Post by Pedersen & Partners

Pedersen & Partners and CMS Kenya | Daly Inamdar Advocates co-hosted the 1st East Africa Private Equity & Venture Capital Breakfast on 22nd May 2025 in Nairobi. The event convened regional and international investors to discuss capital flows, fundraising trends, and investment strategies in East Africa. The panel discussion was moderated by Michael Al-Nassir, Equity Partner, Head of META & Head of Private Equity Practice APMEA, Pedersen & Partners and Kevin Kwasa, Partner, CMS Kenya | Daly Inamdar Advocates Panelists: Dan Apungu – Adenia Marieke Geurts – Amethis Michael Jelinske – LeapFrog Investments Cikü Mugambi – DOB Equity Jean-Paul Ntungicimpaye – AfricInvest Ashish Patel – Aavishkaar Capital Sapna Shah – Novastar Ventures Key Takeaways: Macroeconomics & External Factors Liquidity constraints are driving M&A and alternative value realization strategies. Fund Structures & Fundraising Trends Larger, Pan-African and thematic funds are gaining traction. DPI is under pressure as LPs demand realized returns. High-Opportunity Sectors & Market Segments Healthcare, fintech, and agriculture (including export-oriented manufacturing) show strong potential. Value Creation & Exit Strategies Strategic exits via M&A are growing. Weak local capital markets highlight the need to build domestic exit options. ESG, Governance & Impact Focus is shifting to real job creation and local value chains. ESG integration is ongoing, often via internal or third-party support. Human Capital Human capital due diligence is underutilized. Advisors can be leveraged during DD and post-deal. Regional Investment Trends & Geographic Strategies Local founders need to improve investor communication. Local LPs are essential for ecosystem development. Read the complete summary of insights here: https://lnkd.in/d583cZu3