baptiste Feat	Co-Chief Investment Officer & Co-Head of Asia	no data	no data	no data
Peter Cirenza	Chairman of Tactical Strategies & Co-Chief Investment Officer	7yrs	no data	no data
Thomas Friedberger	Group Deputy CEO	no data	no data	no data
Louis Igonet	Global Head of Corporate Strategy	no data	no data	no data
Geoffroy Renard	Group General Counsel	no data	no data	no data
Ephraïm Marquer	Head of Compliance	5.6yrs	no data	no data
Dorothée Duron-Rivron	Head of Communication & Public Affairs	6.3yrs	no data	no data
Nithin Johnson	Executive Director of Business Development	5yrs	no data	no data

5.9yrs

Average Tenure

47yo

Average Age

Experienced Management: TKO's management team is seasoned and experienced (5.9 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Leon Seynave	Independent Member of the Supervisory Board	7.4yrs	€32.00k	no data
Fanny Picard	Independent Member of the Supervisory Board	7.2yrs	€38.00k	no data
Jean-Pierre Denis	Member of the Supervisory Board	7.3yrs	€38.40k	no data
Jean-Louis Charon	Independent Member of Supervisory Board	7.4yrs	€38.00k	no data
Christian de Labriffe	Chairman of the Supervisory Board	7.2yrs	€499.00k	no data
Peter Keith Levene	Member of International Advisory Board	no data	no data	no data
Constance de Poncins	Independent Member of the Supervisory Board	7.2yrs	€32.00k	no data
Jean Charest	Independent Member of the Supervisory Board & Member of International Advisory Board	7.3yrs	€57.00k	no data
Stéphane Abrial	Member of International Advisory Board	no data	no data	no data
Roger Caniard	Member of the Supervisory Board	7.2yrs	€25.00k	no data
Florence Lustman	Member of the Supervisory Board	7.2yrs	€45.50k	no data
Kenichiro Sasae	Member of International Advisory Board	5.3yrs	no data	no data

7.2yrs

Average Tenure

65.5yo

Average Age

Experienced Board: TKO's board of directors are considered experienced (7.2 years average tenure).

Tikehau Capital Management

Management criteria checks 2/4

Key information

Recent management updates

Tikehau Capital Appoints Peter Westmacott as Its UK Chairman

Tikehau Capital, Annual General Meeting, May 16, 2023

Tikehau Capital Appoints Dominik P. Felsmann as Head of Germany Effective 15 March 2021

Tikehau Capital Appoints Daniel Cruise as Senior Advisor

Recent updates

Fremantle Limited completed the acquisition of Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.

Dividend increased to €0.75

Full year 2023 earnings released

Tikehau Capital Provides Group Earnings Guidance by 2026

Fremantle Limited agreed to acquire Asacha Media Group from Oaktree Capital Management, L.P. and founding partners of Asacha.

Now 23% undervalued after recent price drop

Tikehau Capital to Report Q4, 2023 Results on Feb 06, 2024

Now 20% undervalued after recent price drop

Tikehau Capital Launches the New Vintage of Brienne

Now 20% undervalued after recent price drop

Consensus revenue estimates fall by 15%

First half 2023 earnings released: EPS: €0.41 (vs €1.58 in 1H 2022)

New major risk - Dividend sustainability

TotalEnergies SE acquired 70.8% stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO) for €1.5 billion.

TotalEnergies SE acquired an unknown minority stake in Total Eren SA from Bpifrance Investissement SAS, Next World Group, Peugeot Invest Société anonyme (ENXTPA:PEUG), Tikehau Capital (ENXTPA:TKO).

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

Now 20% undervalued after recent price drop

Tikehau Capital Approves Distribution of Dividend, Payable on May 22, 2023

Upcoming dividend of €0.70 per share at 2.8% yield

Full year 2022 earnings released: EPS: €1.83 (vs €2.06 in FY 2021)

Tikehau Capital Proposes Dividend for the Year of 2022

Tikehau Capital to Report Q3, 2023 Results on Oct 19, 2023

Tikehau Capital (ENXTPA:TKO) with the management team acquired Isotrol Sa.

Tikehau Capital Appoints Peter Westmacott as Its UK Chairman

Tikehau Capital, Annual General Meeting, May 16, 2023

Consensus revenue estimates increase by 25%

First half 2022 earnings released

Rainbows and Unicorns: Tikehau Capital (EPA:TKO) Analysts Just Became A Lot More Optimistic

Tikehau Capital to Report Fiscal Year 2022 Results on Feb 16, 2023

Tikehau Real Estate Opportunity 2018 SCSP Fund, a fund managed by Tikehau Capital (ENXTPA:TKO) acquired Office building in Paris.

Price target decreased to €28.08

FL Entertainment N.V completed the acquisition of Pegasus Entrepreneurial Acquisition Company Europe B.V. (ENXTAM:PEACE) from Tikehau Capital (ENXTPA:TKO), Financière Agache Société Anonyme, Pierre Cuilleret, Jean-Pierre Mustier and Diego De Giorgi and others.

October SA acquired Credit.fr, SAS from Tikehau Capital (ENXTPA:TKO).

Upcoming dividend of €1.00 per share

Tikehau Capital to Report Q3, 2022 Results on Oct 20, 2022

Full year 2021 earnings: Revenues miss analyst expectations

First half 2021 earnings released

Tikehau Capital to Launch Tikehau Impact Credit

Tikehau Capital to Revise Dividend Policy

Upcoming dividend of €0.50 per share

Full year 2020 earnings released

Tikehau Capital Proposes Dividend for the Year 2020

Meltwater B.V. (OB:MWTR) entered into an agreement to acquire Linkfluence S.A.S. for €50 million.

Tikehau Capital Appoints Dominik P. Felsmann as Head of Germany Effective 15 March 2021

Tikehau Capital Joins Forces with Financière Agache, Jean-Pierre Mustier and Diego De Giorgi to Sponsor a Special Purpose Acquisition Company (Spac) Focused on the European Financial Services Sector

Analysts update estimates

What Does The Future Hold For Tikehau Capital (EPA:TKO)? These Analysts Have Been Cutting Their Estimates

Tikehau Capital to Report First Half, 2021 Results on Sep 16, 2021

Analysts update estimates

Analysts increase revenue estimates to €112.7m

Analysts' Revenue Estimates For Tikehau Capital (EPA:TKO) Are Surging Higher

New 90-day high: €24.90

Is Tikehau Capital (EPA:TKO) A Strong Dividend Stock?

Tikehau Capital Appoints Daniel Cruise as Senior Advisor

New 90-day high: €23.10

New 90-day low: €19.10

Analysts update estimates

IREIT Global (SGX:UD1U) entered into a conditional share purchase agreement to acquire the remaining 60% stake in Sadena Real Estate, S.L.U. fom Tikehau Capital (ENXTPA:TKO) for €47.8 million.

New 90-day low: €20.00

Analysts increase EPS estimates to -€0.083

New 90-day low - €21.10

T2 Energy Transition Fund, managed by Tikehau Capital (ENXTPA:TKO) agreed to acquire a 30% stake in Euro Group S.p.A. from Ems Euro Management Services Spa for €45.5 million.

Tikehau Real Estate Opportunity 2018 SCSP Fund, managed by Tikehau Capital (ENXTPA:TKO) acquired office property in Milanofiori business district in Milan.

Tikehau Capital (ENXTPA:TKO) acquired Star America Infrastructure Partners, LLC.

Firmenich Productions Participations SAS completed the acquisition of Les Derives Resiniques Et Terpeniques SA from Ardian, Tikehau Capital (ENXTPA:TKO) and members of the founding families.

CEO

Tenure

Leadership Team

Average Tenure

Average Age